Microsoft Dynamics 365 Keysuite
Designed for rapid implementation, Microsoft Dynamics 365 Keysuite is a business management and tracking software that enables service companies to manage their operations from inception to profitability monitoring. Leveraging the features of the Business Central ERP, Keysuite applications allow you to plan each project, helping you better anticipate your workload and that of your teams.
Why choose the Dynamics 365 Keysuite ERP?
By leveraging the powerful features of Microsoft Dynamics 365 Business Central, Keysuite is an innovative ERP solution specifically designed for service companies and project-based management.
With this business ERP software, you can learn from past experiences to create and manage new projects more efficiently. By automating your business processes, you enhance the customer experience while optimizing your operations. This solution also provides precise activity planning, enabling you to anticipate your teams' workloads over the medium and long term.
Designed for modern use cases, it integrates seamlessly with the collaborative tools in the Microsoft ecosystem.
Whether you are an IT services company, a consulting firm, an engineering office, or even a nonprofit organization, Dynamics 365 Keysuite is the ideal ERP to successfully manage your operations.
5 Comprehensive Applications for a High-Performance Business Management Software
The Dynamics Keysuite suite consists of five complementary applications available on the Microsoft Marketplace. Choose the apps you need and customize your Microsoft DKS ERP to suit your specific requirements!
DKS 365 Project and Finance Operations
Professional service companies often face challenges in harmonizing data. DKS 365 Project and Finance Operations provides a unified management tool that meets all your needs for general accounting, analytical accounting, and accounts payable and receivable for your projects.
- Extension of Microsoft Dynamics 365 Business Central accounting modules
- Automatic generation of project ledger entries when posting entries to a selection of configurable accounts
- Design your own calculation formulas for work-in-progress, budgeting, and margin control
- Manage project hierarchies by grouping them under summary projects for improved visibility in tracking billing for connected projects
- View the impact of "indirect" accounting entries such as discounts, authorized payment differences, gains or losses on exchange rate differences, etc.
- Precise configuration of automatic posting so that validated entries feed into your projects
DKS 365 Project and Planning Operations
Define project timelines and key milestones, track progress, and manage your team’s entire workload on a single platform integrated with Microsoft Dynamics 365 Business Central.
- Automatic creation of calendar events in your Outlook agenda
- Plan your projects in the simplest and most ergonomic way
- Manage day templates applicable to your resources, respecting their start and end times as well as their break periods
- Schedule multi-unit project tasks, ensuring that requested resources meet the attributes specified in the project budget
- Measure the impact of absences on your human resource planning, with ready-to-use workflows and visualization of absence periods on the workload dashboard
DKS 365 Project and Sales Operations
With the DKS 365 Project and Sales Operations extension for Microsoft Dynamics 365 Business Central, prepare quotes in a single click and automatically create projects by converting them into sales orders!
- Management of project templates / project tasks / project scheduling
- Design of client quotes
- Unification of your sales administration and project management
- Traceability and archiving of the negotiation cycle for client quotes
- Availability of templates for amendments, multiple orders, and quotes linked to your projects
DKS 365 Project and Invoicing Operations
Invoice your clients based on project progress and the milestones negotiated during contract finalization.
- Project billing scheduler
- Assignment of multiple billing schedules for a single project
- Several billing methods per project
- Detailed or consolidated invoicing for time and materials-related activities
- Management of recurring invoices updated in real-time
- Client deposit invoicing compliant with VAT management
- Detailed management of pending invoices with a dedicated dashboard
DKS 365 Project and Supply Operations
Connect your project budgets to purchase orders, subcontracting, transfers, production, and assembly with DKS 365 Project and Supply Operations. This application ensures the availability of the resources and equipment needed for your projects.
- Definition of logistics workflows using Dynamics Business Central features linked to the project module
- Task assignment and prioritization of what’s most important for your team
- Management of project deadlines and milestones
- Progress tracking
- Management of your entire team’s workload on a single platform
FAQ Microsoft Dynamics 365 Keysuite
- What is a project-based management ERP software?
A project-based management ERP (Enterprise Resource Planning) software is an integrated solution designed to help businesses plan, track, and manage their projects or engagements, from creating the proposal to invoicing and performance monitoring.
- Why acquire business management software integrated with Business Intelligence?
Business management software integrated with Business Intelligence (BI) combines the operational management of your projects with in-depth data analysis. This enables you to better control costs and timelines, while also improving your company's profitability and competitiveness.
- What type of company is Microsoft Dynamics 365 Keysuite designed for?
This Microsoft project-based management solution is designed for professional service companies that handle complex projects, regardless of their industry: IT service providers, consulting and engineering firms, design offices, marketing and survey companies, technical service specialists, renewable energy companies, as well as the needs of nonprofit organizations, political parties, and more.
- How can this business ERP be implemented?
Successful implementation relies on careful planning, effective communication between stakeholders, and tailored support throughout the process. Contact our experts for personalized assistance.