Pro Services Guide-1

Professional services firms are challenged with selling an intangible product that is often difficult to put a price on and hard to define. These organisations generally work on a project or contract basis. Business outcomes such as increased profitability and business success therefore requires that projects are estimated correctly, completed on time and delivered in line with (or above) client expectations.

To succeed, professional services organisations must adopt strategic and comprehensive commercial, project and resource planning practices. Companies can adopt these practices with strong IT platforms. Implementing a platform such as Microsoft Dynamics 365 can provide increased profitability and enhanced customer service. Behind the scenes, the platform enables firms to gain better control of internal processes and improve their ability to take advantage of new business opportunities.

This guide is aimed at those operating in the professional services sector and covers:

  • Current industry trends
  • Key business priorities
  • The Microsoft toolkit (covering Dynamics 365 for Sales, Customer Service, Marketing & Project Service Automation)
  • Dynamics in action – a customer showcase from the legal sector.