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Dynamics 365 for Professional Services
Run projects, resources, time and billing from proposal to final invoice, with margin visible at every stage.
- Project accounting
- Resource planning
- Time & expenses
- Billing & WIP
Why Professional Services businesses choose Dynamics 365
Consulting firms, agencies, engineering practices and IT service providers sell time and expertise. When proposals, resources, timesheets and invoices live in different tools, utilization is unclear and billing is late. Dynamics 365 connects the pipeline, project delivery and finance so you can see profitability while projects are still running.
Winzi Technologies configures Business Central projects, resources and billing for professional services firms, and links them with Dynamics 365 CRM so won opportunities become projects without re-keying.
What we typically use
- Business Central (Projects)
- Dynamics 365 Sales (CRM)
- Power Automate workflows
- Power BI dashboards
Challenges we help Professional Services teams solve
The problems we hear most often, and what changes once your data lives in one system.
Utilization is hard to see
Managers cannot tell who is overbooked, who is free and what is coming next.
Late timesheets delay billing
Time and expenses are submitted late, so invoices and cash flow lag.
Margin is known only at the end
Costs and revenue are compared after the project closes, when it is too late to act.
Sales and delivery are disconnected
Won deals are re-entered manually when a project starts.
What we deliver for Professional Services
Dynamics 365 capabilities configured around your processes, not the other way round.
Project accounting
Plan budgets, track costs and revenue by project and task, and monitor work in progress.
Business Central overview →Resource planning
Match people to projects by skill and availability and see capacity ahead of time.
Business Central implementation →Timesheets and expenses
Capture time and expenses quickly, with approvals that feed straight into billing.
Customization services →Billing and invoicing
Invoice by time and materials, milestones or fixed price, with clear invoice backup.
Business Central consulting →CRM to project handover
Convert won opportunities into projects without re-entering data.
Dynamics 365 Sales →Profitability reporting
Power BI dashboards for utilization, realization and margin by client or project.
Power BI services →How we work
A clear, phased approach so you know what happens at each stage.
Discovery workshop
We map your processes, reporting needs and integrations, then agree scope, phases and a realistic timeline.
Business Central consulting →Configure & customize
We set up Dynamics 365 around your workflows and build only the extensions you genuinely need.
Customization services →Migrate & integrate
Master data and opening balances are migrated and reconciled, and your other systems are connected.
Data migration →Train, go live & support
Role-based training and hands-on go-live help, followed by ongoing support and maintenance.
Support services →Frequently asked questions
Dynamics 365 for professional services: common questions answered.
Is Business Central enough for project-based firms?
For many small and mid-size firms, yes. Business Central includes project, resource and time-tracking capabilities. Larger firms with complex project operations may prefer Dynamics 365 Project Operations, and we advise on the right fit during discovery.
Can won opportunities become projects automatically?
Yes. We connect Dynamics 365 CRM and Business Central so approved quotes create projects and customers with the right data.
Can we bill time-and-materials and fixed-price work?
Yes. Billing can be configured for time and materials, milestone and fixed-price arrangements.
Do you provide training and support?
Yes. We offer role-based training and ongoing support after go-live.