Estimating and quoting
Project quotes built from task-level estimates, rate cards and expense assumptions.
Dynamics 365 Project Operations
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Microsoft Dynamics
Quote to cash for project-based businesses.
Microsoft Dynamics 365 Project Operations connects sales, project planning, resource management, execution, billing, and financials into one integrated solution. Organizations gain complete project visibility, improve resource utilization, control costs, and deliver projects on time and within budget. FORTE Technologies helps project-based organizations maximize profitability through successful Dynamics 365 Project Operations implementations.
We implement it so utilisation, work in progress and project margin are reported from live time and expense data rather than a month-old spreadsheet.
Microsoft ships it in three deployment shapes: a light Dataverse-only version for firms that need deal to proforma invoicing, a resource and non-stocked version paired with the finance and operations apps, and the full stocked and production model. Picking the right one at the start avoids a re-implementation two years later.
Consultancies and contractors here usually run three commercial models on the same book at once — fixed price with retention, time and material against grade rate cards, and milestone billing tied to certified progress. All three have to reconcile to one revenue number.
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Solution
What We Put In Place
Roles, rate cards and cost prices set up so an estimate, a booking and an actual are directly comparable without a reconciliation spreadsheet.
Time and expense captured on mobile with approvals that close weekly, because billing accuracy is decided by how quickly time gets entered.
Revenue recognition, work in progress and unbilled balances posted to the ledger on a schedule finance owns rather than a schedule delivery remembers.
Modules
Everything The Solution Covers
Project Planning & Scheduling
Resource Allocation & Utilisation
Project Budgeting & Cost Control
Time & Expense Tracking
Project Financial Management
Project Billing & Revenue Recognition
Risk & Issue Management
Project Portfolio Management
Real-Time Project Dashboards
Microsoft Teams & Power Platform Integration
What We Deliver
Dynamics 365 Project Operations Capabilities
Resource scheduling
Skills-based staffing, bookings and utilisation forecasting across the delivery team.
Time and expense
Mobile capture, approval workflow and automated billing from approved entries.
Revenue and WIP
Fixed price, time and material and milestone billing with accrual and revenue recognition.
Outcomes
Outcomes that move your business forward.
We measure success by the impact we create. Here's what good looks like when Dynamics 365 Project Operations is running the way it should.
Request a ConsultationProject margin visible while it can still be corrected
Estimate, booking and actual are directly comparable throughout the job, not reconciled after it closes.
Utilisation forecast weeks ahead of the bench appearing
Skills-based staffing and bookings surface a resourcing gap before the bench actually happens.
Billing produced from approved time in days, not weeks
Weekly time and expense approvals feed billing directly, cutting the lag between work done and invoice sent.
WIP and unbilled revenue reconciled to the ledger
Revenue recognition and unbilled balances post to the ledger on a schedule finance owns, not delivery.
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