Microsoft Dynamics 365 for Professional Services

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

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What are the benefits of D365 for Professional Services?

Are you struggling to find a system that can centralise all your processes in one solution? Is your current system outdated, or do you have important data scattered across Excel spreadsheets? Do you need a more efficient way to manage your projects and resources? Then D365 for Professional Services is the right solution for you.

Built for You

Our Professional Services Solution is tailored to meet the unique needs of your organisation, ensuring it fits seamlessly around your processes.

Workflow Automation

Automate repetitive tasks and processes, improving efficiency and reducing administrative overhead.

Streamlined Projects

Ensures efficient and smooth project planning, execution, and delivery, with comprehensive project management features for planning, execution and delivery.

Strengthened Customer Relationships

Centralise all client information, from emails and personal data to preferences and past interactions, all tracked in one central system. This makes it easy to provide personalised, and timely customer service.

Data-Driven Decision Making

Make informed strategic decisions that contribute to long-term success with the advanced analytics and reporting capabilities of D365 for Professional Services. Quickly gain an overview of projects, resources, financial performance, and more in seconds.

Safe & Secure

Your data stored in Dynamics 365 is protected by Microsoft’s enterprise-grade cloud security so you can rest assured your data is safe. Additionally D365s offers further role based security measures meaning your data is only accessible to those with permission.

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Features of Dynamics 365 for Professional Service Organisations

Discover some of the features that could be a part of your solution.
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Discover your perfect CRM

Dynamics 365 for Professional Services consolidates all your business data into one unified system, eliminating data silos and streamlining operations across the board.

Data stored within the system can cover everything from basics such as contact details, and marketing preferences to more complex data such as transaction history, current resource capacity, and more.

There are various features within Dynamics 365 that make it easy to keep on top of projects, leading to seamless deliveries and satisfied customers.

For instance, Universal Resource Scheduling in Dynamics 365 provides your organisation with the ability to quickly assign the best resources to jobs and tasks. Examples of this include:

  • Quickly assign work orders to the closest field technician in the area
  • Instantly assign cases to customer service agents in the right department and time zone
  • Staff projects with consultants who are available and have the right skill set.

Other features include task management, flexible scheduling, interactive views (Gantt charts, Kanban Board, etc), work breakdown structures, and more. For more information about the features, book a free discovery call with us.

Effortlessly enhance productivity with Dynamics 365 for Professional Services by automating repetitive tasks and workflows. For example:

  • Email Reminders: Schedule and send automated email reminders for important deadlines, meetings, and tasks, helping to keep everyone on track.
  • Data Transfers: Streamline data transfers, reducing the need for manual data entry and minimising errors.
  • Real-Time Updates: The solution updates in real-time, ensuring stakeholders always have access to the latest information for informed decision-making.

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.

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.

Dynamics 365 for Professional Services is a cloud-based solution that easily keeps up with your organisation’s growth. Quickly add new functionality or users without big hassle or need for system downtime.

Additionally, users can use the solution at any time from, anywhere, on mobile, desktop, and tablet, providing seamless access and productivity across divers work environments.

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.

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Download Our Dynamics 365 for Professional Services Guide Today

We have created a comprehensive guide to help your Professional Service organisation discover the vast benefits and features of adopting a Dynamics 365 CRM for your business, including current customer success stories!

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Dynamics 365 for Professional Services Guide

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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