aec360: Empowering the Connected AEC Firm

Bring the familiar look and feel of Excel into your project estimation workflows — directly within Dynamics 365 or the Power Platform. Build up work plans, resource requirements, and profitability projections, leveraging customer and contract-specific rate schedules. Eliminate rework, reduce errors, and accelerate proposal turnaround with a flexible, spreadsheet-style tool your team already knows — embedded where you actually manage projects.

Streamline the billing process with collaborative, online pre-bill review and mark-up tools that bring project managers and finance teams into one connected workflow. Review, adjust, and approve invoices in real time, with full visibility into project financials, time, and expenses.

Easily make billing adjustments, auto-generate detailed invoice backup, and automate invoice creation and delivery. By eliminating manual review cycles, disconnected spreadsheets, and back-and-forth approvals, firms can accelerate billing, reduce errors, and improve cash flow with more consistent and accurate invoicing.

Create a centralized repository of your firm’s experience and qualifications to gain a complete view of project history, employee experience and qualifications, and project performance. Enable your marketing team to best highlight your expertise, differentiate your firm, and support pursuits with precision – putting your firm’s best foot forward so you can win more work. Save time by using embedded Microsoft AI technology to automate the creation of project briefs and other narratives, generate resumes and project cut sheets, and simplify the creation of standard forms (SF330, SF254/255) within your proposal processes.

Gain a complete, real-time view of your firmwide relationships so that your team can find and win more work.  Leverage modern relationship intelligence tools to automatically capture contact and activity data, uncover hidden relationship connections across the firm, and measure relationship strength to drive more strategic engagement. Put your relationships to work so you can create optimal pursuit teams, execute cross-practice business development initiatives, and grow your firm’s revenue.

Stay connected from any location with cross-platform mobility. Deploy standard mobile apps for time and expense management, business development, and analytics, while leveraging Microsoft Power Platform to easily build and deploy client-specific mobile solutions. Whether updating pursuits, capturing time and expenses, or accessing key reports and data, aec360 helps ensure your team stays connected, even on the move.

Growth doesn’t always come from new clients. Often, it’s hidden within the ones you already have. The challenge is visibility. Without a connected view of relationships, project history, and service delivery, it’s difficult to know where opportunities exist.

Whitespace Analysis uses your internal data to identify service gaps across accounts and highlight high-value expansion opportunities. With a clearer picture of where to focus, Business Development teams can act with confidence, prioritize the right pursuits, and drive more consistent revenue growth.

Copilot helps architecture, engineering, and construction firms streamline repetitive tasks, generate proposals and reports, and surface project insights in real time. By automating workflows across CRM, ERP, and project delivery, firms can improve efficiency, reduce risk, and keep every project on schedule and within budget.

Respond faster without starting from scratch. The Proposal Automation Agent uses Microsoft Copilot to generate RFP and SOW content based on your firm’s past proposals, project experience, and internal knowledge. Working directly within Teams and Microsoft 365, it helps teams quickly assemble high-quality responses while maintaining consistency across submissions.

By reducing manual effort and rework, it allows pursuit teams to focus on strategy, improve response quality, and move faster on the opportunities that matter most.

By automatically analyzing requirements, identifying risks, and generating high-quality proposal content using your firm's own experience, it reduces manual effort, improves qualification decisions, and accelerates pursuit response times.

Keep vendor and subcontractor payments moving without the back-and-forth. The Payflow Agent monitors incoming payment inquiries, pulls real-time data from Dynamics 365 Finance, and responds with accurate, up-to-date information automatically.

By clearing inbox backlogs and eliminating manual follow-ups, it reduces administrative effort, improves response times, and helps maintain stronger, more reliable vendor relationships.

Make expense submission faster and easier for your team. The Expense Entry Agent works directly in Microsoft Teams, using AI and natural language to capture receipts, extract key details, and automatically create accurate expense entries.

By reducing manual entry and ensuring compliance, it speeds up submissions, improves accuracy, and gives finance teams cleaner, more reliable data without the back-and-forth.

Keep project and employee experience current without the manual effort. AI Brief Builder uses your firm’s existing data to automatically generate polished, ready-to-use narratives for proposals, presentations, and internal use.

By eliminating the need to manually track and update experience, it ensures your teams always have accurate, up-to-date content, strengthening proposals and improving how your firm presents its capabilities.

Turn scattered documents into structured, usable data. Data Maker uses AI to ingest resumes, project sheets, and other firmwide documents, extract key information, and automatically populate your experience management data.

Instead of manually maintaining records, your firm gains a consistent, searchable view of project and employee experience, making it easier to support proposals, reporting, and business development.

Bring AI into your business in a way that’s secure, governed, and built to scale. The Accelerate AI Agent Platform allows organizations to deploy role-based AI agents within their Azure environment, using approved enterprise data to automate tasks, guide decisions, and support employees in real time.

Integrated with Microsoft Teams, Dynamics 365, and the Power Platform, it connects directly to the systems your teams already use. This enables organizations to move beyond isolated use cases and apply AI consistently across workflows, improving productivity, decision-making, and overall operational efficiency.