In a sector built on relationships, reputation, and results, professional services firms are under pressure to deliver more — faster, smarter, and with greater precision.
But with disconnected systems, manual processes, and limited visibility across client engagements, many are struggling to keep up.
And AI is changing the game.
Many professional services firms are embracing next-gen tech to stay competitive. With Copilot AI embedded into Dynamics 365 professional services apps, many firms are choosing it for their transformation.
5 ways Dynamics 365 (and Copilot AI) help professional services.
1. Onboard clients faster and more efficiently.
Dynamics 365 for professional services can automate repetitive tasks like data entry, document generation, and scheduling.
It can also ensure a consistent and professional experience for every new client, reducing onboarding time and errors. Copilot can even generate onboarding checklists and summarise client histories to help teams hit the ground running.
2. Deliver projects with end-to-end control and visibility.
Firms can track timelines, deliverables, and resource allocation in real time. They can use AI to flag risks early, suggest optimisations, and keep projects on track — improving client satisfaction and internal efficiency.
As a result, teams collaborate more effectively with shared dashboards and automated updates.
3. Give sales teams more time to nurture relationships.
Copilot AI (embedded in Dynamics 365) helps sales teams by summarising meeting notes, drafting follow-up emails, and surfacing relevant client insights.
This reduces time spent on admin and allows consultants to focus on building relationships and closing deals. Sales managers can also use AI-generated forecasts to guide strategy and coaching.
Less time on admin, more time selling.
4. Manage pipelines with AI-driven precision.
Dynamics 365 professional services tools can forecast pipeline more accurately, identify high-value opportunities, and predict deal outcomes with intelligent AI-driven insights.
Teams can then prioritise leads more effectively and allocate resources where they’ll have the biggest impact. Copilot can even suggest next-best actions based on historical data and engagement patterns.
AI really is changing the game.
5. Make smarter decisions based on real-time data.
Firms can access real-time dashboards and Copilot-generated summaries for instant visibility into performance. This supports faster, more confident decision-making across departments.
Executives can then drill down into metrics without needing to request manual reports.
Real-world examples
BDO: driving growth through smarter project delivery.
BDO is one of the UK’s leading accountancy and business advisory firms, supporting clients across audit, tax, and consulting.
As part of their digital transformation journey, BDO wanted to improve how consultants manage client relationships and deliver projects — with a focus on visibility, efficiency, and scalability.
ANS helped BDO implement Dynamics 365 Customer Engagement in just 12 weeks. The solution gave teams full visibility across 2,500+ live accounts, streamlined sales and delivery processes, and introduced automation that reduced manual effort across the business.
Within the first year, BDO generated 157 new business opportunities, demonstrating the impact of a more connected and intelligent CRM.
Solution Highlights:
- Unified view of client engagements
- Automated project tracking and delivery
- Improved consultant productivity and client outcomes
Serco is another great example of Dynamics 365 in professional services.
Serco: accelerating sales and strategic decision-making.
Serco Group PLC is a global provider of public services, operating across defence, transport, healthcare, and justice.
With over 53,000 employees worldwide, Serco needed a CRM platform that could support its ambitious growth strategy and replace legacy systems like Salesforce, which no longer aligned with its IT roadmap or user needs.
ANS partnered with Serco to deliver a rapid deployment of Dynamics 365 for professional services in just 13 weeks.
The project focused on configuring the platform to meet Serco’s business outcomes — including improving win rates, increasing pipeline visibility, and supporting smarter decision-making.
ANS’s blend of technical expertise and business-led delivery was key to the success of the rollout.
Solution Highlights:
- Migration from Salesforce to Dynamics 365
- Enhanced sales enablement and forecasting
- Increased lead generation and pipeline growth
- Improved support for strategic decision-making
So, what can Dynamics 365 do for you?
Whether you’re looking to improve client engagement, streamline operations, or empower your teams with AI, Dynamics 365 for professional services is built to help firms thrive in a competitive landscape.
