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Microsoft Dynamics for professional services

Making a digital transformation? With Microsoft Dynamics 365, you have a single, centralized cloud platform for all your main processes – including finance, invoicing, sales, marketing and project administration.

Microsoft Dynamics 365 for Professional Services

The ERP and CRM system for professional service providers

Digital transformation challenges are relevant to many professional service providers: from insurers to pension funds, energy companies, financial service providers, real estate companies, architecture and engineering firms and more. Possible reasons include legacy systems that obstruct growth and innovation.

Microsoft Dynamics 365 is an ERP and CRM system that allows organizations to unify, optimize and automate all of their business processes – from finance, projects, timesheets, document management, business intelligence, spending management and HR to consolidation, subscription management, KYC, invoice processing and contract lifecycle management.

As an integrated, comprehensive solution, Microsoft Dynamics 365 offers many advantages for professional service providers:

Applications and modules that mesh seamlessly. Since you have a single platform and a single source of truth, integrations are no longer a hassle.
Switch easily between applications without having to use different interfaces.
A cloud solution that is secure, flexible, always up-to-date and easily scales with your organization.

Key benefits

The implementation of Microsoft Dynamics 365 has a number of key benefits for professional service providers.

Automation

Partly because of staff shortages, professional service providers are looking to reduce their administrative burden. Dynamics 365 lets you automate many different repetitive tasks, such as data entry, invoicing and approval workflows. Automated reports and dashboards with real-time information not only save time, but also help you identify potential problems before they happen.

Improve customer experience and facilitate self-service

Dynamics 365 provides powerful tools to enhance customer experience and facilitate self-service. For example, customers can use online services to schedule appointments, place orders, view invoices or get support through a self-service portal. Chatbots offer options to automatically answer questions or handle minor requests. Dynamics also shows all customer interactions in the same place, regardless of channel. Understanding your customers better lets you offer personalized customer interactions and customize your products and services based on actual customer needs.

Subscription billing

A growing number of companies within the professional services industry are using subscription billing, where a customer pays periodically for a product or service. There are many factors that can add complexity to subscription billing: upgrades and downgrades, free trial periods, discounts, cancellations, recurring payments and subscription renewals. Microsoft Dynamics 365 helps manage this complexity and ensures that billing is accurate and efficient

Frequently used ERP and CRM software for professional services

Dynamics 365 Finance

Dynamics 365 Finance streamlines your financial operations and facilitates real-time analysis of business performance. From company ledger, billing and budgeting to reporting, risk mitigation and cash flow management: Finance automates all your financial processes.

Dynamics 365 Sales

With Dynamics 365 Sales, you manage and automate all your sales processes and improve sales performance. Thanks to AI-based insights and forecasts, you have a better understanding of leads, customers and trends and can respond to and anticipate developments.

Dynamics 365 Customer Insights

Would you like to automate, analyze and optimize your marketing? Customer Insights – Journeys focused on setting up, managing and automating marketing activities. And Customer Insights – Data integrates and analyzes data from various sources.

Dynamics 365 Business Central

With Dynamics 365 Business Central, you have the ultimate scalable package, enabling your teams to work faster and smarter. Examples include optimizing and automating processes in finance, inventory and project management, sales, purchasing and CRM.

FAQ

What are the benefits of Microsoft Dynamics 365 implementation?

Implementing Microsoft Dynamics 365 as an ERP and/or CRM system offers countless benefits. Essentially, you will be able to automate and optimize your business processes, gaining access to real-time insights, or even predictive forecasts. The data and analysis enable you to work smarter and faster, make better decisions, reduce errors and cut down on duplicate work, achieve cost savings, increase customer satisfaction and boost your innovative power.

How long does a Dynamics 365 implementation process take?

The duration of a Dynamics 365 implementation varies depending on a number of factors. The main considerations are the size of the software to be implemented, the complexity (e.g. data migration and integrations with other systems) and whether or not cloud migration has already happened. For example, a CRM that only includes the Dynamics marketing app can often go live in just two months. For smaller projects, we can also combine phases, for example by merging diagnosis and preparation. Business Central with extensive automation and optimization of multiple processes such as purchasing, inventory and finance easily takes four to twelve months. And if an organization opts for a full-scale ERP AND CRM system? The implementation process can take up to two or three years.

What are the costs involved in a Microsoft Dynamics implementation?

There is no easy way to give a general impression of how much a specific Microsoft Dynamics implementation will cost, due in part to Microsoft’s somewhat complicated and often rapidly evolving licensing model. Logically, the number of modules or apps you purchase will affect your costs, but you also need to consider the number and type of users and allocation of database space. And we can’t forget the working hours that add up alongside the actual implementation, for your workforce and for the implementation partner.

Conclusion MBS as an ideal partner for Dynamics implementation

Dynamics 365 is our core business

Conclusion MBS has an unparalleled knowledge of Dynamics 365. It is our core business and we have carried out numerous Dynamics implementations in various sectors, including professional services, wholesale & distribution, retail, manufacturing and the public sector. As a Microsoft Gold Partner, we can deliver what you need.

Implementation from A to Z

Conclusion MBS can offer implementation processes from A to Z, including change management and more. The exact way of working and the scope of the project always depend on the situation. For instance, does your organization already use Dynamics? How big is your company? And do you want the entire suite or one specific app or module? If you need additional expertise in change management or data intelligence, we can bring in expert affiliates from our Conclusion ecosystem.

Our managed service offerings

The Conclusion MBS managed service department offers clients support after going live, for example in terms of answering questions and resolving issues. In addition, this department takes a look at what other relevant functionalities are available on the platform. This department will also give you access to Microsoft’s Premium Support. Together, we document the support agreements in an SLA, so you know what you can count on.

We have been doing ERP implementations for years. We have a ton of expertise and market knowledge, so our consultants speak the customer’s language.

Jan-Douwe Jilderda

Director, Conclusion MBS