Transform your business landscape with new technologies

Professional Services: Overview and challenges

Professional Services involve providing support to businesses in the form of advice or performing tertiary roles. These firms exist across industries such as finance, consulting, legal, accounting, construction, marketing, etc. and specialize in skilled, customized, and knowledge-based services. Unlike technology companies, professional services firms sell knowledge and expertise and rely mostly on people to create and deliver value to their clients.

The professional services industry is facing a period of rapid change and new challenges driven by economic changes. With clients demanding excellent service delivery as well as value for money, businesses must strive to deliver top-quality service while making prudent use of their resources.

As a Microsoft Gold Partner, at Plotinus Analytica, we are focused on implementing Microsoft Dynamics solutions for professional services by leveraging emerging technologies. We partner with professional services organizations to navigate business challenges and drive business transformation by automating processes, modernizing IT infrastructure, integrating systems, and deriving business insights to empower professionals.

Microsoft Dynamics 365 for Professional Services

Industries we work with

  • AEC
  • Advertising and Marketing
  • IT and Management Consulting
  • Contract Research Organization
  • Legal
  • Accounting
  • Other Project-Based Businesses

evergreen + empower for your business

evergreen + empower is our industry-specific functionality for law firms, CROs, advertising and marketing agencies, IT consulting firms, and other project-based organizations. This 100% cloud-based family of applications is built on Microsoft 365, Dynamics 365, Power Platform, and Azure and is designed to change the way you work.

evergreen and empower for Professional Services

How Microsoft Dynamics 365 helps

Microsoft Dynamics 365 offers professional services firms an integrated approach – from sales, planning, resourcing and delivery to billing, with ERP and CRM applications. The solution also integrates with the Microsoft stack to unify front- and back-office operations to allow seamless, company-wide data integration and gain a real-time view of the business.

The ERP for professional services allows firms to track time and resource allocations and manage financials.

Microsoft Dynamics 365 Customer Engagement – the CRM for professional services – ensures that all sales and client data is in one system, enabling quicker, smarter decisions. This also allows teams to deliver high-quality services, keeping client acquisition and retention firmly in focus.