The Microsoft Dynamics 365 for Operations Service Industries ERP software system was designed specifically to help professional services organizations integrate key financial, project, resource, and client management processes in order to streamline key project-related processes, improve visibility across the firm, and maximize project delivery success - all helping to set your firm apart from its competition.
Integrated time and expense management capabilities in Microsoft Dynamics 365 for Operations help your firm streamline the time and billing process and accelerate cash flow
Available for deployment either in the Microsoft Azure cloud or in your firm’s data center, Microsoft Dynamics 365 for Operations is tightly integrated with the Microsoft technologies your firm already uses, including Microsoft Office, Microsoft SharePoint, and Power-BI.
In addition to helping your firm naturally leverage the investments you’ve already made with Microsoft, this integration maximizes employee productivity levels, removes complexity from your IT environment, and minimizes your IT Total Cost of Ownership (TCO). So you can focus on serving your customers and profitably growing your business, not on trying to integrate your disparate IT systems.
|Comprehensive project lifecycle support||Manage all aspects of your client-facing projects, from business development through project execution and close-out, all in a single system|
|Flexible project management capabilities||Address a wide variety of project management requirements through the use of flexible work breakdown structures (WBS), progress tracking (ETC/EAC/Earned Value) and project budget management.|
|Integrated resource planning and scheduling||Maximize resource utilization and ensure optimal project staffing practices using built-in resource planning, scheduling, and competency management tools.|
|Configurable billing and revenue recognition rules||Easily configure your billing and revenue recognition rules to accommodate a variety of project styles, including Time & Materials, Fixed Fee, Cost Plus, and others.|
|Powerful billing features||Deliver timely and accurate invoices and accelerate cash flow through online invoice review and approval, configurable invoice formatting, and automated invoice backup document generation.|
|Detailed project inquiries and analysis||View project costs and budgets and analyze project profitability at any level of the project hierarchy using standard project reports, inquiries, and analytics.|
|Subcontractor Management||Maintain control over your subcontractors through subcontractor compliance tracking, purchase order and commitment tracking, pay-when-paid, and retainage features.|
|Web-based and mobile time and expense entry||Simplify time and expense entry with a modern web-based time and expense system that supports tablets and phones on all platforms and form factors (iOS, Android, and Windows).|
|Integrated project collaboration and document management||Improve project team communication and collaboration through the use of integrated Microsoft SharePoint project team sites for managing project documents, calendars, tasks, discussions, etc.|
|Robust financial management backend||Confidently manage your firm’s finances with a powerful financial management and accounting platform that supports unlimited companies, currencies and reporting dimensions. Easily expand globally with multi-language and multi-statutory support.|
|Embedded business development capabilities||Integrate your business development and project execution activities with client relationship management (CRM), project lead and opportunity tracking, qualification management, and project estimating capabilities.|
|Broad human capital management solution||Manage the full employee hire-to-retire lifecycle with an integrated HR system for recruiting, performance management, compensation management, and payroll processing.|
|Flexible workflow driven processes||Streamline key processes and ensure proper controls with a powerful workflow engine for approving timesheets, expense reports, draft invoices, fee estimates, and any other event.|
|Best-in-class Business Intelligence and Reporting||Take advantage of Microsoft’s latest in-memory business intelligence technology, including PowerBI, to put critical real-time information in the hands of your decision makers.|
Comprehensive Project Lifecycle Support
The Microsoft Dynamics 365 for Operations Service Industries solution provides comprehensive support for managing all aspects of your projects, including key processes within the business development, project planning and execution, and project control phases of the project lifecycle.
SAGlobal Microsoft Dynamics 365 for Operations Service Industries Solution
Microsoft Dynamics 365 for Operations provides a complete business management solution that helps professional services firms manage their finances, projects, clients, and resources all in a single integrated application.