Dynamics 365 for Professional Services.
Dynamics 365 provides a comprehensive suite of tools to enhance operations and client relationships for service-based businesses.
Take a look at our customer story highlighting how ANS helped Calisen optimise Dynamics 365, providing expert guidance on integrations with the Microsoft ecosystem, including Power Platform.
You’re in great company with ANS
Dynamics 365 Features for Professional Services
Pipeline & Project Tracking
Streamlined lead-to-project workflows with clear visibility into pipeline, project profitability, and resource utilisation.
360° Client View
Get a 360-degree view of clients across sales, service, and delivery (including LinkedIn Sales Navigator integration).
Centralised Communication History
Easily track client communications across teams to strengthen relationships and avoid miscommunication.
Automated Processes
Automate manual processes such as onboarding, proposal generation, and contract workflows.
Time Tracking & Expenses
Integrate with third-party apps to enable seamless time tracking and expense management.
Project Management
Efficiently manage projects with tools for planning, resource allocation, time tracking, and budgeting.
Personalised Interactions
Personalise interactions using real-time customer journeys, AI-powered Marketing Copilot, and targeted segments.
AI-driven Insights
Get AI-driven insights to help your sales teams prioritise high-value deals and make informed business decisions.
Benefits of Dynamics 365 for Professional Services
Find high-value deals.
AI-driven insights and forecasting tools help you to track high-value deals effectively.
Manage client relationships.
Real-time tracking across a range of channels, giving you a single 360-degree view of each client.
Work from anywhere.
Simple app allows your teams to do their work on the go, from both iOS and Android.
Make data-driven decisions.
Comprehensive dashboards and KPIs that provide real-time insights into business performance.
Trusted Dynamics 365 Partner UK
Dynamics 365 Services for Professional Services
Why ANS is Your Ideal Dynamics 365 Partner?
Microsoft Inner Circle Member.
We've been awarded the 2024-2025 Microsoft Inner Circle Award for the eighth consecutive year, recognizing our consistent delivery of innovative solutions, exceptional services, and unparalleled value.
Unrivalled Microsoft Expertise.
We've delivered Dynamics 365 CRM to hundreds of companies across diverse industries and sizes. With over 20 years of expertise, we create customised solutions for businesses.
Fast Dynamics 365 Implementation.
Our CORE methodology preconfigures Dynamics 365 to 80% industry best practices, enabling fast, cost-effective installations with room for customisation.
Dynamics 365 Managed Support Services
From basic plans to our Centre of Excellence service, we offer everything from routine maintenance to in-depth training and bespoke solutions.
BDO
BDODrive, a professional services accountancy firm, revolutionized their business operations and significantly enhanced customer management by leveraging Dynamics 365 with the help of ANS.
Working with the ANS solution architect was a transformative experience. They took the time to truly understand our business and how we operate, ensuring that the solution was tailored specifically to our needs rather than being a generic fit for a professional services firm.
Rebecca McClure | Director of Operations
Serco
Serco, a professional services company that provides end-to-end business process outsourcing (BPO) services to governments and private sector customers worldwide, partnered with ANS to configure Dynamics 365 and achieve its key business outcomes within a tight timeframe.
What we recognised at that time was that the tool that we were using to support our sales environment, Salesforce, had actually been adjusted and evolved over time. It no longer met the needs of either our IT strategy moving forward, but also the needs of the users.
Katy Bassett | Sales Operations & Enablement Director for the UK & Europe
