Microsoft Dynamics 365 for the built environment
Enterprises need more than spreadsheets and siloed systems. Microsoft Dynamics 365 brings clarity, control, and connected workflows to the heart of your operations.
Microsoft Dynamics 365 for the built environment
Enterprises need more than spreadsheets and siloed systems. Microsoft Dynamics 365 brings clarity, control, and connected workflows to the heart of your operations.
Driving success across your entire enterprise
Firms within the built environment are under growing pressure to deliver complex projects on time and on budget all while managing fragmented systems, rising costs, and strict compliance. Microsoft Dynamics 365 is a unified ERP and CRM platform that connects your teams, data, and processes in real time. Purpose-built for mid-sized to enterprise companies, it helps streamline operations, boost visibility, and support scalable growth across all geographies including the US, Canada, the UK, and Ireland.
What is Dynamics 365?
Microsoft Dynamics 365 is a cloud-based business platform that brings core business functions together. It includes ERP modules (like Finance and Supply Chain Management) and CRM modules (like Sales and Customer Service), which can be used independently or in combination. This integrated approach allows data to flow seamlessly between departments — for example, linking project accounting to financial reporting or connecting sales pipelines to project delivery. By unifying systems in the cloud, silos are eliminated, and you can respond faster to change.
What Dynamics 365 supports
Microsoft technology supports the full lifecycle of AEC operations – from back office to job site.
Finance & Operations
Gain full visibility into your financial health with real-time reporting, budgeting, and forecasting. Automate processes across departments to improve accuracy, reduce costs, and drive strategic growth.
Project Delivery
Choose from a library of pre-built activities that extract, transform, load or pass through. Each implemented as an independent micro-service. Use full ETL processes when you need to persist and reshape data, or lightweight message-only transforms when you simply need to relay information without storing it. Mix and match to meet the exact needs of your workflows.
Field Service
Support event-driven updates for time-sensitive tasks such as project status changes or safety alerts and opt for scheduled batch loads for heavy data transfers, such as nightly consolidation runs. Integration Hub lets you configure near-real-time streams alongside automated batches; all managed through the same interface.
Asset Management
Define your integration flows using a combination of metadata and flow definitions, not boilerplate code. Every transaction is logged, traced, and retried automatically on failure. A forthcoming centralized dashboard will let you visualize active flows, pinpoint errors and adjust configurations without touching system consoles or writing new scripts.
Procurement & Supply Chain
Deploy Integration Hub in your own tenancy (such as Microsoft Azure) or on-premises environment to retain ownership of your metadata, logs and transformation rules. Meet your compliance, security and SLA requirements by keeping all data, and all control, within your infrastructure.
Data & Reporting
Deploy Integration Hub in your own tenancy (such as Microsoft Azure) or on-premises environment to retain ownership of your metadata, logs and transformation rules. Meet your compliance, security and SLA requirements by keeping all data, and all control, within your infrastructure.
Sales & Marketing
Deploy Integration Hub in your own tenancy (such as Microsoft Azure) or on-premises environment to retain ownership of your metadata, logs and transformation rules. Meet your compliance, security and SLA requirements by keeping all data, and all control, within your infrastructure.
HR & Talent
Deploy Integration Hub in your own tenancy (such as Microsoft Azure) or on-premises environment to retain ownership of your metadata, logs and transformation rules. Meet your compliance, security and SLA requirements by keeping all data, and all control, within your infrastructure.
Key Dynamics 365 modules for AEC firms
AEC firms are project-driven; Dynamics 365 modules deliver high value to support these projects. Key modules include:
Business benefits of Dynamics 365 for AEC firms
Dynamics 365 delivers tangible benefits that directly address AEC challenges in project management, finance, compliance, and growth:
Streamlined project management and collaboration
Dynamics 365 centralizes all project data, enabling sales, design, engineering, project management, and accounting teams to work from the same real-time information. With integrated workflows, Power BI dashboards, and Microsoft Teams, office and field teams collaborate seamlessly, keeping everyone informed and aligned throughout the project.
Unified financial oversight
Dynamics 365 Finance unifies all project costs and revenues, linking estimates to actual labor and expenses for precise budgeting and profitability. Automated billing, revenue recognition, and multi-entity consolidation reduce errors and manual work, giving leaders clear, real-time financial insights to manage cash flow and project budgets effectively.
Hybrid & Multi-Cloud Solutions
Dynamics 365’s cloud platform scales with your workload, allowing easy addition or removal of modules. It integrates smoothly with BIM/CAD tools and pushes data to Power BI for advanced analytics. Its open architecture supports custom extensions, helping AEC firms adapt and grow without costly software replacements.
Metam: Your Dynamics 365 implementation partner for success
We understand that adopting a new system is a big undertaking for any firm, especially in the AEC industry. At Metam, we specialize in guiding mid-sized to large AEC companies through Dynamics 365 implementations.
Deep AEC
expertise
Many of our consultants have construction and engineering backgrounds, so we understand common pain points like fragmented systems, duplicated work, and siloed reporting. We streamline your data and workflows to deliver clarity, speed, and results.
Proven
methodologies
As a Microsoft Solutions Partner, we follow tested implementation methods backed by Microsoft. Our certified consultants use construction-focused add-ons and best practices to deliver tailored, scalable solutions.
Empathetic
support
We focus on user adoption, not just rollout. Our team offers clear training, responsive support, and mobile-friendly tools for field teams. From site staff to execs, we ensure your team feels confident and capable of using any new system.
End-to-end
service
From initial planning and requirements gathering through go-live and ongoing support, Metam takes a partnership approach. We offer clear timelines, responsive support, and a focus on delivering business outcomes, not just technology.
Get started with Dynamics 365 and Metam
At Metam, we take a human-first approach-working closely to understand your goals, tailor Microsoft solutions to your needs, and ensure long-term value creation.
As a trusted Microsoft partner, we don’t just implement technology, we align the full Microsoft ecosystem with your business strategy to drive outcomes that truly matter.
Other products you may be interested in
Operate
Ready to run smoother, smarter operations? Operate gives AEC businesses real-time visibility and control across projects, people, and performance.
Integration Hub
Need to connect your systems and data? Our Integration Hub helps AEC businesses unify platforms, eliminate silos, and automate workflows across the enterprise.
Ready for a Microsoft-powered transformation?
Leverage the full Microsoft ecosystem-Dynamics 365, Power BI, Azure, Copilot, and more—combined with Metam’s deep AEC expertise, to achieve scalable, cloud-driven transformation. Get in touch to explore how we can help you drive operational efficiency, AI insights, and future-ready growth.