Dynamics 365 for engineering and construction
Profitable projects under control, from quote to settlement
In engineering and construction projects, the margin is a moving target: it shifts with every scope change, delivery delay, and unstaffed crew. For design and contracting firms, ANEGIS implements Dynamics 365, in which the estimate, schedule, people, materials, and settlements work on the same data, and the profitability of every contract is visible during it, not after the fact. We know projects from the site and the budget side, not just the system.
Key Challenges
In a single project, the quote, delivery, people, and costs come together. When each of them lives in a different tool, profitability slips away.
The quote disconnected from delivery
Estimates in spreadsheets do not translate into a project plan, budget, or settlement.
No real-time project profitability
Costs, revenue, and progress calculated by hand reveal a problem too late.
Resources and equipment across many projects
Without visibility into the availability of people, equipment, and subcontractors, idle time and overload grow.
Materials disconnected from the schedule
When purchasing is not tied to work progress, delays and costs grow.
Billing and scope changes
Milestone and progress billing, along with changes during delivery, are hard to handle in a system that is not project-based.
No view of the project portfolio
Without visibility across all projects at once, it is hard to manage risk and resources.
We will help you transform
One project platform: from quote to settlement and costs
We implement Dynamics 365 as one system that covers the whole project cycle, from quote, through planning, resources, and time, to settlements, along with materials, procurement, and finance. Today these areas usually work separately: a CRM, spreadsheets, and a separate finance system.
We run them in one place, on shared data, with Polish compliance built in from day one.
We match the deployment option to scale, from project services to delivery with materials and inventory. We implement in stages, using a methodology based on Success by Design and with risk control.
What makes up the solution for engineering and construction
Microsoft Dynamics 365 Project Operations
Connect project sales, planning, and delivery to increase profitability and control over every stage of the work.
Microsoft Dynamics 365 Supply Chain Management
Optimise production, inventory, and logistics with real-time visibility and AI-based forecasts.
Microsoft Dynamics 365 Finance
Automate financial processes and gain real-time insight into the company's health with AI-based analytics.
Microsoft Power BI
Turn data into interactive reports and dashboards to make decisions based on current information.
Estimate accurately. Deliver on time. Settle with a margin.
Budget, deadline, and scope changes stop surprising you when the whole project cycle, from quote to settlement, runs on one platform, with materials, finance, and profitability calculated in real time.
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What Dynamics 365 delivers in projects
Project profitability under control. Costs, revenue, and progress are visible in real time, not after the project closes.
Consistency from quote to settlement. A single estimate becomes the plan, the budget, and the basis for billing, without retyping between tools.
Better use of people and equipment. You plan work across multiple projects at once, so there is less idle time and overload.
Materials in step with the schedule. Procurement tied to work progress reduces delays and excess purchasing.
Control of changes along the way. You handle scope changes and progress billing in the system, not outside it.
Polish compliance and lower risk. KSeF, JPK, and reporting stay under control, rather than a chase against deadlines.
Why engineering and construction firms choose ANEGIS
- We specialise in Dynamics 365. We combine knowledge of engineering and construction projects with a narrow specialty in one system.
- Projects, materials, and finance on one platform. The whole project cycle works coherently, on shared data.
- A deployment option matched to scale. From project services to delivery with materials and inventory.
- Polish compliance from day one. KSeF, JPK, and the Polish Localisation Pack are in place from the start.
- Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).
How we support engineering and construction firms
Pre-implementation audit
We will assess your processes and requirements before the project starts, to choose the optimal scope and avoid costly mistakes.
Rollout
Extend a proven Dynamics 365 solution to further branches and countries, keeping processes and standards consistent across the whole organisation.
Functional extensions
Extend the standard capabilities of Dynamics 365 with functions tailored to your business processes and industry requirements.
Licensing optimisation
We will analyse your Dynamics 365 licenses and choose the optimal model, to reduce costs without losing the functions you need.
Frequently asked questions about Dynamics 365 for engineering and construction
Which companies do you serve?
Engineering and design offices, contracting and construction with materials, installation and infrastructure, and multi-project, international firms.
Which Dynamics 365 product is the foundation for engineering?
Dynamics 365 Project Operations on the project-lifecycle side, usually with Finance for costs, profitability, and compliance, and for delivery with materials, also with Supply Chain Management.
Will you handle both design offices and contracting with materials?
Yes. We match the Project Operations deployment option to the way you work, from project services without a warehouse to delivery with inventory and production.
Do you account for scope changes and progress billing?
Yes. In-project changes (change orders) and various billing models, including by milestones and by progress of work, are part of the solution.
Where do you start in the engineering sector?
With an assessment of project and financial processes as part of the pre-implementation audit, which points to the deployment model, scope, and sequence.
Let's see where the margin is made and lost in your projects
