ProCon – Unified Project & Contract for Dynamics 365 Business Central 

Introduction

ProCon is a project-focused extension for Microsoft Dynamics 365 Business Central that strengthens project costing, contract management, procurement, and billing. 
It connects sales, purchasing, and project accounting to improve financial control, transparency, and traceability across the full project lifecycle. 

The Solution

ProCon simplifies complex project workflows into a structured and auditable process within Business Central. 
It enables teams to convert quotes into projects, link procurement to project tasks, generate contract applications from live transactions, and raise customer payment requests against milestones. 
It also supports receipt validation on vendor payment posting and retention management across sales, purchasing, and contract applications. 

Features and Benefits

Features

  • Convert Sales Quotations into Project Cards in a single click 
  • Automatically create Project Tasks, task codes, and Project Planning Lines 
  • Create Purchase Orders linked directly to Project Tasks 
  • Link Sales Orders to Purchase Orders for clear deliverable alignment 
  • Project creation triggers automatic Contract Applications from posted transactions and task data 
  • Raise Customer Payment Requests against specific Project Tasks 
  • Validate customer receipts when posting vendor payments 
  • Retention management across Sales, Purchase, and Contract Applications, including retention release handling 
  • End-to-end traceability from quotation to project to procurement to billing 
  • Role-based access control and full audit trail aligned to Business Central standards 

Benefits 

  • Faster project setup through automation and reduced manual entry 
  • Stronger financial control through linked sales and purchasing transactions 
  • Improved cost allocation and clearer project profitability visibility 
  • Reduced billing errors through task-based payment requests and structured contract applications 
  • Improved cash flow through quicker and more controlled billing cycles 
  • Reduced revenue leakage through validation controls at vendor payment posting 
  • Better governance and audit readiness through consistent traceability and a controlled process 

Technology Stack

  • Core Platform: Microsoft Dynamics 365 Business Central
  • Embedded Modules Used: Sales, Purchasing, Projects (Jobs), Finance and Payments
  • Integration Approach: Fully embedded in Business Central. No external systems required.
  • Security and Compliance: Role-based access control, full audit trail, follows Business Central security standards, AppSource-compliant extension architecture 
Procon IP Solution

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