Business/Professional Services

Increase efficiency and manage all aspects of your business—from client relationships and projects to business process outsourcing & financials—Microsoft Dynamics meets core competencies of educational, field, financial, health, professional, & social services.

Track what’s important

Service oriented organizations operate in many different industries and cover many different functions. Architects, engineers, lawyers, and consultants all provide very different services for their clients, but the accounting practices for managing their "professional service" work can be strikingly similar. There's typically a strong consultative aspect to the work, and the service rendered typically involves the application of professional expertise. Consequently, professional services companies usually bill based on their time, though preset contract rates are not uncommon. Microsoft Dynamics GP and Microsoft Dynamics CRM can meet these needs.

Track time and expenses for billing purposes through Microsoft Dynamics CRM and Microsoft Dynamics GP. With flexible access options such as through your mobile device and the Microsoft CRM Outlook client, Microsoft Dynamics CRM and Microsoft Dynamics GP provide many options for time and expense tracking. A time and billing module will support time-tracking where entries can be assigned to specific clients or projects, as well as marked billable or non-billable. Summary views in time and billing help service organizations analyze the work they've performed on particular projects. Expense tracking capabilities provide a method for charging incidental expenses back to the client.

Manage your business

The reality is that there are many nuances to adequately managing financial information for a business that sells services instead of products. Service companies have unique requirements: billing is often based off of time, off-site work is frequently performed, the type of financial reports required can vary, and a client-centric approach to managing and presenting data is imperative. Providing the ability to effectively manage the many components of services projects such as project profitability, maximization of resource utilization, and time and expense recording are only some of the many features Microsoft Dynamics GP provides. Microsoft Dynamics GP and Microsoft Dynamics CRM fully integrate with each other as well as many other applications your organization may use. This provides for full project management from the quote or project estimate through to the project acceptance and collection. 

Extend the Reach

In today’s day and age you need more than just an accounting and CRM solution.  Empower your employees with mobile solutions designed to efficiently meet their needs.  Engage customers through a customizable customer portal or engage your external sales channel through a channel or partner portal.  These forms of engaging employees and customers are vital to efficiently capturing data and making timely decisions.  Our team is experienced in implementing mobile solutions, building custom mobile applications, and building high value web applications that tie seamlessly into Microsoft Dynamics CRM and Microsoft Dynamics GP.   

Accounting for Time and Billing

Professional service firms such as architecture and design groups, law offices, consulting practices, engineering providers, and recruiters will find a variety of modules designed to help them manage their service work more easily. Time and billing and project management are two examples of modules that professional services companies often require. For more commercially-oriented providers of services, there may be a need for software tools such as a work order management module or job costing.

Track time and expenses for billing purposes through Microsoft Dynamics CRM and Microsoft Dynamics GP. With flexible access options such as through your mobile device and the Microsoft CRM Outlook client, Microsoft Dynamics CRM and Microsoft Dynamics GP provide many options for time and expense tracking. A time and billing module will support time-tracking where entries can be assigned to specific clients or projects, as well as marked billable or non-billable. Summary views in time and billing help service organizations analyze the work they've performed on particular projects. Expense tracking capabilities provide a method for charging incidental expenses back to the client.