Project-based manufacturing

Get greater visibility into your projects with Microsoft Dynamics 365

Project-based manufacturing: Overview and challenges

The challenges faced in project-based manufacturing are more complex than regular manufacturing. Projects often begin as a concept, which later transform to reality by combining several assemblies/sub-assemblies with several bills of materials and steering instructions. Project-based manufacturing entails taking the existing standard manufacturing process and segregating the value chain by control, execution, and planning.

Therefore, the specialized needs of every client means that every new assignment feels unique with its own set of challenges to solve, bringing in concerns such as:

  • Difficulty in standardizing projects
  • Inability to assign project ownership as different departments are involved at various stages of product development
  • Cumbersome to track progress and monitor change requests from clients
  • Challenges in identifying reasons for project delays and cost escalations
  • Siloed approach to work with inadequate communication among different departments
  • Limited control over processes leading to inefficient use of time and resources

While implementing an ERP for manufacturing addresses these issues by streamlining processes and giving you visibility into project areas, a project-based ERP system can handle more than just the scheduling and engineering planning associated with project management activities. You can also track areas such as earned value in support of revenue recognition and detailed tracking of costs by project and task.

ERP for Project-based manufacturing

How Microsoft Dynamics 365 helps

As a project-based ERP system, Microsoft Dynamics 365 gives you real time data and reports of all the activities in your business. The in-built Artificial Intelligence (AI) systems support your decision-making by providing valuable insights from data and make predictions to help you stay on top of issues. Whether your business is Engineer-to-Order, Make-to-Order, Configure-to-Order or Assemble-to-Order, this project management software for the manufacturing industry supports the growth targets of your company.


  • A unified system that does away from compartmentalizing CRM and ERP, giving you a single dashboard to track end-to-end processes from lead generation to project execution.
  • Track all your finance and operations activities in real time with drill down options to understand numbers down to their individual transactions.
  • Improve communication and collaboration in the organization by leveraging Microsoft Office 365, Teams, etc.
  • Allocate resources efficiently (for example, purchase of materials based on client project requirements)
  • Manage inventory and supply chains more efficiently
  • Build long-lasting client relationships by getting a 360-degree view of each client
Microsoft Dynamics 365 for Project-based manufacturing

Keen to boost your project-based manufacturing with efficient process tracking?

Experlogix CPQ: Accelerate quote-to-cash processes

Experlogix CPQ, a cloud-based software for both B2B and B2C industries, helps handle complex configuration, pricing, and quoting requirements with ease, and more importantly, without programming to:

  • simplify and accelerate quote processes
  • improve quality and accuracy
  • enhance customer satisfaction

Irrespective of how you sell – directly via your own sales team, or indirectly through resellers or on the web, Experlogix CPQ offers powerful and comprehensive, yet simple-to-use capabilities to improve the overall CPQ experience, so you can sell faster and with greater profits.

Increase Customer Satisfaction
Increase Customer Satisfaction
  • Build sophisticated quotes in Sales and CRM and push the production order to your ERP seamlessly
  • Verify quote/order accuracy in real-time and leverage up-sell/cross-sell messages to improve revenues
  • Improve collaboration between sales, management and engineering teams with automated workflow approval requests
  • Allow even non-technical users to create and maintain sophisticated rules and formulas with an intuitive, wizard-driven workbench
  • Improve client experience with the ability to visualize products during configuration and apply different colors and textures to create complex compositions
  • Enjoy great flexibility in bill of materials (BOM) to simplify the complex production structure
  • Connect to leading e-commerce platforms such as Dynamicweb, Sana and others, to power up order processing, production and fulfilment
  • Deliver tailored quotes faster with comprehensive configuration capabilities
  • Create accurate quotes/orders faster and with lesser errors with business rules that automatically detect inconsistencies
  • Simplify and streamline quote and order processes with a seamless ERP/CRM integration
  • Guide sales teams on configuration of complex requests with products visualizations
  • Generate client-specific production orders, on-demand BOM, and other documentation within seconds
  • Create an exceptional client experience with e-commerce platform integrations

Seamless Integration with Microsoft Dynamics

Experlogix CPQ solutions include unparalleled out-of-the-box and certified integrations with Microsoft Dynamics applications. For businesses running on these applications, Experlogix CPQ empowers sales teams to quickly configure and deliver complex and tailored products without leaving the Dynamics environment they are familiar with.

Seeking more information on pricing and implementation?

Why Microsoft Dynamics 365?

ERP & CRM for Project-based companies

Microsoft Dynamics 365 is an innovative cloud-based enterprise software solution that brings ERPCRM, and supporting business applications together as one streamlined product for a modern, simple, and unified experience. It helps run your entire business and deliver greater results by connecting products/services with people and data.

The real-time, predictive, and AI-driven insights that you derive will help you meet your business goals in sales, marketing, operations, services, and more. Microsoft Dynamics 365 is designed to provide you maximum flexibility and extensibility and can adapt to fit almost any business. Besides, our 30-plus years of experience as a Microsoft Dynamics 365 partner ensures that your business transformation initiative remains on track.


11 time Microsoft Partner of the Year winner
Implemented Microsoft Dynamics in 80+ countries
Present in 25 countries across six continents
32 years of experience in the Microsoft platform
1 of 10 Microsoft vetted ISV development centers
Over 800,000+ Microsoft Dynamics users supported worldwide


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