Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations

The Client: 

A USA-based client specializing in real estate property evaluations and project management. 

The Challenge: 

The client faced significant challenges in managing their projects and maintaining effective communication with field agents and customers. The primary issues included: 

• Field agents were using pen and paper or mobile devices to enter data, leading to inconsistencies and inefficiencies. 
• Customers had to call the client for updates on their projects. 
• The client used Planner to create and maintain the status of various real estate property evaluations, but inter-team communication and document management became increasingly difficult as the number of projects grew. 

The Solution: 

To address these challenges, we implemented a comprehensive solution using Microsoft Dynamics 365 Project Operations: 

Transition from Planner to Dynamics 365 Project Operations: 

• Replaced Planner with Dynamics 365 Project Operations in a phased manner. 
• Created Business Process Flows for each property type, enabling the client to easily track the status of each project. 

Document Management Integration: 

• Integrated Dynamics 365 Project Operations with SharePoint for efficient document management. 

API Development and Integration: 

• Developed new APIs and modified existing ones to achieve two-way sync, ensuring Dynamics 365 Project Operations remained in sync with the client’s custom-made software. 

Field Service Integration: 

• Integrated Dynamics 365 for Field Service to track the location and activities of field agents in real-time. 
• Developed a separate PowerApp to enable field agents to enter data directly from their mobile devices. 

Customer Portal Implementation: 

• Implemented Power Pages to allow customers to check the status of their projects without needing to call the client. 

Other Features:

Automated Workflow and Notification System:

• Developed automated workflows and notification systems within Dynamics 365 to keep stakeholders informed about project updates and milestones.

Custom Dashboards and Reports:

• Created custom dashboards and reports to provide real-time insights into project progress, resource allocation, and overall performance metrics in Power BI.

The Result:

• Increased Efficiency: The implementation increased overall efficiency by 70%, significantly reducing the time and effort required for project management and communication.
• Improved Communication: The integration of Dynamics 365 for Field Service and the Power Pages enhanced communication between the client, field agents, and customers, providing real-time updates and reducing the need for phone calls.
• Better Document Management: The integration with SharePoint streamlined document management, making it easier to store, retrieve, and share project-related documents.
• Enhanced Customer Satisfaction: Customers could easily access the status of their projects through the Power Pages, leading to higher customer satisfaction.
• Real-Time Data Entry and Access: Field agents could enter data in real-time using the mobile PowerApp, ensuring accurate and up-to-date information was always available.

This case study demonstrates the transformative impact of integrating Microsoft Dynamics 365 Project Operations into the client's workflow, showcasing substantial improvements in efficiency, communication, and customer satisfaction