Dynamics 365 Project Operations for construction industries

Any construction, be it school, house, rail network expansion, or a tall building, always requires proper construction project management. In the construction industry, project management covers the planning, organization, coordination, and the way to control the work process for modifying the construction object.

Generally, the complexity of the project is directly dependent on the size of the project. More the team members, more implications are to be found in it.

Construction companies must also think about current building technology, sustainability, and energy efficiency while designing their structures. To address the specific issues that construction projects provide, you’ll require an end-to-end software solution.

In this post, we will be discussing the way you can utilize Dynamics 365 project operations for construction services. Let’s learn how it can benefit you and your company. 

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Need a comprehensive business solution? If yes, Microsoft Dynamics 365 Project Operations is ideal for it. You get to have all project-related processes of a company in one place. Ranging from sales to project and resource management, it offers everything in one solution while giving full authority for reporting too.

  • Before the project: Project sales & Project planning.
  • During the process: Resource management, Project management, Productive collaboration, Time and expense tracking Project controlling.
  • After the project: billing & reporting.

Project Operations supports construction firms with all kinds of construction projects, regardless of size or complexity.

How to make projects more predictable 

Customer satisfaction begins with the promises you made, deadlines you set, and budgets you declare. If you deliver as per the promise, this is the only way you achieve higher customer satisfaction.

However, it is still difficult to predict the complexity of the project at the early stages since they are made up of many interconnected tasks and require various resources.

Predictability in the project business means knowing:

There is a strong emphasis on quality, pricing, and timeliness. Project Operations provides a variety of functions for managing projects in the most efficient and cost-effective manner possible:

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Quality:

Cost:

Time:

The whole project lifecycle in one solution

Project Operations provides different functionalities that fulfill the needs of each segment of the project & business management.

The sales team can use Project Operations to calculate sales opportunities or import them from another CRM system. Estimates can be based on prior similar projects for quoting, and then standardized templates can be used to quickly create a thorough estimate, a timetable, and monetary values for the bid.

The work breakdown structure can be constructed first by including generic resources such as HVAC providers, and pricing can then be determined using different dimensions (e.g. experience, location, skills). Quotes will be more accurate as a result.

Project Operations gives project managers a range of tools to help them plan more precisely. They are well-equipped with Kanban planning views, Gantt charts, and work breakdown structures for effective project management, whether waterfall or agile.

These tools can also make precise labor, expense, and material estimations. They can use dashboards to keep track of the project’s progress as it proceeds.

Any changes to work packages or resources result in an automatic cost and revenue update. When the project takes unforeseen turns, real-time tracking and integrated AI insights enable early intervention. As a result, project managers maintain control and have the ability to intervene at any stage to ensure that the project is completed on time and under budget.

The project team is critical to the performance and profitability of an infrastructure construction project. Resource managers in Project Operations have all the information they need about project requirements and resource availability, allowing them to put together the right team.

This is made easier by the native scheduling tool Universal Resource Scheduler. It allows resource managers to locate the best staff at any moment (based on criteria such as skills, costs, and availability). Employees will be happy with their work since they will not be over- or under-challenged, allowing them to give their best effort.

Project team members now have a place to communicate quickly and productively at any time, from any location, on any device. They can also interact with each other and with people on the customer’s side, general contractors or subcontractors – thanks to the integration of Microsoft Teams into Project Operations. This boosts productivity and communication.

Tracking time and expenses is difficult but vital. Fortunately, Project Operations makes this time-consuming work considerably easier by making time and expenditure monitoring available via desktop and mobile apps, which can be set up in a matter of seconds.

Project Operations connects project managers and accountants to the same data. All data is created within the program over the course of a construction project. Further, it eliminates the need for project managers to ask accountants what they are allowed to invoice.

Invoices can be generated and personalized without the need for additional software or manual labor and can be based on a fixed price, effort, or a combination of both.

Project Operations becomes a service-based ERP system when it is connected to Dynamics 365 Finance. External ERP systems can, however, be connected using open APIs to provide specific accounting functionalities.

It is challenging for a company’s management to summarize insights from several systems in a diverse IT landscape. They have real-time financial assessments as well as other KPIs on dashboards, such as resource use, forecasting, and budgeting, in Project Operations.

Microsoft Power BI makes it simple to visualize and share this information. This gives decision-makers more information on which to base educated business decisions and develop a more cohesive overall corporate plan.

Why Dynamics 365 Project Operations for construction industries 

Dynamics 365 for Construction is a vertical solution for engineers and architects to utilize in heavy construction projects, and it can be integrated into all daily procedures without causing any media disturbances. Furthermore, a customized solution adds industry-specific capabilities to its general functionalities.

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Microsoft Dynamics 365 for Construction Industries Features

With real-time resource scheduling based on skills and availability, get the right person at the right place with the right materials at the right time.

Place and use high-cost equipment efficiently across several projects.

Before starting any project, double-check the appropriate people, equipment, and other resources available.

Data can be entered once and accessed from any device, anywhere, at any time.

When you’re close to a sale, use hard-book resources with current information and soft-book materials.

Stop issuing quotes based on outdated cost and profit models.

Stop wasting time with monthly billing – even complex billing arrangements like milestone billings are handled automatically and seamlessly.

Predict project changes and potential delays and make necessary adjustments without compromising the process.

In one integrated system, analyze and plan everything from individual projects to entire project portfolios.

To open the door for future opportunities, accurately anticipate expenditures, stay on budget, and deliver on time.

With automatic replenishment capabilities, keep track of tools, materials, and parts on the job site and in the warehouse.

Excel, Word, Outlook, and Microsoft Project Server native integration and interoperability.

With secure, role-tailored browser-based access, on-site and off-site workers, Finance, HR, Senior Management, and everyone in between can share information and interact like never before.

Using PowerBI, SSRS, and other reporting platforms has never been easier than with Dynamics 365 for Finance and Operations – plan, forecast, and execute using both real-time and historical data.

Construction Industries

DFSM offers a complete partnership to provide custom solutions for construction

Our consultants are familiar with the construction industry’s processes, goals, and difficulties, so if you’re not sure where to start with Dynamics 365’s construction solution or what license requirements apply, they can help. Please get in touch to know more about it.

dfsm team

Top 5 Reasons to implement a CRM today

If you think that your business is growing at a slow speed, it is time that you should start worrying various reasons, whether you are running a small venture or you want to scale up now, a better customer support system is needed or in other words a CRM solution to know about your customer journey.

Now, to have strong and reliable relationships with your customers, you must move to a CRM software. It is customer relationship management software.

 

Choosing the CRM solution can help you in maintaining the prospect information efficiently,  improve the ability of your sales team and keep the track of customer data and offer them more personalized services, you will need the Dynamics 365 CRM.

 

 

Sales growth dynamics 365

Signs that your business need a CRM.

1.  No insight into your sale Performance 

The ultimate motive of any company is to increase its sales. So, having the vision to become the top seller in your industry is no more a dream of an individual. Almost every company’ goal.

With CRM you can get real-time insights on your daily sales and the same data can help you in improving your services. and an insight of your team and their work productivity reports.

2.You’re Unable to Scale

The digital world needs more than just business existence. Check if the company is growing at a fast pace or not. It is important for scaling up your business for good. A good CRM solution can help you in speeding up the growth by cultivating productivity within your company.

3.Your Customer Service is suffering

2015 Aspect Consumer experience survey states that; 76% of customers claim to analyze the company based on their customer services. (http://linkis.com/www.bizreport.com/20/Otfk0).

Then there also a perspective that most people want to solve their issues on their own. And the survey says that 73% of consumers appreciate the brands with this service. Even on-third says that; they would rather clean a toilet than taking help from customer service. (2015 Aspect Consumer Experience Survey).
Another report says that 90% of customers expect brands to provide a self-service support portal, and 60% of people are more inclined to the brands with the self-service offering. (2015 Global State of Multichannel Customer Service Report).

Now, keeping all these reports and surveys in mind, you must understand that CRM systems can help you with automatic customer service. Let the people help themselves through CRM and you can also save on manpower.

4.No Automation of your leads

Lead generation is the most essential requirement of any company. The fact is that it is essential for growing up fast. Dynamics 365 lead management is one of the modules in CRM integrated to help you managing leads. Any smart CRM will prioritize the potential leads for you and keep you updated with them. So, you can respond on time and grab the opportunity when it is right there.

5.Your Business is growing but your software is not handling the growth

Your business is scaling, but the data is disorganized and inaccurate or there is too much latency in updating the data. Yes, there is a problem with your existing software because it cannot handle the data. So, for business growth, you need intelligent CRM software too.

Final thoughts

Hopefully, the above reasons are enough for you to understand the importance of CRM implementation. We at DFSM are offering full services for implementing CRM in Australia to help you balance the product or service smartly at your end. Now, all you need is to reach out to our experts and get the CRM system for your company now.

Introducing: Microsoft Dynamics 365 Project Operations

Management of the operations of any project determines Business success, the process of managing and handling operations is Project management. And it is a must skill in today’s world. Now, we understand it is not man’s job alone. Besides, Microsoft knows it better so, they are introducing the upcoming Microsoft Dynamics 365 project operations. The launch of it is due in October 2020.

Right now, people are using uncentralized systems, That don’t share the same data. So, when we put together sales, production, financials, and management together, it becomes more useful. So, the application of Microsoft Dynamics 365 project operations is unifying all of the operations of a project. It is ensuring automation and setting the goal of delivery in the right direction.

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The vision of this application is to combine the project automation, financing and management together. Therefore, it includes the business insights and business intelligence to ensure the quality of a project until the final phase of it. The better analysis will always lead to better decisions in business processes.
So, learn more about the application and keep looking forward to it for your business automation

How business intelligence tools automate workflows?

Power BI tools are proof of the success of many business projects that were a result of automation. Power apps are already empowering different kinds of projects -helping the organisation to deliver quick and accurate solutions for business projects. So, let’s see the features and functions of this application. How it will be offering to automate project plans? And how it will set the right direction for the completion of it?

.       Visibility Enhancement

The clarity of the business insights brings you to see the exact view of the project. So, managers help to make better and insightful decisions.

.       Comprehensive customer relationship

Accurate cost and flexible pricing help businesses to have a better customer relationship.

.       Precise Resource allocation

It is easy to have the best-suited team for a particular project and get the right people for the right skill.

.       Fast project delivery

The application will help managers in delivering the project as soon as possible. Fewer delays and more efficiency will ultimately lead you to the rank of trustworthy and reliable organizations.

.       Comprehensive financial management

Budgeting and calculating the costs of the project is another task. And if it is still done by the managers or you fail to get the accurate calculations – this application is for you.

The new application is all about gathering all the abilities of power apps and providing accurate data analysis. It only helps for better decisions regarding a project.

Conclusion

So, for better business outcomes, it is better to have the Microsoft Power platform along with project operations. It will cover all the essential aspects of any project for better outcomes. Moreover, if you need an expert’s advice or consultation, DFSM has a brilliant team for you to guide and provide the resources you need.

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