Professional services industry

Professional services industry

Industry overview

In today’s complex global business environment most service organisations encounter a multitude of challenges – from new markets and business partners to rapidly evolving regulatory requirements, and varying revenue models and work practices.

Operate at maximum efficiency. Microsoft Dynamics 365 provides powerful tools to optimise utilisation of resources and drive growth.

The integrated finance and project accounting in Dynamics 365 for Finance and Operations allows you to keep tight control of project costs and optimise the utilisation of resources.  

A single, unified platform provides critical, real-time information and insight, driving performance and the timely and profitable delivery of projects. Dynamics 365 takes care of the heavy lifting, empowering your people to focus on what they do best.

With Professional Services software, your business can...

  • Manage project budgeting with work breakdown structures and integration with Microsoft Project↗
  • Track and control committed costs through integrated procurement and purchase order processing
  • Manage resources efficiently with automated allocation, matching skill-set, certification, proximity or other criteria
  • Automate key client, prospect, sales and marketing functions with integrated CRM
  • Get instant access to rich financial and operational data with powerful WIP and billing pivot-table reporting
  • Enforce spending limits and approval policies, and allow online submission of timesheets and expenses through the self-service employee workspace
  • Enhance productivity with highly customisable user experiences and workspaces
  • Harness the industry’s most powerful business intelligence solution, Power BI, for real-time visibility across the entire organisation
  • Transform descriptive data into actionable insights with cutting-edge Artificial Intelligence tools
  • Reduce risk and liability and ensure organisational compliance with laws, regulations, and policies wherever your business units operate

Optimise resources

Microsoft Dynamics 365 for Professional Services places all your business processes on a single, optimised platform.

Enterprise-class financial tools and comprehensive and flexible reporting mechanisms provide granular visibility and control across your entire business. Integrated resource planning and revenue forecasting ensure client profitability.

Future proof

The march of technology waits for no one, and getting left behind leaves you at the mercy of the competition.

Microsoft’s unrivalled investment in R&D puts you at the forefront of technology, now and tomorrow. With integrated Power BI, Azure Machine Learning and Cortana Intelligence, you have powerful tools to monitor, anticipate and act, from quotation to delivery. React quickly to changing market and client needs, and with Microsoft’s resources and commitment, have absolute certainty that your business systems can grow with you, painlessly and efficiently.

Knowledge base

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