Microsoft Dynamics 365 for Professional Services
For professional services firms, optimizing billable hours is critical for cash flow and profitability.
Enhance Service Delivery with Greater Visibility
Professional services organizations balance client demands, staff onboarding, and billable hours while meeting customer expectations. Efficient resource utilization ensures the right people are assigned to the right projects at the right time, even in fluctuating market conditions.
Accurate Project Estimation: Leverage historical data for costs, timelines, and headcount to streamline planning and estimation.
Real-Time Project Monitoring: Use a single project dashboard to track milestones, timesheets, costs, and risks, keeping projects on budget and on schedule.
Resource Optimization: Focus on high-value opportunities, aligning resources with profitable prospects to enhance sales forecasting and demand planning.
End-to-End Tracking: Monitor every stage – from sale to invoice – using cost, resource, and time data to boost profit margins.
Integrated ERP Solution: Assign resources during proposals, monitor costs, revenue, labor, and third-party services, and compare estimates with actuals in one tailored system.
Key Advantages of Microsoft Dynamics 365 for the Professional Services
- Real-Time Resource Scheduling: Assign the right person with the right materials at the right time. Enter data once and access it anywhere, on any device.
- Flexible Resource Booking: Hard-book resources with up-to-date information and soft-book during sales.
- Accurate Quoting: Eliminate outdated cost and profitability calculations for precise quotes.
- Streamlined Billing: Automate complex billing, including percent-complete or milestone-based billing, to avoid end-of-month scrambles.
- Comprehensive Analysis: Plan and analyze at project and portfolio levels in one system.
- Seamless Integration: Interoperate with Excel, Word, Outlook, and MS Project Server (bidirectional).
- Skill-Based Scheduling: Manage resources, including intercompany, based on capabilities and skills.
- Automated Transactions: Streamline timesheets, travel, and expense tracking within the solution.
- Quote-to-Project Automation: Benefit from a fully integrated cycle from quote to project completion.
Why Tech Sarwar?
As a leading Canadian Microsoft partner, we deliver Dynamics 365 and Power Platform solutions that streamline operations, provide actionable insights, and automate processes helping your organization achieve success faster.
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- info@techsarwar.com
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