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D365 Project Operations for Microsoft Dynamics 365 ERP

Opportunity-to-cash for project businesses: estimates, resourcing, time, and revenue recognition. Delivered by DESSS with a documented 6-step workflow, named deliverables, and a 24-hour discovery response.
Request Discovery & ConsultationBack to Microsoft Dynamics 365 ERP
6-step delivery workflowNamed deliverables24-hour discovery response
Delivery workflowWeeks 1–14
Chart of accounts and ledger design
Close calendar and process mapping
Ledger, tax and banking configuration
Opening balances and history
Parallel close
Go-live and first close support
Week 1Week 7Week 14
25+Years of experience
350+Projects delivered
12–20Week typical project
92%Client retention

Named deliverables, step by step

DESSS delivers D365 Project Operations on Microsoft Dynamics 365 ERP through the d365 project operations implementation: chart of accounts and ledger design; close calendar and process mapping; ledger, tax and banking configuration; opening balances and history; parallel close; go-live and first close support. Each step closes with named deliverables you sign off before the next begins.
Request Discovery & ConsultationBack to Microsoft Dynamics 365 ERP
D365 Project Operations deliverablesSign-off per step
  • Chart of accounts design Dimension model Reporting map
  • Close calendar Process maps Control points
  • Configured ledgers Tax matrix Bank integration
  • Loaded balances Reconciliation pack Sign-off
  • Parallel close results Variance log Go-live decision
  • Cutover runbook First close support Procedure documentation
25+Years of experience
350+Projects delivered
12–20Week typical project
92%Client retention
RelatedD365 FinanceD365 Supply Chain ManagementD365 Business CentralD365 CommerceDynamics GP and NAV ModernizationPower Platform and Dataverse Extensions
MICROSOFT DYNAMICS 365 ERP

What does DESSS deliver for D365 Project Operations?

DESSS delivers D365 Project Operations on Microsoft Dynamics 365 ERP through the d365 project operations implementation: chart of accounts and ledger design; close calendar and process mapping; ledger, tax and banking configuration; opening balances and history; parallel close; go-live and first close support. Each step closes with named deliverables you sign off before the next begins.

THE WORKFLOW

6 steps, start to finish

Every engagement follows a documented sequence, so you always know which stage the work is in and what closes it.

  • Chart of accounts and ledger design — Structure first
  • Close calendar and process mapping — How the close runs
  • Ledger, tax and banking configuration — Build the core
  • Opening balances and history — Load the numbers
  • Parallel close — Prove it before you rely on it
  • Go-live and first close support — At a period boundary
WHAT YOU GET

Named deliverables, signed off

Each step closes with deliverables you review and approve before the next one begins — progress you can audit rather than a status colour on a slide.

  • Chart of accounts design
  • Dimension model
  • Reporting map
  • Close calendar
  • Process maps
  • Control points
  • Configured ledgers
  • Tax matrix
  • Bank integration
  • Loaded balances
HOW WE DELIVER

D365 Project Operations implementation

A ledger-first rollout sequenced around your close calendar, so the first period in D365 Project Operations closes on time.

Step 01
Weeks 1–3

Chart of accounts and ledger design

We design the account, cost centre, dimension and entity structure D365 Project Operations will use, testing it against the reports finance actually publishes. Getting this wrong is the single most expensive thing to unwind later, so it is agreed in writing before configuration starts.

Deliverables:

  • Chart of accounts design
  • Dimension model
  • Reporting map
Step 04
Weeks 7–10

Opening balances and history

Trial balance, open items, fixed asset registers and the agreed depth of comparative history are loaded and reconciled line by line to the legacy system, with your controller signing each reconciliation.

Deliverables:

  • Loaded balances
  • Reconciliation pack
  • Sign-off
Step 02
Weeks 2–4

Close calendar and process mapping

Every activity in your month-end is mapped with its owner, dependency and timing, from accruals and allocations to intercompany and consolidation, so D365 Project Operations is configured around the real close rather than an idealised one.

Deliverables:

  • Close calendar
  • Process maps
  • Control points
Step 05
Weeks 10–12

Parallel close

One full period is closed in both the legacy system and D365 Project Operations, and every variance is explained before go-live is approved. This is the step that turns finance from nervous to confident.

Deliverables:

  • Parallel close results
  • Variance log
  • Go-live decision
Step 03
Weeks 4–8

Ledger, tax and banking configuration

General ledger, sub-ledgers, tax codes, currencies, bank formats and approval workflows are configured in Microsoft Dynamics 365 ERP, with automated bank feeds and payment file formats tested against your banks.

Deliverables:

  • Configured ledgers
  • Tax matrix
  • Bank integration
Step 06
Weeks 12–14

Go-live and first close support

Cutover happens at a period boundary with a timed runbook, and our consultants sit with your team through the first close in D365 Project Operations, then hand over documented procedures and a tuning backlog.

Deliverables:

  • Cutover runbook
  • First close support
  • Procedure documentation
HOW TO ENGAGE

Advice, delivery, or managed service

Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.

Consulting & Advisory

Assessment, platform selection, business case, and roadmap — before you commit budget.

Implementation Services

Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.

Integration & Migration

Connecting and modernizing the systems the work depends on, with validated data and monitored interfaces.

Managed Support Services

Monitoring, incident handling, enhancements, and release management from the team that built it.

Related products & modules

D365 Project Operations is most often delivered alongside these, in a phased roadmap that avoids rebuilding earlier work.

D365 Finance

General ledger, budgeting, fixed assets, and multi-entity financial close on Dynamics 365 Finance.

View process

D365 Supply Chain Management

Inventory, warehouse, planning optimization, and production control across the supply chain.

View process

D365 Business Central

End-to-end finance, sales, inventory, and projects for small and mid-sized organizations, including NAV upgrades.

View process

D365 Commerce

Point of sale, e-commerce, and call center on one commerce engine tied to inventory.

View process

Dynamics GP and NAV Modernization

A staged path from Dynamics GP or NAV to Business Central or D365 Finance without losing history.

View process

Power Platform and Dataverse Extensions

Power Apps, Power Automate, and Dataverse extensions that replace spreadsheets around the ERP.

View process
COMMON QUESTIONS

About D365 Project Operations

A typical DESSS D365 Project Operations delivery runs 6 steps, with the final step reached around weeks 12–14. Complex integrations, multi-entity scope, or regulated environments extend that — the discovery session produces a dated plan for your case rather than an average.

Every step closes with named deliverables — Bank integration, Chart of accounts design, Close calendar, Configured ledgers, Control points, Cutover runbook, Dimension model, First close support — so progress is visible, auditable, and reviewable rather than a status colour on a slide.

Yes. Integration with the systems your project-based business depends on is designed early and delivered with validation, monitoring, and error handling, so failures are visible and recoverable.

No. D365 Project Operations is often delivered alongside the other Microsoft Dynamics 365 ERP products listed below, in a phased roadmap that avoids rebuilding earlier phases. DESSS sequences them so each phase stands on its own.

The consultants who implemented it. Managed support covers monitoring, incidents, enhancements, and release management under severity-based service levels.

GET STARTED

Schedule your free digital transformation consultation

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Talk to a DESSS consultant about D365 Project Operations. We respond to discovery requests within 24 hours.

Request Discovery & ConsultationBack to Microsoft Dynamics 365 ERP