Skip to the main content.

3 min read

Plan, Manage, and Execute Projects With Project Management Software

Project Management Software


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


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 giving them 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 the tools and strategies you need to grow profits and 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 PST/ 1 PM CST, please register anyway, and we’ll send you the recording after our presentation. You don’t want to miss our experienced project industry consultant, Mary Hrdlicka, sharing her insights. We’ll reserve time at the end 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 the "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 PST/1 PM CST

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 quotes are accurate before sending to the customer for approval
    • Speed up quoting, estimating, and project details processes to deliver more with less cost
    • Monitor project status, review, refine, and improve project estimating and 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 or call us to reach one of our project management experts:  

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. We are in the business of helping small to medium sized enterprises in the US and worldwide implement ERP software.  The Clients First Texas office has 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 team's 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, with large and small enterprises, in multiple languages, and local country VAT, which gives our team the depth of experience to please even the most demanding of project managers.

“…Mike Conti came to visit us and we were really impressed with him as 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 set-ups actually meant, we are able to support ourselves.”

Alicia Harper - IT Manager – Check 6 International

Connect your business with Dynamics 365

Dynamics 365 Business Central 2024 Release Wave 1

Dynamics 365 Business Central 2024 Release Wave 1

Exploring the Latest in Microsoft Dynamics 365 Business Central 2024 In the constantly evolving world of business management software, Microsoft...

Read More
Automate Production Scheduling in Dynamics Business Central with MxAPS

Automate Production Scheduling in Dynamics Business Central with MxAPS

Learn How to Get Started with MxAPS to Automate Production Scheduling Insight Works' MxAPS (Advanced Planning and Scheduling) solution for Dynamics...

Read More
Dynamics AX vs Dynamics 365 Finance and Supply Chain

Dynamics AX vs Dynamics 365 Finance and Supply Chain

When it comes to Dynamics AX 2009, AX 2012, and AX 2012 R3, customers are faced with a crucial decision: stick with their legacy platform or make the...

Read More