From Bid to Build — Connected, Controlled, Complete
Powered by Microsoft Dynamics 365
Construction businesses operate across complex, project-led environments where visibility, cost control and coordination are critical at every stage — from tender through to project delivery.
However, many organisations still struggle with disconnected systems, limited insight and manual processes that
slow decision-making and impact profitability.
Unify Technologies enables construction companies to modernise with Microsoft Dynamics 365 — bringing together ERP, CRM and project management to create a single, connected view of bids, projects and financials.
Why Construction Businesses struggle to scale
Common Challenges include:
Tendering & Bid Management Complexity
- Managing ITTs, PQQs and tender submissions across multiple systems
- Limited visibility into pipeline performance and win/loss analysis
- Disconnected estimating, commercial and sales processes
Stakeholder & Supply Chain Complexity
- Multiple stakeholders across clients, contractors and subcontractors
- Limited visibility of supplier performance and material availability
- Difficulty managing relationships across long project lifecycles
Project & Financial Control Gaps
- Project costing, budgeting and profitability managed outside core systems
- Limited real-time visibility into project financial performance
- Difficulty controlling costs, variations and margins
Reporting & Forecasting Challenges
- Poor visibility of pipeline, project progress and profitability
- Difficulty linking CRM activity with ERP and project outcomes
- Inaccurate forecasting due to fragmented data
Disconnected CRM, ERP & Project Delivery
- CRM systems not aligned
with project execution or financial data - Lack of integration between sales, operations and finance
- Project data, timelines and costs tracked across separate tools
Operational Efficiency &
User Adoption
- Systems that do not reflect
how construction businesses actually operate - Limited mobile access for
site-based teams - Slow onboarding and inconsistent processes
across projects
The Solution:
Connecting CRM, ERP & Project Delivery
To tackle these challenges, businesses need an integrated environment that aligns customer engagement, bid management, project delivery, supply chain and financial operations.
Microsoft Dynamics 365 delivers all of this by combining:
- Dynamics 365 Business Central or Finance &
Supply Chain Management for project accounting, financial control, procurement and operations - Dynamics 365 Customer Engagement (CRM) to
manage bids, relationships and pipeline - Power Platform and Copilot to automate processes
and deliver real-time insights
This integration provides:
- A complete, real-time view of bids, projects, costs
and profitability - Connected processes from tender through to
project delivery - Improved forecasting, budgeting and financial controls
- Better collaboration across commercial, operational
and finance teams
Explore how Dynamics 365 CE, Business Central and Financial and Supply Chain can transform your business operations
Tender & Bid Management
- Structured management of ITTs, PQQs and tenders
- Improved bid/no-bid decision making
- Full visibility across pipeline and estimating teams
CRM, Project & Finance Integration
- Connect opportunities directly
to project delivery - Link sales pipeline with live projects and financials
- End-to-end visibility from bid through to completion
Project & Financial Management (ERP)
- End-to-end project accounting and job costing
- Budget tracking, cost control and margin visibility
- Real-time financial reporting across projects
AI-Powered with
Microsoft Copilot
- AI-driven bid analysis and opportunity insights
- Automated reporting and project summaries
- Identification of risks across pipeline and delivery
Supply Chain & Procurement
- Supplier and subcontractor management
- Procurement planning and material tracking
- Improved control of project timelines and costs
Real-Time Insights
with Power BI
- Live dashboards for project performance
- Profitability and cost analysis
- Pipeline and forecasting insights
Business Benefits
Business benefits include improved project control, stronger margin management, better visibility across the project lifecycle, and more informed, data-driven decision-making.
Download our solution guide to Smarter Construction with Microsoft Dynamics 365.
Why implement Microsoft Dynamics 365 with Unify Technologies?
Unify Technologies combines deep construction industry knowledge, Microsoft-certified consultants and regional experience to deliver successful Dynamics 365 ERP and CRM implementations.
Take the next step in transforming your business. Dynamics 365 is not just a tool, it’s a connected platform that supports the full construction lifecycle — from bid to build to financial performance.
Speak to Unify Technologies - Microsoft AI Cloud Partner
Whether you are replacing a legacy system, expanding into new locations, or looking for a single platform to manage
construction operations, Unify Technologies can help.
Contact us to arrange a demo or consultation.
