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.
Automated lead nurturing
Clear and accurate reporting
Timesheet management and resource tracking
Project profitability tracking
Project communication and collaboration tools
Automated quote and proposal process
Microsoft Gold: 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
Fast Track is a fixed-budget and quick way to implement Dynamics 365 Sales or Service with some simple configurations to align the solution to your business, designed to be the first step of your CRM journey. In addition, other packs of capability are available to add-on to the core solution.
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.
Enterprise projects are large scale projects using one or more Dynamics 365 modules, across the whole business often with some level of complexity. That is to say, one or more internal and external integrations are set up, such as with finance.
Unsure which plan is best for you?
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
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!"
Client Services Manager