Microsoft Dynamics 365 For Construction
Advanced Microsoft CRM and ERP for 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.
For construction businesses, this means more than simply replacing spreadsheets or disconnected systems. It means creating a single, connected view of projects, costs, resources, customers, subcontractors and reporting, helping teams move from reactive project reporting to proactive project control.
Explore the benefits of Dynamics 365 for construction businesses looking to improve project visibility, reduce manual administration and make more informed decisions across every stage of delivery:
The Challenges Of Construction Operations
Construction companies often operate in complex, fast-moving environments where project margins, resource availability and customer expectations can change quickly. Disconnected systems can make it harder to understand project performance, manage costs, forecast resource requirements or respond to changes before they affect delivery.
Typical challenges include projects running over budget, delayed reporting, limited visibility of subcontractor activity, manual variation tracking, fragmented customer data, cash flow pressure and difficulty connecting office-based teams with site-based operations.
Dynamics 365 can help address these challenges by connecting CRM, ERP, project management, finance and reporting into one Microsoft-based platform, giving construction leaders clearer oversight and greater control.
Features Of Microsoft Dynamics 365 For Construction Companies
Project Automation With Dynamics 365
Dynamics 365 Project Operations 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.
For construction firms, this can support better control over project milestones, labour planning, resource allocation, reporting deadlines and operational dependencies. Rather than relying on manual updates across separate systems, project teams can work from a shared view of progress and performance.
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. 365
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.
Microsoft ERP For Construction
Business Central For Construction Finance
Business Central provides comprehensive financial management alongside integrated capabilities for operations, sales, purchasing and project management.
Its financial tools give construction businesses complete visibility over costs, revenue and cash flow, enabling accurate budgeting, forecasting and financial reporting. By connecting financial data with day-to-day project activity, organisations can maintain precise control over accounts, monitor project profitability in real time, ensure projects remain within budget and record every transaction with a full audit trail.
As a Business Central construction partner, we understand the financial complexities that construction businesses face, from staged invoicing and subcontractor payments to retention management, change orders and long project lifecycles. That’s why we design Microsoft ERP solutions tailored to the construction sector, helping to automate billing cycles, streamline retainage processes and improve financial control across every project.
The result is more predictable cash flow, greater visibility of project margins, faster invoicing and stronger financial performance, enabling construction firms to deliver projects profitably while reducing administrative overhead.
This is particularly valuable for construction businesses that need clearer visibility of committed costs, expected revenue, project profitability, payment milestones and the financial impact of variations or scope changes.
Microsoft CRM For Construction
Dynamics 365 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.
For construction firms, this means sales, estimating, project delivery and account management teams can all work from a consistent view of each client, opportunity and project relationship: reducing duplicate communication, improving handovers, and supporting professional customer experience.
Benefits Of Microsoft Dynamics 365 For The Construction Industry
Microsoft Dynamics 365 can help construction businesses improve visibility, reduce manual administration and make better use of operational data. By bringing together project management, CRM, finance and reporting capabilities, Dynamics 365 supports more informed decision-making across the organisation.
Key benefits include better project control, improved financial visibility, stronger customer relationship management, more accurate reporting, enhanced collaboration and the ability to configure workflows around the way your organisation operates.
Streamlined Project Financials
With Business Central construction software, construction firms gain real-time visibility into budgets, cost tracking, and job profitability. By centralising financial data, businesses can reduce errors, accelerate invoicing, and ensure better cash flow management across multiple projects.
Unified Operations Management
Deploying Microsoft Dynamics 365 for construction industry professionals delivers a single platform for managing contracts, procurement, resources, and timelines. It eliminates the silos between departments, ensuring projects remain on time and within scope while supporting industry-specific needs like CIS and reverse VAT compliance.
Real-Time Resource Scheduling
Construction teams often struggle with coordinating labour and equipment across multiple sites. Business Central construction software allows live scheduling, reducing double-bookings and downtime. Integration with Microsoft tools also means field teams stay synchronised with head office operations.
Improved Compliance & Document Control
With Dynamics 365’s built-in document storage, approval workflows, and audit trails, construction firms can manage health and safety documentation, subcontractor credentials, and regulatory compliance with confidence. This is a major advantage of Dynamics 365 for construction industry environments where accountability is critical.
Scalable, Cloud-Based Flexibility
Whether you're a small contractor or a national developer, Business Central construction software offers scalability to support business growth. Hosted in the cloud, it enables secure access to project data from any location—ideal for remote project teams and site-based personnel.
Managing The Full Construction Project Lifecycle
Dynamics 365 can support construction businesses across the full project lifecycle, from initial enquiry and tender management through to project delivery, financial control, reporting and long-term customer management.
Using Dynamics 365 Sales, Project Operations, Business Central and Power BI together, organisations can create a connected process covering:
- Lead and opportunity management
- Bid and tender tracking
- Project planning and delivery
- Resource and labour allocation
- Subcontractor and supplier coordination
- Cost control and financial reporting
- Client communication and account management
- Management dashboards and business intelligence
This connected approach helps construction businesses reduce system silos and gives decision-makers a clearer view of performance across commercial, operational and financial activity.
Dynamics 365 For Construction Partner
Case Study: Business Central For Internal Fitout Company
Finance-first transformation of operations at an internal door company
ViewBusiness Central ERP For Construction
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 to 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, resulting in time lost and inaccurate payments.
As a common requirement for construction organisations using Business Central for their finance management, Akita has created our own tax calculation software application to manage CIS within Microsoft Dynamics 365.
See more about the features in our video:
Features of our Business Central CIS software for construction
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.
microsoft dynamics 365 construction
Microsoft 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.
Business Central Contractor Software
Akita configures Dynamics 365to 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.
Alongside these capabilities, Akita can help construction businesses configure Dynamics 365 around practical operational needs, such as project approval workflows, site reporting, document control, variation tracking and management reporting.
Bid, Tender And Opportunity Management For Construction
Winning work is as important as delivering it profitably. Dynamics 365 can support construction sales and estimating teams by helping them manage opportunities, tenders, customer relationships and commercial follow-up in one place.
This gives teams better visibility of the bid pipeline, improves handover from sales to delivery and helps ensure key client and project information is not lost between departments.
By connecting CRM data with project and financial information, construction firms can understand which opportunities are progressing, which sectors are most valuable and where commercial effort should be focused.
Power Platform For Construction Workflows
Many construction businesses need processes that go beyond standard software functionality. With Microsoft Power Platform, Akita can help create tailored apps, automations and reporting tools that support the way your teams work.
Examples could include mobile site forms, inspection records, snagging workflows, approval processes, health and safety documentation, variation requests, automated notifications and Power BI dashboards.
Because Power Platform connects naturally with Dynamics 365 and Microsoft 365, construction businesses can digitise manual processes without introducing yet another disconnected system.
AI And Copilot For Construction Management
Microsoft Copilot and AI capabilities within the Microsoft ecosystem create further opportunities for construction businesses to work more efficiently with their data.
This can support faster reporting, better information retrieval, easier summarisation of project activity and more efficient use of business data across departments.
For organisations already using Microsoft 365, Dynamics 365 and Power Platform, Copilot can become part of a wider connected approach to project management, reporting and operational efficiency.
Why Choose Dynamics 365 Instead Of Traditional Construction Software?
Eliminates System Silos
Unifies CRM, ERP & Project Management
Improves Visibility & Decision-Making
Built On Microsoft's Secure Cloud Platform
Benefit from enterprise-grade security, user access controls, audit trails and compliance capabilities that help protect project, financial and customer data across your organisation.
Scale As Your Business Grows
Adopt a flexible platform that can evolve alongside your organisation without needing multiple standalone solutions.
Tailored To Your Construction Business
Working with Akita, we'll tailor Dynamics 365 can be configured around your operational processes, project workflows and reporting requirements to reflect how your business actually works.
Dynamics 365 For Construction Implementation And Support Services
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.
For construction businesses, this means working with a partner that understands both Microsoft technology and the practical realities of construction operations, from project reporting and resource planning to finance, customer management and process improvement.
microsoft CRM & ERP For construction
Working With Akita: Experts In Construction
Akita Intelligent Solutions is a trusted Microsoft partner, supporting around 30 construction organisations with tailored IT and digital transformation requirements.
With over 30 years’ experience delivering Microsoft technologies – including Dynamics 365, Power Platform and SharePoint -we design and implement systems that simplify project management, improve on-site and back-office coordination, and give greater visibility across operations.
Our approach is consultative, practical and focused on measurable business improvement. We work with construction organisations to understand existing processes, identify inefficiencies and configure Microsoft solutions that support better project control, stronger financial oversight and more connected teams.
Discover how we can support smarter construction delivery. Speak to our experts today:
Microsoft Dynamics 365 For Construction
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