Expert Guidance with Dynamics 365 and Power Platform

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Become a connected consultancy company

Consultancy companies face many different challenges like managing client expectations, ensuring consistent quality, handling competition, maintaining skilled talent, addressing regulatory changes, and adapting to technological advancements.

Dynamics 365 for consultancy provides an end-to-end solution to face these challenges: from project and service delivery to sales and marketing, product management and finance.

Helping the Helpers Tackle Their Toughest Challenges

Attract, retain and empower consultants

The 'war for talent' and working together with diverse people on different locations, with different tools in different modes of operandi (payroll, freelancers, temps) make it challenging to deliver projects in a consistent, efficient and qualitative manner.

But how will you handle all these things on a daily basis? By relying on Dynamics 365 HRM and Microsoft 365 tools such as SharePoint for document management, Teams for collaboration, and Power BI for analytics, streamlining workforce management processes efficiently. Dynamics 365 HRM streamlines HR processes, from hiring and onboarding to performance management, ensuring your workforce is effectively managed.

“All managers had their own recruiting approaches and systems of storing employee records. As more people joined the company, HR processes became more complex as well. We needed to find a way to easily involve other people in our processes and unburden the managers.”

Zahra Khiare, Head of People & Culture at LMS365

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Aligment & 360-degree overview

You can only measure your success if you have a clear view on the entire ´life cycle' of a project (from inception all the way to qualitative delivery) together with a complete 360 view on a customer.

Overall, a 360-degree view in Microsoft Dynamics 365 enables you as a consultancy company to make informed decisions, improve customer satisfaction, optimize resource utilization, and drive business growth.

"The new solution gives us a 360° view of all the experts and their related projects and expertise within the application, which is an enormous time-saver.”

Jan Ceulemans, Responsible for external experts, Epos

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Handling rising customer expectations

Manual processes demand time and effort from project members, belonging to different departments/functions, such as HR, sales, operations and delivery. Balancing customer expectations, project quality and high utilization on are a real challenge nowadays.

Dynamics 365 supports you to understand customer needs and offer true customer interaction: from the latest digital innovations using Al to real-time insights.

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"Now we can map out the needs of our customers much better. This way, we immediately spot opportunities for cross-selling. If leasing company X uses our platform for maintenance, but still goes directly to the garage for its purchases, we can also integrate them on the ordering platform. I now receive those insights and calculations in an easy way via a clear dashboard on my tablet.”

Erik Maes, General Manager, Renta Solutions

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Bringing the best quality of service

How can you offer the best quality of service? While minimizing administration and overhead and maximing billability?

Dynamics 365 offers various features to support you with these challenges: from accurate sales forecasts to dashboards to monitor revenue leakage. A perfect combination for companies operating in the consultancy industry!

Dynamics 365 is the only platform where you can combine Al and a worldclass ERP, CRM, Project, Service and HR solution. And all of that supported and pre-integrated by Microsoft.

One dynamic consultancy playground with endless opportunities

Dynamics 365 ERP

Streamlined processes and interlinked departments define the most agile and lean consultancy companies. An ERP system will empoyer you by centralizing data, automating processes and optimizing resource allocation. This drives efficiency, improves project outcomes, and enhances client satisfaction for sustained business success.

Dynamics 365 CRM

To excel in the consultancy industry, organizations must be able to handle extensive client and project data. A CRM system facilitates tracking interactions, sales management, compliance, and supporting personalized relationships with clients, stakeholders, and partners. It provides insightful analytics for informed decision-making, ultimately driving client satisfaction.

Power Platform

Power Platform boosts the consultancy industry by automating and modernizing traditional manual processes. Power Platform has 4 main pillars: Power BI (to analyze data in real-time, including interactive reports and dashboards), Power Apps (to build mobile applications with of low-code), Power Automate to create automated workflows and Copilot Studio to develop chatbots.

ERP at every step with Dynamics 365

A new ERP...where to start?

The world of ERP can be overwhelming, but fear not - we're here to guide you. Choosing the right ERP solution is crucial for streamlining operations, and this page is designed to simplify that process. Whether you're taking the first step into ERP, looking to upgrade your current Microsoft Dynamics solution or considering a switch from your current solution, we've got you covered.

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