Microsoft Dynamics 365 for Sales (CRM) for Construction

Win more Deals – Manage the Sales Process – Collaborate with Team and Management

Microsoft CRM for Construction

By putting a strong focus on sales and customer service, top performing contractors are winning more contracts by managing their sales and monitoring their activity process with Microsoft Dynamics 365 CRM for Contractors.

Today’s Contractors can take advantage of a full set of Sales, Field Service and Customer Service capabilities, along with familiar Microsoft Office productivity tools. There is a sharp focus in the construction industry on better ways to track and manage the sales process.  Companies are finding that the old way of obtaining business is not as effective in today’s market.  When investing into a construction ERP solution, many companies traditionally choose software systems solely for their estimating, job costing and project management capabilities.   The industry has not historically been a large adopter of Customer Relationship Management, CRM software, but that is changing.

CRM or Customer Relationship Management is a broad term that is widely used by software companies to describe software that is designed to manage your customers and business development. Many construction companies attempt to do this manually, using handwritten records, Microsoft Outlook, or Excel. With the maturity of today’s CRM software, there are more advanced ways to track your customers and sales pipeline that make it affordable for virtually all companies to take advantage of this technology.

Pipeline Tracking
A strong pipeline of projects being bid is vital to the health and long term viability of any contractor.   Successful contractors need to utilize their limited resources to focus on the projects that they have a high percentage of winning.  Too many contractors are chasing projects that they have a minimal chance of winning, taking the focus away from opportunities that have a good potential.  When used properly, CRM provides visibility to management in the following areas so that resources and effort can be focused on winning projects that can be won.

  • What project are we bidding?

  • Where in the sales process is each project?

  • What is the bid due date?

  • Who has the ball in court?

  • What was the last activity complete?

By standardizing the sales process, and tracking key information and all the history, CRM software can significantly impact the chances of winning a project.    This is accomplished by using the following components found in most CRM software.

CRM allows a company to input all the key information on a “Customer” or prospective customer in a single location.  More importantly, each of these customers can be classified according to their “Relationship” to the company.  For example, customers may be classified according to long term customers or prospective customers.  CRM is not only for tracking customers but can be extended to all business partners for a company.  Subcontractors, Architects, Banks, General Contractors, competitors all can be entered into CRM so that employees can quickly find the details on a particular company, contract or bid.

By having all business partners in a single software system, this information can be used during the sales process to provide the company with a complete picture of partner subcontractors and the architect, owner, GC or other relevant relationships to the bid and ultimately the project.  The end result is that now companies are “Managing” their business using Customer Relationship Management software instead of reacting to emails or phone calls.

Associated with Accounts are Contacts.  For each Account, an unlimited number of contacts can be added so that all the players at a company are identified.  This reduces the islands of information within a company when estimating has some contacts, project managers have other contacts, and business development has their own set of contacts.   CRM bridges the islands, so that all the information is joined and accessible.  Not only do you need to understand a potential client’s company, but also the needs of the individual decision makers.


Once a project has been identified as a viable project for bid, CRM creates an Opportunity to track all the bidding information.
The opportunity has key information such as:

  • Opportunity Name
  • Contract Value
  • Bid Dates
  • Construction Type
  • Market Segment
  • Sales Stage
  • Tasks to be completed
  • Who are the Players:  Architect, Owner, GC, Subcontractors, etc.

Sales Stage

CRM also helps standardize on the sales process and methodology.  Setting up Sales Stages for the opportunity allows for a consistent approach to bidding and winning work.

A typical sales stage for construction has the following steps:

  1. Qualification:  Identifying the scope, timeframes and decision makers
  2. Bidding: Getting pricing and takeoffs
  3. Proposal Development: Creating an estimate and supporting proposal
  4. Negotiations: Finalizing contracts
  5. Close: Win the Business

An opportunity makes it easy to get an immediate view of the pipeline that a company is bidding and details available on each project.  This provides the management teams responsible for new business with invaluable information to make decisions on the projects being bid, what needs attention and where there is success.

The sales cycle also facilitates setting up standard tasks that need to be competed at each phase of the sales process.   Think of the tasks as “to do items” that help manage employees’ time and capture phone calls, emails, notes and observations at each step of the sales cycle. Some CRM software use workflow to automatically create each of these tasks when an opportunity is created, reducing the burden on the sales team.

CRM software represents a new way for the construction industry to manage getting work and tracking customers.  The benefits of standardizing an organization’s sales process and gaining insight into all aspects of the bidding process can provide a real and immediate return on investment.  Companies looking to increase their success in bidding and winning more work should seriously review CRM software as a strategic element of a company’s overall Information Technology Strategy.

What Sets Microsoft Dynamics 365 Apart?


Turn relationships into revenue by bringing digital intelligence into every deal.

Customer Service

Earn customers for life with a personalized experience and world-class service across every channel.

Finance & Operations

Accelerate growth by optimizing operations and making real-time, data-driven decisions at global scale.


Unify your sales and marketing to connect customer experiences at every interaction with Adobe Marketing Cloud.

Field Service

Master the service call with smarter capabilities – from optimized scheduling to predictive maintenance.


Attract, onboard, and set employees up for success with a collection of intelligent HR cloud services.

Customer Insights

Deliver a personalized experience using relevant insights on how to best serve your customers.

Project Automation

Profit from your projects by bringing people, processes, and automation technology together.

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