Industry · Professional Services
Dynamics 365 for firms that sell time and expertise.
CRM for business development and client relationships, Finance & Operations for enterprise-scale project accounting, Business Central for growing consultancies and agencies.
How Dynamics 365 helps
Three products. One billable business.
Professional services firms run on utilisation, project margins, and client relationships — and those three things need to be visible on the same dashboard, not three.
Dynamics 365 CRM
Pipeline and proposal management for business development, plus Project Operations for opportunity-to-cash: resourcing, timesheets, and billing on one record.
Finance & Operations
Enterprise-scale project accounting, revenue recognition, and multi-entity consolidation for firms operating across regions or business lines.
Business Central
For consultancies and agencies under enterprise scale: project costing, time and expense, and invoicing without a heavyweight ERP.
Where we typically start
Professional services engagements we run.
Most firms start with one of two problems: business development that isn't converting, or delivery teams that can't see project margin until it's too late.
- 01
Opportunity-to-cash on Project Operations
Connecting sales pipeline, resourcing, timesheets, and billing on one Dataverse-backed system.
- 02
Resource & utilisation visibility
Real-time resourcing and utilisation dashboards so delivery leads can see margin before it slips.
- 03
Multi-entity project accounting
F&O project accounting and revenue recognition across multiple legal entities or regions.
- 04
Agency & consultancy ERP
Business Central rollouts for firms outgrowing basic invoicing and spreadsheet-based project tracking.
- 05
Client relationship & renewal management
Structured account management and renewal pipelines for retainer and long-term engagement models.
Billable time, visible in real time.
Pipeline, resourcing, and billing on one record — so margin is a number you track, not one you discover.
Can't see project margin until the project's already over?
Tell us how resourcing, timesheets, and billing currently connect (or don't) — we'll show you what real-time project visibility looks like on Dynamics 365.
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