Industry Solutions

Microsoft Dynamics 365 Solutions for Professional Services

Exceed client expectations, manage resources and overcome industry-specific complications

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Digital Transformation

Deliver Unparalleled Service and Transform the Way You Do Business

Microsoft Dynamics spurs continuous growth toward digital transformation and helps your teams make fast, informed decisions that guide your company toward greater profitability.

Evolving your business with digital transformation is not a one-and-done process — especially for professional services firms that survive on timely bids, accurate project estimates, clear client communication and prompt invoices.

Unlock your company’s potential with an experienced Dynamics CRM and ERP partner who has a track record of successful implementations within your industry. As a professional services company that uses Microsoft Dynamics solutions to drive our business growth, we are intimately familiar with the difficulties and opportunities that organizations face when incorporating a new CRM or ERP system, such as how to support ASC 606 compliance regarding revenue recognition and reporting.

Get in touch with us to schedule a consultation and demo today. Together, we’ll assess your business goals and discuss how to break down CRM and ERP silos to overhaul your company’s day-to-day operations.

Customer Relationship Management (CRM)

Dynamics 365 Sales, Customer Service and Field Service for Professional Services

Timeliness, resource management and efficiency are the lifelines of professional services firms. By implementing Dynamics 365 Sales, Customer Service and Field Service, you eliminate your reliance on antiquated CRM practices, like manually filling out error-prone spreadsheets and whiteboards to track customer conversations and processes.

Armanino’s implementation methods include best practice governance, change management, and value-add solutions that extend the use of Dynamics to better manage common tasks within the professional services industry, like territories, forecasts, resource allocation and warranties. These solutions are bundled with years of industry expertise to reduce the risks that many companies face when implementing a new CRM system.

Throughout our implementation, we also focus on ways Dynamics 365 and the Microsoft stack can unify your front- and back-office operations. This synchronization lets your teams use seamless, companywide data integration, via Power BI, to see a constant, real-time view of the business and solve problems quickly and efficiently.

Case Study
Strategy to Combine Discipline and Creativity for Long-Term Success
Learn how we helped develop long-term financial planning strategies to enable this creative agency to continue their path of success.

Enterprise Resource Planning (ERP)

Dynamics 365 Finance and Operations for Professional Services

Microsoft Dynamics 365 for Finance and Operations (formerly known as Dynamics AX) lets professional services firms track time and material resource allocations and manage financials, ensuring you’re providing excellent customer service at every step of the user journey.

By implementing Dynamics 365 for Finance and Operations (F&O) with Armanino, your company gains a partner with decades of Microsoft Dynamics experience and a reputation for quality. In addition to our implementation experience, our innovative Dynamics solutions have been recognized by Microsoft and incorporated into the core D365 F&O product.

When you partner with us, we work hand in hand with your company to leverage the Microsoft Dynamics platform applications and tools to help you embark on a journey toward digital transformation. Together, we’ll unify your business applications, empower your employees, and use companywide data to create actionable insights that drive growth at your own pace.

As your partner, we’ll also provide best practice guidance on where and how to get more from your investment by leveraging Dynamics 365 modules, like Revenue Recognition, Sales, Customer Service and Field Service, PowerApps, Power Automate and Power BI, as well as data warehouse strategies, all of which quickly offer your company value.

Learn how digital transformation can help your company reach its potential.

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Dynamics GP for Professional Services

Microsoft Dynamics GP is an excellent ERP system for small- to medium-sized professional services firms that need cost-effective and efficient project accounting, time tracking and vendor management.

Armanino has completed hundreds of successful Dynamics GP implementations and upgrades. Whether your company specializes in complex, multistage projects or finding clients quick wins, we’ll assess your ERP needs and help you get the most from Dynamics GP to create successful client engagements.


What Our Customers Are Saying

Why Armanino

Strategic Approach, Industry Expertise

As a Gold Certified Microsoft Dynamics partner, Armanino is the top choice for hundreds of professional services companies.

Our implementation methodology and years of industry expertise allow us to take the guesswork out of systems implementations, integrations and upgrades. Together, we’ll quickly identify and solve complex CRM and ERP opportunities and unlock your company’s untapped potential.

For high-growth startups we also offer a rapid implementation approach. This strategy delivers the tools you need now and allows you to take advantage of advanced functionality as your company evolves.

If you’re embarking on the beneficial journey of digital transformation, then contact our team today for a demo and see how implementing Microsoft Dynamics can help your professional services firm continue its growth.

Jeff Russell - Partner, Consulting - San Jose CA | Armanino
Jeff leads Armanino's industry excellence team for High Tech and Life Sciences Manufacturing.

Austin, TX
Carmel Wynkoop - Partner, Consulting - San Francisco CA | Armanino
Carmel has over 20 years of experience applying software solutions to solve her clients strategic business goals.

San Francisco, CA
Tim Hourigan - Partner, Consulting - San Ramon CA | Armanino
Tim has over 23 years of business and IT project management and systems integration consulting experience.

San Ramon, CA
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