INDUSTRIES
Microsoft Dynamics 365 for Professional Services
As an implementation partner for Microsoft Dynamics 365, we serve engineering, IT services and other project-based firms across Asia-Pacific and beyond. One system shows project cost, billing and margin as the work progresses.
Microsoft Dynamics 365 Finance and Supply Chain Management · Microsoft Dynamics 365 Business Central · Microsoft Dynamics 365 Field Service · Microsoft Dynamics 365 CRM
What We Implement for Professional Services and Project-Based Firms
We configure Microsoft Dynamics 365 around the way you sell, deliver and bill your projects.
Project Costing and Margin
Track cost, budget and margin on every project. Project managers see margins as work progresses.
Time and Material Billing
Capture project costs as the work is done, so billable time and material reach the invoice.
Field Service and Dispatch
Schedule technicians, track them and report on site from one system.
Resource Planning
Plan engineers and other resources against live project data. Respond to issues early.
Project E-Invoicing
Bill from project accounting in line with local e-invoicing rules, such as the Malaysian rules.
Sales to Delivery
Move a quote from CRM into project delivery, cost and dispatch with no re-keying.
Which Dynamics 365 Product Fits Your Firm
We implement two Dynamics 365 ERP products for professional services and project-based firms. Service and sales teams add Field Service and CRM.
Groups with many entities and phased rollouts
Single companies and small groups
Many entities, sites and countries
One company or a few sites
Project and service management with finance as the backbone
Project costing, budgeting and financial tracking
Field Service and CRM linked to finance
Field Service linked to finance
An engineering company and a global IT services company
A façade contractor, a solar developer and an IT solutions provider
For a small firm that wants a fixed-scope Business Central, see Jumpstart ERP.
Best for
Single companies and small groups
Entities and sites
One company or a few sites
Project accounting
Project costing, budgeting and financial tracking
Service and sales
Field Service linked to finance
Where we have implemented it
A façade contractor, a solar developer and an IT solutions provider
Sales teams add Dynamics 365 CRM, linked to finance. Explore CRM and Customer Engagement →
Best for
Groups with many entities and phased rollouts
Entities and sites
Many entities, sites and countries
Project accounting
Project and service management with finance as the backbone
Service and sales
Field Service and CRM linked to finance
Where we have implemented it
An engineering company and a global IT services company
Sales teams add Dynamics 365 CRM, linked to finance. Explore CRM and Customer Engagement →
Featured Customer Stories
Malaysia · IT Services and Consulting
Crayon
New markets live faster, without losing global control
Dynamics 365 Finance and Operations
A global IT services and consulting company headquartered in Norway. It operates in 40+ countries and set up in Malaysia in 2014.
GOAL
Deploy its global Dynamics 365 template in new regional entities. Localise tax, reporting and operations without breaking global controls.
What We Delivered
We adapted the global template for local use. We gave hands-on guidance and localisation expertise for country-specific needs. We kept every entity in line with the global governance model.
RESULT
Rollouts to new countries follow a proven template. Processes stay standard, with room for regional differences. Visibility and control improved across regional and local finance.
Singapore · IT Solutions
Keppel Technology Solutions
Off an unsupported ERP, onto one connected platform
Dynamics 365 Business Central · Field Service
Formerly AsiaPac Technology. An award-winning IT solutions provider under the Keppel Group. It delivers cloud, endpoint, cybersecurity and infrastructure solutions to government agencies, enterprises and SMEs.
GOAL
As the business grew, finance, inventory and service operations needed to work together.
What We Delivered
We integrated Dynamics 365 Field Service with Business Central. Service scheduling, technician tracking and on-site reporting are automated. Departments share real-time data.
RESULT
A fully integrated, data-driven environment. Lower or no on-premises maintenance costs. More accurate billing and inventory. Faster service response and reporting with drill-down.
More From Our Customers
Singapore · Façade Engineering Contractor
Project managers see margin as work progresses.
Malaysia · Solar Project Developer
Every solar project's cost is clear at a glance.
South Korea · Offshore Wind Developer
Project, procurement and finance workflows are unified for compliance and investor reporting.
Malaysia · Oil and Gas Services Provider
After-sales costs are tracked alongside sales.Billing and project accounting work as one, with Malaysian e-invoicing.
How We Roll Out Project Accounting
We add one layer at a time, so each team works from live data before the next arrives.
Start With Finance
We make finance the backbone before we add projects.
Add Projects and Field Service
We bring in project accounting and Field Service, so costs are captured as work is done.
Connect Sales to Delivery
We link CRM so a quote flows into project delivery, cost and dispatch. We support the system after go-live.
Why Professional Services Firms Choose 9 Dots Consulting
We run multi-entity ERP rollouts across borders and time zones. Our teams work in 11 countries. We are a Microsoft Managed Partner in APAC, a Tier-1 Cloud Solution Provider, a Solutions Partner for Business Applications and an ECIF Green Partner.
Team Members
Projects Delivered Across All Industries
Years of Experience
Countries With Our Customers
Microsoft Managed Partner (APAC)
Microsoft gives us direct access to its experts. We bring their resources into your project.
Microsoft Tier-1 Cloud Solution Provider
We buy licences direct from Microsoft through CSP Direct. We manage your subscriptions and ongoing support.
Microsoft Solutions Partner for AI Business Solutions
Microsoft has verified our skills and our customer projects. We hold the Business Applications and Modern Work designations.
Microsoft ECIF Green Partner
Microsoft co-funds eligible projects through End Customer Investment Funds (ECIF). We can check whether you qualify.
Questions About Microsoft Dynamics 365 for Professional Services
What is the best ERP for a professional services or engineering firm?
Microsoft Dynamics 365 suits project-based firms that need project cost, billing and margin in one system. Business Central fits a single company or a few sites. Finance and Supply Chain Management fits groups with many entities and phased rollouts. We confirm the fit in a process review before we recommend one.
Which Dynamics 365 product suits an engineering or IT services firm?
An engineering company with finance, projects, service and sales on separate systems suits Finance and Supply Chain Management. We rolled it out in three phases for a Malaysian engineering company. A façade contractor, a solar developer and an IT solutions provider run on Business Central.
Can Dynamics 365 track project cost and margin?
Yes. Dynamics 365 centralises project costing, budgeting and financial tracking. Project managers see margins as work progresses. We implemented Business Central for a façade engineering company in Singapore, so finance and project teams work from the same figures.
Can Dynamics 365 stop unbilled time and material work?
Yes. Dynamics 365 captures project costs as the work is done. At a Malaysian engineering company, time and material work often went unbilled. Project accounting now feeds billing from live project data.
Can field service teams work from the same system as finance?
Yes. Dynamics 365 Field Service schedules technicians, tracks them and reports on site. We integrated it with Business Central for an IT solutions provider in Singapore. Billing and inventory are now more accurate, and service response is faster.
Can Dynamics 365 handle e-invoicing for project billing?
Yes. We integrated e-invoicing into Dynamics 365 project management for an oil and gas services provider in Malaysia. Billing is faster and meets Malaysian rules. Project accounting and billing now work as one across every rig.
Can we use one Dynamics 365 template in new countries?
Yes. We adapted a global Dynamics 365 template for the local tax, reporting and operations rules of each new entity at an IT services company. The global controls stayed in place. New countries now follow a proven template.
In which countries do you implement Dynamics 365 for professional services?
Our projects cover Asia-Pacific and reach beyond it, including the USA and Europe. In professional services and project-based industries we work with firms in Malaysia, Singapore and South Korea, and with a global IT services company.
Talk to Us About Your Professional Services ERP
Fill in the form or email us to book a free consultation. We reply within one business day.