Microsoft Dynamics Professional Services Brochure.pdf

Microsoft Dynamics for Professional Services Industry

Professional services companies require integrated information systems that will help them efficiently plan, track and manage projects or contracts. Dynamics GP is a project, resource and financial management automation system that helps you
  • Meet scheduled deadlines by giving a clear, comprehensive and accurate picture of project status
  • Track all aspects of a project – time spent, detail of activities, budgets, costs, billings
  • Automate scheduled billings based on pre-defined billing rules, whether billing is time, activity, item or fee based or whether for a completed contract or part-completion (percentage-based)
  • Instantly check, update and approve resources and transactions with web-based time/expense reporting
  • Generate cash basis or traditional accrual-basis financial statements
  • Become more flexible, by allowing you to configure set-up options, accounting rules and reporting options

By harnessing Project Accounting and Human Resource Management functions, Dynamics GP can make you more effective in managing your projects and your most important asset – people.

Dynamics GP can:

  • Improve employee productivity by streamlining routine project and budget tasks
  • Keep costs under control and on budget
  • Keep you informed about budget changes and revenues at any time in the project cycle
  • Give you better strategic control of resources, especially with the option of running "what if" scenarios
  • Recover fees / revenue accurately and more time-efficiently with automated invoicing processes
  • Tap into detailed employee information instantly, with on-demand drill-down information views and also simplify benefit administration.

The financial management capabilities of Dynamics GP give you a visibility of your financial situation that is up-to-date, consistent and sufficiently detailed to enable highly effective decision-making. For example, you can delve down into expense by line item and by business area. Financial reporting and business intelligence tools give your business the power to create, update, modify / customise and disseminate with flexible scheduling and delivery options all the reports your business could ever need.

Highlights of system capabilities relevant to Professional Services:

  • Flexible Chart of Accounts:
    • 10 segments, 66 alphanumeric characters
  • Analytical Accounting
    • Analyse transactions by unlimited number of dimensions, including non-financial data
  • Powerful budgeting and forecasting capability
  • Comprehensive Project Accounting
  • Remote Time and Expense entry via web-portal
  • Recurring Contract Billing
  • Service / Time Billing
  • Optional seamless integration to Project Server 2007 for resource management
  • Seamless integration with Dynamics CRM giving you a 360 degree view of your client and prospect database, track all correspondence (including e-mails), generate and monitor sales, service and marketing (campaign) activities, interrogate business performance and identify growth opportunities using SQL Server ‘out-of-the-box’ reports with comprehensive customisation tools.


Customer centre

"M4 has provided us with an excellent service from day one. The successful completion of a second, very high profile project has only increased their credibility within the business..."
Natasha Towns
Business Applications Manager,
Logicalis UK

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