Resource planning with Microsoft Dynamics 365
Mosaic, an AI project and resource planning tool, plugs into Microsoft Dynamics 365 Project Operations, so professional services firms can plan who works on what, project by project and week by week. Dynamics 365 keeps the books. Mosaic plans the work.
What resource planning software integrates with Microsoft Dynamics 365?
Mosaic plugs into Microsoft Dynamics 365, and consultancies, engineering firms and other professional services firms use it to plan their people while Dynamics 365 stays the system of record. Mosaic isn’t an alternative to Dynamics 365; it’s the planning tool firms add for who works on what next, across every project.
ERPs record what happened. Mosaic helps you run the firm.
Mosaic plugs into your ERP. Finance keeps running Dynamics 365 the way it does today, and project managers get a plan they open every week.
What does Mosaic read from Dynamics 365?
Mosaic reads projects, phases, people, roles, budgets and fees, and time from Dynamics 365 Project Operations, so nobody keys them into a second system. Dynamics 365 remains the system of record for billing and accounting, and planning, staffing and forecasting happen in Mosaic.
A bi-directional Dynamics 365 integration is coming soon.
Mosaic pulls from Microsoft Dynamics 365 four times a day. For core data, the connection can refresh as often as every minute.
Projects and people
What planning needs, read from Dynamics 365, so the plan starts from the books.
Actual hours
Recorded time shows actual hours against the plan, by project and person.
Tags in Mosaic
Offices, regions, departments and disciplines are tags in Mosaic, so leaders can see the plan by any of them.
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Do professional services firms on Dynamics 365 use a separate project planning tool?
Many do, because an ERP is built to record what already happened, and the plan for who works on what next needs a tool every project manager keeps open. In Mosaic, that plan sits across every project, so leaders see who’s free, who’s overloaded and where a phase is short, weeks before the work starts.
Consultancies plan retainers, fixed-fee projects and SOWs in the same plan, each with its own budget in hours or fees.
Resource planning for project-based businesses
What project management software works with Dynamics 365?
Mosaic does project management as well as resource planning: project managers plan each Dynamics 365 project by phase, with schedules, budgets, tasks, dependencies and the people on each phase. Planned hours sit next to actual hours, so a project manager sees which phases are running over while there’s still time to act.
When a phase slips, Mosaic’s patented automatic rescheduling moves the work after it, and principals see every project, deadline and person in one view.
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Does Mosaic work with Microsoft Teams and the rest of Microsoft 365?
Yes: Mosaic works with Teams, Outlook, Planner and Project, and Chello, Mosaic’s AI planning assistant, asks each project manager for updates in Microsoft Teams. Microsoft 365 stays where the work is discussed, Dynamics 365 keeps the books, and Mosaic is where the firm plans who works on what.
One reply gets the plan to match reality. Firms on Mosaic plan 80% or more of their billable staff capacity, against under 50% at typical firms planning on ERPs and spreadsheets. With Chello in Microsoft Teams, it’s over 90%.
“Previously you’d have to make a phone call and ask 10 questions to try to get to the answer. This shortcuts that substantially.”
What should IT check before connecting Dynamics 365?
IT at a firm on Dynamics 365 usually reviews the vendor’s security certification, what the connection reads, how permissions work and how AI assistants reach the data. Mosaic is SOC 2 Type II, reads what planning needs from Dynamics 365, and sets up and maintains the connection with your team.
Mosaic’s MCP server, the connection that lets an AI assistant such as Claude or ChatGPT work with Mosaic’s data, is how assistants reach the plan. AI assistants connected through Mosaic’s MCP server act within the permissions of the person who connected them.
- SOC 2 Type II
- Mosaic reads what planning needs from Dynamics 365
- Permissions: access defaults to locked, and planning gets gated
- API and MCP access for your own tools and AI assistants
- Setup and upkeep handled by Mosaic
What changes once a firm plans its people in Mosaic?
At CESO, an engineering firm, production-staff utilization rose 2 points after it began planning in Mosaic, and CPL spends 75% less time managing resources. Vocon went from 49% to 94% of its capacity planned in 12 months, and CetraRuddy had its best year in 38 years.
Source: CESO, CPL, Vocon and CetraRuddy, Mosaic customers
+2
points of production-staff utilization at CESO
75%
less time managing resources at CPL
94%
of capacity planned at Vocon, up from 49%
How is Mosaic priced for a professional services firm on Dynamics 365?
Mosaic is priced in three annual parts: a per-seat subscription, a platform fee and the Dynamics 365 integration, which Mosaic owns and maintains. Onboarding and implementation is a one-time cost, scoped to the firm’s rollout, and the team sets out all of it in one quote. Firms who plan on Mosaic typically see 10 to 20x ROI in a full year. A firm on Dynamics 365 weighs the cost against the billable hours a current plan recovers by filling staffing gaps before the week arrives.
The per-seat rate steps down as headcount increases, and the platform fee funds onboarding, training, a Customer Success Manager, support and hosting.
Full-priced annual contracts are backed by a 5x money-back guarantee. Speak to the team to learn more.
What else do firms on Dynamics 365 ask?
Does Mosaic integrate with Microsoft Dynamics 365?
Yes. Mosaic plugs into Microsoft Dynamics 365 and reads what planning needs, and Dynamics 365 stays the system of record.
Do we keep running billing and accounting in Dynamics 365?
Yes. Dynamics 365 keeps the books, and Mosaic plans the work: who works on what, project by project and week by week.
Does Mosaic work with Microsoft Teams and Outlook?
Yes. Mosaic works with Teams, Outlook, Planner and Project, and Chello in Microsoft Teams asks project managers for updates where they already work.
Can Claude or ChatGPT answer questions from our plan?
Yes. Through Mosaic’s MCP server, those assistants answer from the live plan. AI assistants connected through Mosaic’s MCP server act within the permissions of the person who connected them.
Is Mosaic SOC 2 Type II?
Yes. Mosaic is SOC 2 Type II, and permissions decide what each person can see and change.
How long does setup take?
Firms are integrated, trained and live in 30 to 60 days. Connecting Dynamics 365 is part of that work, and Mosaic’s team does it.
Book a 20-minute demo
See your Dynamics 365 projects planned by phase, with the people on them, and the plan kept current from Microsoft Teams.