Advanced Project Management
Streamline your project initiation to project closure process with our latest add-on for Microsoft Dynamics 365 Business Central – Advance Project Management. Advance Project Management add-on is designed to simplify, automate, and integrate your project quotations with the project module all under one unified system. Our solution helps businesses efficiently manage and send project quotations to customers.
Microsoft Dynamics 365 Business Central Advance Project Management Key Features
User-Friendly Interface
Our intuitive interface allows users to easily manage and send quotations to customers, with the ability to define the terms and conditions and retrieve the history of quotations in one convenient screen.
Approval Workflow
Quotations submitted by users are automatically routed to designated approvers for review and approval, ensuring compliance with company policies.
Multiple Revisions
Our add-on provides the ability to revise the project quotes for unlimited number of times and maintain the history of the revisions for better analysis
History Tracking
Gain real-time visibility into the history of quotations that were sent and converted to the projects.
Terms & Conditions
Our add-on is fully customizable to adapt to your unique business needs, allowing you to define terms & conditions, exemptions, payment terms, and qualification criteria.
Integration with PR
Project Quote add-on is seamlessly integrated with Purchase Requisition allowing users to create requisitions from the projects and convert these requisitions after approval into purchase orders.
Why Choose Tech Ventures Advanced Project Management?
Our add-on for Microsoft Dynamics 365 Business Central is designed to simplify, automate, and integrate your project quotations with the project module allowing you to focus on conversions that keep growing your business. With seamless integration, user-friendly interface, and powerful features, Project Quote is the ultimate solution for efficient project management.
Advanced Project Management – FAQs
Is Project Management built into Business Central?
Yes. Business Central includes built-in Jobs functionality, which serves as the core project management module. Many companies also extend it with advanced apps for more complex requirements.
What industries commonly use Business Central Project Management?
- Construction
- Engineering
- IT Services
- Consulting
- Manufacturing Projects
- Marketing Agencies
- Professional Services
Can Business Central handle multiple projects at the same time?
Yes. Users can manage multiple concurrent projects, each with separate budgets, tasks, timelines, resources, and billing methods.
How long does implementation take?
Depends on complexity. Typical implementations range from 4 weeks to several months.
Is customization possible?
Yes. Business Central supports extensions, Power Apps, workflows, and custom development.
Is Business Central suitable for small businesses?
Yes. It is highly suitable for SMEs and scalable for growing companies.
Why are invoices not generating?
Common reasons include incomplete planning lines, billing method setup issues, or approval blocks.
Why is project profitability negative?
Possible reasons:
- Underbilling
- Cost overruns
- Low resource productivity
- Incorrect pricing
- Scope creep
Is Business Central good for project-based businesses?
Yes. Business Central is one of the strongest ERP solutions for project-based SMEs because it combines finance + operations + project management + reporting in one system.
