Dynamics 365 for Professional Services

Discover how Dynamics 365 can support Professional Services in optimising their operations

What does Dynamics 365 help professional service providers achieve?

As a professional service provider ourselves, we not only have first-hand experience implementing Dynamics 365 for professional service providers, but first-hand experience using Dynamics 365 as a professional service provider. This leaves us perfectly positioned to help support you through your Dynamics 365 journey, offering our expertise and understanding alongside deep dive learning and your own detailed requirements to ensure this solution is configured to work for you.

Microsoft Dynamics 365 provides a suite of applications that cater to the needs of professional service providers, helping them optimise various aspects of their business operations.

Support remote and hybrid working

Designed for the cloud, Dynamics 365 not only facilitates remote and hybrid working, but actually strives to improve these experiences. By offering centralised financial and sales applications, Dynamics 365 allows users to easily access the information they need when and where they need it and use this to action their next steps.

Manage longer sales cycles

For professional services tracking the sale of time and expertise can be more complex than the tracking of item sales for B2C companies, as often the prices are higher and the sales cycles longer. This means it is vital for sales teams to be able to manage their client relationships, record any communications and documents sent, and visualise their individual sales processes. Dynamics 365 Sales allows them to do exactly this, supporting more efficient and effective selling for professional service organisations.

Centralise information and processes

Dynamics 365 offers a unified hub of business applications that integrates seamlessly with your existing Microsoft 365 tools. The seamless updating and sharing of information made possible by Dynamics 365 is vital in allowing businesses to keep key stakeholders informed and able to access the information they need easily.

Position yourself for future sales

By managing client relationships, centralising contact information, and supporting the retention of connections to key influencers within businesses, Dynamics Sales allows professional service organisations to position themselves as warm, familiar, and informed partners and suppliers, encouraging future cross-selling.

Learn about Dynamics 365 Sales