Bill what you actually deliver
Microsoft Solutions for Professional Services
We help consultancies, agencies, and professional firms connect project delivery, resourcing, and billing on Microsoft Dynamics 365 and Power Platform, so utilisation and project margin are visible while a project is still running.
What We Usually Find
- Timesheets chased at month end and reconstructed from memory
- Project profitability only known after the invoice goes out
- Resource planning done in a spreadsheet nobody trusts
- Client documents scattered across personal drives and email
How We Fix It
Each of these links through to the practice that delivers it.
Project operations and billing
Dynamics 365 covering project accounting, time and expense, and billing against fixed-fee or time-and-materials contracts.
Dynamics 365 Services
Time capture and utilisation reporting
Power Apps for fast time entry and Power BI dashboards on utilisation, pipeline, and project margin.
Power Platform
Client workspaces
SharePoint document management with per-client permissions, retention, and version history replacing ad hoc file sharing.
SharePoint DevelopmentWhat Changes
- Timesheets submitted during the week, not reconstructed at month end
- Project margin visible while there is still time to act on it
- Resource plans based on committed work rather than guesswork
Professional Services Questions
Can this handle both fixed-fee and time-and-materials projects?
Yes. Dynamics 365 Project Operations supports fixed-price, time-and-materials, and milestone-based billing on the same system, including revenue recognition treatment appropriate to each.
How do we get people to actually fill in timesheets?
By making entry take seconds rather than minutes. A Power App with pre-populated projects, recent entries, and mobile access removes most of the friction, and automated reminders through Power Automate handle the rest.
Talk to someone who has done this in professional services
Bring us the process that is causing the most pain. We will tell you what it would take to fix it, and whether it is worth fixing.