Win more bids, improve deal management, and accelerate project delivery

A powerful project management solution tailored to your specific industry needs can ensure operational success. Dynamics 365 can help your professional services firm deliver exceptional customer experiences that will accelerate sales and drive success across all your projects. With simplified pricing, estimates, quotes, forecasting, contract management, and project management tools, Dynamics 365 will ensure you win more deals and deliver on expected customer outcomes.

Convert opportunities into sales faster and create more accurate estimates with configurable workspaces in Dynamics 365. Easily classify line items to create new quotes that are pre-configured for project-based sales. Dynamics 365 also allows you to manage multiple quotes per opportunity and at-a-glance drop-downs enable key information to be updated as needed. Seamlessly compare profitability across quotes using rich side-by-side visualizations. With Dynamics 365 you can unlock a greater understanding of how your estimate might measure up to customer expectations with drill-down features to see revenue estimates organized by various criteria or to view profitability metrics by individual roles.

With Dynamics 365’s robust multi-dimensional pricing capabilities you can easily scope your projects with confidence, with no coding experience required. With price lists, professional services companies can accurately budget for human resource time and other key project expenditures. Dynamics 365 allows you to easily set up bill rates for human resources based on specific roles or divisions within the organization. Additionally, you can model pricing and costing variations on geography and local market economies.

Once a customer accepts a quote, Dynamics 365 will seamlessly convert the quote into a contract. A draft of the contract will be automatically pre-filled with the terms of the scope agreed upon in the quote. Then, managers can make any adjustments as necessary like adjusting the various labor and expense components to be chargeable or non-chargeable. Invoice schedules can be set based on the time-phased cost and revenue values approved in your quote.

Once a project has started, professional services companies can leverage Dynamics 365 to accelerate project delivery with capabilities that improve project planning, encourage better collaboration with the sales team, and ensures your team delivers on promised customer outcomes. With best-in-class work management tools, you can meet the demands of modern work and empower project managers to reduce costs and take better care of clients. With Dynamics 365 you can quickly build detailed project plans from scratch or from pre-built templates with work breakdown structures, budget estimates, and required resources. Additionally, help refine customer quotes and accurately scope the work by enabling seamless collaboration between sales and delivery teams.

Empower your teams to keep customers happy with greater control, visibility, and more actionable data. Dynamics 365 will help keep you on track with your original estimate as you approach final delivery. Powerful insights provided in robust dashboards allow you to stay agile and proactively solve issues and deliver on promised customer outcomes. Unite your teams so they can optimize operational performance with full project delivery transparency.

Rand Group is an experienced solution provider that can help you select, implement, then adopt the best software or software solutions for your professional services business. Our team will also ensure that your software seamlessly connects with the rest of your technology stack and that all users are trained on best practices. To learn more about how Dynamics 365 can help you win more bids and accelerate project delivery, contact our team of experts today.