Project Management in Dynamics 365 Business Central.

everything in sight:

The Project Management section of Dynamics 365 Business Central helps you manage your jobs and deliver on time and on budget.

Create and manage jobs including time sheets centrally in your system. You can also compare quotes and actual costs at any time. Finally, you can make statements about the course of the job (e.g. profitability, job status, resource utilization) based on condensed real-time information at any time.

We meet your requirements through three instances:

1 Standard ERP solution

Experience has shown that we can map many of our projects in the standard of the ERP solution Microsoft Dynamics 365 Business Central. This means that your system can be updated in the long term and you remain independent of the partner.

3Individual development

If you need further special functionalities, we can also solve your challenges by individual adaptations. Please contact us and we will be happy to advise you on your request.

Strong in comparison:

Your benefits through our project management functions.

Realistic planning

The project management features in Dynamics 365 Business Central enable you to realistically plan your capacities and resources.

Adjustments in the course of the project

Budgets can be adjusted and controlled at any time using the ERP software, depending on the progress of the job.

Statements during the job based on real-time data

During the job, you can gain insight into the progress and profitability of your jobs at any time. You can also track customer invoices against planned costs. Finally, make smarter decisions about the job status and other metrics.

Powerful features:

Your functions for project management in Dynamics 365 Business Central.

  • Budgeting

    Plan your job budgets in Dynamics 365 Business Central and adjust them at any time.

  • Invoicing

    You can create and send invoices to customers at any time, either when the job is finished or according to the billing plan. To do this, you can continuously record the job costs for resource consumption, material or project-related purchases. Cost scales can be implemented.

  • Monitoring

    Take a look at job-specific key figures (e.g. profitability) at any time. You can view this for individual parts of the job or in a complete overview.

    You work with real-time data. So if you add information to projects or job journals or change and transfer project invoices, this data is updated everywhere.

 

  • Project Management Jobs

    Set up jobs and assign job tasks or prepare job planning lines.

  • Resources and capacity management

    Assign resources and their prices to jobs and record and post material and resource consumption and other expenses in work in process (WIP) at any time.

  • Multiple Costs Time Sheet

    In Dynamics 365 Business Central, you can set up time sheets for a specific number of periods or weeks. This also allows you to improve quality and cost efficiency for future projects.

 

Try Microsoft Dynamics 365 Business Central now for free.

From theory to practice:

How to manage your projects in Dynamics 365 Business Central?

Job card in Dynamics 365 Business Central

Not all requirements met by the standard?

Add-Ons by us and our partners.

  • Document Management

    For professional document management, we offer you an interface to third-party software (e.g. D3 or the fully integrated Document Capture solution). Manage documents anytime, anywhere.

  • Electronic Data Interchange

    With Anveo EDI you exchange data with ease

    • with customers (e.g. orders, invoices, credit notes, shipping notifications, article data, availability, prices),
    • with partners (better business relations through automated processes),
    • with suppliers (e.g. order processing, order confirmations, availability or delivery notes) or
    • between locations/clients (e.g. financial data and item information).
  • Microsoft 365 (formerly Office 365)

    The standard ERP solution Microsoft Dynamics 365 Business Central runs smoothly and barrier-free with Office 365 applications such as Excel, Word and Outlook. Your mail server is professionalized by Microsoft Exchange Online and your documents are stored online on Microsoft SharePoint for everyone to access. You also work together in Microsoft Teams.

 

  • Microsoft Power Platform

    The Microsoft Power Platform helps companies to collect, transform and cleanse data from a wide variety of data sources (Microsoft Dynamics 365 Business Central, Microsoft Office 365, Microsoft Azure, etc.). The data can be easily transformed into a data model and then used to create meaningful reports.

    The Power Platform consists of the following elements:

    • Power Apps: Create custom applications without any programming knowledge
    • Power Automate: Automation of processes and creation of workflows
    • Power BI: Visualization and analysis of data from various sources
  • Planning Chart for Projects

    Extend the Project Management module of Microsoft Dynamics 365 Business Central/NAV by using Netronic’s Visual Job Scheduler. Use Gantt charts for project and resource planning and control your projects and resources simply by dragging and dropping.

  • Payment Transactions

    With the Add-On OPplus from our partner gbedv you can optimize your payment transactions (import and export) with manufacturers, wholesalers or end customers. Automate your processes (settlements, initial account assignment, etc.) and get more transparency about your payments.

 

Not all requirements met by the standard?

Individual developments by us.

On request, we will gladly adapt the ERP software to the needs of your company by means of individual programming. Simply contact us, we will be happy to advise you.

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More information:

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Microsoft Dynamics 365 Business Central

Discover functions, advantages and prices of the ERP solution for SMEs.

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Extensions for Microsoft Dynamics

Browse the list of add-ons for Microsoft Dynamics. From us and our partners.

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If you have any questions, please do not hesitate to contact us by phone or e-mail.

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