IT & Consulting Services: Projects, Time, and Billing in Dynamics 365
Consulting and IT firms need full visibility into time tracking, billing, project delivery, and forecasting. We use Dynamics 365 to centralize everything from sales to delivery to cash collection.
What We Do
Automate time entry, approvals, and invoicing
Track resource capacity and utilization
Forecast revenue and margin per project
Enable client portals and real-time status dashboards
What We Help Prevent
Lost billable hours
Inaccurate project cost data
Silos between sales, delivery, and finance
How It Improves
25–40%
less admin time for consultants
30%
faster invoice cycles
Predictable margin
and capacity planning
Systems We Commonly Integrate
Implementation Flow
Document service delivery and billing model
Build project and time model in D365 Project Ops
Connect finance, resourcing, and CRM
Deploy client-facing dashboards
Enable rolling forecasts and reporting
Case Studies
IT Services / Professional Services
Service Operations Automation for IT & Consulting Firm
Managed ServicesProject ForecastingPSA ImplementationWorkflow Automation
Client
Mid-sized IT consulting firm
Platform
Dynamics 365 Project Operations, Power Automate, Teams
IT & Consulting Services
B2B Lead Intelligence and Targeting for IT Consultancy
Account-Based Marketing EnablementCRM RolloutLead Scoring
Client
Cloud services consultancy
Platform
Dynamics 365 Sales, LinkedIn Sales Navigator, Power BI
Trusted by Companies in E-commerce
Let’s talk about your Retail system
Ready to connect? Let’s make it seamless.
Let's discuss!