Microsoft Dynamics For Professional Services

Getting projects completed on time and running a company takes a lot of time and effort. There are constant deadlines and the need to manage employee time wisely while tracking expenses. When you’re deeply involved in daily work, it’s often difficult to see how you can see what’s working and where you can find ways to improve. Using Microsoft Dynamics for professional services alleviates a lot of manual work. Instead, you get to leverage the power of existing systems to set up more efficient workflows.

Manage Common Professional Issues

Many professionals find themselves bogged down typing out the same details every day. Dynamics 365’s enterprise resource planning (ERP) capabilities help you eliminate those manual processes and run automated processes to make work easier and less tiresome.

Leverage technology in ways that help your business advance. That allows you to avoid getting held back and letting competitors surpass you in the marketplace. Professional service firms benefit from having a flexible, robust platform that offers capabilities for:

Project Management
Human Resources Management
Resource Planning
Accounting
Finance
Operations

Using Dynamics 365 for professional services helps companies find new ways to become profitable. You can also manage clients better, track leads coming down the pipeline, and complete projects more efficiently.

Improve Operational Visibility

Better visibility into business operations helps organizations make better decisions and avoid disruptions that might impact the bottom line. Dynamics 365 gives professionals what they need to meet customer demand and provide faster real-time responses. Businesses can use the platform to keep on top of employee issues and spot roadblocks that could impede future success.

Meet growing e-commerce digital needs
Adapt business models to changing industry trends
Scale resources as necessary to fulfill project demands
Get an end-to-end of what’s happening throughout the company
Gain insights into ways to make business improvements

Automate Manual Work

Set up automated workflows to handle everything from sending out emails for marketing campaigns to updating form fields. Dynamics 365 automation reduces overhead by enabling more efficient processes in areas like sales, service, and finance. You can create a single routine or handle complex business scenarios by setting up a series of steps in workflows triggered by defined events. Using Power Automate allows company users to set up advanced workflow solutions without writing a single line of code. Examples of processes you can automate through Dynamics 365 include:

Scoring leads — Leverage the demographic information gathered on clients to determine which leads should have a higher priority.
Setting up approvals — Set up a repeatable procedure to collect approvals whenever a process reaches a specific stage.
Send out notifications — Ensure the right people are notified when an event occurs within your systems.

Eyal Lalo

President of Invicta Watch Company of America

Invicta strives on quality and precision. We have been using Dynamics GP for quite some time and also integrated the eCommerce Manager by IES. IES has shown that it can provide the kind of services we need to grow with our dynamic business and assist us at any time with accuracy.

John Harris

Managing Director, Coral Gables Trust

At Coral Gables Trust we strive to provide our customers the best possible care and attention as a wealth and investment management trust company. It is important for us to have a proven CRM technology and an experienced trusted solution partner to implement and render ongoing quality support.

Dan Grossman

CPA

We have been using Great Plains for almost 15 years since the DOS version. Now we manage over 350 plus companies in GP. We tried a few local partners but I can attest that we could not have grown our business without the consultative approach of IES.

Enable Real-Time Data Access

Make information easily accessible via the ERP capabilities of Dynamics 365. Professionals will no longer have to bounce from one data source to another to find the correct data. Instead, you can feed data from daily activities into centralized dashboards. You can also create a single information repository to make it easier for analysts to consume large quantities of data for analysis.

Improve Reporting

Dynamics 365 for professional services offers various reporting solutions you can customize to fit your business environment. Reports allow you to control how you present information to other business users or company executives. Create financial reports that give an accurate view of the strength of the company’s revenues across all departments. You can also set up structured documents to distribute to internal employees or external vendors.

Analyze Data Through Visuals

Dynamics 365 allows users to set up aggregated views containing embedded visuals built with organizational data. You can see the various transaction details that affect the presentation of charts and graphs. You can provide real-time results that offer insights into various business activities.

Business professionals can create complex visuals showcasing KPIs and other essential company data. Set up interactive controls to drill through the information. Dynamics 365 analytical visualizations help you find the meaning behind the information collected by your company.

The free-form web designer offers a user-friendly way for professionals to set up rich visualizations. Use analytical tools to decide what information to include in your visuals and what you want to share with other company users.

Create Business Documents

Microsoft Dynamics helps business professionals create business documents containing the details of business transactions. That makes it easier to communicate essential information with other users within a company.

Set up paginated documents to print or distribute through email
Establish parameters for filtering data sets
Provide snapshots of customer and vendor activity for future reference
Handle large data sets using asynchronous data access
Comes with built-in support for exporting to PDF, Word, CSV, and Excel
Lets users set up automated processes for bulk business document generation

Make the Customer Experience Better

Today’s clients expect more engagement from organizations. Dynamics 365 gives professional service firms what’s needed to enable digital connections and transform how they interact with customers. The platform centralizes information on client transactions and makes it available to everyone within the organization.

Users can pull up a customer’s entire history to gain insights into how they can offer better service or interest them in new products. Dynamics 365 offers data privacy protections and integrated security controls to protect customer information from inside and outside threats. Even small firms have what they need to survive in a challenging cybersecurity environment.

Frequently Asked Questions

1. Can professionals set up automated workflows with Dynamics 365?

Dynamics 365 for professional services allows users to take advantage of automation to handle everyday business tasks. Using automated workflows also cuts down on human errors.

2. Can business professionals analyze data using Dynamics 365?

Business professionals can create reports and visualizations that let them control how they present information. The platform also makes it possible to analyze large pools of data.

Enable More Streamlined Professional Services

Let Internet eBusiness Solutions (IES) help you customize your Dynamics 365 instance. Contact us here to learn more about how we can benefit your professional firm.