Microsoft Dynamics 365 for Professional Services

The Professional Service industry is one that is under constant pressure to improve and adapt to meet customers’ expectations. In such a competitive sector, companies need to find cutting edge technology that will not only distinguish them from their competitors, but also optimise and improve the way that they operate. Microsoft Dynamics 365 for Professional Services enables this, and we have successfully implemented the platform across a wide range of Professional Service companies.

Our professional service portfolio includes Legal practices, Advertising agencies, Architects and Accountants. Our team of Microsoft Dynamics 365 Consultants have knowledge and experience of deploying multiple tailored solutions and work meticulously with each client to design a bespoke solution specific to the needs of their business.

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Benefits of Microsoft Dynamics 365 for Professional Services

Empower Teams

Enhancing productivity to deliver on time and budget client engagements

Document Security

Securely share documents and business data between colleagues

Boost Customer Service

Refine your customer service delivery with refined processes

Deepen Engagement

Analyse customer relationship intelligence and transparency to get the most from them

Access from anywhere

Access business data on the go using any device at any time of day

Communicate

Manage colleagues, request leave and store employee data

Access your solution from anywhere

In Professional Services, time is of the essence and being able to work whilst on the move or at a client site can be paramount to business success. Users have the ability to access the Microsoft Dynamics 365 for Professional Services solution from any device, from anywhere via the Cloud.

From any device you can view all interactions with your clients, check resource availability and update contracts and invoices. This greatly improves overall efficiency and productivity levels.

Microsoft Dynamics 365 for Professional Services | Infinity Group

Collaboration between colleagues

Microsoft Dynamics 365 allows multi-user access and therefore co-workers can add, edit and report on information within the same entity at once, whether that be a client, a supplier or other important stakeholders. Within the Teams feature, users can set tasks and create activities for each other as well as view past correspondence associated to a particular record within the system for reference.

These collaborative features mean projects run efficiently and enable multiple contacts within the business to respond to any given customer as all the historical account information you need is easily accessible.