CRM and Project Tracking for a Management Consultancy
Solzet gave a management consultancy of 80+ consultants one system for CRM, engagements, time tracking, and reporting, replacing Outlook, Excel, a legacy database, and weekly emailed time reports. Over 3 months, 2 senior consultants configured Dynamics 365 Sales with a probability-weighted sales process, built Dataverse tables for engagements, a mobile Power Apps time entry app with approval flows, Word template proposal generation, Power BI dashboards for partners, and an accounting integration for invoicing from approved time. Average utilization rose from 68% to 85%, pipeline accuracy improved by 40%, proposal creation fell from 4 hours to 45 minutes, and time entry compliance reached 97%.
What problem did the client need to solve?
A management consultancy with 80+ consultants was using a combination of Outlook, Excel, and a legacy database for client management, project tracking, and resource scheduling. Partners had no real-time visibility into the sales pipeline or consultant utilization. Proposal creation was manual and inconsistent. Time tracking was done via weekly email reports that were frequently late and inaccurate. The firm needed a unified system for CRM, project management, time tracking, and performance analytics.
What did Solzet build?
Solzet delivered a combined Dynamics 365 Sales and Power Platform solution: D365 Sales configured with a custom consultancy sales process (qualification, proposal, negotiation, closed-won/lost stages with probability-weighted pipeline); custom Dataverse entities for engagements (linked to accounts and opportunities with team assignments, milestones, budgets, and deliverables); a Power Apps canvas app for consultant time entry (mobile-friendly, offline-capable, with project/task dropdown lookups and weekly submission/approval workflow via Power Automate); automated proposal generation using Word templates triggered from opportunities with pre-filled client data, scope, and pricing; Power BI dashboards for partners showing pipeline by stage, utilization by consultant, revenue per client, and margin analysis; and integration with the accounting system for invoice generation based on approved time entries.
What results did the project deliver?
Consultant utilization visibility improved - average utilization increased from 68% to 85%
Pipeline accuracy improved by 40% (probability-weighted forecasting)
Proposal creation time reduced from 4 hours to 45 minutes
Time entry compliance reached 97% (from 72% with email-based tracking)
Which industry solutions does this project belong to?
Dynamics 365 for Professional Services Firms
Client relationship management, project tracking, resource scheduling, time tracking, and proposal automation for consulting firms and professional services organizations, built on D365 Sales, Dataverse and the Power Platform by a local Armenian partner in Yerevan.
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What do buyers ask about this project?
What did Solzet build on Dynamics 365 Sales for the consultancy?
D365 Sales was configured with a consultancy sales process covering qualification, proposal, negotiation, and closed won or lost stages with a probability-weighted pipeline. Custom Dataverse entities for engagements link to accounts and opportunities and hold team assignments, milestones, budgets, and deliverables.
How did consultants record their time?
In a mobile-friendly, offline-capable Power Apps canvas app with project and task lookups. Weekly timesheets are submitted and approved through Power Automate, replacing emailed weekly reports. Time entry compliance reached 97%, up from 72% with email-based tracking.
How was proposal creation cut from 4 hours to 45 minutes?
Proposals are generated from Word templates triggered from the opportunity, pre-filled with client data, scope, and pricing from the CRM, instead of being written by hand each time.
What do the partners see in the Power BI dashboards?
Pipeline by stage, utilization by consultant, revenue per client, and margin analysis. Approved time entries also flow to the accounting system for invoice generation, so billing works from the same data.
How long did the project take and who delivered it?
The project took 3 months and was delivered by 2 senior Solzet consultants, combining Dynamics 365 Sales, Dataverse, Power Apps, Power Automate, Power BI, and Word document templates.
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