<img height="1" width="1" alt="" style="display:none" src="https://www.facebook.com/tr?id=995798070441927&amp;ev=PixelInitialized">
d365optimization

Plan, Manage and Execute Projects With Project Management Software

Wed, Feb 26, 2020 @ 09:33 AM / 0 Comments / in Budgeting in AX, Dynamics Warehouse, Dynamics 365 for Finance and Operations, MS Dynamics AX by Nancy Phillippi

Find me on:

Project management software provides 4 ways to execute projects on budget and on-time.

JOIN OUR COMPLIMENTARY WEBINAR THURSDAY, APRIL 23, 2020 - REGISTER BELOW!!  

IT services, marketing, legal, maintenance repair overhaul, oil and gas, HVAC, job shops, engineering and construction companies have one thing in common. When it comes to project planning, speed and quality are essential to success. When your customer retains your firm for a project the clock starts ticking. There are so many moving parts involved with delivering a quality project on time and on budget. It's challenging to coordinate and track everything without the right tools and strategies in place. Successful project-based companies rely on integrated and automated systems to keep up with growing demand. Our Clients First project management software implementation team believes that every investment to run your business more efficiently is  valuable. 

Microsoft Dynamics 365 Finance and Supply Chain Management helps your entire company with the information they need to work more effectively. Formerly, Dynamics 365 was branded as Microsoft Dynamics 365 Finance & Operations and Dynamics AX. It was also known as Axapta with a reputation for being a robust project planning ERP software solution for projects-based companies. Microsoft continues to improve this solution over time with its commitment to providing continued value to its customers. Our Clients First team helps implement, train and support ERP solutions such as Dynamics 365 Finance and Supply Chain Management and Dynamics 365 Business Central. We arm you with tools and strategies you need to grow profits, reduce costs without compromising your quality.

Register below to join our free webinar to learn how we can help you! If you can’t make the live webinar, on Thursday, April 23, 2020 at 11 AM PT / 1 PM CT, please register and we’ll send you the recording after our presentation. You don’t want to miss our experienced project industry consultant Mary Hrdlicka share her insight. We’ll reserve time to answer your questions.

Microsoft Dynamics 365 Finance and Supply Chain Management is ideal for managing budgets, inventory, change orders, time sheets, billing and reporting for project-based initiatives involving time and materials. Click "Register Now" button below to reserve your spot. 

4 Key Project Planning Strategies to Increase Profit

Clients First Project Planning

Complimentary Webinar

Date: Thursday, March 23, 2020 (1 hour)

Time: 11 AM PT / 1 PM CT

Register Now

Join Mary Hrdlicka, Project Manager, at Clients First Business Solutions to learn how to implement 4 key project planning, design and resource scheduling strategies.

During this webinar we will demonstrate the following key project planning and design automation strategies:

  1. How to forecast the project sales stream including the following:
    • Forecast sales opportunities
    • Confirm project quotations are accurate before sending to the customer for approval
    • Speed up quoting, estimating and project details process to deliver more with less cost
    • Monitor project status, review refine and improve project estimating, project planning
  2. Confirmation of project budget:
    • Determine revenue and cost estimates by project category
    • Configurable workflow for budget approval
    • Determine revenue by milestone dates
    • Confirm billing rules and what to bill at each milestone
    • Reporting on budget vs actual
  3. Project procurement planning design:
    • Determine project outsourced services availability with procurement planning
    • Notify purchasing of outsourced services shortages
    • Identify outsourced services lead time bottlenecks to meet deadlines
    • Plan for materials and supplies needed
  4. Mobile labor and expense tracking – productive or non-productive:
    • How to track live labor information against the project or service work tickets
    • How to use expense management to easily track project and service expenses

Dynamics 365 Finance and Supply Chain Management has deep functionality and is highly configurable without customization. It’s a must see for any mid to large-sized company vetting new business software.

Request a Free Consultation

Email us or call to reach one of our project management experts:  

Email: Minneapolis/St. Paul, Minnesota, or call us at 877.428.7205.

Email: Dallas/Fort Worth, Texas, or call us at 800.331.8382.

The Clients First Difference

Clients First  is located in the Dallas, Fort Worth Metroplex, and Twin Cities of Minneapolis Minnesota, is in the business of helping small to medium sized enterprises implement ERP software for organizations worldwide.  Clients First Texas and Minnesota offices have strong expertise in the Supply Chain Manufacturing (Discrete, Project-Based, Engineer-to-Order/Make-to-Order), Specialty Construction, Distribution,  MRO (maintenance, repair and overhaul), Church Management and Non-Profit industries. We are a Gold ERP and CSP Microsoft Partner. 

Let our Clients First teams’ knowledge and expertise help optimize your project and service management requirements in a cost-efficient manner. We know your industry and have proven solutions and processes to help you streamline your operations to maximize profits. Clients First has implementations in over 12 countries, large and small enterprises, multiple languages, and local country VAT, which gives our team the depth of experience to please the most demanding project managers.

“…Mike Conti came to visit us and we were really impressed with him and well as the company in general and how they worked. We were really impressed with the amount of analysis they were willing to take into our company before just jumping in and starting with us. Clients First helped guide us through what the setups actually meant, we are able to support ourselves.”

Alicia Harper - IT Manager – Check 6 International

Manufacturing ERP Software

Tags: Budgeting in AX, Dynamics Warehouse, Dynamics 365 for Finance and Operations, MS Dynamics AX

ERP Leaders in Ease of Use and Functionality

More from The ERP Software Blog