Consulting

Overview

Run a More Agile, Data-Driven Consulting Practice

Consulting firms thrive on precision, insight, and timely client delivery. But with disconnected project tools, manual billing, and unpredictable resourcing, even the best teams struggle to scale effectively.

That’s where Microsoft Dynamics 365 comes in. It unifies your projects, people, and profits into a single cloud platform, so you gain full visibility into every engagement, resource, and invoice.

BUSINESS BENEFITS

Use Cases in the Consulting World

Advantages

From Proposals to Project Closure — All in One System

Dynamics 365 for Consulting empowers firms to:

Create, assign, and monitor projects with clear timelines, budgets, and milestones.

Allocate your team’s time effectively and avoid overbooking or idle hours.

Capture timesheets, track billable hours, and send invoices on time—automatically.

Keep all conversations, updates, and approvals tied to each client and project.

Why Us?

What You Can Expect

Up to 30% faster project delivery times

Real-time project profitability insights

Improved client transparency and satisfaction

Reduced admin hours with automated invoicing and time tracking

Faqs

Frequently Asked Questions

How is Dynamics 365 different from using spreadsheets and standalone tools?

Dynamics 365 centralizes all your project, client, and billing data in one system, so there’s no duplication, fewer admins, and better decision-making across your firm.

Yes. Dynamics 365 supports API-based integrations with popular consulting tools, or we can build custom connectors to suit your tech stack.

You can view availability, utilization, and workloads in real time, making it easy to avoid burnout, underuse, or last-minute reshuffles.

Absolutely. The platform supports both models and lets you define billing milestones, rates, and rules per client or project.

Not at all. Dynamics 365 is modular and scalable—perfect for boutique consultancies looking to grow without outgrowing their systems.

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If you have any questions or queries a member of our staff will always be happy to help.

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