Dynamics 365 for construction and contracting firms
Dynamics 365 document automation for construction and contracting firms
DynamoDocs captures the subcontractor invoices, job-coded material bills, and POs across active job sites that construction and contracting firms deal with every day, reads them with AI, validates every field, and posts them into Dynamics 365. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Dynamics 365 document types · no commitment
The short version
DynamoDocs automates Dynamics 365 document entry for construction and contracting firms. For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each document, AI reads and classifies it, codes it to job, phase, and cost code, validates it, and posts approved records into Dynamics 365 through the Dynamics 365 REST/OData API, so AP stays audit-ready and job costs are never off because a bill was mis-coded. Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
The mapping
How Construction & Contractors paperwork posts into Dynamics 365
Each document is coded to job, phase, and cost code and posted into Dynamics 365 as the right native record. Nothing gets dropped into a CSV to clean up later.
| What construction and contracting firms send | Where it lands in Dynamics 365 |
|---|---|
| Subcontractor invoice with retention or retainage held back | a vendor invoice, coded to job, phase, and cost code |
| Material supplier invoice tied to a specific project | a vendor invoice, coded to job, phase, and cost code |
| Purchase order for materials across active job sites | a purchase or sales order, coded to job, phase, and cost code |
| Progress billing or AIA-style pay application | a vendor invoice, coded to job, phase, and cost code |
| Vendor bill that needs clean job-cost coding | a vendor invoice, coded to job, phase, and cost code |
| Made-to-order RFQ or request for pricing | a sales quotation in Dynamics 365 |
A worked example
Dynamics 365 for construction and contracting firms, from inbox to posted record
Imagine a general contractor running Dynamics 365 that receives a subcontractor invoice with 10% retainage split across three cost codes, it spans two active jobs. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. It is coded to job, phase, and cost code from your rules and vendor or customer history, then validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Dynamics 365 as a vendor invoice through the Dynamics 365 REST/OData API. Connects through the Dynamics 365 Finance & Supply Chain OData API. Your construction & contractors team reviews the occasional exception instead of retyping the whole document, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
Specific to Dynamics 365
How the Dynamics 365 connection works for construction and contracting firms
Microsoft Dynamics 365 Finance & Supply Chain powers finance and operations for mid-market and enterprise organizations.
OData/REST API
Connects through the Dynamics 365 Finance & Supply Chain OData API.
Native records
Posts vendor invoices, sales orders, and sales quotations.
Dimension-aware
Maps to your legal entity, financial dimensions, and item numbers.
Curious what this saves at your construction & contractors volume on Dynamics 365? Model it on the savings calculator
Questions, answered
Dynamics 365 for Construction & Contractors FAQ
How does DynamoDocs handle construction & contractors documents on Dynamics 365?
For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right job, phase, and cost code, and posts it into Dynamics 365 through the Dynamics 365 REST/OData API. Connects through the Dynamics 365 Finance & Supply Chain OData API. Clean documents post automatically; only exceptions reach a person, so AP stays audit-ready and job costs are never off because a bill was mis-coded.
How does a subcontractor invoice with retention or retainage held back post into Dynamics 365?
It becomes a vendor invoice in Dynamics 365, coded to the right job, phase, and cost code, with header and line-item fields validated before anything posts. Posts vendor invoices, sales orders, and sales quotations. A visual field-mapping engine shapes the record into exactly what Dynamics 365 expects, so nothing is retyped and nothing posts half-filled.
Can it keep our Dynamics 365 coding right for construction & contractors?
Yes, that is the point. Each document is coded to the right job, phase, and cost code from your rules and vendor or customer history, so records arrive in Dynamics 365 already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Dynamics 365 clean and AP stays audit-ready and job costs are never off because a bill was mis-coded.
How do purchase orders and RFQs from construction and contracting firms post into Dynamics 365?
Purchase orders become a purchase or sales order and RFQs become a sales quotation in Dynamics 365, with every line, subcontractor invoices included, read and validated first. Maps to your legal entity, financial dimensions, and item numbers.
How much time and money does this save construction and contracting firms on Dynamics 365?
Keying one document into Dynamics 365 typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded job, phase, and cost code. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while AP stays audit-ready and job costs are never off because a bill was mis-coded.
See it run on your Construction & Contractors documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Dynamics 365 in about 30 minutes.
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