Professional Services for Microsoft Dynamics AX

Microsoft Dynamics AX for professional services companies

Professional Services for Microsoft Dynamics AX delivers project management tools and methods that equip you to proactively organize projects and manage time, equipment, and employees effectively. With a solution that adapts to the way your company works, you can increase profitability, offer unmatched client service, and accelerate billings, while controlling costs through tighter integration of client and project-related information.

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
Help ensure that teams follow corporate policies
Adhere to industry best practices, client standards, and government regulations
Centralize the management of and access to critical company information
Define accounting structures
Track and analyze transactions across your entire organization
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

Reduce the loss of valuable intellectual capital due to employee attrition
Provide team members with access to intellectual capital and consolidated project information

Project analysis

Manage projects and resources more effectively
Analyze 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 rules 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

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