Dynamics 365 for Builders: Connect projects, people and operations in one platform

Manage building projects, materials, labour and compliance with Microsoft Dynamics 365 to deliver safer, more efficient construction work. 

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Why builders need Dynamics 365  

Builders juggle multiple projects, suppliers, costs and compliance responsibilities. Dynamics 365 brings these elements together so teams can stay organised and deliver work confidently. 

Builders face increasing pressure to keep projects on schedule, manage rising material costs, coordinate subcontractors and maintain visibility across multiple jobs. Manual processes and scattered tools make this difficult. Miscommunication, late deliveries and incomplete records can slow progress and reduce margins. 

Microsoft Dynamics 365 CRM unifies project information, financial data, schedules and communications into one secure system. It gives builders real-time visibility across sites, helps automate admin tasks and improves collaboration between office teams and workers on the ground. With better insight into costs, materials and labour planning, builders can reduce delays and deliver stronger results for clients.

The benefits that help building teams work smarter  

Discover how Dynamics 365 supports builders by improving efficiency, communication and financial control.

A central hub for project information 

Dynamics 365 stores drawings, site notes, supplier details, client communication and schedules in one place. This improves accuracy and helps teams stay aligned throughout the project lifecycle. 

Automate admin and reduce paperwork 

Builders spend significant time on tasks like logging materials, creating quotes, sending updates and scheduling subcontractors. Dynamics 365 automates many of these steps, saving time and reducing mistakes. 

Data insight that leads to smarter planning 

Dashboards show labour usage, material consumption, budget status and job progress. This helps builders make informed decisions, improve planning and manage project risk. 

Security and compliance you can trust 

Construction requires strong record keeping for safety, inspections, quality checks and insurance. Dynamics 365 provides secure storage, clear audit trails and reliable data protection. 

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Why your business needs a CRM

75%

of businesses are utilising a CRM

85%

of businesses are planning to invest in AI or automation tools

94%

of businesses say using a CRM contributes to increasing customer retention

Data taken from a survey we commissioned in December 2024

How Dynamics 365 empowers building teams  

Dynamics 365 supports the full scope of building work, improving coordination between site teams, subcontractors and office staff while giving leaders clearer control over projects and finances. 

The capabilities of Dynamics 365 extend across key areas of building work: 

 

Compliance and Documentation 

Keep records for safety checks, inspections, training certificates and regulatory requirements. Dynamics 365 ensures documentation is easy to access and audit-ready. 

Labour and Workforce Coordination  

Manage subcontractors, schedule teams and record work completed. Dynamics 365 helps prevent labour shortages and ensures the right skills are available at the right times. 

Project Management   

Plan tasks, assign roles and monitor progress in one system. This helps builders track multiple jobs at once and keep work on schedule. 

Financial Oversight 

Monitor budgets, costs, invoices and forecasts across all projects. Builders gain clearer insight into profitability and resource allocation. 

Materials and Inventory Control  

Track materials from suppliers to site. Real-time stock information helps builders avoid delays caused by shortages or late deliveries. 

Why builders choose Dynamics 365 

Flexible enough for any building business 

Whether you work on residential builds, renovations, extensions, large-scale developments or specialist trades, Dynamics 365 adapts to your workflows. 

Integrates with tools builders already use 

Dynamics 365 works with Microsoft 365, Power BI and third-party construction solutions via API connections. This allows builders to keep their existing processes while improving coordination. 

Simple and familiar interface 

Teams can get up and running quickly. Builders, supervisors and office staff can find the information they need without technical difficulty. 

Insight-driven project planning 

Dashboards help builders identify delays, forecast labour needs and manage materials more effectively. This supports smoother delivery and stronger control across projects. 

Data protection and reliability  

Builders can store contracts, safety records and client information securely with enterprise-grade protection as standard. 

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How other businesses have benefitted from Dynamics 365

SHI Cryogenics Tillamook Country Creamery MVP Healthcare
Increase profits with Dynamics 365

SHI Cryogenics

SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.

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Dynamics 365 Warehousing

Tillamook Country Creamery

Tillamook Country Creamery Association increased warehouse pallet throughput by 50%, whilst also automating key manual processes

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Dynamics 365 Healthcare

MVP Healthcare

MVP Healthcare expects to save $6million by implementing AI-driven process improvements, sunsetting legacy domains and boosting their IT efficiency.

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Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Take Dynamics 365 CRM to the next level

Unlock new possibilities with intelligent solutions that connect data, people, and processes. Gain deeper insights, streamline operations, and deliver experiences that build trust and drive growth across your accountancy firm.

Customer insights

Gain clarity into client needs with real-time data and connected accountancy teams. Anticipate challenges, respond quickly to shifting priorities, and keep client satisfaction at the centre of every interaction.

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Customer service

Exceed expectations and build trust with connected accountancy teams and real-time insights. Resolve client issues faster, adapt to changing needs, and keep satisfaction at the heart of every interaction.

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Field service

Boost efficiency and visibility with real-time support that keeps accountancy teams connected and clients informed. Automations streamline every process, ensuring smooth operations and satisfaction at every step.

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Finance

Stay competitive with real-time insights that simplify processes and strengthen decision-making. Automations and compliance tools drive profitability and give your firm the confidence to scale in any market.

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Supply chain

Stay resilient with connected operations and real-time visibility that keep complexity under control. Intelligent automation and sharper forecasting give your firm the agility to adapt fast and deliver with confidence.

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HR

Simplify HR processes and strengthen every stage of the employee journey. From onboarding to performance management, real-time insights and automation help build an adaptable accountancy team while giving your firm clarity to plan confidently for what’s next.

Project ops

Bring accountancy teams, resources, and insights together to deliver projects with precision and impact. From planning to profitability, real-time visibility and automation help your firm stay on track while adapting to change with confidence.

Transform your building operations with Dynamics 365   

Builders need strong coordination, clear cost control and reliable project management. Dynamics 365 brings everything together so your teams can deliver quality work on time and within budget. 

To learn more about Dynamics 365 for builders, get in touch via this short form. 

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Frequently asked questions

What is Dynamics 365 for builders?

Dynamics 365 for builders is a set of connected applications that help construction teams manage projects, materials, labour and finances in one central platform.

Is Dynamics 365 suitable for small builders?

Yes. It can be scaled to suit sole traders, small teams or large multi-site contractors.

Can Dynamics 365 track materials and deliveries?

It provides real-time visibility of materials, supplier deliveries and stock levels to help avoid delays.

Can it help manage subcontractors?

Yes. Builders can schedule subcontractors, assign tasks and track work completed from the same system.

Does Dynamics 365 help with cost control?

Dynamics 365 provides detailed visibility of budgets, forecasts and real-time expenditure across projects.

Can site teams use Dynamics 365 on mobile devices?

Yes. Field workers can access tasks, update progress and upload photos from mobile devices.

Can Dynamics 365 integrate with construction software?

It integrates with Microsoft 365, Power BI and many construction tools using connectors and APIs.

Does Dynamics 365 support safety and compliance?

Yes. Builders can store safety documents, inspection records, training certificates and audits in one place.

Is Dynamics 365 secure for storing client and project data?

It includes enterprise-level security, helping protect sensitive financial, operational and client data.

How long does it take to adopt Dynamics 365?

Most teams find it easy to adopt thanks to its familiar Microsoft interface, with configuration tailored to each builder’s needs.