{"id":13566,"date":"2023-01-03T07:00:07","date_gmt":"2023-01-03T10:00:07","guid":{"rendered":"https:\/\/smartconsulting.com.br\/en\/?p=13566"},"modified":"2025-07-04T16:46:34","modified_gmt":"2025-07-04T19:46:34","slug":"dynamics-365-for-project-operations-conheca","status":"publish","type":"post","link":"https:\/\/smartconsulting.com.br\/en\/dynamics-365-for-project-operations-conheca\/","title":{"rendered":"Dynamics 365 Project Operations: Conhe\u00e7a!"},"content":{"rendered":"

Cada vez mais conhecido no Brasil, o Microsoft Dynamics 365 for Project Operations ajuda as empresas que trabalham com vendas e entrega de projetos a terem mais previsibilidade e governan\u00e7a.<\/p>\n

Voc\u00ea j\u00e1 conhecia esse Hub do Dynamics? Continue a leitura que vamos te contar tudo sobre a solu\u00e7\u00e3o, que a nossa grande especialidade!<\/p>\n

<\/p>\n

Para que serve e o que \u00e9 Dynamics 365 Project Operations?<\/h2>\n

Antigamente (outubro 2020), esse m\u00f3dulo do software Dynamics 365<\/a> era conhecido como Project Services Automation – PSA<\/a>. Ele serve para criar um processo cont\u00ednuo entre diversas \u00e1reas de uma que presta servi\u00e7os de projetos, passando por: vendas, financeiro, e times de projetos, por exemplo.<\/p>\n

O Dynamics 365 para projetos \u00e9 um software de gest\u00e3o empresarial que mantem todos os dados de relacionamento com o cliente em um \u00fanico lugar. Ou seja, voc\u00ea ter\u00e1 reunido ferramentas de CRM<\/a>, Finan\u00e7as e Opera\u00e7\u00f5es (ERP), Gerenciamento de Projetos e Gerenciamento de Recursos em uma \u00fanica plataforma.<\/p>\n

Quem usa Project Operations?<\/h2>\n

Normalmente, os usu\u00e1rios do Dynamic 365 Project Operations s\u00e3o colaboradores de empresas que prestam servi\u00e7o de gest\u00e3o e execu\u00e7\u00e3o de projetos, ou empresas que possuem projetos internos que precisam de controle gest\u00e3o.<\/p>\n

Vale ressaltar que os projetos podem ser externos (vendidos), quanto internos. E os colaboradores podem ser de diversas \u00e1reas da empresa, passando por vendas, finan\u00e7as, engenharia, TI, gestores de projetos, etc.<\/p>\n

10 Benef\u00edcios e Vantagens de usar o Dynamics Project Operations<\/h2>\n
    \n
  1. Vis\u00e3o e insights de todas as etapas do projeto.<\/li>\n
  2. Controle, gest\u00e3o e previsibilidade de recursos (or\u00e7amento, pessoas, tecnologias).<\/li>\n
  3. Controle e gest\u00e3o de riscos e incidentes.<\/li>\n
  4. Gest\u00e3o de cronogramas.<\/li>\n
  5. Cria e aumenta a colabora\u00e7\u00e3o de todos os envolvidos, da venda at\u00e9 a entrega (go-live) do projeto.<\/li>\n
  6. Vis\u00e3o com pain\u00e9is e KPIs para reports e insights estrat\u00e9gicos.<\/li>\n
  7. Acelera o ciclo da venda com processos mais r\u00e1pidos.<\/li>\n
  8. Acelera o sucesso do cliente.<\/li>\n
  9. Melhora a produtividade da equipe.<\/li>\n
  10. Melhora a gest\u00e3o financeira e visibilidade do lucro\/preju\u00edzo de um projeto.<\/li>\n<\/ol>\n

    10 Principais funcionalidades do Dynamics 365 for Project Operations<\/h2>\n
      \n
    1. Gr\u00e1ficos em Gantt.<\/li>\n
    2. Integra\u00e7\u00e3o com outras solu\u00e7\u00f5es, como o Teams, MS Project, Office 365 Groups, SharePoint<\/a>, etc.<\/li>\n
    3. Apontamento de despesas, horas (tempos) e reembolsos.<\/li>\n
    4. Acompanhamento dos faturamentos dos projetos com gest\u00e3o financeira dos projetos, incluindo cobran\u00e7as.<\/li>\n
    5. Gest\u00e3o e planejamento de recursos humanos: habilidades, capacidades, fun\u00e7\u00f5es, hor\u00e1rios, e agenda de tarefas \/ atividades.<\/li>\n
    6. Dashboards do Power BI integrados.<\/li>\n
    7. Cria\u00e7\u00e3o, envio e gest\u00e3o de listas de pre\u00e7os, ofertas, or\u00e7amentos e contratos automatizados.<\/li>\n
    8. CRM completo com gest\u00e3o de leads, relacionamentos, oportunidades e vendas de projetos.<\/li>\n
    9. Gest\u00e3o de aprova\u00e7\u00f5es.<\/li>\n
    10. Automatiza\u00e7\u00e3o de fluxos de trabalhos repetitivos.<\/li>\n<\/ol>\n

      Capacita\u00e7\u00e3o em Dynamics 365 Project Operations<\/h2>\n

      A Microsoft disponibiliza no Learn<\/a>, sua plataforma de ensino, os conceitos b\u00e1sicos do Project Operations<\/p>\n

      Certifica\u00e7\u00e3o em Dynamics 365 for Project Operations<\/h3>\n

      A Certifica\u00e7\u00e3o inicial do Dynamics Project Operations \u00e9 a MB-920 (Microsoft Certified: Dynamics 365 Fundamentals (ERP), que traz um guia de estudo dos princ\u00edpios fundamentais.<\/p>\n

      Pre\u00e7o da Licen\u00e7a do Project Operations<\/h2>\n

      Antes de falar de pre\u00e7os, \u00e9 importante refor\u00e7ar que o Dynamics 365 for Project Operations \u00e9 um ERP Completo na modalidade SaaS e os valores s\u00e3o informados ap\u00f3s contato com um parceiro Microsoft.<\/p>\n

      Logo, se sua empresa comprar e n\u00e3o utilizar em sua totalidade as ferramentas de trabalho da plataforma, voc\u00eas podem achar que o custo \u00e9 muito elevado.<\/p>\n

      De fato, a melhor pr\u00e1tica para obter um bom ROI (retorno sobre o investimento) \u00e9 implementar o ciclo completo de processos do Dynamics 365 Project Operations. Mesmo com tantos benef\u00edcios, se sua empresa tiver pouco or\u00e7amento e\/ou n\u00e3o tiver madura em seus diversos processos, essa n\u00e3o ser\u00e1 a melhor escolha.<\/p>\n

      Seria melhor analisar uma vers\u00e3o Enterprise do MS Project.\u00a0Ou, consulte outros componentes do Project Operations.<\/p>\n

      Vers\u00e3o para teste do Dynamics 365 for Project Operations<\/h3>\n

      \u00c9 poss\u00edvel utilizar uma vers\u00e3o de teste do Dynamics Project Operations durante 30 dias. A Microsoft disponibiliza um passo passo de como criar a aplica\u00e7\u00e3o trial<\/a>.<\/p>\n

      Esperamos que esse post tenha ajudado.\u00a0E nos colocamos a disposi\u00e7\u00e3o para voc\u00ea entrar em contato\u00a0conosco<\/a> e tirar suas d\u00favidas. Lembrando, que somos considerados o principal parceiro no Brasil de Project Operations com a maior implementa\u00e7\u00e3o do m\u00f3dulo do Dynamics.<\/p>\n","protected":false},"excerpt":{"rendered":"

      Cada vez mais conhecido no Brasil, o Microsoft Dynamics 365 for Project Operations ajuda as empresas que trabalham com vendas e entrega de projetos a terem mais previsibilidade e governan\u00e7a. Voc\u00ea j\u00e1 conhecia esse Hub do Dynamics? Continue a leitura que vamos te contar tudo sobre a solu\u00e7\u00e3o, que a nossa grande especialidade!<\/p>\n","protected":false},"author":3,"featured_media":13568,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63],"class_list":["post-13566","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365"],"acf":[],"yoast_head":"\nDynamics 365 for Project Operations: Conhe\u00e7a!<\/title>\n<meta name=\"description\" content=\"Continue a leitura e veja como o Microsoft Dynamics 365 for Project Operations ajuda nas vendas e entrega de projetos previs\u00edveis e rent\u00e1veis.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/smartconsulting.com.br\/en\/dynamics-365-for-project-operations-conheca\/\" \/>\n<meta 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