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Microsoft Dynamics 365

F&O Project Operations

Align Project Planning | Resourcing | Execution | Profitability tracking.

A quick look at D365 SCM
Fix the weak links in your supply chain
When undeniable value is a key objective
How do your stakeholders benefit?
Enhance the human elements AI cannot replicate
Our Guarantee*

A quick look at Project Operations

  • Ensure ongoing transparency into the activities of every team in your business without the need for expensive external add-ons.
  • Interconnect with Dynamics 365 Finance & Operations for full ERP capabilities, as well as Power BI, and the wider Microsoft stack.
  • Get a live view of resources, risk, project progress, performance, and finances, without jumping between tools.
  • Win more projects with accurate quotes, more flexible pricing, lower risk, and quicker conversions.
  • Control delivery and compliant billing, even across complex, multi-project environments.
  • Time Entry and Expense Agents automate tracking for accuracy and policy adherence.
  • Use fully updated information to make decisions surrounding your projects.
  • Match skills to projects, improve utilisation, and retain top talent.
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Run your projects like a high-performing business.

Stop manual time entry, siloed teams, segregated tools, and reconciliation errors. Start maximising your resources, delivering projects within scope, and increasing profitability.

They did: 

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See why industry leaders trust Braintree to deliver F&O.

View case studies

Project profit you can finally predict

Prioritise end-to-end project lifecycle management in a way that fragmented tools cannot effectively replicate.
  • Integrated financials enable accurate forecasting, automated billing, and margin visibility, as seen in 20% gains for services firms.
  • AI spots risks early. Organisations reduce revenue loss caused by missed billables, misaligned scope, and unclaimed change requests.
  • Generate accurate project quotes from sales opportunities
  • Convert to contracts
  • View costs and budgets side-by-side as work progresses, so projects stay within scope and margins are maintained
  • Auto-invoice with revenue recognition
  • More wins and fewer quote errors.
  • Built-in deal and pricing tools enable teams to create detailed estimates and pricing directly from sales opportunities, reducing turnaround time and improving quote accuracy.
  • Dynamics 365 Project Operations consolidates sales pipeline, pricing, and costing into a single platform to shorten deal cycles and standardise estimating.
  • Complete projects ahead of time without compromising on efficiency.
  • D365 Project Operations provides impeccable lifecycle management, reducing delays and scope creep.
  • With built-in real-time tracking, you ensure milestones are met, boosting customer satisfaction.
  • Match global resources by skill, availability, and proficiency across projects using universal scheduling tied to your F&O ERP.
Executives gain visibility into project risk before it becomes contractual, financial, or reputational damage.
  • Continuous tracking of project health indicators (schedule variance, cost variance, resource strain).
  • Real-time roll-up of delivery data into management views.
  • Exception-based alerts rather than static reporting.
  • Skill-matched assignments improve utilisation, retain talent, and align people with priorities.
  • Leaders gain insights for demand forecasting.
  • Automate policy-checked entries, approvals, and direct postings to the general ledger for audits and cash flow.
Take on larger or more complex project portfolios without increasing operational fragility.
  • Cloud-native architecture designed for multi-project, multi-entity operations.
  • Standardised project controls applied consistently across regions.
  • Central governance without local workarounds.
  • Supports complex work breakdown structures, dependencies, and multi-currency delivery.
  • Handles multiple billing models (including fixed price, time and materials, and retainers) without manual intervention.
  • Extends naturally into Power BI for executive reporting and KPI tracking.
  • Meets global accounting and reporting standards, including IFRS.
Avoid control breakdown even as complexity increases.

See D365 Project Operations in action.

Request a demo now

Choose your package and power level

Scale Project Operations as your budget allows: from simple services to full manufacturing. No need to start with a full F&O deployment.

Tier one:

D365 Project Operations

Perfect for SMB consultancies.
  • Streamline quoting from sales opportunities, Microsoft Project for web planning, unified resourcing, to basic time/expense tracking, and proforma invoicing.
  • No F&O needed.

Tier two:

Resource deployment: Profit-first projects

For consulting/engineering firms chasing true margins.
  • Pairs with Finance (from the F&O subset) for full billing/ledger.
  • Everything in Lite + full invoicing, AI expense OCR, revenue recognition.
  • End-to-end profitability without inventory complexity.
  • FNot full F&O.

Tier three:

Production Deployment: Make & Deliver

Ultimate for enterprises: Requires full F&O + SCM.
  • Stocked materials, warehouse ops, production orders, and Work Breakdown Structure (WBS) planning integrated with Supply Chain Management.
  • Sales order to factory floor.

Need

Sales-to-invoice

ERP financials

Inventory/production

Best for

F&O required

Lite (No F&O)

Proforma

None

No

SMB services

None

Resource (Finance)​

Full invoicing

F&O Finance integration only

No

Consulting/engineering firms

Finance only

Production (Full F&O+SCM)

Full invoicing

Full F&O ledgers

Warehouse & manufacturing

Manufacturing, mining, large corporates and other enterprises

Full suite

D365 Project Operations

Book a consultation today

How do your stakeholders benefit?

As a business leader, you know that stakeholder happiness plays an integral role in overall business success.

Here’s how D365 Project Operations helps you ensure it doesn’t become an afterthought:

  • Quick quoting from opportunities with flexible pricing shortens cycles and smooths handoff to delivery, reducing scope creep.
  • Accurate pipelines align with resources for reliable forecasting.
  • Centralised planning, real-time dashboards, and Teams integration accelerate delivery, track milestones, and enable proactive risk
  • Program-level views keep projects on budget.
  • Automated time/expense governance, invoicing, revenue recognition, and profitability KPIs simplify accounting and compliance.
  • Budget snapshots forecast precise spending.
  • Skills-based scheduling optimises use, balances workloads, and matches proficiency to projects globally. Reduces wastage and overbooking.
  • Enterprise dashboards provide portfolio-level visibility into profitability, utilisation, and risks, enabling data-driven decisions on investments and scaling.
  • 106% ROI metrics support capex justification, with AI forecasting pipeline accuracy.
  • Self-service portals offer real-time project status, milestones, and invoicing, fostering trust through transparency.
  • improves satisfaction and repeat business.

Invest where worth is proven.

Book a consultation today

Supercharge projects with agentic AI

Build custom Copilot agents as your intellectual property to automate project chaos, freeing skilled workers for strategic wins. Empower your teams to focus their expertise where AI fails: Complex decisions, client relationships, and company culture.

Operational area

The challenge

How Copilot’s agentic AI supports you

Resource forecasting
Delayed visibility into skills/demand gaps delays staffing.
Delivers real-time forecasts and scenario modelling for optimal allocation
Time & expense automation
Stockouts, overstocking, and sudden disruptions are costing you more than they’re worth.
Auto-generates entries, flags anomalies, and enforces policies via OCR and AI review.
Profitability analysis
Fragmented budget vs. actuals obscure proper margins.
Surfaces instant variance insights, risk alerts, and “what-if” forecasts
Project scheduling
Conflicts and overbooking erode utilisation rates.
Matches skills/availability proactively, balances workloads across portfolios.
Deal-to-project handoff
Quote inaccuracies cause scope creep and disputes.
Converts sales ops to precise contracts with integrated pricing and timelines.
Executive oversight
Siloed data hides portfolio risks and opportunities. Leaders rely on static reports that are outdated by the time they’re reviewed.
Monitors KPIs in real-time across Teams, Power BI, and F&O for instant signals. Tracks live project activity and highlights what has changed, rather than requiring manual report consolidation.
Project risk and issue visibility
Delivery risks surface late, when options are limited, and costs are sunk.
Monitors project signals across schedule, cost, and effort to flag emerging risks early.
Working across Microsoft tools
Project data is scattered across emails, spreadsheets, and reports.
Keeps information aligned across Dynamics 365, Teams, and Excel, reducing duplication and version confusion.

Operational area

The challenge

Delayed visibility into skills/demand gaps delays staffing.

How Copilot’s agentic AI supports you

Delivers real-time forecasts and scenario modelling for optimal allocation

The challenge

Manual entries breed errors, slow approvals, and compliance risks.

How Copilot’s agentic AI supports you

Auto-generates entries, flags anomalies, and enforces policies via OCR and AI review.

The challenge

Fragmented budget vs. actuals obscure proper margins.

How Copilot’s agentic AI supports you

Surfaces instant variance insights, risk alerts, and “what-if” forecasts

The challenge

Conflicts and overbooking erode utilisation rates.

How Copilot’s agentic AI supports you

Matches skills/availability proactively, balances workloads across portfolios.

The challenge

Quote inaccuracies cause scope creep and disputes.

How Copilot’s agentic AI supports you

Converts sales ops to precise contracts with integrated pricing and timelines

The challenge

Siloed data hides portfolio risks and opportunities. Leaders rely on static reports that are outdated by the time they’re reviewed.

How Copilot’s agentic AI supports you

Monitors KPIs in real-time across Teams, Power BI, and F&O for instant signals. Tracks live project activity and highlights what has changed, rather than requiring manual report consolidation.

The challenge

Delivery risks surface late, when options are limited, and costs are sunk.

How Copilot’s agentic AI supports you

Monitors project signals across schedule, cost, and effort to flag emerging risks early.

The challenge

Project data is scattered across emails, spreadsheets, and reports.

How Copilot’s agentic AI supports you

Keeps information aligned across Dynamics 365, Teams, and Excel, reducing duplication and version confusion.

Stop wasting your most valuable resource on menial work

Book a consultation today

How D365 F&O works

Get accurate forecasting without the shortcomings of siloed systems.
No matter your industry or sector, F&O gives you real-time insights and predictive intelligence by connecting every department.

Consulting, digital, legal, and advisory firms gain control over utilisation, billing, and delivery without fragmentation.
Complex timelines, budgets, and stakeholders stay aligned through integrated scheduling, costing, and compliance.
Implementation and delivery projects benefit from tighter forecasting, faster billing, and more precise margin control.
Service delivery and facility projects streamline compliance, resource allocation, and patient-centred timelines.
Campus developments, research grants, and program rollouts achieve transparent budgeting and stakeholder coordination.
Exploration, extraction, and maintenance projects optimise equipment utilisation and ensure compliance with safety regulations.
Vendor coordination, distribution planning, and inventory-linked projects ensure end-to-end visibility and cost control.
Seasonal operations, equipment maintenance, and harvest projects enable precise resource and yield forecasting.
Route optimisation, fleet management, and warehouse projects deliver real-time tracking and profitability insights.

What other enterprise leaders are saying

Global giants and local enterprises rely on Braintree to deliver F&O as promised.

It was critical for us to be able to customise our business processes and internal controls. The complexity of our business means we have a vast range of business processes. Microsoft Dynamics 365 Finance & Operations is an enterprise scale ERP system with the power and sophistication to allow us to configure and set up the system to meet our unique requirements.

Donald van der Merwe

Programme Executive
Every facet of our student lifecycle is managed via Dynamics 365,” says Dr. Steenberg. “As we grow, monitoring academic quality becomes even more crucial. With the integration Dynamics 365 gives us, we can ensure quality and avoid potential service challenges.

Name and Surname

Job Title

See why business leaders trust Braintree.

View Client Case Studies

Our Guarantee*

Braintree will deliver this project within the agreed scope, budget, and timeline. If we fail to fulfil this promise, we will honour our obligations relating to the project, in lieu of all parties’ obligations being fulfilled accordingly.

Secure your project confidently.

Get Started with Braintree
*This guarantee applies only if you follow the exact recommended methodology and approach for your company for this project, as provided by our experts.

Confidence and Business Clarity Without Compromise.

F&O is the key operating system for tens of thousands of enterprises worldwide.
With Braintree as your partner, you get implementation from a South African company backed by a global market leader.

Start your F&O journey today.

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