Dynamics 365 for Professional Services
LevelShift helps professional services firms eliminate utilization gaps, streamline project delivery, and improve profitability with Dynamics 365 solutions built around the realities of modern service organizations.
Schedule a Free AssessmentROI over three years
With Dynamics 365 implementation
Higher gross margins
For firms using Professional Services Automation
Higher operating profit
Compared to spreadsheet-based operations
Professional Services Firms Are Losing Margin – Not Because of Talent, But Because of Systems
Professional services organizations—consulting, IT services, engineering, legal, architecture, accounting—face challenges that directly erode profitability:
Low billable utilization due to poor resource visibility
Delivery overruns caused by weak project controls
Revenue leakage from manual or inaccurate time entry
Delayed invoicing because finance lacks real-time project data
Fragmented CRM → project → billing workflows
Inability to forecast resource needs leading to bench time or unmet demand
Limited visibility into client health and project risks
These issues aren’t caused by lack of effort or leadership. They’re caused by disconnected systems that can’t support the speed and complexity of modern service delivery. To stay competitive, firms need a unified platform for managing clients, projects, resources, financials, and operations — not another isolated tool.
The Solution – A Connected Professional Services Operating Platform
LevelShift implements Dynamics 365 for Professional Services to help firms:
Increase billable utilization
Improve project profitability
Eliminate revenue leakage
Standardize delivery processes
Accelerate lead-to-cash
Scale across practices and geographies
Dynamics 365 becomes the digital nerve center of your firm — LevelShift ensures it’s tailored to how your firm actually operates.
Capabilities LevelShift Delivers for Professional Services
Project Delivery & Governance
- Standardized project templates
- Milestone tracking & automated alerts
- Real-time budget, margin, and timeline visibility
- Integrated risk & issue management
Resource & Capacity Management
- Skills-based allocation
- Bench optimization
- Capacity forecasting
- Cross-practice planning
Time, Expense & Billing Automation
- AI-assisted time entry
- Automated expense capture
- Project-based or milestone billing
- Revenue recognition
Client Engagement & CRM
- Lead-to-engagement workflows
- Proposal & contract management
- Client collaboration portals
- 360-degree client and pipeline visibility
Financial & Operational Insights
- Profitability dashboards
- WIP tracking & billing readiness
- Demand forecasting
- Utilization analytics
AI-Powered Professional Services with LevelShift + Copilot
AI is rapidly reshaping the professional services landscape. LevelShift integrates Microsoft Copilot to deliver:
Proposal & SOW generation
- Resource allocation recommendations
- Automated time-entry suggestions
- Budget forecasting
- Project risk alerts
- Client churn and upsell predictions
Smart queries:
- “Which projects are at risk?”
- “Show utilization by practice.”
- “Predict resource needs for Q4.”
- “Which clients show declining engagement?”
Why Professional Services Firms Choose LevelShift
Built for service firms, not generic ERP deployments
Faster time to value with reduced delivery risk
Business-first, outcome-driven approach
Flexible On-Demand support
Strategic partnership beyond go-live
Post-Implementation Support (On-Demand Model)
LevelShift ensures your platform continues to grow with your firm through:
Delivery workflow enhancements
Proposal automation & CRM optimization
New practice/service line onboarding
Profitability model updates
Custom analytics and dashboards
AI-driven improvements