Professional Services

Manage your clients, better understand their needs, and provide exceptional service.

How Does Dynamics 365 for Professional Services Work?

Learn how a tailored professional services CRM solution could help you:

  • Provide a single view of customer data
  • Get real-time insights on the project pipeline
  • Create tailored communications based on client interests
  • Save time and money by automating your quoting and document processes
  • Enable self-service portals to enhance the project experience

Microsoft Dynamics 365 – Made for Professional Services

Whether your practice is in consulting, engineering, marketing, advertising, surveying, or other services, Dynamics 365 will work in tandem with your business and address your challenges.

Partner Pledge
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IAMCP Member

Microsoft Solutions Partner: A status you can trust
Work with a partner that is considered one of the UK’s leading specialists in Dynamics 365 for SMB clients.

We have an excellent track record of delivering Microsoft CRM systems for over 800 businesses. Recent client testimonials are available from a wide range of SMB client sectors – a credit to the focus on reference ability of all projects.

Ambassadors for the IAMCP
We are proud to support the International Association of Microsoft Channel Partners (IAMCP). The IAMCP is an organisation dedicated to maximising the business potential of members through peer-to-peer interaction, member advocacy, community outreach, growth and education—while enhancing members’ access to Microsoft executives.

Cloud9 Insight’s CEO Carlene Jackson is on the board representing IAMCP for D&I, and Strategic Partnerships Director Zoe England is on the board representing Partnering.

Professional Services CRM Solution Packages

Strategic Dynamics CRM Implementation

Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Moreover, phases are designed to build additional maturity which may include system integration.

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SMBs need a CRM catered to them. There are many solutions available, but they often have features that SMBs just simply do not need, nor can they afford. If your business is looking for a cost-effective, easy-to-implement customer management tool, click here to learn more about Lite.

Need more information?

We're here to help. Talk with one of our team expert consultant and get a free 30 min consultation and an assessment report.


Learn How CRM Can Help Whether You're a Sole Practitioner, a Partnership or a Larger Firm

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Book a Free Health Check

Not sure where to start? Find out what Dynamics 365 can do for you.

Your 20-minute session includes:

  • Time with our experienced membership CRM consultants
  • Analysis of your current systems and your goals
  • Provision of a business health score, measured against other organisations in your sector
  • Guidance and suggestions for improvement


"The Client Services Team here at Vero regularly reach out to Customer Success at Cloud9 Insight for ongoing support. Their team is responsive and always eager to swiftly resolve any queries we may have. They're continually friendly, helpful and insightful. We always feel heard and attended ton!"

Aga Szulbinska
Client Services Manager
Vero Screenings