Dynamics 365 for Professional Services

Unlock Efficiency
and Growth with a streamlined solution

Simplify operations, optimize resource utilization, enhance client relationships, and drive profitability with a solution tailored specifically to meet the unique needs of professional service businesses  

discover Dynamics 365 for Professional Services

Drive project success
and profitability

With tailored solutions to meet your unique business needs 

Offer Exceptional Deal Handling Experiences

Boost Bid Success Rates through Enhanced Contract Management and Precision in Project Quotes, Forecasting, Estimates, and Scope

Straightforward Time Tracking and Expense Management

Effortlessly submit, approve, process, and reconcile time and expense entries while on the move, ensuring prompt reimbursement and streamlined client billing

Fuel Success with Enhanced Project Management

Effortlessly Handle Projects with Embedded Microsoft Project Features, Offering Flexible Management Options like Kanban Boards and Gantt Charts

Optimize Profitability with Streamlined Project Finances

Enhance Accuracy in Project Accounting and Ensure Revenue Recognition in Compliance with International Financial Reporting Standards

Enhance Resource Efficiency

Ensure Proper Allocation of Resources to Projects with Insights, Scheduling, Governance, and Skill Matching

Project Management

Streamlining project planning, budgeting, scheduling, and resource allocation to ensure projects are completed on time and within budget

Why Dynamics 365 for Professional Services?

Streamline Your Professional Services with Dynamics 365

Project Management

Streamlining project planning, budgeting, scheduling, and resource allocation to ensure projects are completed on time and within budget

Financial Management

Handling financial processes such as invoicing, billing, expense management, and revenue recognition, providing real-time insights into financial performance

Analytics and Reporting

Generating reports and dashboards to monitor key performance indicators (KPIs), track project profitability, and make data-driven decisions

Resource Management

Efficiently allocating and managing resources based on skills, availability, and project requirements to maximize utilization and productivity.

Customer Relationship Management (CRM)

Managing client relationships, tracking interactions, and analyzing customer data to improve customer satisfaction and retention

our services

Stay ahead in today's competitive landscape

Dynamics 365 enables you to integrate various functionalities such as project management, resource planning, financial management, customer relationship management (CRM), and analytics into a single, unified system

Dynamics 365 Finance

Accelerate business growth with increased efficiency, better decisions, enhanced flexibility, improved collaboration, increased customer satisfaction, and ensured compliance with rules and standards

Dynamics 365 Project Operations

Streamline project management, integrate operations, optimize resource utilization, enhance collaboration, gain real-time insights, and scale with business growth

About engage group

A Trusted Partner For Seamless Dynamics 365 Implementation And Success

For over 15 years, we have helped businesses leverage Dynamics 365 to drive business growth, efficiency, and innovation. With a track record of over 70+ successful implementations and global roll-outs, we are confident in surpassing your expectations.

We always work with your unique needs and challenges in mind and specialize in working with agile methods that focus on flexibility, collaboration, and continuous improvement. We understand that the business landscape is constantly evolving, and our agile approach ensures that your business can quickly adapt to changing market conditions.

Our Global team of experts has extensive experience in business system implementation and works closely with you to understand your unique needs and challenges. We believe in delivering solutions that align with business goals, improve efficiency, and maximize returns on investment.

Our combined competence, team spirit, and exceptional customer service make us confident in being your best choice as a partner.

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Unlocking success with a trusted partner

We are experts in our field and offer a wide range of services that allow you to address various aspects of your operations and IT infrastructure. With us as your partner, you get the benefit of tailored solutions that align with your organization’s unique needs and challenges as well as a partner that understands the field of professional services.

We work with end-to-end processes, and provide ongoing support and maintenance services to ensure the smooth operation of systems and solutions, minimizing downtime and disruptions to business operations.

We also stay ahead of the latest technologies and innovations relevant to the financial industry, offering you cutting-edge solutions to enhance efficiency, customer experience, and a competitive advantage.

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