Operating + Microsoft Dynamics 365

Connect your Microsoft Dynamics 365 CRM to Operating to keep sales and delivery in sync — turn your deal pipeline into staffing and capacity plans before deals close. Our integration partner Meltlake can set this up for you, or you can build it yourself using the Operating REST API.

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Project timeline showing confirmed needs for various projects with assigned team members and workload days.

Project timeline showing confirmed needs for various projects with assigned team members and workload days.Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Project timeline showing confirmed needs for various projects with assigned team members and workload days.Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Project timeline showing confirmed needs for various projects with assigned team members and workload days.Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

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Find out how Columbia Road manage staffing

Find out how Columbia Road manage staffing

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What kind of teams benefit from Operating?

Who is Operating for

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Get the Operating Routine for resource planning

A weekly routine for staffing and capacity, written by people who ran it in their own firms. It gives your resource planning meeting a fixed agenda and a short list of numbers to check. Get the guide.

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