Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve, and transform by combining both ERP and CRM.  This new could-based business management systems allows you to add modules and business apps as they become available to customize and meet your unique requirements.   Dynamics 365 for Financials makes ordering, selling, invoicing, and reporting easier—starting on day one with tight integration with familiar Microsoft applications such as Office 365 and the Outlook Add-In.

The Business Edition of Microsoft Dynamics 365 will have options for several modules* including:

  • Financial Management Functionality (ERP)
  • Sales/Customer Relationship Management (CRM)
  • Marketing/Customer Relationship Management (CRM)

Microsoft Dynamics 365 Business Edition Project Management functionality is part of the Dynamics 365 for Financials Module and include some of the following functionality:

  • Job Management
  • Capacity Management
  • Budgets/Estimates
  • Basic Resources

Job Management:  Create, manage, and track customer projects with sophisticated job costing and reporting capabilities. The Job Management feature allow you to track costs against budgets, sales orders or
quotes to minimize cost overruns which give your company the ability to estimate time frames more accurately for
customers and internal use.  Furthermore, you can schedule employees, inventory items, and
tasks related to specific jobs

Capacity Management:  Plan capacity and sales and manage usage statistics and profitability of resources. Capacity Management allow you to create your plan in a calendar system with the level of detail and time period you need.  Get insights into availability and planned costs on quotes and orders with the ability to monitor resource usage and get a complete overview of your capacity for each resource

Budgets/Estimates:  Improve your organization’s flexibility to develop, modify, and control budgets to avoid over-expenditure by focus business performance through better revenue and expense accountability. Importantly you can reach goals quicker with estimating tools that provide income and expense reporting by prospective jobs
Also, functionality within this feature allows you to stay on track of project budget versus actuals to avoid over-expenditure.

Basic Resources:  Keep track of resources and prices. Register and sell resources, combine related resources into one resource group, or track individual resources. Divide resources into labor and equipment and allocate resources to a specific job in a time schedule.

Download the Microsoft Dynamics 365 for Financials Capability Guide:

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