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.
Dynamics 365 CRM
Dynamics 365 for BuildersConnect 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.
Overview
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.
Benefits
The benefits that help building teams work smarter
Discover how Dynamics 365 supports builders by improving efficiency, communication and financial control.
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.
CRM stats
Why your building business needs a CRM
Data taken from a survey we commissioned in December 2024. Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
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:
01
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.
Why choose us
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.
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.
Download report
Case studies
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayLooking at Dynamics 365 CRM beyond builders? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
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.
FAQ
Frequently asked questions
Dynamics 365 for builders is a set of connected applications that help construction teams manage projects, materials, labour and finances in one central platform.
Yes. It can be scaled to suit sole traders, small teams or large multi-site contractors.
It provides real-time visibility of materials, supplier deliveries and stock levels to help avoid delays.
Dynamics 365 provides detailed visibility of budgets, forecasts and real-time expenditure across projects.
Yes. Field workers can access tasks, update progress and upload photos from mobile devices.
It integrates with Microsoft 365, Power BI and many construction tools using connectors and APIs.
Yes. Builders can store safety documents, inspection records, training certificates and audits in one place.
It includes enterprise-level security, helping protect sensitive financial, operational and client data.
Most teams find it easy to adopt thanks to its familiar Microsoft interface, with configuration tailored to each builder's needs.
