Microsoft Dynamics 365 for Professional Services

Experience seamless operations and data-driven decisions with Dynamics 365 for Professional Services.

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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.

Enhanced effciency and productivity

Dynamics 365 for Professional Services streamlines and automates key business processes, allowing tasks to be completed effortlessly, reducing manual effort, and ultimately significantly improving overall productivity.

Strengthened Customer Relationships

Centralise all client information with D365 for Professional Services. From emails and personal data to preferences and past interactions, this platform enables users to keep track of crucial details in one accessible location. This makes it easy to provide personalised, and timely customer service.

Data-driven decisions making and insights

Make informed strategic decisions that contribute to long-term success with the advanced analytics and reporting capabilities within Dynamics 365 for Professional Services. Quickly gain an overview of projects, resources, financial performance, and more in seconds.

Case Study: Professional Services

Features of Dynamics 365 for Professional Service Organisations

Customisable Functionality

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.

Automated Workflows

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...

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Ready to start your journey?

Discover how our Professional Services CRM can help drive operational efficiency. Get in touch with us today.

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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.

Simple language

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.

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