Dynamics 365 for Professional Services
Client relationship management, project tracking, resource scheduling, time tracking, and proposal automation for consulting firms and professional services organizations.
Solzet builds Dynamics 365 and Power Platform solutions for professional services firms — management consultancies, IT services companies, legal practices, accounting firms, and agencies. Our Yerevan-based team configures D365 Sales for client relationship management and opportunity tracking, builds Power Apps for time entry and project tracking, implements Power Automate for proposal approval workflows and engagement onboarding, and creates Power BI dashboards for utilization rates and revenue forecasting. We understand the professional services business model because we are one — and we bring that first-hand operational insight to every implementation.
What CRM features do professional services firms need in Dynamics 365?
Professional services firms need CRM capabilities that go beyond standard sales pipelines. In D365 Sales, we configure opportunity management with custom stages reflecting the professional services sales cycle (lead qualification, proposal submitted, SOW negotiation, engagement won). We add custom entities for engagement tracking (project records linked to accounts and contacts with deliverables, milestones, and team assignments), resource management (consultant skills, availability, and utilization tracking), and financial tracking (budget vs actual, margin analysis). Power Apps canvas apps provide consultants with mobile time entry, expense logging, and client visit notes. Power BI connects to Dataverse to produce partner dashboards showing pipeline, utilization, revenue per consultant, and client satisfaction metrics.
How can Power Automate streamline professional services operations?
Professional services firms run on processes — proposals, approvals, onboarding, invoicing, and resource allocation. Power Automate handles all of these. Common automations we build: (1) Proposal workflow — consultant creates an opportunity in D365, flow generates a proposal document from a Word template, routes it for internal review, sends it to the client for e-signature via DocuSign/Adobe Sign, and updates the opportunity stage upon completion. (2) Engagement onboarding — when an opportunity closes as won, a flow creates the project record, assigns team members, creates a Teams channel for the engagement, schedules the kickoff meeting, and sends onboarding documents to the client. (3) Time and expense — weekly reminders to consultants who haven't logged time, automatic escalation to managers, and monthly invoice generation based on approved time entries.
Common Use Cases
Frequently Asked Questions
Can Dynamics 365 replace our current PSA tool?+
In many cases, yes. While Microsoft offers Dynamics 365 Project Operations as a dedicated PSA solution, many professional services firms find that a well-configured combination of D365 Sales + custom Dataverse entities + Power Apps + Power BI provides the project tracking, resource management, and financial visibility they need — without the additional licensing cost of Project Operations. Solzet helps you evaluate whether standard D365 CE meets your needs or whether Project Operations is worth the investment.
How do I get a quote for a CRM implementation for our firm?+
Contact us with your project requirements and we'll provide a detailed proposal within 5 business days. We offer fixed-price, time-and-materials, and dedicated resource engagement models tailored to your budget and timeline.
Related Services
Dynamics 365 Customer Engagement Consulting
Expert Dynamics 365 CE consulting — Sales, Customer Service, Field Service, and Customer Insights implementation, customization, and support. Remote delivery from Armenia to Europe and globally.
Power Platform Consulting — Power Apps, Power Automate, Power Pages
Power Platform consulting services — Power Apps (canvas & model-driven), Power Automate (cloud flows & RPA), Power Pages, Copilot Studio, and Dataverse development. Solzet, Yerevan.
Power Automate Consulting — Cloud Flows & Desktop RPA
Power Automate consulting and RPA development — cloud flows, desktop flows, AI Builder, and process automation. Solzet, Microsoft Power Platform specialists from Armenia.
Ready to start?
Contact Solzet for a free consultation about your dynamics 365 for professional services project.
Get in Touch