Integration strategies

There are some areas that will just make sense to integrate through Project Operations. Some of them are on the input side of the system and include the application of sales tax logic, which will affect the invoicing that your client receives. When considering this topic, first search Microsoft's AppSource (https://appsource.microsoft.com/) to determine whether there is an ISV that integrates readily.

A number of clients will also want to integrate their expense entry and reporting system. Some systems, such as Gorilla Expense, Expensify, and Concur, have varying levels of sophistication, but all of them can be integrated into Project Operations. However, look for out-of-the-box integrations first and then build upon that if available. Project Operations integrations with expense systems are typically a multi-directional integration where Project Operations feeds the expense system with projects, tasks, team member information, and other information that...