Dynamics 365 for Construction & Contracting – guide & partners

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.

Suitable for larger construction companies with complex, long-term projects and high demands on advanced financial management, logistics, and project accounting.

A complete solution for small and medium-sized construction and contracting companies, covering everything from project management and finance to procurement and inventory.

Relevant for companies that also handle service and maintenance, to efficiently schedule technicians, manage service agreements, and work orders.

Used to structure the bidding process, manage customer relationships (CRM), and follow up on business opportunities from first contact to won contract.