Accounting
Microsoft Dynamics 365
Microsoft Dynamics 365 is a suite of cloud-based business applications that combine ERP and CRM functionalities, offering solutions for finance, project operations, supply chain, sales, and field service. It is designed for mid-sized to large organizations across various industries, including construction and skilled trades, seeking comprehensive business management.
emerging🔧Plumbing⚡Electrical❄️HVAC🏠Roofing
Use Cases
- End-to-end project financial management and accounting
- Optimizing field service operations and resource scheduling
- Managing customer relationships and sales pipelines
- Streamlining supply chain and inventory processes
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Standard |
| E-Signature | Partial | Basic |
| Dispatch | Yes | Advanced |
| Scheduling | Yes | Advanced |
| Route Optimization | Yes | Standard |
| Inventory Management | Yes | Advanced |
| Asset Management | Yes | Advanced |
| Estimating | Yes | Advanced |
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Standard |
| Job Costing | Yes | Advanced |
| Payroll | Partial | Basic |
| Pricebook | Yes | Advanced |
| Flat Rate Pricing | Yes | Standard |
| Customer Portal | Yes | Standard |
| Online Booking | Yes | Standard |
| Marketing Automation | Yes | Advanced |
| Call Tracking | Yes | Standard |
| Photo Documentation | Yes | Standard |