Dynamics 365 Project Operations

Service-based businesses often face various challenges in today's market. With Hexa7 Dynamics 365 Project Operations, you now have a complete solution designed to meet your needs.

Sales

Projects begin during the sales process. To provide a better customer experience, create accurate quotes and easily move from planning to execution with ready-to-use sales features from Hexa7.

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Projects

Project managers will value the integrated Microsoft Project workspace and advanced tools, while easy time tracking, expense tracking, and collaboration tools will keep project teams satisfied.

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Financials

Boost your profits by equipping your finance teams with tools for accounting and invoice management. Strong analytics offer insights to ensure projects are completed on time and within budget.

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Microsoft Dynamics 365 Project Operations includes

Opportunity Management

Opportunity management

Keep track of potential sales opportunities, associated costs, and expected profitability. Be prepared for new deals and react quickly.

Team Collaboration

Team collaboration

Exchange information with partners and customers in a secure workspace, enhancing transparency and process efficiency.

Project Planning

Project planning

A dashboard shows cost, duration, and value offered to the customer, with helpful scheduling and management features.

Time and Expense

Time & expense management

Track project times and expenses accurately to ensure proper billing and create inter-organizational resource unit billing.

Resource Management

Resource management

Gain visibility of all resources to optimize staffing and ensure project execution is efficient and effective.

Customer Billing

Customer billing

Track, update, and approve project costs for final invoicing. Costs are calculated based on the assigned role.

Support project management with AI

Experience efficiency and precision in project management with AI-powered tools. Generate task plans effortlessly, assess and mitigate risks proactively, receive insightful project status reports and more.

Accelerate your projects with AI-driven insights and enhance productivity!

Task Plan Icon

Task plan generation: Receive practical AI-generated task plans, indicating recommended durations and effort for each task, and accelerate project creation by utilizing machine learning algorithms.

Risk Assessment Icon

Risk assessments: As a project manager, evaluate risks, receive mitigation plans, and monitor project issues. By leveraging project metadata like scope, schedule, and budget, it identifies potential hurdles and alerts stakeholders.

Project Status Report Icon

Project status report: Project managers receive AI-generated project status reports, incorporating critical KPIs, work, and financial activity.

Interactive Chat Icon

Interactive, chat-like experience: Access the chat-format Microsoft Copilot assistant to ask questions and receive assistance in creating task plans, risk assessments, and status reports.

How we work

Partnering with Hexa7 Solutions is straightforward and effective. We customize our approach to fit each client's unique needs, starting every project with a transparent, proven process. By thoroughly analyzing your business requirements, we build tailored software solutions that drive success. Trust Hexa7 Solutions to deliver pharmaceutical software that enhances your operations with precision and reliability.

Step 1

Book a meeting

Hexa7 Solutions offers quick responses within one day and flexible meeting scheduling for smooth collaboration. for smooth collaboration.

1 working day
Step 2

Consult Expert

A Hexa7 Solutions industry expert will connect to understand your needs and guide next steps. at Hexa7 Solutions, we provide rapid results.

up to 7 working days
Step 3

Receive an offer

Partner with Hexa7 Solutions for customized solutions and transparent cost estimates at every project stage.

7+ working days
Step 4

Get results

At Hexa7 Solutions, we provide rapid results and consistent updates to keep you informed and engaged.