Centralised client and project information
Dynamics 365 provides one place for all client details, communications, contracts and project documents, helping consulting teams stay aligned and avoid duplicated effort.
Dynamics 365 CRM
Dynamics 365 for Consultancy FirmsConnect clients, projects and delivery in one platform
Improve client delivery, streamline operations and strengthen decision-making with Microsoft Dynamics 365 for consultancy services.
Overview
Why consulting businesses need Dynamics 365
CRM software for consulting firms needs to support long sales cycles, relationship-led selling, and project delivery. Microsoft Dynamics 365 provides an end-to-end CRM solution designed specifically for consulting and professional services businesses.
Consulting businesses face constant pressure to deliver successful projects, maintain profitable utilisation and respond quickly to client needs. Yet many firms still rely on disconnected systems, manual reporting and spreadsheets. This makes it harder to track performance, allocate resources effectively and maintain visibility across multiple engagements.
Microsoft Dynamics 365 CRM provides a unified platform that centralises client data, project information, financials and reporting. It helps consultants stay organised, improves communication between teams and reduces admin through automation. With clear, real-time insight into your pipeline, resourcing and project performance, consulting firms can enhance delivery quality, improve profitability and build stronger client relationships.
Benefits
The benefits that help consulting teams work smarter
Discover how Dynamics 365 can simplify operations, improve project outcomes and give your firm a competitive edge.
Automate repetitive admin tasks
Proposals, scheduling, timesheets, follow-ups and project status reporting can be automated, reducing admin and helping consultants focus on client work.
Data-driven insights that improve project delivery
Real-time dashboards show utilisation rates, project progress, revenue forecasts and client satisfaction indicators, helping firms make proactive decisions.
Security and compliance you can rely on
Consulting firms manage sensitive information. Dynamics 365 offers enterprise-grade security to protect client data and support compliance requirements.
CRM stats
Why your consulting business needs a CRM
Data taken from a survey we commissioned in December 2024. Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
How Dynamics 365 empowers consulting teams
Dynamics 365 is designed to support consulting workflows across strategy, technology, operations and specialist advisory services.
The capabilities of Dynamics 365 extend across key areas of consulting work:
01
Client Relationship Management
Track interactions, identify opportunities and manage accounts with a complete view of client engagement history and preferences.
Why choose us
Why consulting businesses choose Dynamics 365
Flexible for firms of any size or specialism
Whether you offer management consulting, technology consulting or niche advisory services, Dynamics 365 adapts to your workflows.
Seamless integration with tools you already use
Dynamics 365 connects with Microsoft 365, Power BI and industry-specific apps, helping consultants collaborate more effectively.
Easy for teams to adopt
Its intuitive interface helps consultants and project managers find information quickly without needing extensive training.
Analytics that support performance improvements
Dashboards help firms track pipeline health, utilisation, engagement profitability and consultant performance.
Security and resilience for sensitive client data
Dynamics 365 protects confidential information with robust security tools and access controls.
Download our report
The Dynamics of Success
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.
Download report
Case studies
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayLooking at Dynamics 365 CRM beyond consulting businesses? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
Transform your consulting operations with Dynamics 365
Consulting success depends on strong client relationships, efficient project delivery and reliable insight. Dynamics 365 brings everything together to help you deliver exceptional results. To learn more about Dynamics 365 for consulting firms, get in touch via this short form.
FAQ
Frequently asked questions
It is a connected set of Microsoft applications that help consulting firms manage clients, projects, resources and finances in one platform.
Yes. It provides real-time visibility into utilisation, resource allocation and team capacity.
It integrates with Microsoft 365, Power BI and third-party tools via APIs.
Yes. It tracks budgets, actuals, billable hours and forecasts to support profitability analysis.
Yes. It helps track leads, manage proposals and monitor your pipeline from first contact to signed engagement.
Yes. It supports multi-region operations, multi-currency and multi-language environments.
Thanks to its familiar Microsoft interface, most consulting teams can adopt it quickly, with configuration tailored to each firm's processes.
