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SKY SOFT CONNECTIONS · Dynamics 365
Automating Resource, Billing, and Sales Operations with Dynamics 365
Sky Soft 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.
PROJECT SPOTLIGHTDynamics 365Microsoft expertise. Practical delivery.
01 / PROJECT HIGHLIGHT
Automated 7pace Time Entry Sync
02 / PROJECT HIGHLIGHT
Streamlined Resource Allocation & Billing
03 / PROJECT HIGHLIGHT
Automated Leads, Follow-Ups & Quotes
04 / PROJECT HIGHLIGHT
Improved Reporting with Power BI
01 / PROJECT DETAIL
Automating Resource, Billing, and Sales Operations with Dynamics 365
Sky Soft 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.
02 / PROJECT DETAIL
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
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
Delays in quote approvals and order processing
The organisation needed a more coordinated way to manage project resources, operational tasks, and sales activities.
03 / PROJECT DETAIL
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.
04 / THE SOLUTION
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:
05 / PROJECT DETAIL
Technology & Integration Architecture
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
- Time entries, form submissions, and email-related activities provide inputs for relevant workflows.
- Dynamics 365 Project Operations supports project, resource, billing, and task processes.
- Dynamics 365 Sales supports lead handling, follow-ups, quotes, and orders.
- Azure Functions, Power Automate, and custom plugins execute supporting automation and business logic.
- SSRS reports and Power BI dashboards provide information for operational review.
06 / THE SOLUTION
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.
07 / PROJECT DETAIL
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
08 / PROJECT DETAIL
Related SkySoft Capabilities
This solution demonstrates capabilities across:
Dynamics 365 Customization
Dynamics 365 Sales Automation
- Sales Process Alignment
- Resource Management Automation
- Billing and Task Workflow Automation
Power Automate Development
Azure Functions Development
- Custom Dynamics 365 Plugins
- SSRS and Power BI Reporting
09 / PROJECT DETAIL
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.
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