Microsoft Dynamics 365 Project Operations Lite
Deliver projects with confidence using Microsoft Dynamics 365 Project Operations Lite – a streamlined, cost-effective way to manage project sales, resources, pricing, and profitability.
Empower your organisation with Microsoft Dynamics 365 Project Operations Lite
Microsoft Dynamics 365 Project Operations Lite (also known as the Lite deployment model) gives organisations the essential tools they need to manage projects from initial sale to final billing – all within the familiar Dynamics 365 environment. Built on Microsoft Dynamics 365, it delivers powerful functionality for project sales, resource management, cost and sales price lists, approvals, expenses, and revenue tracking, without the complexity of full ERP-level project accounting.
Whether you’re transitioning from the now-deprecated Project Service Automation (PSA), looking to modernise your CRM with project capabilities, or adopting Dynamics 365 Project Operations for the first time, our team ensures a smooth and effective deployment. We help you understand pricing dimensions, set up your environment, configure cost and sales price lists, and integrate with wider Microsoft technology such as Finance or dual-write where required.
Why choose Zenzero as your trusted partner
Implementing or enhancing Dynamics 365 Project Operations Lite requires more than technical setup – it needs a partner who understands your business, your project delivery model, and your long-term goals.
At Zenzero, our experts specialise in Dynamics 365 project solutions across CRM, Project Operations, and Business Central. We provide tailored guidance to help you configure your CE environment, define price lists, track resources, and manage project sales processes. We take the time to understand your organisation so that every configuration, workflow, and integration supports the way your teams actually work.
From initial setup to post-deployment support, we offer friendly, responsive assistance backed by deep product knowledge. Whether you need help reviewing your deployment model, implementing new features, or guiding users through processes such as approvals, invoicing, or expense tracking, we’re here to help.
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A streamlined project sales process
Easily create project records, define scope, set budgets, and manage cost and sales price lists – all from within Dynamics 365 Sales.
Improved resource management
Assign and schedule resources more effectively with real-time availability, skills matching, and utilisation tracking.
Clear visibility of cost, revenue, and profitability
Use pricing dimensions, cost rates, and sales rates to understand project performance from opportunity to billing.
A deployment model that fits your organisation
Project Operations Lite gives you the functionality your teams need without unnecessary complexity, making it ideal for services organisations, consultancies, and project-led teams.
Seamless integration with Microsoft technology
Connect Project Operations to other Microsoft apps through dual-write, Power Platform, and native CE integrations for a unified data experience.
Easier approval and tracking
Manage project approvals, time entries, expenses, and vendor invoices directly within your Dynamics 365 environment.
Future-ready processes and documentation
We help you adopt best-practice setup instructions, governance, and user documentation so your system grows with your organisation.
Next steps
If you’re ready to modernise your project delivery with Microsoft Dynamics 365 Project Operations Lite, Zenzero is here to guide you every step of the way. Whether you’re reviewing the deployment model, moving away from PSA, or configuring a new CE environment, our team will help you implement a solution that’s tailored to your exact requirements.
From setup and pricing structures to approvals, integrations, and user training, we’ll ensure your environment supports efficient project delivery and long-term growth.
Speak to one of our experts today to explore how Project Operations Lite can transform the way your teams plan, track, and deliver projects.
Frequently Asked Questions
What is Microsoft Dynamics 365 Project Operations Lite?
Project Operations Lite is a CRM-based deployment model that forms part of the Project Operations Core experience. It provides essential project capabilities such as project sales, resource management, cost price list and sales price list setup, approvals, and time/expense tracking – all without the full ERP financials included in Project Operations for Finance. It’s ideal for organisations that want to streamline project delivery within the Dynamics 365 CE environment.
Can you help migrate from Project Service Automation (PSA)?
Yes. Project Service Automation is deprecated, and we support organisations transitioning to Dynamics 365 Project Operations Lite. Our team ensures your data, processes, and pricing configurations (including cost and sales price lists) move across smoothly, helping you modernise your system with minimal disruption.
Do we need a dual-write integration with Finance?
Not always. Dual-write is typically required for organisations using Project Operations for manufacturing or those that need full ERP project accounting. For many service-led businesses adopting the Lite model, Project Operations Core provides everything required without the need for ERP integration.
Can Zenzero support our existing Dynamics 365 CE environment?
Absolutely. We work with existing CE environments to configure Project Operations Lite, define pricing structures, improve resource management processes, and optimise your overall deployment model. Whether you’re reviewing your setup following the transition from Project Service Automation, checking deprecated details, or addressing configuration restrictions, we can help. Our specialists ensure users are correctly logged in, have the right permissions, and can easily sign off approvals or project changes. We can work alongside your internal team or fully manage the system on your behalf.
What’s included in your Project Operations Lite services?
Our services cover deployment, configuration, price list management (including cost price list and sales pricing), resource scheduling, documentation, approvals setup, training, version reviews, and ongoing optimisation. We can also guide you through licensing requirements, credentials, and any prerequisites for a trial of Project Operations Lite.
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