AI in Microsoft Dynamics 365 Project Operations

1. Microsoft D365 Project Operations

2. OVERVIEW OF D365 PROJECT OPERATIONS 01 DYNAMICE 365 PROJECT OPERATIONS 02 Table of Contents OUR ERP CAPABILITIES 03 OUR DIFFERENTIATORS 04 SUCCESS STORIES 05

3. Complex Implementations Managed Services Data Architecture Design Integration AI Powered Deliveries Cloud Data Management Services Vision To revolutionize businesses with innovative solutions that drive efficiency and growth. Mission To provide tailored business systems that streamline operations and empower businesses to succeed. We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure Data & BI Services, Microsoft Power Platform, AI & ML, CRM and Mobile App Development Services. Global Presence GDA Hubs in Bangalore Ireland Dubai Delhi Tecno-Functional Team MS Implementation Partner SUCCESSFUL PROJECTS Technology Stack TECHNOLOGY FOCUS Domain Key Service Offerings Key Milestones • Dynamics 365 (Finance & Supply Chain Mgmt, CE & Business Central) • MS Power Platform • Azure Data & BI • AI&ML Services • iOS, Android apps 30 + Enterprise Clients 100 + Seasoned Professionals 60 + Successful Global Projects 100% Customer Retention • 60+ projects successfully delivered across 6+ continents • 35+ New Implementation • 20+integrations • 6+ upgrades • 3+ data migration (ELT Value Proposition 12+ Partners 35+ Data Source Integrated 40+ Certified Resources 90% Adoption Rate Customer Education & Enablement ~ 60% faster adoption Business Domain Expertise ~30% unnecessary customization costs. Microsoft Azure Power Platform Microsoft Dynamics 365 10+ Accelerators 6+Upgrades 3+ Data Migration (ELT) 10+ Industries 100% Customer Satisfaction Comprehensive E2E Services Saves ~ 20% project time while delivering future proof solutions. Tailored Solutions Full Lifecycle Support | Higher Efficiency, D365 Supply chain Management D365 Business Central Data Factory D365 CRM D365 Finance DevOps Power Automate Logic Apps PowerApps AI Builder Power BI Cost-Effectiveness Saves ~ 30% on recurring cost Measurable ROI Strategic Innovation for Real ROI CERTIFIED RESOURCE Business Model Time & Material Project Fixed Cost Project • 100+ experienced professionals • Team with 10+ years of average experience • 40+ Microsoft certified resources • Tecno-Functional Team Logistics & Warehouse mgmt. Healthcare & Life Sciences Data Migration AI Chatbot Support & Maintenance Enterprise Process Diagnostic Version / Code Upgrade RPA & Desktop flow Business Consulting- Assessment Resource Augmentation 1 Project Support & Maintenance User Training User trainin Discrete & Process Manufacturing Distribution & Supply Chain Retail & E-commerce Services BFSI

4. D365 Project Operations Capabilities Impact of D365 Project Operations across the Globe D365 Project Operations Features Dynamics 365 Project Operations is Microsoft’s end-to-end solution that unifies sales, planning, resourcing, delivery, and finance for project-based businesses. It empowers organizations to drive profitability, improve collaboration, and deliver projects successfully with real-time insights. Boost your business with D365 Project Operations Event & Webinar ManagementPlan, promote, and track physical and digital events with built-in tools. • 35% Personalized Multi-Channel CampaignsAutomate and personalize marketing across email, SMS, social media, and events. Increase in campaign response rate Targeted Campaign AutomationLaunch personalized campaigns triggered by customer actions and preferences. Enhanced Lead ConversionImprove lead qualification and transfer through integrated lead scoring. •Cross-Channel PersonalizationDeliver consistent experiences across email, SMS, web, social, and events. Informed Decision MakingUse real-time dashboards and AI insights to optimize marketing strategies. Marketing & Sales AlignmentShare unified data to ensure sales and marketing teams are in sync. Event ROI TrackingMeasure event performance from registration to post-event engagement. $3.5M Real-Time Analytics & DashboardsGain insights into campaign performance, ROI, and customer journey in real time. • 30% • Faster lead conversion to sales-qualified • 22% • 25% • AI-Powered Customer InsightsSegment audiences using behavior, preferences, and demographics for targeted outreach. • 55% • Boost in customer engagement Seamless Sales IntegrationSync marketing and sales through native integration with Dynamics 365 Sales. • 40% Reduction in campaign execution time . Lead Scoring & NurturingQualify leads using AI-driven scoring models to prioritize sales-ready opportunities. • 30% • Growth in event • attendance and ROI Globalization & Compliance GDPR & Data Privacy Compliance – Manage opt-ins, preferences, and data rights. Localized Campaigns – Design language-specific content for global markets. Multi-Currency & Time Zone Support – Run campaigns across regions with accuracy. Compliance-Based Customer Journeys – Respect consent and customer privacy globally. Built-In Survey & Feedback Collection – Gather insights while remaining compliant. Survey Integration (via Customer Voice)l Customer Journeys Email Marketing Automation Segment Management) Campaign Orchestration Event Management Landing Pages & Forms Lead Management Social Media Campaigns

5. D365 Project Operations Modules and Business Processes D365 PO Module Business Process Supported

6. D365 Project Operations Modules and Business Processes Resource Forecast-to-Allocation Project-to-Profitability Time/Expense-to-Approval Cross-Platform Data Flow Quote-to-Project Cost-to-Bill Lead-to-Contract • Track tasks, milestones, and deliverables against project timelines. • Monitor risks and ensure projects are delivered on scope and time. • Compare planned vs. actual project margins and costs. • Use real-time dashboards to measure ROI and profitability. • Forecast demand for skills and roles across upcoming projects. • Assign and schedule the right resources to maximize utilization. • Employees record timesheets and submit expense claims. • Automated workflows route submissions for manager/finance approval. • Manage opportunities and create accurate project quotes. • Convert signed deals into project contracts for seamless handoff. • Capture project costs including time, materials, and expenses. • Automate invoicing and integrate with financial systems. • Build detailed project structures from approved quotes. • Define scope, timelines, and budgets to set a strong foundation. Useful Integrations:​ Useful Integrations with D365 Project Operations Microsoft Power Platform Automate approvals- Power BI project dashboards- Custom canvas apps Mobile Time/ Expense Capture Submit timesheets & expenses on-the-go- Offline functionality- Instant sync Dynamics 365 Sales Convert opportunities to project quotes- Unified sales + delivery pipeline Customer Portals Provide status updates- Share deliverables- Collect feedback & documents External Vendor Portals Collaborate with subcontractors- Share work orders- Capture time & expenses Teams & Outlook Project communication- Task updates via email/calendar sync Microsoft Azure AI forecasting- Resource analytics- Data storage & security AI Tools Forecast project effort- Identify delays- Optimize resource planning

7. D365 Project Operations Modules and Business Processes Project Operations Process D365 PO Modules Used

8. D365 Project Operation Integrations • Seamless Collaboration Across Teams • Data-Driven Project Insights & Analytics Enable real-time collaboration on projects by integrating with Microsoft Teams. Team members can chat, share documents, and update tasks directly from Teams, ensuring faster decision-making and reducing project communication gaps. Leverage Power BI integration for rich dashboards and analytics. Project stakeholders gain real-time visibility into KPIs such as resource utilization, project margins, budget burn, and delivery timelines. • Integration & Data Sync • AI & Machine Learning Extensions • AI & Machine Learning Extensions • Advanced Project Planning & Scheduling • Automated Workflows & Approvals Use Power Automate to create workflow automation across systems. Routine tasks such as time approvals, expense validations, or task notifications can be automated, freeing up teams for more strategic work. Connect with Microsoft Project for the Web to build detailed work breakdown structures, timelines, and resource allocations. This helps project managers plan complex projects effectively and track progress with greater accuracy. • External System Integration • IoT & Real-Time Monitoring • Unified Financial & Resource Management • Integrated Communication & Scheduling Sync with Outlook and Microsoft 365 to connect calendars, emails, and resource bookings. This ensures resource availability is accurately reflected in project planning and avoids scheduling conflicts. Integrate with Dynamics 365 Finance and Supply Chain Management to manage billing, expenses, procurement, and project costing. This ensures accurate financial reporting and better control over project profitability. • Industry-Specific Add-ons • Reporting & Analytics • Connected Sales to Project Delivery • Cross-Platform Data Unification Bridge Dynamics 365 Sales with Project Operations to create a seamless flow from opportunity and quotation to project contract and delivery. This alignment reduces handoff delays and improves client satisfaction. Connect with third-party systems like Jira, SAP, or ServiceNow via Dataverse and APIs. This integration centralizes data, allowing organizations to manage projects holistically even when using multiple platforms.

9. 30+ Enterprise Clients 12 Partnerships Our ERP Capabilities Key Differentiators Bank Integration Implementations Enterprise Process Diagnostic/ Review Impact Reduction in manual bank reconciliation efforts up to 70%. 20+ Certified Resources Integration with 10+ Global banks, supporting multi-currency and multi-country operations. 10+ Accelerators Business Process Analysis | System Design and Customization | Testing | Change Management | Deployment Understand pain points | Identify improvement opportunities Carrier hub Integration Upto 30% improvement in operational efficiency. Product Portfolio Reducing discovery timeline upto 20%. Impact Reduced shipping errors up to 40% Save up to 10-15% on freight costs. Seamless integrations with 10+ leading carriers, and global shipping platforms like nShift, FarEye. Migrations & Upgrades System Integration Data Analysis & Mapping | Data transformation | Backup & Contingency Planning | Data migration | Version upgrade System Evaluation | System design and development | Middleware Configuration | Integration Testing Automationof warehouse management process Impact Reduced order processing time up to 25% & Reduced overstock/stockouts up to 30% Warehouse automation using mobile device, bar code, scanning feature, Sensor & AI Integrations reduce chances of data errors upto 90% 50% faster system operations. . Support & Maintenance Managed Services 24/7 support | Performance Optimization | Regular System Health Checks Cloud hosting | Server management | Proactive monitoring | Security mgmt. | System audits | Disaster recovery and Business continuity ElectronicReporting 12+ country-specific formats for regulatory filings, including tax, VAT, and invoicing requirements. Impact Fast creation of regulatory and business reports up to 60% Uptime increase upto 99.99% & resolution time for critical ERP issues reduces upto 70% Upto 40-60% faster IT issue resolution

10. Key Highlights • Business Consultants & Technology teams collaborate to align the client’s project goals and needs, using industry best practices. • Covering the full spectrum of technologies, from classic to cutting-edge, for a seamless digital transformation. • Offshore delivery model make our projects cost effective. Key Highlights & Value Proposition Customer Education & Enablement Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update Up to 60% faster adoption of new system organization wide Value Proposition Comprehensive E2E Services Strategy | Process consulting & re-engineering | Design | Implementation | Continuous Improvement Services | Cross-functional team collaboration Saves up to 20% project time while delivering future proof solutions. Business Domain Expertise in-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs. Tailored Solutions Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS Cost-Effectiveness Scalable solutions | Template Repository | Technical library | Test case repository | Technical COE | Offshore delivery model Saves up to 30% on recurring cost Measurable ROI Innovation and strategy for tangible value, guaranteeing  real ROI over a longer duration, including build-in inflation -adjustments and time to market  Risk & Compliance Automated Risk Assessment |Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | AI-Driven Compliance Alerts & Notifications Reduced risk exposure up to 30% with automated monitoring tools.

11. Key Differentiators Current Challenges Desired Outcomes Fragmented data Unified platform for all data Inefficient processes Workflow automation Operational blind spots AI chatbots Limited insights Real‐time insights Seamless integrations & more! Manual tasks Data Expertise Pre-Built Accelerators Risk & Compliance Frameworks Template & Repository Libraries Technical COE Successfully used in 10+ implementations, delivering faster time-to-value. Ensure 100% adherence to GDPR, SOC, ISO, or other relevant compliance standards. Achieved 99.5% data accuracy in migration for previous clients. . Reduce delivery time by 15–20% with coding best practices & environment branching Cut project effort by 15–20% with 100+ reusable templates from past projects Deployment accelerators reduce implementation timelines by up to 25%. • Reuse of customizations, • Power Platform extensions • & BI reports • Over 90% certification rate in relevant technologies among COE team members Pre-tested scripts save up to 4 weeks of manual migration effort. Reduce risk exposure up to 30% with automated monitoring tools.

12. Implementation Methodology Executive Sponsorship • Technical CoE- readily reference for Coding best practices, Environment Branching (2 weeks effort saved) • Technical library - readily reference for reuse of customization, Power Platform extensions, Power BI reports (10 to 20% effort reduction) • Template repository – readily reusable templates available based on previous project experiences (15 to 25% effort reduction) • Test case repository- readily available for reuse (20 to 25 % effort reduction) • Configuration and Data Migration – Readily available templates for reuse (25 to 30% effort reduction) Value Addition Project Management Phase Data Architecture Business Architecture Application Architecture Business Requirements Logical Architecture (Vision) Conceptual Design Initial Object Model Business Modelling Business Requirements/ Use Cases Data Architecture Interface Scope & Strategy Design Logical DB Model, Data Conversion Design Specs, Integration Detailed Des. Batch/Real Time Scheduling Final Object Model, App Design Specs,  Workflow Design, Development Standards, DevOps & Build Plan Site Map, Navigational Model User Acceptance Criteria Change Management Strategy Development Construction (Weekly Builds) Unit Test Discrepancy Fixes Database Extensions EAI Development, Batch Development Data Migration Iterative Build Testing, System Test Scripts ,Build Online Help, Develop Training Quality Assurance Integration Test System Test/UAT Deliver Training Test Scripts Test EAI Services Execute System Test Scripts Discrepancy Fixes Deployment Training Session Production Testing Migration Data Production Support Prepare Prod App Production Support Final Deliverables

13. SUCCESS STORIES

14. 25% improvement in billable resource utilization. Success Story Less manual work Quicker Completion 50% faster invoicing cycles 20% 45% +18% improvement in client satisfaction scores (CSAT).         A growing IT services firm struggled with delays and cost overruns due to manual tracking, siloed data, and poor resource planning. 10% reduction in project cost overruns. Solution 1 4 • Unified Financials • & Billing:Connected costs, revenue, and invoicing in one system; automated milestone and T&M billing. Integrated Planning & Scheduling: Centralized WBS, Gantt charts, and accurate estimates using D365 Project Operations. Key Challenges • Unreliable Estimates: Scattered data caused poor planning. • Resource Gaps: Visibility issues led to misallocation. • Billing Delays: Manual tracking slowed finances. • No Live Insights: Limited visibility blocked quick decisions. • Slow Approvals: Manual time/expense entry caused delays. • Optimized Resource Management: • Matched resources to projects by skills, availability, and cost with real-time visibility. 2 Real-time Analytics & Reporting: Used Power BI for live dashboards and deep project insights with drill-down views. 5 • Automated Time & Expense: • Enabled mobile entry and auto-approvals, integrated with financials for instant cost tracking. 3

15. Success Story 10% increase in client retention Increase in average profit margins Less manual reconciliation • 50% faster invoicing cycles +15% 45% 25% increase in billable utilization         A fast-growing IT services firm faced project delays, cost overruns, and low client satisfaction due to manual tracking, siloed data, and poor resource planning. 30% more on-time deliveries Solution 1 4 Unified Project Financials & Billing Unified accounting, billing, and revenue recognition with automated invoicing and faster cycles. Integrated Project Planning & Scheduling Centralized planning with WBS and Gantt charts improved accuracy and reduced timeline errors. Key Challenges • Poor Estimation: Disconnected data led to inaccurate budgets and timelines. • Resource Misuse: Lack of visibility caused under/over-allocation. • Financial Gaps: Manual processes delayed billing and caused errors. • No Real-Time View: Stakeholders lacked timely project insights. • Slow Time & Expense: Manual tracking delayed approvals and billing. 2 Centralized Resource Management & Optimization Optimized resource allocation with skill-based matching and full visibility to reduce conflicts. Ask ChatGPT 5 Real-Time Project Analytics & Reporting Embedded Power BI enabled real-time KPIs, data-driven decisions, and drill-down project insights. Automated Time & Expense Management Mobile time and expense tracking with automated approvals and real-time cost capture. 3

16. Contact UsGet In Touch Delhi, India Sales@keydynamicssolutions.com +91 99906 90718 Keydynamicssolutions.com