Taking collaboration to the next level: rethinking the Microsoft ecosystem

Forget complicated workflows and isolated systems. At CONNAMIX, we rely on a smart, networked way of working to make companies fit for the future. With Microsoft’s powerful suite of Dynamics 365, Teams and the Power Platform, we are creating a digital cosmos that we are perfecting with our innovative solutions such as CX Estimation and CX Time. The result: processes that interlock seamlessly, maximum efficiency and a new dimension of collaboration.

A platform that combines everything

We rely on an integrated platform strategy with Microsoft Dynamics 365 Business Central as the centrepiece. From construction project costing with CX Estimation to CRM integration with Dynamics 365 Sales, all relevant data flows together in a single system. This allows business processes to be controlled centrally and redundancies to be eliminated.

Microsoft Teams & CX Scheduler: real-time collaboration – even with external partners

The integration of Microsoft Teams and CX Scheduler takes project management to a new level. Project teams can create Teams channels, manage tasks and allocate resources efficiently directly from Business Central. This creates seamless communication in which all participants – both internal teams and external partners – are always up to date. External service providers or subcontractors can be easily integrated and receive targeted access to relevant project areas.

Power Platform: Automation for greater efficiency

The Power Platform, consisting of Power Automate, Power Apps, Power BI and Power Virtual Agents, offers almost unlimited possibilities for automation, data analysis and process optimisation. Examples include

  • Automatic quotation and order management
  • Approval workflows for time recording and holiday requests
  • Digital construction documentation with real-time synchronisation

This reduces manual processes, avoids errors and saves valuable time.

The standard project module: Efficient and networked project management

The project module is based on Microsoft Business Central and enables seamless integration into the Microsoft platform. The entire process – from calculation and quotation to project realisation – takes place in one system. This avoids redundant data entry and creates a transparent and efficient way of working. Companies can create projects directly from the job costing and seamlessly transfer all relevant information. The automatic creation of project cards enables the structured management of budgets, tasks and resources. It integrates seamlessly into all relevant business processes and enables structured management of budgets, tasks and resources. Process overview:

Quotation and order processing

  • Bills of quantities can be imported and calculated using GAEB files or your own master specifications.
  • Project and construction costing is carried out using methods such as contribution margin, final sum or overhead costing.
  • Quotations can be sent directly from the system by e-mail or exported as a PDF.

Project creation and management

  • Once an order has been placed, a project is created in Business Central and all calculated items are automatically transferred.
  • The project module provides a complete budget overview and enables costs and services to be tracked.
  • Integration mit Microsoft Teams: Automatische Erstellung von Kanälen und Aufgaben zur Projektverwaltung.

Resource planning and task distribution

  • Project tasks are assigned to employees via Microsoft Teams or the CX Scheduler.
  • Capacity planning takes existing resources into account and can be synchronised with Outlook calendars.
  • External employees can be created as resources and integrated into the planning.

Time recording and documentation

  • Employees record their working times and activities directly in the system – mobile and offline-capable.
  • The time recording can be authorised and flows directly into the project billing.
  • Ergänzende Baudokumentationen und Dateien können hochgeladen werden.

Subcontractor management and tenders

  • Subcontractors are managed via a trade matrix.
  • Tenders can be created directly from service specifications and exported as GAEB or Excel files.
  • Offers from subcontractors can be compared using a price comparison list and award packages can be generated.
  • The contract is concluded with automatically generated documents.

This end-to-end solution ensures efficient, transparent and fully integrated project management and connects all Microsoft services for optimised project management. It links costing, order creation and service specifications directly with the project map. Budgets are automatically defined, resources allocated and schedules created. This ensures transparent tracking of all project phases and simplifies invoicing. Budgets, resources and schedules are recorded and controlled centrally, ensuring precise tracking of project times and costs. This enables precise tracking of project times and transparent invoicing.

Conclusion: The future of collaboration starts now

Digital solutions that work together seamlessly and can be flexibly customised are not a luxury – they are the key to success. With our combination of Microsoft Dynamics 365, Teams, Planner and Power Platform, supplemented by our CONNAMIX tools, we enable a working environment that redefines speed, transparency and efficiency. Those who rely on networked, automated business processes gain a decisive competitive advantage. Welcome to the new era of collaboration – are you ready?

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