Industries
Professional services ERP on Dynamics 365
Project accounting, resource management and revenue recognition.
The challenge
The challenges we solve
Consulting, engineering and other professional services firms sell time and expertise. Dynamics 365 Project Operations and Finance connect sales, resourcing, delivery and billing so you can grow utilization and margin together.
Contact us today- Low visibility into utilization and project margin
- Time and expense captured late or inaccurately
- Complex billing (fixed fee, T&M, milestones)
- Revenue recognition and WIP accounting
The solution
Microsoft Dynamics 365 for Professional Services
Dynamics 365 Finance & Operations capabilities we configure and extend for Professional Services organizations.
Project accounting
Budgets, forecasts, WIP and profitability by project.
Time & expense
Mobile-friendly time and expense entry with approvals.
Resource management
Scheduling by skill, role and availability.
Flexible billing
Fixed-price, time-and-materials and milestone billing.
Revenue recognition
Recognize revenue by percent complete or milestones.
Quote to project
Opportunities and quotes flow into projects automatically.
Benefits
What changes after go-live
The outcomes Professional Services organizations look for when they move to Dynamics 365, and what we design every project around.
Higher utilization
The right people on the right projects.
Faster billing
Approved time and expense ready to invoice.
Clear margins
Real-time profitability by project and client.
How we help
Your Dynamics 365 partner for Professional Services
As a Microsoft Solutions Partner for Business Applications, Data & AI and Digital & App Innovation, Expert Dynamics Group implements, upgrades and supports Dynamics 365 for Professional Services organizations. We start with your processes, map them to standard D365 capability, and extend only where it adds real value.
Microsoft apps we implement
FAQ
Professional Services ERP FAQs
What is Dynamics 365 Project Operations?
Project Operations is Microsoft’s project-based services application that connects sales, resource management, project delivery and project accounting, with financials in D365 Finance.
Does D365 support revenue recognition for projects?
Yes. Revenue can be recognized based on percent complete, milestones or other methods, with WIP posted to the general ledger.
Dynamics 365 for Professional Services? Let's talk.
Book a free 30-minute consultation. We'll review your goals and outline a practical plan, with no obligation.