Dynamics 365 for Professional Services

Digital transformation for Professional Services

In today’s economy, firms in the Professional Services industry need to find a way to attract and retain clients – and that happens with outstanding client service. 

d365.Group will tailor a solution for Microsoft Dynamics 365 that will empower your team to become trusted advisers to clients, increase client retention, boost profitability, and proactively manage risk while helping to increase compliance and reduce administrative costs. 

d365.Group has the experience and expertise to deliver effective solutions for Professional Services in the areas of legal, accounting, finance, insurance, real estate, and more.



Easily access a centralised and 360-degree view of client data to equip your frontline employees with the information they need to deliver an optimised client experience.

Succinct data


Provide an efficient means to input data, as well as immediate insight into actionable, real-time analytics.

Increase visibility


Deliver better visibility into the business development pipeline.

Streamline and automation

Get your firm ahead of the competition by streamlining and automating key processes.

Seamless integration

Achieve seamless integration with existing systems to boost efficiency – no need to flip between platforms.

Personal selling

Allow staff to send targeted offers to each client based on their individual case needs.

Reduce costs

Reduce operational costs and on-boarding time across all practice areas.

Contact centres

Enable contact centres to handle more interactions and anticipate client needs.

Mobile access

Provide mobile access for workers on the go.

Scalable solutions

Deliver an affordable, scalable solution.

Tailored Solutions for Professional Services

The Professional Services industry needs a platform that is more than a single point solution. d365.Group can help your professional services organisation deliver a customised solution to help you centralise and manage extensive client data; streamline and automate processes; develop long-term client relationships; and improve sales and service. We can build you an integrated business development, strategic marketing, and client care platform tailored exactly to your needs.