Professional Services Industry

Unified project-centric operations boost visibility, collaboration and flexibility

Want a single solution for all your project-oriented needs? Help connect sales, project management, service operations and accounting operations to deliver projects on time with a focus on profit and long-term customer retention with Microsoft Dynamics 365 Project Operations.

Dynamics Square, a leading Microsoft Business Applications partner in Australia, empowers businesses to seize growth opportunities that enable them to excel and reshape the competitive landscape through the utilisation of tailored, business-centric solutions.

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Professional Services Industry At a Glance: Role of Technology

Professional Services industry comprises project operations that tend to focus on the execution and management of projects and deliverables across various sectors. It involves the coordination, implementation, and planning of projects to achieve specific objectives. Project operations tend to encompass several industries, right from construction to manufacturing and information technology (IT) within pre-defined timelines.

Project managers play a pivotal role within this industry by overseeing projects and allocating that all the projects are delivered on or before time. These people collaborate with cross-functional teams l teams and other stakeholders to define project-oriented goals and objectives. Efficient project operations require synchronisation of effective leadership skills, communication, streamlining of financials, re, real-time visibility of operations and data insights using cloud, AI and ML to take the right decisions faster.

Professional Services Industry At a Glance: Role of Technology
Grow Your Professional Services with Dynamics 365

Grow Your Professional Services with Dynamics 365 

Dynamics 365 Project Operations happens to be an effective tool for project managers and companies for handling finances and project delivery. There are several advantages that you can derive after using it, such as planning of resources, inter-departmental cooperation, financial transparency and management to ensure successful project delivery on time.

Professional Services Industry Challenges

Would you like to overcome these challenges within the Professional Services industry?

01

Bad customer experiences due to unclear outcomes and sub-standard resource utilisation

04

Problems pertaining to visibility and transparency in delivery and sales hand-offs

02

Financial inconsistencies due to poor budgeting, lack of transparency and incorrect project estimates

05

Irregular processes and channels of communication across highly disparate project delivery teams

03

Siloed communication throughout sales, tracking, billing and project management

06

Lack of cohesion whilst working together with co-workers on multiple projects with tight deadlines

Benefits of Dynamics 365 Suite for Professional Services

Dynamics 365 ERP and CRM for Professional Services is not only agile but also solves modern-day challenges in a Professional Services Industry. It makes the processes simpler, easier, and trackable. Automates complex project management processes and drives efficiency.

Increased Efficiency and Productivity

Increased Efficiency and Productivity

Project Management Optimization

Project Management Optimization

Better Customer Service

Better Customer Service

Enhanced Team Communication and Collaboration

Enhanced Team Communication and Collaboration

Greater Financial Visibility

Greater Financial Visibility

High Flexibility and Scalability

High Flexibility and Scalability

Facilitating intelligent decision making

Facilitating intelligent decision making

Facilitating risk and regulatory compliance

Facilitating risk and regulatory compliance

Providing a customizable tailored dashboard

Providing a customizable tailored dashboard

Features of Dynamics 365 for Professional Services

Improve business processes with ERP for Professional Services, the tool focuses on eliminating data silos, provides a single source of truth, automates repetitive processes, and control costs. It helps in optimizing project management and provides greater financial visibility.

Custom CRM Solution

Custom CRM Solution

HR & Payroll

HR & Payroll

Employee Collaboration Portal

Employee Collaboration Portal

Business Intelligence Analytics

Business Intelligence Analytics

Budgeting and Planning

Budgeting and Planning

Time & Expense Management

Time & Expense Management

Control and Analysis

Control and Analysis

Business Solutions for Professional Services

We have always nurtured a belief that different businesses have different (specialised) requirements. Therefore, it is imperative for us to provide customised solutions to our customers, for them to meet their business needs and requirements. Contact our Dynamics 365 consultants to discuss and choose from the following innovative business solutions.

How to Transform Your Professional Services with Dynamics 365?

Looking to streamline Project operations and drive unmatched growth to improve customer satisfaction?  

Leverage the benefits of the innovative Dynamics 365 suite of solutions to enjoy greater operational visibility, improve project monitoring and tracking to ensure on-time delivery. Make use of easy integrations of Dynamics 365 solutions with a host of add-on industry solutions.

Single app to integrate different departments

Single app to integrate different departments including task delivery, finance and timeline management.

Efficiency and transparency

Efficiency and transparency in project cost projections and predefined revenue parameters to help the accounting team.

Workflows for pricing and billing

Workflows for pricing and billing become simplified. Transparency of financial operations is also maintained.

Integrations with Microsoft Teams

Integrations with Microsoft Teams and other Microsoft products help unify diverse project delivery teams.

Consolidated solution

Consolidated solution that keeps track of all processes dealing with resource management is contained in this for better visibility and insights. 

Various processes, including reimbursement, get streamlined

Various processes, including reimbursement, get streamlined and enable accurate tracking of project deliveries.

Integrate with other Microsoft apps

Integrate with other Microsoft apps and products, such as Microsoft Teams, and Microsoft Excel, with ease.

Keep track of all the project operations

Keep track of all the project operations on-the-go with the Dynamics 365 app. You can access your files from anywhere.

Professional Services Vertical Segments: Choose Your Sector   

Professional Services comprise various sectors among the many listed below. Various vertical segments make use of Dynamics 365 solutions to streamline their business processes. We cover all major sectors to help project-centric businesses grow more.

Why Dynamics 365 Business Applications is the Right Choice? 

Warm up to the best business management solutions to grow more. Check to find out why Dynamics 365 is the best solution for you.

Microsoft's Brand Legacy and Trust

Microsoft's Brand Legacy
and Trust 

100+

Microsoft Ecosystem is available in more than 100+ countries

14%

On-Time Project Delivery

39%

Reduction in Project Overrun

45%

Bid-to-Win Ratio to gain more profit

Leader

Recognised as Cloud ERP Leader by Gartner

Microsoft Dynamics 365 for Professional Services Industry  

Aren't ready yet, watch the video to learn more.       

Trusted Services for Project Operations

At Dynamics Square, we have always believed in assisting our customers in the best way possible. Project managers face several challenges as far as meeting project deadlines are concerned. Our seasoned professionals are here to help businesses ensure uninterrupted business operations.

We are always here to help you out with all of your problems and issues pertaining to project management. It does not matter how small or big the problem is, we have got your back, every step of the way.

Dynamics 365 Services for Project Operations

Microsoft Dynamics 365 Success Stories

Check how businesses around the globe are riding the change bandwagon and transforming their business using Microsoft Dynamics 365. Join the club now to beat the competition and scale ahead.

Vivin Imports Embraces Microsoft Dynamics NAV To Handle Its Entire Business

Case Study

Vivin Imports Embraces Microsoft Dynamics NAV to Handle its Entire Business

The Victorian Department of Premier and Cabinet embraces digital transformation with Microsoft Teams

Case Study

The Victorian Department of Premier and Cabinet embraces digital transformation with Microsoft Teams

Austrade improves CRM, supports Australian economic strategies with Dynamics 365

Case Study

Austrade improves CRM, supports Australian economic strategies with Dynamics 365

Breville’s brewing in new markets at record pace with Dynamics 365

Case Study

Breville’s brewing in new markets at record pace with Dynamics 365

Dynamics Square helped us seamlessly transition from Sage ERP to Business Central, optimizing our Finance, Sales, Purchase, Inventory, and Warehouse functions. This led to immediate benefits, including time savings, optimized inventory, prompt payments, and reduced reconciliation time. I highly recommend Dynamics Square for ERP solutions.

Business Central offers cloud technology. It helps us bring our solution to our partners and customers faster than ever before. It has been the biggest booster for us in the entire history of SwissSalary Ltd.

Building on the top of the innovative Business Central while maintaining our powerful partnership models has been key to how we have grown our customer base by more than 25% per year.

Frequently Asked Questions

1. Does Microsoft Dynamics 365 Have Professional Services?

2. Can Dynamics 365 ERP Or CRM Be Accessed On Your Mobile?

3. Can I Implement Dynamics 365 In The Cloud?

4. How Does Dynamics 365 Work With Outlook?

5. Being A Professional Services Business Does Dynamics 365 Has All The Features That I Need?

Latest Posts & Blogs

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Read the blogs penned by industry-experts who know the nerve of the business to start your digital transformation journey.

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Dynamics Square is the leading Microsoft Dynamics 365 partner in Australia known for its futuristic solutions and unmatched customer service. Consult our experts, who know the nerve of the industry to transform your business today.

150+

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The team at Dynamics Square comes with their hands-on experience which helps them cater to issues those businesses do not know exist.

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Our team has efficiently and successfully completed 500+ successful projects and continues to add new feathers to our cap every day.

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The numerous success stories and references of Dynamics Square speaks high volumes of the level of customer satisfaction the team provides.

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