Microsoft Dynamics 365 For Construction
Advanced CRM and ERP solutions for modern construction businesses
Optimise Processes & Streamline Operations With Dynamics 365
Akita is an experienced partner to organisations in construction, working with over 40 organisations in the industry. As well as being well integrated with the construction sector, we’re also an accomplished Dynamics 365 service provider.
In modern construction, two key priorities stand above the rest; efficient project management and maintained client relationships. To manage these, Dynamics 365 for construction offers an integrated solution that brings together CRM and ERP capabilities into one centralised platform.
Find out how leveraging Dynamics 365 could streamline project management, enhance financial oversight, improve customer relationships and improve collaboration across teams:
Features Of Dynamics 365 For Construction
Project Automation
Dynamics 365 Project Operation centralises project planning, to allow users to create, manage and monitor projects from a single location. Task scheduling is an often tedious process, but within Dynamics 365, you can fully automate the scheduling of both tasks and resources to reduce manual effort and eliminate mistakes.
Additionally, with simplified collaboration features, you can communicate in real-time to keep the entire team updated on project status, changes and requirements. And with advanced analytics, you can visualise your performance and track your success to ensure accuracy across the project.
Working with Akita, our consultants will spend time understanding your operations and requirements, as well as the pain points you and your team experience to identify new efficiencies we can create with Dynamics.
Whether you need custom project dashboards for different types of projects with access rights for various teams, or an automated resource ordering system when inventory levels get too low, our experts will make it happen.
Finance Management With Your ERP
Business Central provides comprehensive financial management, among other functions including operations and sales. With the use of its financial capabilities, you can maintain precise control over accounts, ensuring projects stay within budget and all transactions are diligently recorded.
At Akita, we understand that construction companies manage complex billing cycles and retainage processes. This is why we craft custom ERP solutions that simplify these operations to ensure maintained cash flow and profit margins in large-scale projects.
CRM For Customer Satisfaction
Dynamics 365 Customer Service offers advanced tools for managing client relationships effectively. These allow organisations to maintain detailed records of client interactions to ensure any consultant has the same prior knowledge when communicating with them.This means users can track all project changes or updates and ensure timely follow-ups every time.
Dynamics 365 can also be used for keeping track of both clients and wider stakeholder relationships, such as with subcontractors or suppliers.
Construction Industry Scheme (CIS) Management Software
The Construction Industry Scheme (CIS) is a scheme for tax deduction operated by the HM Revenue and Customs (HMRC). UK construction firms are required pay the correct rate of tax on subcontractor work.
CIS is used to deduct tax at the source of payment and ensures the company pays the relevant tax. CIS-registered companies pay 20% tax deductions rather than 30%, so there is an incentive to be part of the scheme. This can be time-consuming to manage and to make the correct calculations.
As a common requirement for construction organisations using Business Central for their finance management, Akita has created our own bespoke add-on software application to manage CIS within Dynamics 365.
Features of our Business Central CIS software include:
Set Up CIS Tax Codes
Configure CIS tax codes for accurate calculation and reporting of subcontractor tax deductions.
Set Up Subcontractor Records
Store subcontractor details, ensuring payments are made to registered subcontractors.
Create Purchase Invoices and Apply CIS Tax Codes
Generate purchase invoices with appropriate CIS tax codes to ensure accurate tax deduction from subcontractor payments.
Record Payment to Subcontractor
Log subcontractor payments with specified tax deductions to track CIS deductions and ensure correct HMRC payment.
Generate CIS Reports
Create reports showing tax deducted and total payments to subcontractors, simplifying monthly CIS returns and ensuring HMRC compliance.
Project Management Software For Construction
Managing construction projects from planning to completion is complex and filled with variables that can easily change. Because of this, project management tools are needed to ensure efficiency and project success.
Dynamics 365 offers a range of tools designed to assist with managing every stage of the project lifecycle. From initial planning and resource allocation, right the way through to task allocation and progress tracking, Dynamics simplifies the entire process in one centralised location.
Akita can configure a customised dashboard and detailed, automatic reports that provide real-time insights into project progress and resource levels. Our tailored solutions enable managers to have better, more informed decision-making processes with quicker issue resolution to ensure projects stay on track and within budget.
Specialty Contractors And Trades
Dynamics 365 can be configured by Akita’s experts to suit various contractor types, including both general contractors and speciality trades. For general contractors, the platform provides comprehensive tools for managing large-scale projects, coordinating multiple subcontractors and ensuring overall project alignment.
When it comes to more specialised areas such as electrical, plumbing and HVAC trades, Dynamics offers tools that focus granularly on their specific operational needs, including detailed scheduling, task management and resource allocation.
Advanced modules for labour, cost management and compliance:
- Labour Management: Dynamics 365 delivers advanced modules for precise, automated scheduling and tracking of labour resources. This means you can ensure not only the right materials are available at the right times, but also the right people and skills. This includes tools for time tracking, workforce scheduling and performance monitoring.
- Cost Management: These modules allow contractors to monitor expenses, manage budgets and ensure profitability. Features include real-time cost tracking, expense forecasting and budget adjustment tools controlled by project progress and changes.
- Compliance Management: These tools ensure all projects meet relevant regulations as standard. This includes tools for applying relevant regulations to projects and tracking their requirements, managing documentation and conducting audits.
Implementation And Support
Akita provides dedicated services for Dynamics 365 implementation and support. Our implementation services focus on causing as little disruption as possible to your operations. We ensure a seamless transition by working outside of your business hours to a solution that’s configured to your exact requirements.
Our support can be used as and when you require it, whether that’s before the system goes live in the form of training your users, after the go-live date to help out with how-to questions or even if you find new requirements and we need to make changes to the setup. Our support means your system is always going to cater to your needs and will always work optimally to fill your requirements.
Working With Akita
Akita Intelligent Solutions is a leading Microsoft Dynamics 365 partner and developer.
With over 20 years of experience working with Dynamics, as well as other business applications such as Power Platform and SharePoint, we’re well-equipped to provide bespoke solutions that streamline your operations.
Get in touch with our experts to discuss your requirements today: