How Does Dynamics 365 for Professional Services Work?
Learn how a tailored professional services CRM solution could help you:
- Provide a single view of customer data
- Get real-time insights on the project pipeline
- Create tailored communications based on client interests
- Save time and money by automating your quoting and document processes
- Enable self-service portals to enhance the project experience
Microsoft Dynamics 365 – Made for Professional Services
Whether your practice is in consulting, engineering, marketing, advertising, surveying, or other services, Dynamics 365 will work in tandem with your business and address your challenges.
Contract management
Document management
Opportunity management
Automated lead nurturing
Clear and accurate reporting
Timesheet management and resource tracking
Project profitability tracking
Project communication and collaboration tools
Automated quote and proposal process
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Learn How CRM Can Help Whether You're a Sole Practitioner, a Partnership or a Larger Firm
Testimonials
"The Client Services Team here at Vero regularly reach out to Customer Success at Cloud9 Insight for ongoing support. Their team is responsive and always eager to swiftly resolve any queries we may have. They're continually friendly, helpful and insightful. We always feel heard and attended ton!"
Aga Szulbinska
Client Services Manager
Vero Screenings