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Microsoft Dynamics 365 for Professional Services

Why Us

As a professional services firm that employs Microsoft Dynamics 365 ERP and CRM solutions to drive our business growth, Armanino has a unique understanding of the business challenges and opportunities that the firms in our industry face. We team with you to define priorities and develop a playbook for your firm’s success. We share industry best practices and help you define priorities, thus reducing the risk when investing in a logical progression of technology solutions that enable your strategic growth.

MIcrosoft Dynamics 365 ERP for Professional Services Firms

By implementing Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX) for professional services firms, you can track time and material resource allocations, manage financials and ensure excellent customer service is being provided. Additionally, managers can utilize extensive ad-hoc reporting features to make informed decisions that guide your company in achieving greater profitability in the consulting, accounting, construction, architecture, legal or real estate industries.

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Dynamics GP for Professional Services Firms

By implementing Microsoft Dynamics GP, professional services firms who need project accounting, time tracking and vendor management can work more efficiently and cost-effectively. The result? Increased repeat business, reputation building and greater profitability for firms in the consulting, accounting, construction, architecture, legal and real estate industries.

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Microsoft Dynamics 365 CRM for Professional Services Firms

By implementing Microsoft Dynamics 365 CRM, professional service firms set themselves apart with outstanding customer service and sales effectiveness. Increased repeat business and client success will contribute to achieve greater profitability for firms in the consulting, accounting, construction, architecture, legal or real estate industries.

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Services

Microsoft Dynamics solutions support companies within the professional service industry by providing:

  • Time reporting, billing and realization
  • Change orders and project management
  • Document control and versioning
  • Vendor, customer or resource management
  • WIP (Work in Progress) reporting
  • Time and billing/realization
  • Marketing automation and tracking

 

  • Customer relationship management
  • In-depth business intelligence
  • Reporting and analytics
  • Budgeting and forecasting
  • Core financials such as: HR, AR, payroll
  • Compliance and regulatory management
  • Benefit management

As with most professional service firms, your company has its own unique business processes and might even have multiple disparate systems of information. We can help bring these together and provide a seamless solution to position your business for success now and in the future. By partnering with Armanino, you’ll gain the benefit of working with a team who understands many of the nuances and common pain points within the industry and who offers a wide spectrum of solutions.

Microsoft Dynamics 365 ERP and CRM utilizes a framework that provides unparalleled flexibility and scalability at a substantial savings over leading competitors. Professional service companies who choose to implement a Microsoft Dynamics 365 Solution also receive the added value of robust integration with business intelligence, budgeting and forecasting, portal, email/instant messaging/calendar and Microsoft Office solutions. Armanino provides comprehensive solutions address your “people, process and technology” challenges while giving your team access to the best communication and collaboration tools available.

Armanino teams with you to define priorities and develop a playbook for your firm’s success. We share industry best practices and help you define priorities, thus reducing the risk when investing in a logical progression of technology solutions that enable your strategic growth.

If you need assistance determining which solution is right for you, we can help. Contact us to analyze your current state and future business goals.