OMZY: the project management solution for Microsoft Dynamics 365 Business Central for Dynamics 365 BC A project management tool fully integrated to Business Central

OMZY offers 360° visibility into all business operations throughout the entire lifecycle of a project. Fully integrated to Microsoft Dynamics 365 Business Central and developed with the needs of professional services firms in mind, this solution provides all the tools needed to better track projects, manage employee tasks and workloads, as well as advanced invoicing capabilities.

Built to grow with your business

OMZY supports from basic to complex project structures as well as multiple company environments. This provides a solid foundation to help any organization manage their project-based business.

• Budget and track costs as well as revenue at the task level for more detailed analysis and reporting.
• Flexibility in the billing process. Having these additional details will enable your team to choose the level they want to share.
• Resource planning to manage occupation rate and workloads.
• Additional timesheet features that allocate costs directly to one or multiple projects and can include overhead expenses.
• An expense report within Business Central that can include additional markups depending on company policies and business rules.

Additional features to enhance any project-based business

Project management

• Projects can be setup to be visible to all associated companies in Business Central.
• Departments are created and associated within the different companies to facilitate reporting and analysis.
• A resource can belong to multiple classes (up to 5) where billing rates can differ by class associated.
• Manage the cost and revenue in a foreign currency. Report on the project monetary values in the project currency or the company currency.
• Reporting built to efficiently manage billing of WIPs (time accrued but not yet billed)

Advanced billing capabilities

• Mix-and-match multiple billing methods in a single invoice.
• Different invoicing possibility depending on the client’s needs.
• Invoicing types available: Detailed, Lump sum, Fixed amount, Calendar, Progress and Milestone

Integrated resource planning tool to projects created in Business Central:

• Manage occupation rates and workloads for all employees and outside resources
• Gantt chart views on project planning and progress
• Approval processes linked to time entered and expense reports

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