Dynamics 365 Professional Services

Dynamics 365 for Professional Services


Bringing Efficiency and Competitiveness


Automation And AI

When your business is people-centred and projects driven, you need technology solutions to plan, track, and manage the business. For a professional services business - time is money. And time is often also the largest cost.


Professional Services Across Industries



Software & Technologies Services
The Information Technology companies providing Software & Technology services invariably engage with customers in a project-based model...
BPO | KPO Operations
Business process outsourcing and knowledge process outsourcing businesses usually work on the model of deploying a fixed headcount on specific client engagements...
Engineering & Construction
Engineering & Construction companies exemplify the professional services sector through their expertise in planning, designing, and executing complex infrastructure projects...
Accounting Services
Many businesses prefer focusing only on their core offerings and outsource some non-core functions. Accounting services is one such function that’s amongst the 1 st to get outsourced...
Consulting & Advisory Services
Consulting and advisory services companies deliver expert guidance and strategic insights to drive client success. These firms are built on a foundation of specialized knowledge...
Legal Services
Sizable Legal firms are usually managed by a set of partners. These partners are usually responsible for the full spectrum of business activities...


“Success with Microsoft Business Applications projects is guaranteed with Alletec .”

Sandeep Khapre, Regional CEO, BDO

Plan - Track - Manage - Optimize Professional Services

Budgeting and Planning
Budgeting and planning are critical components of any professional services organization, and Dynamics 365 offers robust tools to streamline these processes...
Timesheet Management
Effective timesheet management is essential for professional services organizations to ensure accurate project billing and resource allocation...
Expense Management
Expense management is a crucial aspect of financial oversight for professional services organizations, and Dynamics 365 offers a powerful solution to streamline this process...
Control & Analysis
Control and analysis are pivotal for maintaining financial health and operational efficiency in professional services organizations. Dynamics 365 equips businesses...
Analytics and Insights
Analytics and insights are essential for professional services organizations to drive informed decision-making and strategic growth. Dynamics 365 offers powerful...
Financial Accounting
Financial accounting is a cornerstone of effective business management, and Dynamics 365 for Professional Services provides a comprehensive suite of tools to streamline...

Elevating Possibilities: Explore Our Resources


Why Alletec

Alletec is a trusted Microsoft
Business Applications partner.
20 years of experience and
a global presence.

Our team of experienced domain experts is dedicated to delivering innovative solutions that drive business success. Alletec has serviced customers from over 30 countries, providing tailored solutions that meet the unique needs of Professional services organizations.


Frequently asked questions

Microsoft Dynamics 365 helps Professional Services firms improve operational efficiency, manage resources effectively, and drive profitability. Its integrated tools for project management, time tracking, and financial reporting allow firms to deliver projects on time and on budget while improving client satisfaction.

Yes, Dynamics 365 is highly customizable to meet the specific needs of various Professional Services sectors. Alletec has used Microsoft Dynamics to build solutions for - EPC (Engineering, Procurement & Construction), Renewable Energy Projects, IT Consulting, Software Solutions, BPO and KPO (IT & ITeS) organizations, and legal Services firms. Alletec provides industry-specific configurations that align with your business processes, compliance requirements, and unique workflows.

Professional Services organizations typically need to undertake customer engagements in a project mode. They need to plan the project, allocate resources, manage time & material, optimize and monitor allocations, and at the same time keep a close track of the financial implications. Customer billing can be dependent on the nature of contract as well as be service specific. Dynamics 365 Business Central is very successfully used by small and mid-sized businesses for managing end-to-end needs of these organizations. Large organizations, having a higher level of complexity, may need to use Dynamics 365 Finance in conjunction with Dynamics 365 Project Operations for the management of their business. Dynamics 365 for Project Operations offers a comprehensive solution to manage the entire project lifecycle—from planning and resource scheduling to execution and billing. It helps Professional Services firms monitor project performance, track time and expenses, and optimize resource utilization, ensuring successful project delivery.

Dynamics 365 offers several key features for Professional Services, including project management, resource scheduling, financial management, client relationship management (CRM), and real-time analytics. These features help firms improve visibility into operations, increase efficiency, and provide superior client service.

Dynamics 365 seamlessly integrates with other Microsoft products like Office 365, Power BI, and SharePoint, as well as third-party tools and ERP systems. This integration ensures that Professional Services firms can maintain a connected and unified ecosystem, streamlining workflows and enhancing productivity.

By reducing project delays, optimizing resource utilization, and automating routine tasks, Dynamics 365 can significantly increase efficiency and profitability for Professional Services firms. The platform provides real-time data insights that help decision-makers track KPIs, manage budgets, and ultimately achieve a strong return on investment.


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