Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations

Drive project success and profitability

Microsoft Dynamics 365 Project Operations is a powerful all-in-one platform designed to streamline your project-driven business. By integrating sales, resource management, project management, and finance, it helps your teams work seamlessly and more efficiently.

This project management software is built to help you close more deals, deliver projects on time, and increase profitability. With features that make team collaboration easy, you’ll have the tools to manage projects from start to finish—tracking everything from lead generation and resource allocation to payments and profit optimization.

Whether you’re managing client relationships, scheduling resources, or analyzing financial performance, Microsoft Dynamics 365 Project Operations offers the insights and tools you need to drive business success.

3 benefits of Microsoft Dynamics 365 Project Operations

Boost productivity

Boost productivity


Boost productivity with Copilot in Project Operations. Streamline your workflows by generating detailed status reports, conducting accurate risk assessments, and creating efficient project task plans.

Get the most out of your resources

Get the most out of your resources


Effortlessly manage and distribute workloads across your team and resources to improve productivity and ensure on-time project delivery.

Enhance business performance

Enhance business performance


Easily manage project costs and revenue with flexible billing options, including fixed-price and time-and-materials. Use accounting rules to simplify cost tracking, revenue recognition, accruals, and financial postings.

Capabilities of Microsoft Dynamics 365 Project Operations

Dynamics 365 Project Operations boosts productivity with AI automation, improves accuracy in quotes and forecasting, and optimizes resource management. It enhances collaboration through Microsoft Teams, simplifies time and expense processes with standardized templates, and provides insights for better project visibility and profitability.

The digital common thread
9altitudes as your ERP-partner

9altitudes as your ERP-partner

9altitudes is an international digital partner that automates, optimizes and continuously improves business processes end-to-end. We help manufacturing, supply and service companies reach new heights using Microsoft, PTC and Tulip software in combination with our own industry-specific solutions.

With employees from 9 different countries, our team consists of 750 exceptionally talented experts. Our digital advisors are tireless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions for your better tomorrow.

Error executing template "Designs/Swift/Paragraph/9a_Content_gates_module.cshtml"
System.ArgumentException: field "$facets" was not indexed with SortedSetDocValues
   at Lucene.Net.Facet.SortedSet.DefaultSortedSetDocValuesReaderState..ctor(IndexReader reader, String field)
   at Dynamicweb.Indexing.Lucene.LuceneIndexProvider.<get_ReaderState>b__14_0(String path)
   at Dynamicweb.Indexing.Lucene.LuceneIndexProvider.SearchInternal(IQuery query, QuerySettings settings)
   at Dynamicweb.Indexing.Queries.IndexQueryProvider.Query(IQuery query, QuerySettings settings)
   at Dynamicweb.Indexing.Querying.QueryService.Query(IQuery query, QuerySettings settings)
   at NineAltitudes.CustomCode.NineAContent.ContentClient.NineAContentService.GetResults(Int32 pageSize, IQueryService queryService, IQuery query, Dictionary`2 parameters)
   at NineAltitudes.CustomCode.NineAContent.ContentClient.NineAContentService.GetContentByTagFilters(Int32 pageAreaId, IEnumerable`1 contentTypes, IEnumerable`1 tagFilters, Int32 pageSize)
   at CompiledRazorTemplates.Dynamic.RazorEngine_866ad1bd4baa483db592c78e5f8df5c5.GetFacetedContent(ParagraphViewModel model, Int32 maxItems, Int32 pageAreaId, String tagFilter)
   at CompiledRazorTemplates.Dynamic.RazorEngine_866ad1bd4baa483db592c78e5f8df5c5.ExecuteAsync()
   at RazorEngine.Templating.TemplateBase.Run(ExecuteContext context, TextWriter reader)
   at RazorEngine.Templating.RazorEngineCore.RunTemplate(ICompiledTemplate template, TextWriter writer, Object model, DynamicViewBag viewBag)
   at RazorEngine.Templating.RazorEngineService.Run(ITemplateKey key, TextWriter writer, Type modelType, Object model, DynamicViewBag viewBag)
   at RazorEngine.Templating.DynamicWrapperService.Run(ITemplateKey key, TextWriter writer, Type modelType, Object model, DynamicViewBag viewBag)
   at RazorEngine.Templating.RazorEngineServiceExtensions.Run(IRazorEngineService service, String name, TextWriter writer, Type modelType, Object model, DynamicViewBag viewBag)
   at RazorEngine.Templating.RazorEngineServiceExtensions.<>c__DisplayClass23_0.<Run>b__0(TextWriter writer)
   at RazorEngine.Templating.RazorEngineServiceExtensions.WithWriter(Action`1 withWriter)
   at RazorEngine.Templating.RazorEngineServiceExtensions.Run(IRazorEngineService service, String name, Type modelType, Object model, DynamicViewBag viewBag)
   at Dynamicweb.Rendering.RazorTemplateRenderingProvider.Render(Template template)
   at Dynamicweb.Rendering.TemplateRenderingService.Render(Template template)
   at Dynamicweb.Rendering.Template.RenderRazorTemplate()

1 @inherits Dynamicweb.Rendering.ViewModelTemplate<Dynamicweb.Frontend.ParagraphViewModel> 2 @using NineAltitudes.CustomCode.NineAContent; 3 @using Dynamicweb.Rendering; 4 @using Dynamicweb.Extensibility; 5 @using Dynamicweb.Frontend; 6 @using System.Linq; 7 @using NineAltitudes.CustomCode.NineAContent.ContentClient; 8 9 @{ 10 const int maxItems = 7; 11 12 string title = Model.Item.GetString("Title"); 13 14 var filter = Dynamicweb.Context.Current.Request.QueryString.Get("filter"); 15 16 var pageView = Dynamicweb.Frontend.PageView.Current(); 17 int currentPageAreaId = pageView.AreaID; 18 19 (var content, var dimensions) = GetFacetedContent(Model, maxItems, currentPageAreaId, filter); 20 21 string theme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("Theme")) ? " theme " + Model.Item.GetRawValueString("Theme").Replace(" ", "").Trim().ToLower() : ""; 22 var decorations = Model.Item?.GetList("CssDecorations")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 23 24 string contentPadding = Model.Item.GetRawValueString("ContentPadding", "none"); 25 contentPadding = contentPadding == "none" ? "p-0" : contentPadding; 26 contentPadding = contentPadding == "small" ? "p-3 p-md-3" : contentPadding; 27 contentPadding = contentPadding == "large" ? "p-5 p-md-5" : contentPadding; 28 29 string buttonSize = Model.Item.GetString("ButtonSize") != "regular" ? Model.Item.GetString("ButtonSize") : String.Empty; 30 31 string buttonShape = "rounded-2"; 32 33 string iconPath = "/Files/Templates/Designs/Swift/Assets/icons/"; 34 35 string cardTheme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("CardTheme")) ? " theme " + Model.Item.GetRawValueString("CardTheme").Replace(" ", "").Trim().ToLower() : ""; 36 string cardButtonText = Model.Item.GetString("CardButtonText"); 37 string cardButtonStyle = Model.Item.GetString("CardButtonStyle") == "btn-link" ? "btn-link ps-0" : Model.Item.GetString("CardButtonStyle"); 38 string cardButtonSize = Model.Item.GetString("CardButtonSize") != "regular" ? Model.Item.GetString("CardButtonSize") : String.Empty; 39 bool showCardButtonIcon = Model.Item.GetString("CardButtonType") == "icon" || Model.Item.GetString("CardButtonType") == "both"; 40 bool showCardButtonText = Model.Item.GetString("CardButtonType") == "text" || Model.Item.GetString("CardButtonType") == "both"; 41 string cardTitleSize = Model.Item.GetString("CardTitleSize"); 42 string cardShape = Model.Item.GetString("CardShape"); 43 string cardShapeCSS = cardShape == "boxed" ? "rounded-0" : "rounded-4"; 44 45 string ratio = Model.Item.GetString("ImageAspectRatio"); 46 ratio = ratio != "0" ? ratio : string.Empty; 47 string ratioCssClass = ratio != string.Empty ? " ratio" : string.Empty; 48 string ratioVariable = ratio != string.Empty ? "style=\"--bs-aspect-ratio: " + ratio + "\"" : string.Empty; 49 50 string secondChildOfGridCSS = content.Count == 5 || content.Count == 7 ? "grid g-col-12 g-col-lg-8" : "grid g-col-12"; 51 string secondChildOfGridChildCSS = content.Count == 5 ? "g-col-12 g-col-md-6" : content.Count == 7 ? "g-col-12 g-col-md-6 g-col-lg-4" : "g-col-12 g-col-md-6 g-col-lg-3"; 52 53 bool gridShouldBeSplit = (content.Count == 7 || content.Count == 5); 54 } 55 56 @functions { 57 58 private (List<Dynamicweb.Frontend.ItemViewModel> content, List<Dynamicweb.Frontend.ItemViewModel> dimensions) GetFacetedContent(ParagraphViewModel model, int maxItems, int pageAreaId, string? tagFilter = null) 59 { 60 var selectedTags = GetSelectedTags(model); 61 62 var contentTypes = model.Item?.GetList("ContentTypes")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 63 64 var service = ServiceLocator.Current.GetInstance<INineAContentQueryService>(); 65 var contentWithTags = service.GetContentByTagFilters(pageAreaId, contentTypes, selectedTags, maxItems); 66 67 var availableFilterDimensionPageIds = GetAvailableFilterDimensionPageIds(service, contentWithTags, pageAreaId); 68 var dimensions = GetPagesByPageId(availableFilterDimensionPageIds); 69 70 if (tagFilter != null) 71 { 72 contentWithTags = 73 contentWithTags 74 .Where(x => x.Tags.Any(y => y == tagFilter)) 75 .ToArray(); 76 } 77 78 var localizedTagPageIds = contentWithTags.Select(tag => tag.PageId).Take(maxItems); 79 var content = GetPagesByPageId(localizedTagPageIds); 80 81 return (content, dimensions); 82 } 83 84 private string[] GetSelectedTags(ParagraphViewModel model) 85 { 86 var industry_filters = model.Item?.GetList("Filters_Tags_Industries")?.GetRawValue().OfType<string>(); 87 var vendor_filters = model.Item?.GetList("Filters_Tags_Vendors")?.GetRawValue().OfType<string>(); 88 var domain_filters = model.Item?.GetList("Filters_Tags_Domains")?.GetRawValue().OfType<string>(); 89 var solution_filters = model.Item?.GetList("Filters_Tags_Solutions")?.GetRawValue().OfType<string>(); 90 var product_filters = model.Item?.GetList("Filters_Tags_Products")?.GetRawValue().OfType<string>(); 91 var country_filters = model.Item?.GetList("Filters_Tags_Countries")?.GetRawValue().OfType<string>(); 92 var service_filters = model.Item?.GetList("Filters_Tags_Services")?.GetRawValue().OfType<string>(); 93 var topic_filters = model.Item?.GetList("Filters_Tags_Topics")?.GetRawValue().OfType<string>(); 94 95 var allTags = (industry_filters ?? []) 96 .Concat(vendor_filters ?? []) 97 .Concat(domain_filters ?? []) 98 .Concat(solution_filters ?? []) 99 .Concat(product_filters ?? []) 100 .Concat(country_filters ?? []) 101 .Concat(service_filters ?? []) 102 .Concat(topic_filters ?? []) 103 .ToArray(); 104 105 return allTags; 106 } 107 108 private IEnumerable<int> GetAvailableFilterDimensionPageIds(INineAContentQueryService service, INineATaggedContent[] contentWithTags, int pageAreaId) 109 { 110 var interactiveFilter = Model.Item?.GetString("Filter_Interactive_Tag_Dimension"); 111 112 if (string.IsNullOrWhiteSpace(interactiveFilter)) 113 return []; 114 115 var interactiveFilterDimension = NineATag.FromPrefix(interactiveFilter); 116 if (interactiveFilterDimension == null) 117 return []; 118 119 var dimensionsTagIds = contentWithTags.GetUsedTagsWith(interactiveFilterDimension); 120 if (!dimensionsTagIds.Any()) 121 return []; 122 123 var tagContent = service.GetContentByTagIds(pageAreaId, dimensionsTagIds, contentWithTags.Length); 124 var localizedTagPageIds = tagContent.Select(tag => tag.PageId); 125 126 return localizedTagPageIds; 127 } 128 129 private List<Dynamicweb.Frontend.ItemViewModel> GetPagesByPageId(IEnumerable<int> pageIds) 130 { 131 var lists = new List<Dynamicweb.Frontend.ItemViewModel>(); 132 133 if (pageIds.Any()) 134 { 135 foreach (var tagPageID in pageIds) 136 { 137 var page = Dynamicweb.Content.Services.Pages?.GetPage(Dynamicweb.Core.Converter.ToInt32(tagPageID)) ?? null; 138 var viewModel = Dynamicweb.Frontend.ContentViewModelFactory.CreatePageInfoViewModel(page)?.Item ?? null; 139 140 if (viewModel != null) 141 { 142 lists.Add(viewModel); 143 } 144 } 145 } 146 return lists; 147 148 } 149 } 150 151 <div class="item_@Model.Item.SystemName.ToLower() @theme @contentPadding"> 152 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 153 { 154 string titleFontSize = Model.Item.GetRawValueString("TitleFontSize", "h2"); 155 string headingLevel = Model.Item.GetString("HeadingLevel", "h2"); 156 string headingLevelStart = $"<{headingLevel} class=\"{titleFontSize} mb-4\" id=\"gates_{@Model.PageID}\">"; 157 string headingLevelStop = $"</{headingLevel}>"; 158 159 @headingLevelStart 160 @Model.Item.GetString("Title") 161 @headingLevelStop 162 } 163 164 <div class="d-flex gap-1 gap-sm-3 my-3 flex-wrap "> 165 @if (dimensions != null) 166 { 167 var relativeUri = Dynamicweb.Context.Current.Request.RawUrl; 168 var host = Dynamicweb.Context.Current.Request.Url.Host; 169 if (host.Contains("localhost")) 170 { 171 host = host + ":" + Dynamicweb.Context.Current.Request.Url.Port; 172 } 173 174 var newUri = new Uri(Dynamicweb.Context.Current.Request.Url, relativeUri); 175 176 @foreach (var category in dimensions) 177 { 178 var tagId = category.GetString("tag_id"); 179 var curRef = $"{newUri.Scheme}://{host}{newUri.AbsolutePath}"; 180 var link = $"{curRef}?filter={tagId}#gates_{Model.PageID}"; 181 182 183 string isActive = filter == tagId ? "active " : ""; 184 string isActiveBtnType=filter == tagId ? "btn-secondary":"btn-primary"; 185 <div> 186 <a class="btn @isActiveBtnType @buttonSize @buttonShape @isActive text-nowrap" href="@link"> @category.GetString("Title")</a> 187 </div> 188 } 189 190 @if (!string.IsNullOrEmpty(filter)) 191 { 192 var curRef = $"{newUri.Scheme}://{host}{newUri.AbsolutePath}"; 193 var link = $"{curRef}#gates_{Model.PageID}"; 194 195 <div> 196 <a class="btn btn-link @buttonSize @buttonShape" href="@link" style="padding-block: var(--swift-button-primary-padding-y);"> @Translate("Clear Filter")</a> 197 </div> 198 } 199 200 } 201 @if (Model.Item.GetBoolean("Show_GoTo_Button")) 202 { 203 var gotoButtonText = Model.Item.GetString("GoTo_Button_Text"); 204 var link = Model.Item.GetString("GoTo_Link"); 205 206 @if (!string.IsNullOrEmpty(gotoButtonText) && !string.IsNullOrEmpty(link)) 207 { 208 <a href="@link" class="btn btn-link ms-auto @buttonSize @buttonShape" style="padding-block: var(--swift-button-primary-padding-y);">@gotoButtonText</a> 209 } 210 } 211 212 </div> 213 214 215 <div class="grid g-col-12" style="background-color:transparent"> 216 @{ 217 int itemCount = 0; 218 } 219 @foreach (ItemViewModel item in content) 220 { 221 itemCount++; 222 223 //if the there are 5 or 7 items, the first item should fill up more space 224 @if (itemCount==1 && gridShouldBeSplit) 225 { 226 @:<div class="g-col-12 g-col-lg-4"> 227 } 228 229 // If there are 5 or 7 items, the rest of the items should be in a seperate grid. 230 @if ((itemCount==2 && gridShouldBeSplit)) 231 { 232 @:<div class="@secondChildOfGridCSS"> 233 } 234 235 // All items that are not the first one, in case case there are 5 or 7 items, should have their own classes. 236 //Or if there aren't 5 or 7 items, then all should have this css 237 @if ((itemCount!=1 && gridShouldBeSplit) || !gridShouldBeSplit) 238 { 239 240 @:<div class="@secondChildOfGridChildCSS"> 241 242 } 243 244 <article class="card h-100 border-0 @cardTheme @cardShapeCSS overflow-hidden shadow-hover" itemscope="" itemtype="https://schema.org/CreativeWork" style="background-color: var(--swift-background-color)"> 245 246 @if (!String.IsNullOrEmpty(item.GetString("Image"))) 247 { 248 <a class="position-relative" title="@item.GetString("Title")" href="@item.Link" tabindex="-1"> 249 <figure class="overflow-hidden m-0 mx-auto @ratioCssClass" @ratioVariable> 250 @{ 251 var coverImagePath = Dynamicweb.Context.Current.Server.UrlEncode(item.GetString("Image")); 252 string image = item.GetString("Image"); 253 254 string coverImagePathM = $"/Admin/Public/GetImage.ashx?image={coverImagePath}&width=640&format=webp"; 255 string coverImagePathL = $"/Admin/Public/GetImage.ashx?image={coverImagePath}&width=960&format=webp"; 256 string imagePathFallBack = coverImagePathM; 257 258 <img srcset=" 259 @coverImagePathM 640w, 260 @coverImagePathL 960w" 261 src="@imagePathFallBack" 262 sizes="(min-width: 992px) 25vw, 100vw" 263 loading="lazy" 264 decoding="async" 265 class="img-fluid image-zoom-lg-1-hover" 266 style="object-fit:cover; object-position: 50% 50%;" 267 alt="@item.GetString("Title")"> 268 } 269 </figure> 270 </a> 271 } 272 273 <div class="col d-flex flex-column p-3"> 274 <div class="card-body p-0 d-flex flex-column gap-2"> 275 <a class="text-decoration-none text-decoration-underline-hover" href="@item.Link"> 276 <h3 class="@cardTitleSize mb-0" itemprop="headline"> @item.GetString("Title")</h3> 277 </a> 278 279 @if (!String.IsNullOrEmpty(item.GetRawValueString("Summary"))) 280 { 281 <p class="m-0 opacity-75">@item.GetRawValueString("Summary")</p> 282 } 283 284 @if (!String.IsNullOrWhiteSpace(cardButtonText)) 285 { 286 <div class="mt-auto"> 287 <a href="@item.Link" class="btn @cardButtonStyle @cardButtonSize lh-1 text-start"> 288 289 @if (showCardButtonIcon) 290 { 291 <span class="icon-auto"> 292 @ReadFile(iconPath + "arrow-right.svg") 293 </span> 294 } 295 296 @if (showCardButtonText) 297 { 298 <span>@cardButtonText</span> 299 } 300 </a> 301 </div> 302 } 303 </div> 304 305 <div class="card-footer p-0 pt-3 border-top-0"> 306 <div class="d-flex align-items-center justify-content-between gap-3"> 307 308 @if (!String.IsNullOrEmpty(item.GetString("PublishedDate")) && item.GetDateTime("PublishedDate").Year != 1900 && item.GetDateTime("PublishedDate") != DateTime.MinValue) 309 { 310 string articleDateTime = item.GetDateTime("PublishedDate").Year + "-" + 311 item.GetDateTime("PublishedDate").Month + "-" + item.GetDateTime("PublishedDate").Day; 312 string publishedDate = item.GetDateTime("PublishedDate").ToShortDateString(); 313 314 <div class="d-flex align-items-center gap-1 fs-8 opacity-75"> 315 <div class="icon-1"> 316 @ReadFile(iconPath + "calendar.svg") 317 </div> 318 <time datetime="@articleDateTime" itemprop="datePublished">@publishedDate</time> 319 </div> 320 } 321 </div> 322 </div> 323 </div> 324 </article> 325 326 @if ((itemCount!=1 && gridShouldBeSplit) || !gridShouldBeSplit) 327 { 328 @:</div> 329 } 330 @if ((itemCount==content.Count && gridShouldBeSplit)) 331 { 332 @:</div> 333 } 334 @if (itemCount==1 && gridShouldBeSplit) 335 { 336 @:</div> 337 } 338 } 339 </div> 340 </div> 341

Get in touch

Whether you're looking for an assessment to see if Dynamics 365 Project Operations is the right fit, need help with implementation, or are seeking a new partner for your existing solution, we're here to help. Reach out to us today to learn more about how we can support your business and help you reach new heights.

Get in touch