Enterprises need more than spreadsheets and siloed systems. Microsoft Dynamics 365 brings clarity, control, and connected workflows to the heart of your operations.
Enterprises need more than spreadsheets and siloed systems. Microsoft Dynamics 365 brings clarity, control, and connected workflows to the heart of your operations.
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.
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.
AEC firms are project-driven; Dynamics 365 delivers a unified suite of intelligent business applications built on the Microsoft Cloud. These connected modules help firms manage complex projects from end to end—leveraging real-time data, AI, and automation to improve decision-making, streamline operations, and enhance collaboration across teams. Key modules include:
A single application that connects sales, resourcing, project management, and finance teams. It enables end-to-end project visibility from bid through delivery, with built-in scheduling (Microsoft Project integration), resource allocation, and time/expense tracking. Project Operations helps AEC firms win more deals and accelerate delivery by unifying the entire project lifecycle.
Core financial management for accounting, budgeting, forecasting, and multi-currency transactions. This module integrates tightly with project accounting so costs and billing flow directly into the general ledger. AEC firms gain full visibility into financial health with real-time reporting and automated processes that reduce manual effort, improve accuracy, and support strategic growth.
Handles procurement, inventory, vendor, and asset management. AEC firms can track materials, equipment, and subcontractor purchases across sites. With predictive tools and automated workflows, teams can forecast material needs, manage suppliers, and avoid delays—reducing downtime and controlling costs with smarter planning and maintenance strategies.
Manage leads, opportunities, bids, and RFPs in one centralized system. By linking sales and marketing directly to project pipelines, AEC firms can drive growth with AI insights, personalized campaigns, and revenue-linked marketing. Teams gain a 360° view of pursuits, helping them forecast workload, align departments, and target high-value clients.
Dynamics 365 includes Field Service (for managing onsite maintenance and dispatch), Human Resources (for recruitment and workforce skills tracking), and the Power Platform (Power BI, Power Apps, Power Automate) for analytics and custom workflows. Built-in AI Copilot tools enhance each module with automation and real-time insights. AEC firms can also extend Dynamics 365 with solutions like Operate by Metam to meet industry-specific needs.
Dynamics 365 delivers tangible benefits that directly address AEC challenges in project management, finance, compliance, and growth:
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.
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.
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.
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.
With deep roots in construction and engineering, Metam understands project-based industries like no other partner. We simplify fragmented systems, align with your industry standards, and bring over 10 years of ERP experience across AEC and the built environment.
We focus on user adoption, not just technology. Our approach includes practical training, mobile-first tools, and responsive support that empower both field teams and leadership, ensuring your entire organization feels confident and capable.
Many Microsoft partners focus only on technology. Metam brings something more. We combine deep industry knowledge, human-centered delivery, and a strong track record in the built environment.
Our team includes experts from construction and engineering who understand the realities of project-based work. With preconfigured accelerators, support for your local regulatory requirements, and tools designed for field teams, we make Dynamics 365 practical, scalable, and impactful from day one.
Ready to run smoother, smarter operations? Operate gives AEC businesses real-time visibility and control across projects, people, and performance.
Need to connect your systems and data? Our Integration Hub helps AEC businesses unify platforms, eliminate silos, and automate workflows across the enterprise.
Get ahead of the November 1st deadline with confidence. Discover how Metam helps organizations stay compliant, avoid costly disruptions, and reduce licensing costs by up to 60%.