MS-Based Project Management System Implementation

Project title: Dynamics 365 Project Operations + Power Automate + Microsoft Teams: PMIS Implementation

Project description

We need an experienced Microsoft consultant or small team to implement a Project Management Information System (PMIS) for a large multi-plant manufacturing and energy storage construction programme. The entire system will run on three Microsoft tools only:

Dynamics 365 Project Operations as the core system (projects, WBS, schedule, resources, cost and progress tracking)
Power Automate for validation, approvals, alerts, escalations and report distribution
Microsoft Teams as the single front door for site staff, project teams and leadership

The client will purchase and provide all Microsoft licences and tenant access. You are responsible only for implementation, configuration and automation.

How it should work
A site supervisor enters daily progress in Teams (Team Member app or a form in a site channel). Power Automate validates the entry against rules (for example no progress above 100%, daily submission deadline), then routes it for approval through Teams. Once approved, the progress updates the task in Project Operations and rolls up through the WBS to plant and programme level. Power Automate monitors the data and posts alerts to Teams channels when activities are late, critical path float is low or cost limits are crossed, and escalates them to the PM, PMO or Director. Dashboards and the monthly steering committee pack draw on the same data.

Scope of work

Requirement and current-state assessment: stakeholder workshops, user and role matrix, requirement document
Solution design and configuration: Project Operations setup (WBS, resources, roles, security), Teams channels and approvals
Automation and reporting: Power Automate flows (validation, approvals, alerts, escalation matrix, scheduled reports), dashboards and KPI tracking
Data migration of existing project data
Testing and UAT support
Go-live and stabilisation support
Training, plus user and admin documentation

Deliverables

Requirement document and solution design document
Configured Project Operations environment and Teams workspace
Tested Power Automate flows with a flow and automation matrix
Dashboards and reports
Test cases and UAT sign-off documentation
Go-live checklist and issue log
Training materials and user/admin guides

Skills required

Dynamics 365 Project Operations (hands-on implementation)
Power Automate (approvals, scheduled flows, Teams integration)
Microsoft Teams (adaptive cards, approvals, channel setup)
Dataverse and role-based security
Power BI (a plus, if dashboards are included)

Please include in your proposal

A fixed-price quote for the complete scope (implementation only, excluding licences)
Your proposed timeline and the assumptions behind it
Two relevant examples of Project Operations or Power Automate/Teams work
Your Microsoft certifications and team size
Your post-go-live support terms