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.
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?
Bad customer experiences due to unclear outcomes and sub-standard resource utilisation
Problems pertaining to visibility and transparency in delivery and sales hand-offs
Financial inconsistencies due to poor budgeting, lack of transparency and incorrect project estimates
Irregular processes and channels of communication across highly disparate project delivery teams
Siloed communication throughout sales, tracking, billing and project management
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
Project Management Optimization
Better Customer Service
Enhanced Team Communication and Collaboration
Greater Financial Visibility
High Flexibility and Scalability
Facilitating intelligent decision making
Facilitating risk and regulatory compliance
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
HR & Payroll
Employee Collaboration Portal
Business Intelligence Analytics
Budgeting and Planning
Time & Expense Management
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 including task delivery, finance and timeline management.
Efficiency and transparency in project cost projections and predefined revenue parameters to help the accounting team.
Workflows for pricing and billing become simplified. Transparency of financial operations is also maintained.
Integrations with Microsoft Teams and other Microsoft products help unify diverse project delivery teams.
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 and enable accurate tracking of project deliveries.
Integrate with other Microsoft apps and products, such as Microsoft Teams, and Microsoft Excel, with ease.
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.
Project operations software can help an IT support specialist to troubleshoot system issues, uninstall old software and install newer ones, etc. Also, web developers can use project operations software to give rise to the company’s web presence, such as the company website. Developers can focus on back-end operations while designers can focus on developing visual appearance.
Financial planners and brokers can present options for customers and stakeholders to accomplish their financial objectives. Furthermore, investment managers can use this software to help streamline investment portfolios with specific investment goals.
Brand developers can assist with developing and maintaining the brand. Dynamics 365 Project Operations can help strategise a creative brand strategy. Additionally, this software can help people with advertisement targeting, which can prove to be quite useful for companies that wish to expand their brand footprint.
This software allows corporates with operations assistance whilst keeping aside potential concerns pertaining to compliance. Also, this business solution can also help lawyers dealing with intellectual property by providing them with reliable services and insights regarding copyright and a company’s confidential info.
Public Health Services
Physical therapists can work effortlessly with patients to help them regain their walking ability after a prolonged injury. Similarly, dental health experts can also use Dynamics 365 for project operations to provide you with ways to keep the challenges pertaining to project operations within these disciplines at bay.
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
Microsoft Ecosystem is available in more than 100+ countries
On-Time Project Delivery
Reduction in Project Overrun
Bid-to-Win Ratio to gain more profit
Recognised as Cloud ERP Leader by Gartner
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.
Choose the best implementation options for Dynamics 365 business solutions as per your business model to empower the project managers to gain efficiency.
Upgrade & Migration
Upgrade from your old, obsolete legacy systems, and get ready to explore the next level of productivity and business performance by migrating to the cloud.
Support & Maintenance
Round-the-clock support can be asked for to get all your issues and problems resolved quickly.
Different businesses have different requirements, and we are here to cater to all those requirements. One size fits all is not the case.
We provide integrations across all major Microsoft Products, including Microsoft Teams, Power BI, etc. The possibilities are endless.
Our audit services are second to none and will provide you with a comprehensive picture of your business.
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
The Victorian Department of Premier and Cabinet embraces digital transformation with Microsoft Teams
Austrade improves CRM, supports Australian economic strategies with Dynamics 365
Breville’s brewing in new markets at record pace with Dynamics 365
Business Central has been our platform of choice for 30+ years. We enabled more than six thousand customers around the world with this solution. It gives customers a seamless integration between Backoffice and store, restaurant, or hotel management, which is unique to the market.
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?
Yes, Microsoft Dynamics 365 comes with rich ERP and CRM functionalities for managing and optimizing Professional Service businesses that allow them to gain greater financial visibility and make informed decisions through AI support.
2. Can Dynamics 365 ERP Or CRM Be Accessed On Your Mobile?
Microsoft Dynamics 365 ERP and CRM are accessible on your PC, Tablet, or Mobile through the Web.
3. Can I Implement Dynamics 365 In The Cloud?
Yes, Dynamics 365 ERP and CRM are cloud-based.
4. How Does Dynamics 365 Work With Outlook?
Dynamics 365 apps such as Business Central works very well Outlook. The native integration between Dynamics 365 apps and Outlook allows managing many processes, and operations from within Outlook itself without having to navigate to ERP/CRM app.
5. Being A Professional Services Business Does Dynamics 365 Has All The Features That I Need?
Dynamics 365 ERP for Professional Service Businesses has all the right functionalities to manage the processes with efficiency and attain growth. In case, you have any doubt or need a demo to understand more about it, feel free to connect with one of our representatives.
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