CRM OverviewDynamics 365 Project Operations | CRM

Sell Projects You Can Deliver, at the Margin You Promised

Connect your sales pipeline to delivery capacity, so every quote is built on real resources and real costs, and every won deal moves into a project without being retyped.

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The Sales-to-Delivery Handoff

The Deal Closes in Sales. The Margin Is Won or Lost in the Handoff.

The estimate sits in a spreadsheet, the quote lives in your CRM, and your delivery team rebuilds the plan from a PDF. Along the way, scope assumptions fall out, capacity gets promised that doesn't exist, and your account owner loses sight of the project once it starts. For your technology team, it also means two systems to reconcile for every customer. Dynamics 365 Project Operations extends your Dynamics 365 Sales foundation, so opportunity, quote, contract, and project share one customer record, with Copilot helping draft plans and status updates along the way.

From Opportunity to Project, Without a Rekey

What Your Sales and Delivery Teams Get to Share

Project QuotingA quote priced without delivery input is a guess with a signature on it. Project quotes are built from the opportunity itself, carrying its lines and your project price lists, so your proposal reflects how you actually staff and bill.

Contracts From Won DealsA won deal that has to be retyped is where scope quietly changes. You can set the system to create a project contract when a quote is won, so the customer's agreement and your delivery plan start from the same page.

Pipeline-to-Capacity PlanningSelling work you don't have people for is a promise you'll pay for later. Skills-based resourcing shows who is available before you commit, so your pipeline reflects the capacity you really have.

Delivery on the Same AccountTime and expenses are captured against the same customer your sellers manage, so the relationship carries through delivery instead of going dark after kickoff.

Proforma InvoicingYour deal-to-invoice story shouldn't end at a handoff to finance. Project Operations Core takes you from deal to proforma invoicing on Dataverse, alongside Sales, and connects to your ERP when you need more.

Account-Level InsightAccount health shouldn't live in three tools. Project health, utilization, and pipeline sit beside the customer record, and Copilot drafts status reports and risk summaries from live data.

Start on the Platform You Already Run

A Deployment Path That Doesn't Force an ERP Decision

Project Operations Core runs entirely on Dataverse alongside Dynamics 365 Sales, taking you from deal to proforma invoicing with no ERP back end required. When you need full invoicing and revenue recognition, Project Operations integrates with Dynamics 365 Finance and Supply Chain Management. We help you pick the path that fits your stage today, and plan the move to the next one so you aren't rebuilding later.

Project Operations CoreRuns entirely on Dataverse alongside Dynamics 365 Sales, from deal to proforma invoicing, with no ERP back end required.

Integrated With Your ERPIntegrates with Dynamics 365 Finance and Supply Chain Management when you need full invoicing and revenue recognition.

What Changes for Sales and Delivery

Where the Handoff Stops Costing You Margin

01Quotes You Can Stand BehindPricing built on real resource costs and availability means you commit to margins your delivery team can actually hit.

02A Handoff That Keeps Its ScopeYour contract and delivery plan start from the quote, so what the customer agreed to is what your team builds.

03One Customer Record, Start to FinishOpportunity, project, and support share one Dataverse record across your Dynamics 365 apps, with no middleware to build or maintain.

04Fewer Systems to ReconcileYour sales, delivery, and billing teams work from one platform, so your IT team has less to integrate, secure, and keep alive.

What We Do, and When

From Your First Quote Template to a Running Delivery Engine

01Map Your Sales-to-Delivery FlowWe help you chart how you actually sell and deliver, fixed fee, time and materials, or milestone, before any configuration begins.

02Deploy on Your Sales FoundationOur certified consultants set up Project Operations on your existing Dynamics 365 Sales, or move you off spreadsheets and a legacy PSA tool.

03Connect and ReportYour pipeline, resourcing, and customer data are tied together through Power Platform workflows and Power BI dashboards built around what your leaders review.

04Automate the RoutineTime entry, status reports, and approvals get automation and Copilot support where it removes effort, while sign-off stays with your managers.

05Keep It TunedWhen your offers, rate cards, or teams change, our support team adjusts the setup with you, so it keeps matching how you work.

Why Devsinc

Devsinc at a Glance

50+Certified MS Dynamics consultants

50+Total successful projects delivered

6Global offices

9+Industries served

Let's Map Your Handoff

Start With One Real Deal, Not a Demo Script

Bring a project you recently sold. We'll trace it from opportunity to invoice with you and show where margin or scope slipped along the way. What you'll walk away with:

✓A walk-through of your current sales-to-delivery flow

✓A recommended deployment path, Core or integrated with ERP

✓A phased plan, sequenced before automation

✓Straight answers on licensing and governance

✓A live demo built around your own deal