Professional Services

In an era of digital transformation, where traditional revenue sources are becoming scarce, sustainable growth requires a new model, one that revolves around customers and is driven by intelligence.

Microsoft Dynamics business solutions are designed for service industries, combining project management, resource management, communication, and business solutions. It’s tailored to the clients and organizational needs to help reduce costs and increase customer satisfaction.

Professional Service firms are challenged with selling an intangible product that is difficult to quantify and is everchanging. Profitability requires that projects are estimated correctly and completed on time, while meeting or exceeding customer requirements. To succeed, companies must adopt strategic and comprehensive financial, project and resource management practices.

Microsoft Dynamics 365 help professional service firms manage every aspect of their business, from customer relationships and projects to process outsourcing and financial management. These solutions can streamline operations while improving the quality of customer interactions, and help you make faster and smarter decisions.

Now more than ever, building trusted relationships and maintaining a solid reputation depends on delivery of outstanding and increasingly distinctive client experiences.

Professional Services firms need to embrace new levels of transparency and build a workplace where it’s easy for them to see all client interactions and understand internal resource availability during key decision-making phases.

Expertise redefined
Tracking

Tracking all customer-facing activities across multiple communication channels

Automation

Increase customer responsiveness by improving business processes as automated routing, notifications and escalations

Management

Gain visibility into all project information and key performance indicators to enable quick decision-making with integrated project management

Allocation

Effectively allocate internal resources, increase billable hours and boost productivity

Software tailored to your needs
Exceed clients’ expectations

Get insight into what your clients want with the capability to put yourself in their shoes. Using powerful and insightful customer data, you can predict and meet specific demands.

Real-time access and visibility

Detailed activity information is critical as purchases and other activities are often billed and accounted for differently. Simultaneously, organizations are challenged to deliver the highest quality projects on time and on budget.

Boost employee productivity

With unified processes that enable seamless collaboration across projects, your team’s ability to deliver projects on time and on budget will increase.

Reap cloud benefits

The cloud will keep you secure and safe. With all your data on the cloud, you’ll reduce costs and complexity of operating complex infrastructures, keeping important data safe and secure.

Empower teams
Increase profitability
Boost engagement
Optimize growth
  • Keep the customer front and center
  • Track all customer-facing activities across multiple communication channels
  • Improve communications with the customer through document sharing and safe Web interactions
  • Increase customer responsiveness by improving business processes such as automated routing, notifications, approvals, and escalations.
  • Smoothly manage projects
  • Gain visibility into all project information and key performance indicators to enable quick and accurate decision-making with integrated project accounting and project management
  • Effectively allocate internal resources and increase billable hours
  • Boost productivity by automating business processes such as billing and invoicing
HOW WE CAN HELP

Our experts adopt a customer-centric approach to discovery, delivery, user adoption and support.

Through many successful projects, we have learned and understood what it truly takes to make a Dynamics 365 implementation successful and have been able to put that knowledge into action to help our customers.