Dynamics 365 for professional services
Profitable projects, higher team utilisation, and full insight into results
In a services firm, every hour is either sold or lost: revenue cannot be stored or made up on the shop floor. For consultancies, IT firms, and agencies, ANEGIS implements Dynamics 365, in which sales, project staffing, time recording, and invoicing work on the same data, and the profitability of a project and a client is visible before the month closes. We know the services business from the schedule and rates side, not just the system.
Key Challenges
Revenue is made from experts' hours of work. When team utilisation and project profitability are not visible, the margin leaks away.
Low or invisible team utilisation
Consultants with no assigned work, and no one measuring it, so revenue quietly leaks away.
Unclear project profitability
Cost is mostly people's time, and when calculated by hand it reveals an unprofitable project too late.
Hard to match people and skills
Without visibility into availability and skills, it is hard to staff projects and plan the team's work.
Time and expenses logged late
Incomplete or late records push back invoicing and understate revenue.
The pipeline disconnected from delivery
A sales funnel not tied to the team's capacity leads to overload at one point and idle time at another.
Complex billing models
Time and materials, flat fee, subscription, and milestones, and on top of that KSeF and JPK.
We will help you transform
One platform for the services firm: from pipeline to profitability
We implement Dynamics 365 as one system covering the whole service cycle: sales and pipeline, resource planning, time and expense recording, settlements, and project cost accounting and finance. Today these elements usually work separately: a CRM, timesheets, and a separate finance system.
We run them in one place, on shared data, with Polish compliance built in from day one.
For a pure services firm, the implementation is light, without materials management. We implement in stages, using a methodology based on Success by Design and with risk control.
What makes up the solution for professional services
Microsoft Dynamics 365 Project Operations
Connect project sales, planning, and delivery to increase profitability and control over every stage of the work.
Microsoft Dynamics 365 Finance
Automate financial processes and gain real-time insight into the company's health with AI-based analytics.
Microsoft Power BI
Turn data into interactive reports and dashboards to make decisions based on current information.
Microsoft Fabric
Unify your teams and data to accelerate AI-driven innovation with a complete data platform.
Staff wisely. Deliver profitably. Invoice on time.
Spare team capacity, unprofitable projects, and late invoices stop slipping through when the pipeline, resources, time, and finance run on one platform, with team utilisation and margin visible in real time.
See how we change technology companies
BUUK Infrastructure: migration to Microsoft Dynamics 365
Nicols
OSTP Group
Saller Polbau
TERG
What Dynamics 365 delivers in services
Higher, visible team utilisation. You know who has spare capacity, so revenue stops quietly leaking away.
Project and client profitability in real time. You can see which project and which client makes money and which loses it.
The right people matched to projects. You plan work on data about availability and skills, not in the dark.
Faster, fuller invoicing. Time and expenses logged as they happen shorten the path to an invoice and raise revenue.
A pipeline joined up with delivery. You plan sales against the team's real capacity, so there is less overload and idle time.
Polish compliance and lower risk. KSeF, JPK, and reporting stay under control, rather than a chase against deadlines.
Why services firms choose ANEGIS
- We specialise in Dynamics 365. We combine knowledge of services firms with a narrow specialty in one system.
- Pipeline, projects, and finance on one platform. The whole service cycle works coherently, on shared data.
- A light implementation for services. Project Operations without unnecessary materials management.
- Polish compliance from day one. KSeF, JPK, and the Polish Localisation Pack are in place from the start.
- Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).
How we support services firms
Pre-implementation audit
We will assess your processes and requirements before the project starts, to choose the optimal scope and avoid costly mistakes.
Functional extensions
Extend the standard capabilities of Dynamics 365 with functions tailored to your business processes and industry requirements.
Dynamics 365 integrations and data
Integrate Dynamics 365 with the rest of your company's applications, so data flows smoothly and supports decisions across the whole organisation.
Managed support
We will provide ongoing care for your Dynamics 365 environment, responding to tickets and keeping the system stable and trouble-free.
Frequently asked questions about Dynamics 365 for professional services
Which service companies do you serve?
Advisory and consulting, IT services and software houses, agencies and creative firms, and professional practices, including legal, accounting, and engineering advisory on the project and services side.
How does this sector differ from engineering and construction?
Both rely on Project Operations. Professional services have no materials management, so the deployment is light and focused on team utilisation and profitability. Engineering more often needs materials and inventory.
Do you support different billing models?
Yes. Time and materials, flat fee, subscription, and milestones, together with Polish compliance (KSeF, JPK).
How will you improve team utilisation?
We give you visibility into how utilised the team is, plan resources, and tie the pipeline to availability, so you reduce both idle capacity and overload at the same time.
Where do you start in professional services?
With an assessment of sales, delivery, and finance processes as part of the pre-implementation audit, which points to the scope and sequence.
Let's see where revenue and margin leak in your services
