Automating Resource, Billing, and Sales Operations with Dynamics 365

SkySoft Connections introduced automation across Dynamics 365 Project Operations and Dynamics 365 Sales. The work included 7pace time entry synchronization, resource management, sales workflows, Microsoft Forms integration, and reporting through SSRS and Power BI.

See how SkySoft automated resource planning, billing, and sales workflows with Dynamics 365 Project Operations and Power Automate.

Client & Business Context

The organisation used Dynamics 365 to support project and sales operations but needed better connections between time tracking, resource planning, billing, and sales activities.

Client: Confidential
Solution Category: Dynamics 365 Project Operations, Sales & Business Process Automation
Project: Project Operations and Sales Automation
Project Status: In Progress
Proof Point: The source documents automation for time entries, resource management, lead creation, follow-ups, quote approvals, order creation, billing, and tasks.

The Business Problem

Project and sales teams faced disconnected processes and recurring manual work.

Key challenges included:

  • Manual synchronization of 7pace time entries

  • Inconsistent resource hours and availability information

  • Manual resource allocation and scheduling conflicts

  • Complex reporting requirements
  • Manual billing and task creation
  • Manual lead handling and missing integrations
  • Delayed sales follow-ups

  • Delays in quote approvals and order processing

The organisation needed a more coordinated way to manage project resources, operational tasks, and sales activities.

business challenge for crm and billing

Business Impact of the Existing Process

These issues affected both project delivery and sales processing.

Inconsistent resource information and manual allocation contributed to scheduling conflicts. Meanwhile, manual billing and task processes increased operational effort.

On the sales side, manual lead handling, delayed follow-ups, and quote and order delays slowed processing. Reporting complexity also limited visibility into operations and revenue tracking.

The Sky Soft Connections Solution

Sky Soft connected Dynamics 365 Project Operations and Sales to automate project, resource, billing, and sales processes.

The solution automated time entries, resource allocation, billing, tasks, lead creation, follow-ups, quote approvals, and order processing using Azure Functions, Power Automate, and custom plugins.

Key Solution Areas

7pace Time Entry :Automated 7pace time entry synchronization with Dynamics 365.

Automated resource scheduling and allocation.

Billing & Tasks: Streamlined billing processes and task creation.

Lead & Forms Integration :Automated lead creation and integrated Microsoft Forms.

Sales Automation: Automated follow-ups, quote approvals

Reporting & Dashboards : Added SSRS and Power BI reporting for visibility.

Custom Logic & Security : Used Azure Functions, plugins, and security controls for business requirements.

The integration follows a straightforward system-to-system flow:

Technology & Integration Architecture

Request a Dynamics 365 Automation Review

The solution brings project and sales inputs into Dynamics 365, supported by automation components and reporting tools.

Input Sources: 7pace, Microsoft Forms, and email
Core Applications: Dynamics 365 Project Operations and Dynamics 365 Sales
Automation Components: Azure Functions, Power Automate, and custom plugins
Reporting: SSRS and Power BI

How the Solution Works

  1. Time entries, form submissions, and email-related activities provide inputs for relevant workflows.
  2. Dynamics 365 Project Operations supports project, resource, billing, and task processes.
  3. Dynamics 365 Sales supports lead handling, follow-ups, quotes, and orders.
  4. Azure Functions, Power Automate, and custom plugins execute supporting automation and business logic.
  5. SSRS reports and Power BI dashboards provide information for operational review.

Implementation Highlights

1. Time Entry Synchronization

SkySoft automated 7pace time entry synchronization to address the existing manual process.

2. Resource Management Automation

Resource calendar and allocation automation addressed inconsistent hours and manual resource planning.

3. Billing and Task Processing

Automation was introduced for billing and task creation within the project operations scope.

4. Lead Capture and Follow-Ups

Automated lead creation, Microsoft Forms integration, and email follow-ups supported sales workflow improvements.

5. Quote Approvals and Order Creation

Quote approval and order creation processes were automated to address manual handling and processing delays.

6. Reporting, Custom Logic, and Security

SkySoft developed reports, dashboards, Azure Functions, and custom plugins, alongside security controls supporting the wider solution.

Results & Current Outcomes

  • Automated 7pace time entry synchronization
  • Automated resource calendar and allocation processes
  • Automated billing and task creation
  • Automated lead creation and email follow-ups
  • Automated quote approvals and order creation
  • Microsoft Forms integration
  • Reports and dashboards supporting operational visibility
  • Custom processing components and security controls

Related SkySoft Capabilities

This solution demonstrates capabilities across:

Are Manual Processes Slowing Your Project and Sales Teams?

When time tracking, resource planning, billing, and sales workflows require repeated manual intervention, everyday work becomes harder to coordinate.

SkySoft Connections can assess your Dynamics 365 environment, identify automation opportunities, and help connect the processes your teams depend on.