Professional Services

Accelerate Service Excellence: From
Client Engagement to Profitability

Unify Your Professional Services Firm with
Dynamics 365

Stop letting disconnected systems erode your margins. Integrate your sales, projects, resources, and finances with a single, intelligent platform powered by Microsoft Dynamics 365 Project Operations and Business Central.

In a professional services firm, your most valuable assets are your people’s time and expertise. Your success depends on how effectively you sell, manage, and deliver that expertise. Yet, most firms operate in silos: sales uses a CRM, project managers use separate project tools, and finance works in an isolated accounting system.

This disconnect creates friction, leads to inaccurate quotes, lowers resource utilization, delays billing, and makes it impossible to see real-time project profitability.

We offer a seamlessly integrated solution that combines the strengths of two powerful Microsoft platforms: Dynamics 365 Project Operations for your front-end project management and Dynamics 365 Business Central as your robust financial back-end.

Does Your "Project Lifecycle" Look Like This?

Without a unified system, data gets lost or must be re-entered at every step, causing critical business challenges:

Sales: Creates quotes in spreadsheets, disconnected from resource availability, leading to promises the delivery team can't keep.
Project Management: Manually builds project plans and schedules resources without visibility into the sales pipeline or employee skills.
Team Members: Track time and expenses in yet another third-party app, which rarely syncs with other systems, creating inaccuracies.
Finance: Manually reconciles project data, chases timesheets, and re-creates invoices, delaying cash flow and struggling to report on true project profitability.

The result? Margin leakage, unhappy clients, and decisions made on outdated information.

Front Office: Dynamics 365 Project Operations (Your Project Command Centre)

This is where your projects are won, planned, and delivered. It manages the complete project lifecycle from a single application:

Project Sales & Quoting: Create accurate, profitable quotes based on templates, resource costs, and project estimates.
Resource Management: Find and schedule the right people with the right skills for each project, maximizing billable utilization.
Project Planning: Define project scope, create work breakdown structures (WBS), and track progress against milestones.
Time & Expense Tracking: Capture billable and non-billable time and expenses easily via a web or mobile app.

Back Office: Dynamics 365 Business Central (Your Financial Backbone)

This is your corporate financial engine. It takes the rich project data from Project Operations and handles all core accounting and company-wide financial management:

Core Accounting: Manage your General Ledger, Accounts Payable, and Accounts Receivable.
Project Invoicing: Generate accurate and timely invoices for Time & Material or Fixed-Price projects.
GST & Tax Compliance: Manage complex Indian tax requirements, including GST, with ease.
Financial Reporting: Generate company-wide financial statements like P&L, Balance Sheets, and Cash Flow Statements.

From a Handshake to the Balance Sheet

The real power is the seamless, automated flow of data between project execution and core business operations.

Quote & Win (In Project Operations): Your sales team creates a detailed project quote. Once the client approves, it’s converted into a project contract with one click.
Plan & Resource (In Project Operations): The project manager immediately sees the new project, defines the plan, and schedules available resources based on skills and availability.
Execute & Track (In Project Operations): Team members submit their timesheets and expense reports against the project. The project manager approves them, automatically updating the project’s cost and progress.
Invoice & Recognize Revenue (The Seamless Handoff):

Approved time and expenses from Project Operations flow directly as draft invoices into Business Central.
Your finance team reviews, finalises, and sends the GST-compliant invoices to the client from Business Central.
All project costs and revenues are automatically posted to the General Ledger in Business Central, ensuring your company’s financial records are always accurate and up-to-date.

5. Analyse & Report (Unified Intelligence):

Project Managers use Project Operations dashboards to monitor project health, budget vs. actuals, and resource utilization.
Executives use Business Central and Power BI to see company-wide profitability, cash flow, and overall financial performance across ALL projects.

Is This Solution Right for Your Firm?

This integrated platform is designed for knowledge-based businesses that sell projects and services, including:

IT & Technology Services
Management & Business Consulting Firms
Engineering, Architecture & Construction Services
Marketing & Advertising Agencies
Professional Staffing & Recruiting Firms

Ready to Connect Your Projects to Your Profits?

Stop managing your firm with fragmented data. It’s time to build a foundation for scalable growth and sustained profitability.

As it’s mid-afternoon here in Ahmedabad, now is the perfect time to take the first step towards transforming your operations. Let’s schedule a complimentary discovery call to map out your current processes and demonstrate how this unified Dynamics 365 solution can be tailored to your exact needs.

Ready to Transform Your Consumer Products Business?

Stop letting operational inefficiencies dictate your potential. Empower your team with the tools they need to innovate, adapt, and grow with Microsoft Dynamics 365 Business Central.