Dynamics 365 for Professional Services
Connect sales, project delivery, resourcing, and finance in one platform — win the right work, deliver it profitably, and bill accurately.
Which Dynamics 365 product do professional services firms use?
Dynamics 365 Project Operations is purpose-built for project-based businesses — consultancies, agencies, and engineering firms. It connects sales, project planning, resourcing, time and expense, and billing in one system, with finance handled by Project Operations or Business Central.
Professional services challenges we solve
Disconnected tools and spreadsheet-driven delivery make it hard to staff, deliver, and bill profitably. Dynamics 365 brings it together.
Poor Project Visibility
No real-time view of budgets, margins, and burn until it is too late to act.
Resourcing Guesswork
Over- or under-utilised teams because scheduling lives in spreadsheets.
Leaky Time & Billing
Unbilled hours and slow invoicing that quietly erode profit.
Disconnected Tools
CRM, project management, timesheets, and accounting that never talk.
Unclear Profitability
Hard to know which clients and projects actually make money.
Weak Forecasting
Little visibility into future pipeline, capacity, and revenue.
What Dynamics 365 delivers for professional services
End-to-end, project-based capabilities across Project Operations and Business Central.
The Microsoft stack behind connected delivery
We implement and connect the right Dynamics 365 and Power Platform products for your firm.
Our professional services implementation approach
A proven, low-risk path from discovery to a live, adopted system.
Discovery & Process Mapping
We map your sales, delivery, and finance processes and define a clear scope.
Configuration & Build
We configure projects, resourcing, billing, and approvals to fit your firm.
Data Migration & Testing
We migrate clients, projects, and balances, then validate with your team.
Go-Live & Support
We train your people, go live smoothly, and support you afterwards.
Why professional services firms choose PraviMinds
We pair deep Dynamics 365 expertise with real understanding of how project businesses run.
Services-Firm Focus
We understand utilisation, billing models, and project margin — not just CRM.
Truly Connected
Sales, delivery, resourcing, and finance working as one system.
Profit-First Setup
We configure Dynamics 365 to surface the numbers that protect your margin.
Senior, Certified Engineers
Built by senior Microsoft consultants with 8+ years average experience.
On-Time, Low-Risk Delivery
Milestone-driven rollouts that go live without surprises.
Fixed, Transparent Pricing
Clear scopes and quotes up front, with no padded hours.
Professional Services FAQs
What is Dynamics 365 Project Operations?
Project Operations is Microsoft’s solution for project-based businesses. It unites sales, project planning, resource scheduling, time and expense, and billing in one application, giving you end-to-end visibility from pursuit to cash.
Does it support both fixed-price and time-and-materials billing?
Yes. Project Operations supports fixed-price, time-and-materials, and milestone-based billing, so you can match how you contract with each client.
Can it replace our separate CRM, project, and timesheet tools?
In most cases, yes. Project Operations combines CRM-style sales, project management, resourcing, and time capture, reducing the number of disconnected tools you maintain.
How does it help with resource utilisation?
It gives schedulers a real-time view of who is available, their skills, and their current bookings, so you can staff projects to maximise billable utilisation.
Does it integrate with finance and payroll?
Yes. Project Operations integrates with Dynamics 365 Finance or Business Central for accounting, and with payroll and other systems through Power Automate and Dataverse.
Ready to run more profitable projects?
Talk to our Dynamics 365 specialists about connecting your sales, delivery, and finance.