Industry · Professional Services
We help firms that sell time and expertise run on one system.
We help you connect CRM for business development and client relationships with Finance & Operations for enterprise-scale project accounting, and Business Central for growing consultancies and agencies — so utilisation, margin, and the client relationship stop living in different spreadsheets.
How Dynamics 365 helps
Three products. One billable business.
Utilisation, margin, and the client relationship are really the same conversation in professional services — split them across three systems and nobody sees the full picture until it's too late.
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?
If you can't answer "what's our margin on this project right now" without a spreadsheet reconciliation, that's the gap worth closing first.
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