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Microsoft Dynamics 365 for
Professional Services

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If you provide professional services, deal with many clients, and have a large staff, it’s time to think about powerful software. Dynamics 365 for Professional Services is just the solution for you. The system consists of many modules and tools to manage all aspects of your business, from customer interactions to task tracking. As a result, implementing Dynamics CRM and ERP provides a strategic advantage over competitors and allows you to gain leadership in the market. Let’s learn more about the benefits for the Professional Services sector to hire Microsoft Dynamics Professional Services consultants and implement the system as soon as possible!

Digital Transformation in Professional Services Businesses with Microsoft Dynamics 365 CRM & ERP

Microsoft Dynamics 365 for Professional Services consists of several modules that allow you to cope with different tasks. You can optimize relationships with employees, control field tasks, and manage orders quickly and efficiently. All these things are possible thanks to specialized solutions for Professional Services companies:

Dynamics 365 Project Operations

This solution helps manage projects from initial proposal to completion. This includes resource optimization and financial monitoring to increase profitability and overall execution efficiency.

Sales

CRM helps manage and analyze customer interactions and data throughout the entire lifecycle, from lead generation to closing deals. You can prioritize opportunities using data generated by artificial intelligence.

Marketing

The module extends D365 Sales features and allows you to conduct multi-channel marketing campaigns and lead generation programs. It helps to create personalized customer journeys for effective engagement.

Customer Service

Designed to improve customer support, the module offers tools for omnichannel communication. It allows you to provide consistent and efficient operations across all touchpoints.

Field Service

This Dynamics ERP is especially useful for companies that manage customer interaction in the field. It includes capabilities to cope with scheduling, dispatching, and servicing customers in the field, ensuring that technicians are well-equipped and informed about the problem.

Human Resources

You can efficiently manage your workforce, from hiring and onboarding to performance measurement and compliance. It centralizes employee data and automates HR processes to maintain productivity and compliance in the office.

Hire Microsoft Dynamics Professional Services expert with us to get all the powerful features!

Why Choose Microsoft Dynamics 365 for Professional Services?

Our customers from all over the world have been choosing Dynamics 365 for the Professional Services industry for years. This is thanks to the reliability of the software and its extensive functionality. Here are a few reasons why it's a worthwhile option for Professional Services businesses:

Unified Project Management

Dynamics 365 integrates essential project management tools to simplify management from start to finish. This feature ensures that you can effectively manage time, resources, and budgets, resulting in higher levels of task success and customer satisfaction.

Advanced Analytics and Reporting

The platform offers comprehensive analytics and business intelligence tools that allow you to gain a complete understanding of your operations. This way, you predict resource requirements and improve your services.

Collaboration Tools

D365 facilitates collaboration across teams and departments through seamless integration with Microsoft 365 tools such as Teams and SharePoint. Reliable connectivity improves communication. It is vital to deliver client projects on time and on budget.

Customizable CRM

Designed specifically for the professional services industry, Dynamics 365 CRM helps you manage client relationships more effectively, from tracking leads to developing relationships with clients. Its customization allows you to tailor features to your specific workflows.

Optimize Resources

The system allows you to optimize your most important asset - people. With tools for resource planning, skill tracking, and utilization reporting, the platform ensures that the right resources are assigned to the right projects.

Compliance and Security

Given the sensitive nature of client data in the professional services industry, D365 provides robust security features, including data encryption and role-based access control. This ensures that client information is protected and industry regulations are met.

Our Successful Case Study

Our client is a successful US-based financial company that offers life insurance products, retirement savings programs, and unique benefits for members of all ages. It was founded as a non-profit organization to provide its members with financial security and social engagement. Due to the expansion, the company needed to streamline its workflows with a powerful system that would collect all the necessary information. That’s why the team turned to us.

After clarifying all the contract and software issues, we assembled a team to implement Dynamics Finance and Operations. The client also decided to use our technical interviewing services to help build a skilled and experienced team. We filled the technical interviewer position quickly and then found a Team Lead and 3 Microsoft Dynamics Developers.

The experts quickly agreed on the client’s vision and customized the module. It resulted in a significant increase in the client’s revenue and allowed them to direct investments and efforts to strategic tasks.

Why Choose Our Services?

We have many years of experience in hiring specialists. During this time, we have earned an excellent reputation and gained invaluable expertise to meet your needs. Here are some of the reasons why clients choose to hire Microsoft Dynamics Professional Services specialist with us:

That's why clients trust us:

We offer flexible consulting services with which you can deploy your resources even after the project is launched.
We have an extensive candidate database, so we guarantee fast searches.
Our experts have high technical skills and will help you conduct technical interviews.
Hiring with us is reasonable: we hire in different locations, so we offer affordable prices.
Our experts are highly motivated, reliable, and qualified.

Explore Dynamics 365 for Professional Services with our consultants!

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