Project-Based Businesses

Microsoft Dynamics 365 for Project-Based Businesses

  • Manage projects with accurate resource allocation and cost tracking
  • Effectively manage the sales funnel and track opportunities
  • Real-time visibility into key performance metrics

If your business generates the majority or a large portion of its revenues from managing and delivering projects for its clients, then you already know that you have very different ERP and CRM needs.

Catapult has deployed Dynamics 365 for a wide range of project-based businesses scenarios. We have enabled business development teams needs, helped teams manage the sales funnel and tracking opportunities, bids, and contract wins. We have also helped delivery teams execute and manage projects with accurate resource allocation and cost tracking, with real-time visibility into key performance metrics such as labour utilization.

Project-based companies have their own distinct needs and requirements, and they must be able to see the nature of the expense, what resource performed the work, and the project for which the work was accomplished. Dynamics 365 provides powerful project accounting capabilities with advanced resource management, time and expense management, and flexible billing capabilities to support a wide range of engagement models.

Our proven Success Framework minimizes risk and promotes alignment to results

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Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution