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Project Operations as source of truth for Professional Services Organizations

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Dynamics 365 Project Operations

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Dec 12, 2024

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  • Systems for source of truth at the organization are crucial for decision makers.
  • Dynamics 365 Project Operations is essential for Professional Services firms.
  • Dynamics 365 Project Operations handles Sales, Project Management, Resource Management, Budget vs Actuals tracking, Invoicing, and Reporting.
  • Accounting options include Dynamics 365 Business Central, Finance & Operations, QuickBooks Online, Zoho Books, or Xero.
  • Marketing options include Dynamics 365 Marketing, ClickDimensions, Touchdown, Mailchimp, or Klaviyo.
  • HRMS options include Dynamics 365 HR, Hubdrive, UKG, Employment Hero, or Zoho People + Recruit.
  • Dynamics 365 Project Operations serves as the source of truth for data integration across systems.
  • Establishing a source of truth in Dynamics 365 Project Operations leads to improved accuracy, trust in data, and organizational efficiency.

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