Win More Engagements, Deliver Every Project, Bill Every Hour
Whether you're a legal practice, accountancy firm, consultancy or recruitment business, Dynamics 365 and Power Platform help you connect clients, projects and operations into one consistent view.
Sound familiar?
Common challenges facing legal, accountancy, consulting and recruitment firms.
Billable hours are leaking
Time tracking is manual and inconsistent, so client invoices miss real effort.
Client data is fragmented
Pipeline, engagements and billing information sit in different systems, making a single client view difficult.
Resourcing is guesswork
Without visibility of utilisation and pipeline demand, staffing engagements is reactive rather than planned.
Billing is slow and error-prone
Manual invoicing across fixed-fee, time-and-materials and retainer arrangements delays cash collection.
Pipeline visibility is limited
Proposals and opportunities are tracked in spreadsheets, making forecasting and reporting difficult.
Practice systems don't connect
Document management, accounting and time-billing tools operate independently from the CRM.
A complete platform for professional services firms
Dynamics 365 can be configured to support the full range of client engagement, project delivery and practice management processes for professional services businesses.
Project Operations
Manage project planning, resourcing, time and expenses, and billing from a single connected system.
Sales & Pipeline Management
Track opportunities, proposals and engagements from first contact through to a won project.
Resource Management
Real-time visibility of staff utilisation and upcoming demand to staff engagements accurately.
Time & Billing
Support fixed-fee, time-and-materials and retainer billing models with accurate time and expense capture.
Client Engagement
A unified client profile combining pipeline, engagement history, communications and billing.
Client Self-Service
Power Pages portals where clients can view engagement status, share documents and communicate securely.
Document & Matter Management
Integrate with document management and matter/engagement tracking systems used by legal and accountancy firms.
Reporting & Insight
Power BI dashboards covering utilisation, project profitability, pipeline and billing performance.
Practice System Integration
Connect accounting, e-signature and time-billing platforms so data flows automatically without duplicate entry.
Business Central Financials
Manage financial operations, purchasing, invoicing, cash flow and project-related financials through an integrated cloud ERP for smaller and growing firms.
Dynamics 365 for every type of professional services firm
Different professional services businesses have different operating models. We configure Dynamics 365 and Power Platform to support your specific services, engagement lifecycle and commercial processes.
Management & Business Consulting
Manage client accounts, consulting opportunities, project engagements, consultant allocation, milestones and delivery performance. Connect business development with project execution and financial reporting.
IT Services & Technology Consultancies
Coordinate implementation projects, technical consultants, client requirements, resource capacity and project budgets. Integrate CRM and project operations with service management, finance and delivery tools.
Engineering & Technical Consultancies
Track client engagements, project stages, deliverables, specialist resources and contractual milestones. Connect project information with document management, finance and reporting systems.
Accountancy & Financial Advisory Firms
Manage client relationships, service opportunities, recurring engagements, internal workflows and document requests. Integrate Dynamics 365 with accounting, practice management and document management systems where required.
Recruitment & Staffing Firms
Manage client accounts, vacancies, sales opportunities and business development activities. Extend the platform to support candidate workflows, placement tracking and recruitment processes, integrating with specialist recruitment software where appropriate.
Legal & Advisory Practices
Organise client relationships, enquiries, business development and engagement information. Integrate with specialist practice and matter management platforms, with appropriate controls for confidentiality, access and information barriers.
Managing the client journey
A client's relationship with a professional services firm spans pipeline, proposal, delivery and ongoing engagement. A connected CRM can support this journey end to end.
Opportunity is identified and tracked through qualification.
Proposal is prepared and the engagement is won.
The right people are scheduled against the engagement.
Time, expenses and progress are tracked against the project.
Accurate invoicing supports cash flow and repeat engagements.
Dynamics 365 can provide a relationship and delivery layer across this journey while integrating with specialist accounting and document management systems.
Power Platform, Azure & AI for professional services
Dynamics 365 provides the CRM and project foundation, while Power Platform and Azure extend the platform to support client self-service, automation and insight.
-
Power Apps & Power Automate — tailored applications and automated proposal, resourcing and billing workflows.
-
Power Pages — secure client portals for document sharing, engagement status and communication.
-
Power BI — dashboards covering utilisation, project profitability, pipeline and billing performance.
-
Azure & AI — integration, data processing and Copilot-enabled assistants for consultants and staff.
A connected platform for your firm
Rather than implementing separate systems for every function, Dynamics 365 and Power Platform provide a connected technology foundation.
Clients
Dynamics 365 → Pipeline → Propose → Deliver → Retain
Projects
Project Operations → Resourcing → Time & Expenses → Billing
Practice Systems
Document Management → Accounting → E-Signature → Time-Billing
Leadership
Power BI → Utilisation → Profitability → Pipeline → Insight
Integrating Dynamics 365 with professional services systems
Professional services firms often have specialist document management, accounting and time-billing systems that should continue performing their existing functions. Dynamics 365 can provide an engagement and delivery layer while specialist systems remain the system of record.
Potential integration technologies: Azure Functions · Azure Service Bus · Azure Logic Apps · Azure API Management · Azure Storage · Azure AI Services
Already using Dynamics 365?
We can assess your existing environment and identify opportunities to improve it. Common challenges include:
Our Dynamics 365 assessment can review your architecture, configuration, integrations, data, security, automation and user experience.
Dynamics 365 implementation for professional services firms
We provide end-to-end Dynamics 365 implementation services tailored to legal, accountancy, consulting and recruitment businesses.
Discovery
Understand your practice, engagements, processes and objectives.
Requirements
Document functional and technical requirements and process improvements.
Solution Architecture
Design the Dynamics 365, Power Platform and integration architecture.
Build & Migrate
Configure, develop, integrate and migrate data from existing systems.
Go-Live & Support
Testing, training, go-live and ongoing support as your practice evolves.
Example professional services use cases
Illustrative examples of how Microsoft technologies can support common professional services requirements. The precise solution depends on your systems and processes.
Connect pipeline with project delivery
Hand won opportunities directly into Project Operations so delivery teams have full context from day one.
Automate time & billing workflows
Capture time and expenses, apply billing rules and coordinate invoicing with connected accounting systems.
Build a client self-service portal
Provide a secure digital channel for clients to view engagement status, share documents and communicate.
Integrate practice management data
Connect document management, matter tracking and accounting data to support consistent reporting.
Automate operational workflows
Use Power Automate and Power Apps to digitise internal requests, approvals, exception handling and checklists.
AI-assisted employee support
Use approved knowledge sources and AI capabilities to help staff find procedures and access relevant information quickly.
Build a more connected professional services business
A well-designed Dynamics 365 solution can help your organisation establish more consistent processes, improve operational visibility and support sustainable growth.
A complete view of client relationships
Give authorised teams access to relevant client details, communications, opportunities and engagement history.
Better project and resource visibility
Understand project commitments, resource availability, delivery progress and upcoming demand.
More consistent financial processes
Connect project time, expenses, costs and billing workflows to improve financial control and reporting.
Reduced manual administration
Automate routine approvals, notifications, data updates and document-related processes.
Informed business decisions
Bring operational and financial information together in dashboards that support management reporting.
A platform that can evolve with your business
Extend your solution with additional applications, integrations and automation as your requirements change.
Why choose MS Dynamics Consulting?
Microsoft Dynamics 365 expertise
We specialise in Dynamics 365, Dataverse, Power Platform and Azure.
Professional services experience
Project delivery, resourcing, client engagement and billing-focused solutions.
Engineering-led consultancy
Functional consulting combined with hands-on technical architecture and development.
Integration expertise
Connecting Dynamics 365 with accounting, document management and time-billing systems.
AI & modern technology
Practical applications of Copilot, AI agents, Azure OpenAI and intelligent search.
UK-based consultancy
Consulting, implementation, development, integration and ongoing support.
Explore related Dynamics 365 services
Combine industry expertise with our core Dynamics 365 services.
Frequently Asked Questions
Ready to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.