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Product

Microsoft Dynamics 365

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About

Microsoft Dynamics 365 is an AI-powered suite of cloud-based business applications that includes CRM, ERP, and project management modules. For AEC firms, it provides integrated solutions for sales, project operations, resource management, financial control, and business intelligence, with specific support for construction and engineering workflows through modules like Project Operations and Business Central.

How teams use it

By audience

Construction Management
  • Project Operations module enables planning, scheduling, resource allocation, and cost tracking across project lifecycle
  • Integrates with BIM and CAD tools to manage design-to-construction workflows and material BOMs
  • Provides real-time visibility into project budgets, timesheets, and resource utilization for field and office teams
  • Supports multi-project portfolio management with centralized financial and operational reporting
Accounting & Finance
  • Business Central and Finance modules provide integrated GL, AP/AR, and project accounting for construction firms
  • Automates cost allocation, revenue recognition, and financial reporting across multiple projects and cost centers
  • Enables audit trails and compliance tracking for construction contracts and change orders
Business Development
  • Dynamics 365 Sales module tracks leads, opportunities, and sales pipelines for new project acquisition
  • Integrates CRM data with project and financial systems to support bid management and proposal workflows
  • Provides AI-driven insights to identify upsell and cross-sell opportunities within existing client relationships
Executive Leadership
  • Dashboards and analytics provide real-time KPIs on project profitability, resource utilization, and cash flow
  • Supports strategic decision-making through integrated reporting across sales, operations, and finance
  • Enables scenario planning and forecasting for capacity and resource management

By phase

Pre-Construction
  • Sales and CRM modules support bid preparation, proposal management, and client relationship tracking
  • Project Operations enables resource planning, scheduling, and budget estimation before project kickoff
  • Integration with estimating tools supports takeoff and cost modeling workflows
Construction
  • Project Operations tracks labor, materials, equipment, and subcontractor costs in real-time against budget
  • Field Service module supports on-site team coordination, work order management, and mobile time tracking
  • Integrates with BIM and CAD systems to manage design changes, RFIs, and material procurement
  • Provides project managers with dashboards for schedule adherence, budget variance, and resource allocation
Closeout & Operations
  • Automates final billing, change order reconciliation, and project close-out accounting
  • Supports warranty and facilities management workflows through integrated asset and service modules
  • Enables post-project analysis of profitability, lessons learned, and resource performance metrics

Integrations

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