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Microsoft Enterprise Project Operations and Accounting Solution

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500+

Happy Customers

12+

Years of Experience

15+

Countries Clients Served

800+

Completed Projects

Technology

Microsoft Dynamics 365 Project Operations, Microsoft Dynamics 365 Finance & Operations , Azure , Power BI

Overview

The client is a global NYSE-listed science, technology, and engineering enterprise with over 30,000 employees. Techcronus upgraded and enhanced their project management, time entry, and approval systems by building custom plugins, workflows, and automated validations. The solution integrates Power BI for direct approvals, automates leave processes, and halts conflicting syncs to FinOps, creating a seamless financial and project management environment.

Key Features:

Validation & Compliance Enhancements:

  • Approval Hierarchy Enforcement: Prevents project approvers from approving their own time entries and enforces mandatory line manager approvals.
  • Work Hours & Overtime Rules: Enforces work hour policies and custom filters to accurately track and manage overtime compliance.
  • Scripting & Plugin Rules: Apply JavaScript validations and custom backend plugins to safeguard data integrity.

Direct Reporting & Approval Automation:

  • Power BI In-Report Approvals: Enables direct approval and rejection of time entries within Power BI reports via action buttons and parameterized call flows.
  • Leave Approval Automation: Automates time-entry approvals for leave types using background workflows.
  • Automated Reminders: Triggers recurring Monday and Friday email notifications to prompt timely time entry submissions.

Data & Integration Management:

  • Status Management Plugins: Automated state transitions (Draft • Submitted • Approved) during bulk data imports.
  • FinOps Sync Control: Halts the automatic synchronization of leave types upon creation from Project Operations to FinOps to protect financial integrity.
  • Admin Import App: A custom application enabling HR administrators to perform bulk data imports efficiently.

Custom Schema & Entity Management:

  • Portfolio Architecture: Custom Portfolio table creation linking portfolios directly to Project Contracts, Contract Lines, and Projects
  • Out-of-the-Box Customizations: Tailored standard forms, tables, and applications to match specific enterprise organizational structures.
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