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Professional Services for Microsoft Dynamics AX

Supplier: Professional Advantage

Manage your Professional Services Business with more control and information


Welcome to our Microsoft Dynamics AX for Professional Services resource site. We invite you to watch a 20-min demonstration of Dynamics AX on how it can help you shorten the billing cycles, reduce administrative costs and improve project control.

Hope you find it valuable!

Details on Dynamics AX functionality for Professional Services

Project Management

  • Integrate financial, resource, task, and intellectual capital information to streamline company and project-related resources and improve accuracy
  • Increase efficiency and employee productivity
  • Configure work breakdown structures (WBS) at the company, client, product, and project levels
  • Define matrix tables for costs and rates
  • Establish billing rules and revenue recognition methods

Process Management

  • Gain insight into critical business information and trends with consolidated client and project information
  • Communicate company information to employees in the field
  • Centralise the management of and access to critical company information
  • Track and analyse transactions across your entire organisation
  • Drill down to any level of detail
  • Manage accounts effectively

Financial management

  • View client, contract, budget, and project management details to monitor profitability and avoid cost overruns
  • Automate approval processes for documents and line items
  • Streamline processes for cash advances, travel advances, and credit card reconciliation
  • Track estimated versus actual costs

Document and intellectual capital management

  • Provide team members with access to critical company information and consolidated project information

Project analysis

  • Manage projects and resources more effectively
  • Analyse costs and projects at any level of detail

Client profile archives

  • Archive and retrieve historical staffing plans, out-of-pocket estimates, and budget reconciliations

Project billing

  • Manage supplier and client agreements more effectively
  • Define recognition at the company, client, or project level
  • Pre-configure specific billing rules by client for percent complete, completed contract, time and materials, and fixed fee

Multi-company and multi-currency support

  • Operate smoothly across countries, languages, and currencies
  • Track financial transactions throughout your business

Integration with familiar software

  • Integration with familiar productivity software, including Microsoft Office Excel and Microsoft Office Word
  • Streamline financial processes with Microsoft Dynamics AX general ledger, purchasing, and receivables applications

More information >>