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Project-based business

Make the estimate, the delivery and the invoice describe the same project.

When estimates, resource plans, time, costs and invoices tell three different stories about the same job, Kritical maps the project lifecycle and scopes Dynamics 365 Project Operations around a commercial and delivery model your team can run.

What Microsoft says Project Operations does, and what it leaves to you.

Microsoft describes Project Operations as one AI-powered application that follows project work from the sales quote to the final invoice: pricing and contract tools on the sales side, resourcing that matches people to projects by skill and availability, AI-assisted time and expense entry that flags outliers, progressive billing across different contract types, and finance features that track project profitability against a broader ERP. That covers the software. It does not decide which system owns a contract once it is signed, or how your resource managers allocate people when two projects compete for the same person — that is the lifecycle mapping Kritical runs before configuration starts.

Melbourne business context for project delivery and finance decisions

Define the decisions the project data must support.

Project managers, resource managers, sales and finance need different views. We define the measures, source records, timing and access required for workload, progress, forecast, cost, billing and exception reporting, including Power BI where appropriate.

Office team reviewing work together around a laptop

What sets this proposal apart.

  • Continuity planned around your account We aim to provide continuity through a consistent lead or delivery group where the agreed scope and service model support it. Your proposal sets out the contact model, cover and handover arrangements that apply.
  • A written quote We review the supplied information, then confirm the scope, written price and expected timing.
  • We price the implementation, not just the licence The deployment pattern, resourcing rules and finance integration decide the real cost. We scope and price that work directly.
  • AI time and expense assistance explained plainly Your finance and delivery leads get a working understanding of what the AI flags, and what still needs a person to decide.

What happens after you send us the lifecycle.

  1. First call

    Follow one project from opportunity to final invoice and name where the handoffs break down today.

  2. The agreed first phase

    A scoped discovery produces a lifecycle map, a contract and billing model, and a written price for build and rollout.

Review Microsoft's Project Operations documentation.

Use the product documentation to compare deployment patterns and capabilities before selecting the implementation path.

Questions before you enquire

Is this only for large projects?

The decision depends on the project lifecycle, commercial model, resourcing and reporting requirements rather than project size alone. We compare the process before recommending the platform.

Can it use our existing financial system?

The deployment and integration design must establish which financial transactions stay in the current system and how project records are exchanged and reconciled. That is confirmed in discovery, not assumed.

Why is there no price shown on this page?

Deployment pattern, resourcing rules and finance integration change the implementation cost too much for one published number. You get a scoped, written quote instead.

Does this include Power BI reporting?

Where it is in scope. We define the measures and access each role needs before deciding whether Power BI or another reporting path fits the requirement.

What should we bring to the first call?

Representative estimates, contracts, project plans, resource roles, time and expense rules, billing models and the reports people currently use to run delivery.

Can Kritical migrate our existing project data?

Yes, where the source system, data quality and mapping rules are agreed in advance. We identify what migrates, what is re-entered and what is retired before any project record moves.

Let’s define the next step.

Tell us what you want to achieve, what you have today and when it matters.

Get a Project Operations quote