Microsoft D365: Project Operations

See costs, resources, and risks in real time, and protect your profits. Gain full control of projects from bid to billing.

Stop Losing Margin to Delays, Overruns, or Poor Visibility.

Start managing projects from one system, with complete clarity of the scope, budget, and timeline progress

With D365 PO, it’s as easy as 1-2-3:

Win the work, complete it on time, get paid.

Hidden costs and missed deadlines drain profit.

Dynamics 365 Project Operations keeps all your projects on budget and on track, protecting profit from start to finish.

If you can’t see the loose threads, you can’t stop the project from unravelling.

Field service that pays you back.

Independent data shows that organisations using Dynamics 365 ERP (of which Project Operations is a part) can expect a full return on investment within three years, with significant bottom-line impact. This gives you an indication of what’s achievable when Project Ops is implemented as part of a unified Dynamics 365 platform

Reading about proof is one thing. Experiencing it in your own business is another.

We guarantee you won’t be blindsided by another failing project.

With Braintree’s Project Operations, you see the whole picture while the project is live: costs, deadlines, workloads, and teams. If you’re still left guessing, we’ll put it right before we step away.

Your projects should tell you the truth in real time.

Braintree’s D365 Project Operations ensures this.

What Field Service Looks Like When It Works:

POV: You control delivery, finance, and sales from one platform

Connect project plans, resource scheduling, time tracking, billing, and forecasting.

Why it matters to you:
When systems are disconnected, mistakes compound. D365 CE keeps everyone aligned from kick-off to cash collection.

Project costing that holds up in the boardroom

Track project budgets, actuals, margins, and revenue in real time.

Why it matters to you:
If you wait until month-end to see profitability or loss, you’re too late. With CE, you have visibility as and when things unfold.

Resource planning that avoids burnout and bottlenecks

Match the right people to the project based on expertise, ability, and schedule.

Why it matters to you:
Overcommitted teams miss deadlines. Underutilised talent drains profitability. CE helps you balance both.

Quote to invoice, without dropping the ball

Link your CRM, quoting, project delivery, time entry, and invoicing workflows.

Why it matters to you:
Every handover between departments is a chance for something to go wrong. CE keeps the entire lifecycle connected and accountable.

Real-time project health dashboards

Surface key metrics (including budget burn, milestone progress, and resource utilisation) on live dashboards.

Why it matters to you:
Visibility turns confusion into action. CE helps you spot delays and overspend early enough to take effective action.

Integrated time and expense tracking

Team members can log time and costs directly from Teams, mobile, or browser.

Why it matters to you:
Manual submissions delay billing. Inaccurate logs kill your margin. CE makes sure you bill with precision and get paid faster.

Built-in forecasting and revenue recognition

Use real-time inputs to project revenue, delivery timelines, and cash flow.

Why it matters to you:
Assumptions in forecasting kills boardroom confidence in your ability. CE provides leadership with numbers they can trust and act upon.

With Project Operations, projects stop running based on assumptions.

Projects don’t collapse overnight.

They slip in small ways. It starts with missed hours, thinly stretched teams, and mounting costs. Suddenly, your profit is gone.

Dynamics 365 Project Operations makes those oversights visible while they are fixable. Plus, with Braintree, you get the solution and a partner who deploys it to achieve your goals.