Dynamics 365 Project Operations for MSPs

Dynamics 365 Project Operations helps MSPs link project management, service delivery, and financials directly to sales and revenue growth. By unifying project execution with CRM and ERP data, your teams gain visibility into timelines, profitability, and customer outcomes — turning every project into a driver of long-term growth.

Want to see how Project Operations fits your MSP?

The MSP Problem 

Most MSPs struggle with: 

  • Projects running over time and budget without visibility.
  • Delivery teams disconnected from sales and account management.
  • Complex change orders slowing down execution.
  • Missed expansion opportunities because delivery isn’t linked to revenue strategy.

When project data is siloed, execution becomes reactive, margins shrink, and customer trust erodes.

The Solution: Dynamics 365 Project Operations

With Project Operations, MSPs can:

  • Summarize project status and risks in Teams.
  • Recommend resource allocations.
  • Surface insights that link delivery issues to renewal and expansion opportunities.

What Good Looks Like 

  • Projects delivered on time, within budget, and aligned to customer expectations.
  • Change orders managed seamlessly, without slowing execution.
  • Delivery teams contributing to account expansion, not just execution.
  • MSP leaders tracking profitability and utilization in real time.
  • A connected view of how delivery impacts renewals, upsells, and overall growth.

How to Get Started 

Project Operations is part of the MSP Revenue Engine and works best when integrated with Sales, Business Central, and Customer Service. Since every MSP has unique delivery models, pricing and scope are tailored to your requirements. Empellor CRM helps MSPs design the right Project Operations setup as part of a connected growth strategy.

ICON

Future-Proof  Your MSP With Connected Delivery

Project delivery is no longer just about completing work — it’s about demonstrating value that drives renewals and growth. With Dynamics 365 Project Operations, MSPs gain the visibility, control, and insights needed to scale confidently while building trust and loyalty with customers.

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