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Dynamics 365 for Real Estate & Construction
Control job costs, contracts and client relationships across every project and property.
- Job costing
- Project budgets
- Subcontractors & purchasing
- Client CRM
Why Real Estate & Construction businesses choose Dynamics 365
Contractors, developers and property businesses manage many projects at once, each with its own budget, suppliers and clients. When costs, purchase orders and contracts are tracked in spreadsheets, overruns are noticed late and cash flow suffers. Dynamics 365 ties budgets, purchasing, billing and client relationships together.
Winzi Technologies implements Business Central for job costing and project finance, and Dynamics 365 CRM for leads, brokers, buyers and tenants, tailoring both to how your contracts are structured.
What we typically use
- Business Central (Projects)
- Fixed assets
- Dynamics 365 Sales (CRM)
- Power BI dashboards
Challenges we help Real Estate & Construction teams solve
The problems we hear most often, and what changes once your data lives in one system.
Budget overruns found too late
Actual costs are compared with budgets only after the fact.
Subcontractor and purchase tracking
Commitments, purchase orders and payments are hard to reconcile per project.
Equipment and asset visibility
Machinery and fixed assets are not tied to the projects that use them.
Leads and buyers are tracked in silos
Enquiries, site visits and follow-ups are handled in separate lists.
What we deliver for Real Estate & Construction
Dynamics 365 capabilities configured around your processes, not the other way round.
Job costing and budgets
Track budgeted versus actual cost and revenue by project, phase and cost code.
Business Central overview →Purchasing and subcontractors
Manage purchase orders, commitments and supplier payments against each project.
Business Central implementation →Fixed assets and equipment
Register assets, depreciation and usage so equipment costs reach the right project.
Business Central consulting →Contracts and billing
Configure milestone or progress-style billing for your contract terms. Complex requirements such as retention can be added through customization.
Customization services →CRM for leads, buyers and tenants
Manage enquiries, site visits, brokers and follow-ups in Dynamics 365 Sales.
Dynamics 365 Sales →Project dashboards
Power BI views of budget status, cash flow and project profitability.
Power BI services →How we work
A clear, phased approach so you know what happens at each stage.
Discovery workshop
We map your processes, reporting needs and integrations, then agree scope, phases and a realistic timeline.
Business Central consulting →Configure & customize
We set up Dynamics 365 around your workflows and build only the extensions you genuinely need.
Customization services →Migrate & integrate
Master data and opening balances are migrated and reconciled, and your other systems are connected.
Data migration →Train, go live & support
Role-based training and hands-on go-live help, followed by ongoing support and maintenance.
Support services →Frequently asked questions
Dynamics 365 for real estate & construction: common questions answered.
Can Business Central handle job costing?
Yes. Business Central projects track budget versus actual cost and revenue, and we configure the structure to match your cost codes and phases.
Can it manage retention and progress billing?
Milestone and progress-style billing can be configured. Requirements such as retention depend on your contract structure and may need customization, which we scope during discovery.
Can we manage leads and buyers in the same system?
Yes. Dynamics 365 CRM manages leads, brokers, buyers and tenants, and can be linked to project and finance data in Business Central.
Do you provide support after go-live?
Yes. We offer support, maintenance, enhancements and user training.