Dynamics 365 for Construction & Contracting – guide & partners

AI-assisted content

The construction and contracting industry is a dynamic and competitive market characterized by significant investments in infrastructure and housing construction. At the same time, there are increasing demands for efficiency, sustainability, and digitalization. Companies in the industry operate in a complex reality with long project cycles, many stakeholders, and small margins, making robust system support a critical success factor. Digitalization has evolved from being an opportunity to a necessity for managing everything from project calculations and resource planning to regulatory compliance and financial follow-up. A modern business system must be able to offer a comprehensive view of operations, from tender to final inspection. The ability to make data-driven decisions in real-time is crucial for ensuring project profitability and the company's competitiveness. Microsoft Dynamics 365 offers a platform with applications for the entire value chain, from financial management and project management (ERP) to customer relationships and service (CRM). The platform is built to be adaptable and scalable as business and market requirements change, providing companies in the construction and contracting sector with the tools to navigate a complex environment.

See 0 partners in construction & contracting

Project Calculation and Tendering

Managing the tendering process from initial calculation to final bid, often with integration to specialized calculation software.

Project Management and Control

Centralized management of all project elements, including schedules, budgets, forecasts, and handling of change orders and additional work (ÄTA).

Resource and Machine Planning

Efficient allocation of personnel, machines, and other equipment to optimize utilization and minimize downtime.

Procurement and Logistics

Control of material flows, purchase orders, and supplier invoices linked to specific projects and activities.

Financial Project Follow-up

Real-time tracking of revenue and costs per project with methods like percentage-of-completion revenue recognition for accurate accounting.

Subcontractor Management

Administration of contracts, approval of time reports, and invoicing from subcontractors.

QMS (Quality, Environment, Work Environment)

Documentation and reporting to ensure regulatory compliance in quality, environment (e.g., climate declarations), and work environment.

Fragmented Project Data

Information on calculations, planning, procurement, and finance is often in separate systems, making a comprehensive overview of project status and profitability difficult.

Lack of Control Over Project Costs

Without real-time data, it is difficult to track costs against budget and quickly identify deviations, increasing the risk of unprofitable projects.

Complex Resource Planning

Optimizing the utilization of personnel and expensive machinery across multiple parallel projects is a constant challenge that directly impacts profitability.

Inefficient Management of Change Orders and Additional Work (ÄTA)

Manual and unstructured handling of change orders and additional work often leads to misunderstandings, lost revenue, and disputes with clients.

Increased Demands for Documentation and Regulatory Compliance

New legal requirements, such as climate declarations for buildings, require structured data collection and reporting throughout the construction process.

Finance & Supply Chain

Passar större entreprenadföretag med komplexa, långa projekt och höga krav på avancerad ekonomistyrning, logistik och projektredovisning.

Business Central

En helhetslösning för små och medelstora bygg- och entreprenadföretag som täcker allt från projektledning och ekonomi till inköp och lager.

Field Service

Relevant för företag som även hanterar service och underhåll, för att effektivt schemalägga tekniker, hantera serviceavtal och arbetsorder.

Sales

Används för att strukturera anbudsprocessen, hantera kundrelationer (CRM) och följa upp affärsmöjligheter från första kontakt till vunnet kontrakt.

How does Dynamics 365 handle projects and change order management?

In Dynamics 365, the project is a central object where budget, forecast, costs, and revenues are consolidated. Functions for change orders and additional work (ÄTA) make it possible to document, price, and follow up on deviations from the original agreement in a structured manner.

Does the system support percentage-of-completion revenue recognition?

Yes, both Dynamics 365 Finance & Supply Chain and Business Central have built-in support for percentage-of-completion revenue recognition. The system can be configured to calculate the degree of completion based on incurred costs or other methods for accurate financial reporting in long-term projects.

Can we integrate our existing calculation software?

Yes, Dynamics 365 is built to be integrated with other systems. It is common to create integrations with industry-specific calculation programs to automatically transfer calculation and tender data to a project budget in the ERP system.

How does the system work for both large contracting projects and smaller service assignments?

The Dynamics 365 platform is modular. Functionality from, for example, Finance & Supply Chain can be combined for large projects with the Field Service application to manage service and maintenance operations, all within the same ecosystem.

Is it possible to generate reports for climate declarations?

The system can be configured to collect the data required for a climate declaration, such as material consumption and transportation. With the help of built-in reporting tools, the data can then be compiled to meet legal requirements.

Does the system work on mobile devices at the construction site?

Yes, Dynamics 365 has modern web and mobile interfaces. This allows, for example, site managers and supervisors to access project information, report time, and manage checklists directly from the field via a phone or tablet.