Why choose Microsoft Dynamics 365 for Professional Services?
Is your data stored across various locations? Are your processes manual and taking up valuable time? Do you struggle to gain a clear overview of your customers?
Our Bespoke CRM for Professional Services is adept at addressing challenges in diverse industries like consulting, accounting, legal, marketing, and beyond. Tailored to meet your unique needs, it not only overcomes the mentioned challenges but also streamlines operations and drives efficiency.
Case Study: Professional Services
Brand Finance is a leading independent brand valuation and strategy consultancy.
Find out how Pragmatiq implemented a Dynamics 365 solution that helped drive operational efficiency and set the company up for future growth, replacing manual processes and centralising disparate data.
“When we approached Pragmatiq, we were a small professional services company reaching the need for a more sophisticated project and resource management system that fitted in with our Dynamics 365 Sales implementation.
The Pragmatiq team were friendly, professional, and methodical in helping us to implement Dynamics 365 Project Operations. They helped us get our head around the system, whilst at the same time working to understand how our business model worked to best cater the Project Operations solution to our needs. We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
Features of Dynamics 365 for Professional Service Organisations
At Pragmatiq, we adopt a bespoke approach for every solution we build and implement. This ensures that the systems we deploy align seamlessly with your processes, delivering a tailored solution that fits perfectly around your business requirements.
Comprehensive Client Overview
Gain a clear understanding of every customer by centralising all vital data within Dynamics 365 for Professional Services, including personal information, preferences, current projects, transaction history, documents, and more. This comprehensive overview simplifies client management, enabling your organisation to interact with clients when it matters most.
Advanced Project Management
Streamline project planning, execution, and monitoring within D365 for Professional Services, utilising features such as task management, flexible scheduling, interactive views (Gantt charts, Kanban Board, etc), work breakdown structures, and more, to drive efficiency and successful projects.
Effortlessly enhance productivity with Dynamics 365 for Professional Services by automating repetitive tasks and workflows. In doing so, your team can now focus on the high-impact activities that matter most.
Personalised Client Interactions
Leverage features such as real-time customer journeys, Marketing Copilot (AI), targeted segments, and more, to create personalised interactions with clients, making them feel valued and understood.
Reports & Dashboards
Gain key insights into your organisation in seconds with real-time, interactive reports and dashboards. The information displayed can be picked by you and could cover areas such as revenue, customer engagement, opportunities, outstanding tasks, KPIs and more.
Work Anywhere, Anytime
Avoid duplication of effort and enable your staff to access records on the go due to the cloud-based nature of our solution. They can update notes, view records, and see live data on any device, wherever they are.
Clients we work with...
Frequently Asked Questions
As part of the Microsoft suite, D365 smoothly integrates with various Microsoft applications, including:
- Outlook: Seamlessly keep track of and send emails from within D365 or vice versa
- Microsoft Teams: Collaborate and communicate with your team and clients directly from D365
- Sharepoint: Access resources stored within SharePoint easily from within D365
- Microsoft Power BI: Visualise your data in easy-to-read dashboards and report
Additionally, it is also possible to integrate the solution with other applications, such as Sage, Xero, etc. Please get in touch if you have any questions about what integrations are possible.
At Pragmatiq, we have worked with a variety of clients across the professional services sector; because of this, we understand the intricacies and challenges that you may be facing. This enables us to design a Bespoke Professional Service CRM that provides you with the exact functionality you need.
In addition to this, we ensure that all our projects follow the below:
A consultative focus
Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.
We are passionate and we care
We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.
Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.
No, our solutions are tailored to fit around your unique needs and requirements and are then built on Dynamics 365. The above features are only examples of what the functionality within your system could look like.
Due to the bespoke nature of our business solutions, the features that can be added are infinite, however, we understand that it can be hard to imagine what is possible. These are some features that we often see our clients ask for:
- Sales (leads, opportunities, accounts, contacts, pipeline view, seller insights, sales copilot – AI assistant, reporting)
- Marketing (communications, events, insights, marketing copilot, reporting)
- Customer Service (cases, queues, online chat, emails, SLAs)
- Field Service (compliance tracking, asset routing and optimisation, work order and invoice automation)
- Project Management (resource tracking & scheduling, cost control, budget overview)
And much more! The above are just a couple of examples of what is possible; please get in touch to explore your requirements.