Dynamics 365 for Enterprise Professional Services

Dynamics 365 for Professional Services brings together the best project management features from Dynamics 365 for Operations, Sales, and Customer Service. This Dynamics 365 package provides professional services organizations with project forecasting and budgeting, project billing management, and many other tools needed to grow. Get Dynamics 365 for Enterprise Professional Services for only $250/user/month.

 

Professional Services Features

General Ledger

Automate accounting processes and streamline budget planning with Microsoft Dynamics 365 for Enterprise. Utilize account and dimension combinations with robust chart of accounts features.

Receivables Management

Track all information related to customers including detailed reports and statements that can be emailed or printed directly to your customers.

Payables Management

Effectively control all information related to suppliers including payments and expenditures, performance reports, contacts, payments/holds/returns, and discounts.

 

Intercompany

Set relationships between companies to interact and automatically record intercompany General Ledger, Accounts Receivable, and Accounts Payable transactions.

Bank Reconciliation

Manage and customize bank account balances and transactions including cash, credit cards, and checks with impressive reconciliation tools.

Refund Checks

Refund customer checks by automatically creating a debit memo to offset an open credit in Receivables, then create an invoice in Payables Management.

 

Forecasting & Budgeting

Control projects by creating budgets or forecasts to monitor planned hours, expenses, fees, and items. Allocate transactions over the whole project or a fiscal period.

Work Breakdown structures

Coming soon
Build work breakdown structures for projects that include a full description of work included in tasks, the schedule of project work, and the estimated cost of each task. Integration with MS Project coming soon.

Billing management

Set up how and when the customer will be invoiced for a project. Create billing rules by unit of delivery, project progress, milestone, fee, and time and material. Specify retention percentage that is deducted from a customer invoice when a project stage is reached.

 

resource management

Define roles that require competencies to make it simple to match resources. Estimate costs based on assigned roles and resources for a project.

SALES COLLATERAL

Create, track, and update quotes, orders, and invoices by account to keep records organized. Add products and sales literature to be used in the sales funnel and sales reports.

SALES FUNNEL MANAGEMENT

Close deals faster with a complete lead to opportunity process customized by Syvantis. Re-engage with leads more effectively with customized email templates and workflows that limit the manual effort necessary.

 

CORPORATE CONTACT MANAGEMENT

Keep up to date company and contact records that can be accessed or updated anywhere online. Sync corporate contacts with Outlook and your mobile device and have access to vital information, anywhere, anytime.

service collateral

Create process and training documents for clients to find and download in the support self-service portal. Manage the online forum and answer questions to build a community of Dynamics 365 users.

Case Management

Effectively manage customer support by creating and tracking support cases for customer issues and requests. Utilize the service queue to keep the help desk organized and prioritize cases. Add support entitlements to manage support contracts.

 

service level agreements

Create SLAs to define the level of service you agree to give a customer and add detailed items to determine KPIs. Associate SLAs with entitlements to apply SLAs to specific support cases. 

Management Reporter

Management Reporter is an interactive reporting application used to create, deploy, and view financial statements. Get account segments or dimensions immediately without the need for additional tools or configuration.

Compliance

Dynamics 365 complies with leading privacy and data protection laws regarding cloud services including:


Upgrades and Maintenance

Monthly check-in with Dynamics GP consultant

 

Help Desk Support


Go further with these Professional Services Apps

Fixed Assets Management

Manage an unlimited number of assets with benefits. Calculate depreciation, create asset groups, and transfer assets to new general ledger accounts or property tax locations all with integration into General Ledger and Payables Management.

ACH Processing

Simplify payments with ACH Processing. Upload payments to Vendors or receipts from Customers to your bank using ACH functionality.

Multi-currency Management

Easily manage accounting operations and finances for companies that do business with multiple currencies. Revalue General Ledger accounts based on current exchange rates.

 

Payroll with Direct Deposit

Payroll in Dynamics 365 simplifies and automates payroll processing, offering better service to your employees while reducing overhead costs. Price is one time fee based on number of employees.

Customer and Credit Collections

Manage credits and collections in one central view. Collections agents can begin the collections process from customer lists that are generated by using predefined collection criteria, or from the Customers page. 

 

Need help deciding?

Should you choose a Professional or an Enterprise package? What functionality makes sense for your organization? Use our solution builder tool to find your perfect fit.

Real-time, interactive reports

Bring your data to life with Microsoft Power BI. Pull together data from Dynamics 365  to visualize it in easy-to-use interactive dashboards.

Use a free-form drag-and-drop canvas to effortlessly to author reports. Ask questions of your databases using everyday language like "How many widgets did I sell at our San Diego location last year?" and Power BI will immediately create a dashboard to give you the answer.


Expect excellent training

When you purchase a new accounting system, it is vitally important that your users are trained fully on the features that they will be using to perform their tasks within the system. That is why every new implementation of Microsoft Dynamics 365 forEnterprise includes comprehensive, customized, and role-specific training and documentation for your users.