proRM

What Is proRM?

proRM is a project and resource management add-on for Microsoft Dynamics 365. It sits inside the CRM teams already use, so a closed deal moves straight into project execution. Four features handle the work:

• Project Gantt for planning
• Tracking for time and expense entries
• Approval Manager helps with sign-off
• Invoicing Manager for billing

proRM was built by proMX for companies – especially SMBs that already use Dynamics 365 and have existing CRM data.

What Is proRM Best For?

Project Gantt is the most notable feature. As a visual planning tool, it helps build project structures and assign resources. At the same time, users can see every ongoing and upcoming project inside Dynamics 365. This is quite beneficial, especially when SMBs (that run Dynamics 365) need to move from a confirmed sale into a structured project. It negates the gap between CRM and project execution that typically results in manual re-entry and disconnected records.

How Much Does proRM Cost?

Investment in proRM starts at €18/month. The vendor also offers a 30-day free trial, so users can test the tool. Beyond the base price, additional costs – based on industry benchmarks may also be included:

• Dynamics 365 license: proRM extends Dynamics 365, and Microsoft lists Dynamics 365 Project Operations at $135/user/month billed annually
• Implementation: SMBs should budget around $4,000–$15,000, while $15,000–$50,000+ should be budgeted for more complex workflows
• Data Migration: Can cost around $2,500–$10,000+, but the figure depends on both the volume and complexity of data
• Training: Organizations should budget $1,000–$5,000 for admins and project managers beyond basic setup

Disclaimer: The pricing is subject to change.

proRM Integrations

proRM offers integrations with the following tools:

• Microsoft Dynamics 365 Sales
• Microsoft Power BI
• Dynamics 365 Project Service Automation

How Does proRM Work?

Log in to proRM Fast Start within your existing Dynamics 365 environment and follow these steps:

• Build the task hierarchy, set durations and dependencies, and assign resources from Dynamics 365 data in Project Gantt
• Spot resource conflicts and scheduling gaps early, since every ongoing and upcoming project shows up in the same Gantt view
• Log time and expenses in Tracking — such as task, hours, a short description, billable status — with holidays and other absences within the same interface
• Filter submitted bookings by team member, project, or date in Approval Manager
• Move approved bookings into Invoicing Manager at the close of each billing period
• Pull compiled project and financial data in-app or through Power BI, for one view from sales stage through invoicing

Who Is proRM For?

The platform suits the needs of the following industries:

• Energy companies
• Construction suppliers
• Professional services
• Logistics and transportation
• Manufacturing companies
• Healthcare
• Non-Governmental Organizations
• Business consulting
• IT consulting
• Software companies

proRM Use Cases

Based on our analysis of proRM Fast Start's current capabilities, these are the scenarios where it's a strong fit:

SMBs That Use Dynamics 365 And Need To Connect Sales And Project Delivery In One System

Professional services and consulting firms that close deals in Dynamics 365 Sales but manage delivery in a separate project tool run into several problems. They have to manually re-enter the details – such as projects, client information, and resource data – or transfer them between systems. proRM works from the Dynamics 365 data that's already there, so project structures build directly from CRM records with nothing re-keyed.

Project Managers That Waste Too Much Time On Repetitive Tasks

PMs are often busy with tasks that involve information from numerous systems. For instance, they might be assembling invoices out of records that are stored within multiple systems. This is where proRM can help. With its Approval Manager, they can view submitted bookings in one filtered view. In addition, it helps them handle corrections, rejections, and approvals in line.

Accountants And Finance Teams That Have To Produce Invoices From Approved Project Time

When approved time entries arrive by email or spreadsheet, someone has to rebuild them into an invoice manually. This reconstruction step is where errors and delays come in at every billing cycle. Invoicing Manager skips it: approved bookings load directly; drag-and-drop turns them into a draft invoice, all while the result can be viewed in Dynamics 365 and exported to Word.

Management Teams That Need A 360° View From Sales To Invoice

Leadership at most SMBs needs a holistic view of sales. This includes pipeline, active delivery, resource utilization, and financial performance. proRM compiles it automatically, accessible in-app or through Power BI, with a direct line to whoever owns a given number if something needs addressing in real time.

Is proRM Right For You?

If you're already on Dynamics 365 and the gap between sales and project management is costing you manual work, this is what proRM is built to close. Named clients include Staufen AG and SKC. proMX AG has also been recognized as a member of the Microsoft Inner Circle for AI Business Solutions for 2025/2026. On the compliance side, developer proMX AG holds ISO 27001, ISO 9001, Cyber Essentials Plus (UK, 2025), and SOC certification. In January 2026, proMX also received the Kununu Top Company 2026 award for the fifth time.

Still not sure about proRM? Contact our support team at (661) 384-7070 for further guidance.