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MIcrosoft Dynamics 365 ERP for Professional Services Firms

Why Us

Free Upgrade Assessment - Microsoft Dynamics 365 - Schedule Assessment CTABy implementing Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX), professional services firms 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.

Professional services firms rely on Armanino and Microsoft Dynamics 365 for Finance and Operations to deliver timely bids and project estimates, clear client communication and prompt invoices. Our professional services solutions also help your team to automate tasks and provide a smooth, seamless experience for your customers, team members and vendors. Our own day-to-day operations as one of the nation’s fastest-growing consulting and accounting firms and our deep experience delivering Microsoft Dynamics 365 ERP solutions to a large list of professional service clients make Armanino the top choice for your firm.

Microsoft Dynamics 365 for Finance and Operations provides the following professional services industry functionality, plus much more:

Powerful Financials
  • Project accounting
  • Core financials such as HR, A/R, A/P, payroll
  • Invoicing and quoting tools
  • Benefit management
Document Management
  • Compliance and regulatory management
  • Document sharing and version control through portal (SharePoint) with team members, clients and vendors
  • Extensive workflow and automation capabilities
  • Job/project management
Business Intelligence
  • In-depth analysis and KPI (key performance indicator) reporting
  • Forecasting
Seamless Integration
  • Integration with products such as Dynamics 365 CRM, SharePoint, Outlook, Office and Lync
  • Flexible architecture to integrate with your business critical on-premise and cloud solutions for a single source of truth
  • In-depth analysis and KPI (key performance indicator) reporting
  • Forecasting

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