Project accounting, resource planning, and CRM for consultancies, legal firms, and agencies.
Professional services firms — consultancies, law firms, accounting practices, marketing agencies, architects, and engineering firms — have unique business requirements centred around projects, people, and clients.
Key challenges include tracking project profitability in real time, managing resource utilisation, capturing time and expenses accurately, automating complex billing, and maintaining strong client relationships.
Microsoft Dynamics 365 provides an integrated platform that connects project accounting (BC or F&O), CRM (Sales), time and expense capture, resource scheduling, and business intelligence (Power BI) in a single ecosystem. Veriland has deep experience implementing D365 for professional services firms, understanding the nuances of WIP calculations, revenue recognition, utilisation targets, and client-centric workflows.
We understand that "professional services" covers a wide range of business models, regulatory requirements, and operational challenges. That is why we have built dedicated expertise across four key segments — each with its own page detailing how D365 addresses the specific needs of that sector.
Matter management, trust accounting, SRA compliance, conflict checking, and time recording for law firms and legal practices.
Real-time project profitability, resource utilisation, bench management, and billing automation for management and advisory firms.
Engagement management, client deadline tracking, recurring engagements, fee recovery, and MTD compliance for accountancy and audit firms.
Project cost controls, subcontractor management, retentions, CIS compliance, and resource scheduling for AEC firms.
Difficulty tracking real-time project margins, WIP (work in progress), and recognising revenue accurately across long-running engagements.
Inefficient resource scheduling leading to under-utilisation, over-commitment, or skill mismatches on projects.
Manual, delayed, or inaccurate time and expense recording leading to revenue leakage and billing disputes.
Complex billing models (time and materials, fixed price, retainers, milestone) requiring manual intervention and reconciliation.
Disconnected sales and delivery data making it hard to nurture relationships, identify upsell opportunities, and track client satisfaction.
Regulatory requirements (SRA for legal, professional indemnity, GDPR) adding overhead to operations and data management.
“Veriland understood the nuances of project accounting for a consultancy. Our utilisation visibility went from monthly spreadsheets to real-time dashboards, and our billing errors dropped to near zero.”
Managing Director, Managing Director at UK Management Consultancy
Business Central is ideal for firms with up to 200 employees and straightforward project accounting needs. Finance & Operations is better for larger firms with complex multi-entity structures, advanced resource scheduling, or high-volume billing requirements.
Yes. D365 project modules support all common professional services billing models: time and materials, fixed price, milestone-based, retainer, and hybrid models. Billing rules are configurable per project or client.
D365 provides resource scheduling with skills-based matching, availability views, and utilisation tracking. For advanced scheduling, it integrates with Microsoft Project and Power BI for capacity planning dashboards.
Yes. D365 financial dimensions allow you to track profitability across multiple dimensions simultaneously: by project, client, department, practice area, or any custom dimension.
D365 supports automated revenue recognition aligned with IFRS 15 and FRS 102. Revenue recognition rules are configurable by project type, with full audit trails for compliance.
For many firms, yes. D365 covers project management, time tracking, billing, CRM, and financial management. For legal-specific requirements (trust accounting, matter management), D365 can be extended with specialist AppSource apps.
A BC Accelerator for a professional services firm typically takes 5-8 weeks. Larger implementations with F&O, CRM, and multiple integrations may take 10-16 weeks.
Yes. Training is tailored to professional services workflows: project setup, time entry, expense claims, billing, and project reporting. We use scenarios relevant to your firm's practice areas.
Browne Jacobson deployed Dynamics 365 Finance & Operations as the backbone of their Matter Management System — giving fee earners, partners, and finance teams a unified view of matters, costs, and profitability.
Eurofins replaced their slow, in-house web ordering system — which queried Dynamics AX 2012 directly — with Veriland's MaxPortal commerce platform, dramatically improving performance and enabling customers to place orders online reliably.
Veriland built a production property search platform for a UK water utility processing 4,000+ orders per month — then rebuilt it from scratch as VeriConvey, an AI-native SaaS product bringing agentic automation to the entire UK conveyancing industry.
Book a discovery call to discuss how Dynamics 365 can improve project profitability, resource utilisation, and client management.
Or call us directly: 01625 569 777
