Professional services

Microsoft Dynamics 365 ERP for Professional Services offers an integrated solution that helps you streamline operations, boost profitability, and improve client engagements — all in one platform.

Dynamics 365 ERP for Professional services

Professional services industry challenges

Why ERP for Professional services?

  • Automates repetitive tasks and processes.
  • Centralizes data for streamlined workflows.
  • Improves team communication and collaboration.
  • Reduces manual errors and delays.
  • Increases focus on service delivery.
  • Real-time insights into business operations.
  • Tracks project timelines and budgets.
  • Monitors KPIs and performance metrics.
  • Improves decision-making with data transparency.
  • Proactively addresses issues and risks.
  • Adapts to firm’s growing needs.
  • Customizable for different service industries.
  • Supports expansion and new users.
  • Seamlessly integrates with additional tools.
  • Continues delivering value as business evolves.

Who can benefit from Microsoft Dynamics 365?

Microsoft Dynamics 365 ERP for professional services is designed for businesses of all sizes in this industry. Whether you specialize in IT services, consulting, architecture, engineering, or legal services, Dynamics 365 can help you streamline your operations and deliver outstanding client results.

Consulting, IT and tech
Legal and financial services
Engineering and architecture

Who can benefit from Microsoft Dynamics 365?

Microsoft Dynamics 365 ERP for professional services is designed for businesses of all sizes in this industry. Whether you specialize in IT services, consulting, architecture, engineering, or legal services, Dynamics 365 can help you streamline your operations and deliver outstanding client results.

Consulting, IT and tech
Legal and financial services
Engineering and architecture

Key Features of ERP for Professional Services

Project accounting and financial management

Effective financial management is crucial for professional services firms, and ERP systems like Microsoft Dynamics 365 offer powerful tools to handle it. The platform allows you to track project budgets and expenses in real-time, ensuring that projects stay within financial limits. With automated invoicing and revenue recognition, billing becomes more accurate and efficient, reducing manual errors and delays.

Resource scheduling and management

Microsoft Dynamics 365 ERP for Professional services provides a sophisticated resource scheduling system that allocates the right resources to the right tasks based on skillsets, availability, and project requirements. The system tracks real-time resource schedules, allowing managers to make adjustments as needed. It also offers advanced forecasting tools, helping you predict future resource needs to ensure smooth project execution.

Time and expense tracking

Accurate time and expense tracking is essential for ensuring profitability and proper billing in professional services. Microsoft Dynamics 365 ERP simplifies this process with easy-to-use tools that capture billable hours and expenses. Employees can submit timesheets and expense reports with just a few clicks, streamlining the submission and approval process.

Customer Relationship Management (CRM)

Microsoft Dynamics 365 comes with integrated CRM functionality that helps firms manage client interactions from initial contact to project completion. The system stores all client communication and history in one place, making it easy to track leads, proposals, and onboarding processes. With personalized communication tools, you can tailor your approach to each client, enhancing the customer experience.

Project management and collaboration

Managing complex projects requires tools that facilitate coordination and communication across teams. Microsoft Dynamics 365 ERP offers robust project management features that allow you to track project timelines, deliverables, and milestones with ease. The platform provides Gantt charts for detailed project planning and visual tracking, ensuring that all tasks are completed on time.

BI reports and external integrations

Microsoft Dynamics 365 offers powerful analytics and business intelligence tools that allow firms to track performance metrics and KPIs across various aspects of their operations. Customizable dashboards provide an at-a-glance view of key data, from financial performance to resource utilization. The system also integrates with Power BI, enabling deeper insights through advanced data analytics.

Explore ERP for Professional services on YouTube

Discover the benefits of implementing Microsoft Dynamics 365 ERP for Professional services. Discover the latest features and opportunities of Dynamics 365 Finance for IT and how it helps CFOs to overcome modern challenges and monitor performance of your financial operations in real-time, predict outcomes and make data driven decisions. Visit our YouTube channel for in-depth insights.

Customer stories

From assessment to execution: discover our projects

Infopulse
Infopulse needed a solution to fully conduct the budgeting process and view all analytical business information in one system. Through the implemented solutions, Infopulse was able to automate a range of processes within one ERP system.
Products

Dynamics 365 Finance

Microsoft Power BI

Infopulse needed a solution to fully conduct the budgeting process and view all analytical business information in one system. Through the implemented solutions, Infopulse was able to automate a range of processes within one ERP system.

Products

Dynamics 365 Finance

Microsoft Power BI

Resources

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Ready to upgrade your business?

We have experience in working with different systems to implement solutions that are compatible and accessible. To gain more information about ERP for Professional services or schedule an online demo, please contact with us today.