Microsoft Dynamics 365 Business Central Project Management

Optimize business models to improve operational proficiency and project success with an all-in-one ERP system from Microsoft using Dynamics 365 Business Central Project Management module.

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Facilitate Project Success with Dynamics 365 Business Central Project Management

Dynamics 365 Business Central Project Management helps plan your project activities, assign work, manage resources and collaborate with your team like never before. From the small stuff to the big picture, Business Central organizes work so teams know what to do, why it matters, and how to get it done.

Financial Data Expand Global Financial Closing

Improve project costing and accounting

Better manage projects using timesheets and advanced job costing and reporting. Develop and modify detailed budgets to help ensure project profitability.

Optimize resource levels

Manage resource utilization by planning capacity and sales. Track customer invoicing against planned or actual costs on orders and quotes.

Drive profitability with project insights

Get real-time business intelligence on project status, profitability, and resource utilization metrics.

Business Central Functionalities:

Project Management in Business Central

Microsoft Dynamics 365 Business Central Project Management module is a comprehensive project management solution designed to help project-centric businesses to manage their projects from start to finish within one tool and connect other involved departments such as sales and finance.

In Business Central Project Management, you can perform project management tasks such as configuring a job and scheduling resources, as well as providing the information needed to manage budgets and monitor job progress.

You can also track machine and employee hours on the project by using timesheets. As a project manager, you have a good overview of employees, machinery, and other resources and items being used in the project.

All this will enable you to track, manage and report on simple or complex new or current projects and ensure your project and financial sides communicate effectively and as well as sales bringing new projects for your company.

Business Central allows you to manage, allocate and control the resources you have at your disposal and complete your project on time and within budget, driving project success, and profitability. It gives you the visibility, collaboration, and agility needed to drive success across your project-centric business—from prospects to payments to profits.

It also allows you to centralize your entire business, standardize processes and data in order to have a full view of your business, provide services up to your company standards, simplify operations with workflows, and automation, and increase collaboration.

Using Dynamics 365 Business Central Project Management

Microsoft Dynamics 365 Business Central is a great solution for companies that have outgrown QuickBooks, Sage, or similar products for small businesses and looking for the next business system to help them continue to grow their companies.

It gives you functionalities that enable you to perform all the usual types of project management tasks, such as job configuration and resource planning, as well as providing all the information needed to control and manage budgets and monitor ongoing progress.

Business Central allows you to perform tasks such as:

Create jobs, assign job tasks, and prepare job planning lines.
Allocate resources to jobs and manage resource prices.
Create a timesheet with integrated job task and planning lines and post timesheet lines to a job journal.
Budget for resources to be used in jobs and compare actual items and resource usage to budgeted usage to improve the quality and cost-efficiency of future projects.
Review and record usage on various parts of your job, which is automatically updated as you modify and transfer information from job planning lines to job journals or job invoices for posting.
Purchase supplies for a job, either on purchase orders or invoices, and record item and time usage.
Learn about WIP (Work in Process), a feature that ensures correct financial statements and enables you to estimate the financial value of jobs that are ongoing.
Post the consumption of materials, resources, and other expenses of job work in process (WIP) to monitor its financial value and to maintain correct financial statements even though you post job expenses before invoicing the job.
Record job costs for resource usage, materials, and job-related purchases on an ongoing basis and invoice the customer, either when the job is finished or according to an invoicing schedule.

Why Microsoft Dynamics 365 Business Central Project Management?

Dynamics 365 Business Central helps you to easily oversee any projects, and gives you total visibility of your project-centric business across different departments such as finance, sales, and project management to ensure smooth collaboration, avoid any costly miscalculations, and help you make the right decision.

Project Management in Microsoft Dynamics 365 Business Central is designed to handle the unique needs of project-based businesses, helping leaders to simplify and manage budgeting, inventory, timesheets, billing, profitability, reporting, and more. Powerful, intelligent, and easily customizable, this product makes life easy for project managers and financial professionals alike.

Business Central ensures successful project execution and profitability with planning, resourcing, tracking, costing, billing, accounting, and real-time intelligence.

With the power of Dynamics 365 Business Central, you’ll be able to increase productivity while simultaneously reducing your overall workload.

Business central project management solution allows you to increase productivity, reduce the amount of time spent on data entry, set up and manage customer projects with ease, and improve your overall decision-making process as a project manager.

Project Management Benefits

Dynamics 365 Business Central Project Management solution helps you to handle common and unique challenges your project-centric business is facing, helping project managers to simplify project operations and increase productivity by creating powerful workflows and automation that connect the entire business.

The project management module helps an organization in many different ways and here are some of the best Business Central Project Management module benefits:

Keep Projects on time and under budget: No matter how complex the project, the number one priority is completion. With Microsoft Dynamics 365 Business Central Project Management, you can accurately track costs, hours, budgets, completion percentages, and more so that you can provide accurate, affordable, and timely delivery of projects.
Realistic planning of your projects: The project management features in Dynamics 365 Business Central enable you to realistically plan your capacities and resources.
Make 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.
Real-time job-based 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.
Detailed Overview: As a project manager, you can use Dynamics 365 Business Central to develop and present a solution to your customers that includes billable time, tasks, mobility, resources, planning, and so on.
Automatic rescheduling via drag & drop: With the Visual Jobs Scheduler (VJS) you can easily plan and reschedule a whole job, the job tasks, and its job planning lines or resources with simple mouse movements in a matter of seconds.
Identify dependencies: You can create a link to represent the connection between two jobs, job tasks, or job planning lines within your schedule. This link will be considered when moving anything.
Manage Resource allocations and conflicts: Resource allocations, including allocations caused by the Service and the Assembly module and by jobs that are not currently loaded into the VJS as well as impending conflicts or overloads, are visualized in clear-cut views and by symbols and visual alerts.
Ability to plan on group level: With the VJS, you can assign job planning lines to a resource group and later on reassign them to a concrete resource. This enables you to have a rough and fine project and resource planning with the same tool.
See the big picture: With complete integration with other Business Central Modules, you can always know who’s doing what, what’s going on, and how well everyone is doing. Analyze project performance with the click of a button, slicing and dicing the information how you see fit so that you can make effective decisions with real-time insight into project status, profitability, and resource-usage metrics.
Run your Project-Based Business Anytime and Anywhere: Featuring mobile apps, cloud delivery, and high levels of security, both you and your employees can get the information they need—whenever or wherever they need it. Business Central runs where you need it, in the cloud or on-premises, with the same user experience no matter how you deploy.

Along with these benefits, Dynamics 365 Business Central provides seamless integration with other Microsoft tools such as Excel, Word, Outlook, and Teams enabling employees from project jobs, finance, and sales to use these tools along with Business Central without the need to switch between the apps and searching for information, editing or sharing it.

This powerful ERP system is the perfect solution for small-medium size businesses who are ready to scale up their operation yet have a powerful and affordable business solution with leading and modern technologies used by global enterprises.

Project Management Functionalities

Basic Resources	Budgeting
Capacity Management	Cost and Price Management
Cost and Work Breakdown	Document Capture
Document Management	Employee Self-Service
Estimates	Expense Recording
Invoice Management	Job Lifecycle Management (Opportunity to Completion)
Job Management	Job Queue
Job Quotes	Job Supplies
Multiple Costs	Progress and Performance
Project Management Jobs	Resource Management
Time Management	Time Sheet
Usage Management	Work in Progress

Industries

Dynamics 365 Business Central Project Management is specifically focused on project-based industries including:

Advertising
Construction & Engineering
Finance
Healthcare
Information Services & Technology
Insurance Services
Manufacturing
Oil & Gas
Professional Services
Utilities

However, it’s not limited to these industries, and it can be easily modified to fit your needs to manage your projects as well. Contact us to learn more about how Dynamics 365 Business Central or other Dynamics 365 applications can be used by your company and how other of our customers in your industry already benefiting from using Dynamics 365 Business Central.

Customization

As you grow, it’s easy to add applications and configure Dynamics 365 Business Central to fit business needs or industry demands.

AppSource helps business owners do more with solutions like Dynamics 365 Business Central by providing an ecosystem of apps to discover, trial, and deploy. We’re simplifying the process of expanding Dynamics 365 Business Central by providing relevant, line-of-business solutions that integrate within the entire Microsoft Intelligent Cloud. Microsoft AppSource, our online library of solutions, enables business users to easily find and evaluate the line of business SaaS apps, add-ins, and content packs from Microsoft and our partners—including those built on top of Dynamics 365, Office 365, and the Azure platform.

With integrated add-on applications and Microsoft Power Apps, it’s easy and cost-effective to extend Dynamics 365 Business Central to fit your industry or business needs. Quickly create apps that work on any device using a Microsoft Office-like experience, templates to get started quickly, and a visual designer to automate workflows. Users can leverage built-in connections, or ones built by your company, to connect PowerApps to cloud services such as:

Business applications like Office 365 and other Dynamics 365 applications
Data storage applications like Dropbox and OneDrive
On-premises systems including SharePoint, SQL Server, Oracle databases, SAP, and more

Helpful Business Central Project Management Videos

Do you want to learn more about Microsoft Dynamics 365 Business Central Project Management? Then these videos are a great way to start. For a more personalized approach, please contact us.

Dynamics 365 Business Central Project Management Module Pricing

Business Central, licensed by the assigned user, is available with Essentials or Premium levels of capabilities. You may license users either with an Essentials license or a Premium license, but not both. Business Central Project Management module is under Essentials license.

Dynamics 365 Business Central Essentials

USD $70

Per user/month

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Download Dynamics 365 Business Central Project Management Resources

The Total Economic Impact of Dynamics 365 Business Central

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Beyond the Basics with Dynamics 365 Business Central

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Growing Without Pain How Modern ERP Helps CFOs Manage Growth Challenges

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Beyond the basics: How to know when it’s time to replace QuickBooks ebook on ERP

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Agile Dynamics Solutions is the leading Microsoft Partner in Malaysia and Singapore

Why Choose ADS As Your Microsoft Dynamics 365 Business Central Partner?

Agile Dynamics Solutions is the leading Microsoft Gold partner in Malaysia and has expertise working with businesses across all sizes and industries. ADS team of experts comes from different industries to ensure they understand customer needs and industry requirements to ensure customer satisfaction and render exceptional results so customers can go live with confidence.

Leading Microsoft Gold Partner in Malaysia and Cambodia.
The largest customer base of 300+ small to large size businesses across many industries.
Certified Dynamics 365 Professionals with 30+ years of experience.
Unique methodology with a 100% success rate. (Stats. Avg. 60% ERP project fails)
Excellent customer support in Malaysia and Cambodia.
Winner of many Microsoft and industry awards.

Dynamics 365 Business Central Services in Malaysia & Cambodia

Agile Dynamics Solutions is the leading Microsoft Partner in Malaysia and Cambodia with a team of experts. They have implemented 1,000s of projects across the region for small to large size businesses across numerous industries with a 100% implementation rate. ADS offers services for all Microsoft Dynamics 365 products including Project Management solutions such as free demo, pricing & licensing, support and maintenance, and migration to upgrade your system. Their dedicated Dynamics 365 Business Central team assists you in gaining the best efficiency throughout your project and ensures you go live with confidence!