Dynamics 365 for Professional Services
CRM for Professional Services Firms
enCloud9 helps professional services firms manage clients, win more work, and stay on top of every engagement with Microsoft Dynamics 365.
Law firms, accounting firms, consultancies, and agencies run on client relationships and billable time. We set up Dynamics 365 so your client information, pipeline, and engagements live in one place, connected to the Microsoft 365 tools your team already uses.
We help firms with:
- Client and contact management in one system
- Business development pipeline and proposals
- Engagement and project visibility when you need it
- Integration with Microsoft 365 and Outlook
- Data cleanup, automation, and ongoing support
How Dynamics 365 fits professional services
Professional services firms run on client relationships and billable time. Dynamics 365 brings both together, so you can see every client, every opportunity, and every active engagement in one place.
Client and contact management
One organized record for every client, contact, and conversation, shared across your whole team.
Business development pipeline
Track opportunities from first conversation to signed engagement, with nothing slipping through the cracks.
Proposals and follow-up
Keep proposals, tasks, and follow-ups moving, so promising work does not go cold.
Engagement visibility
See active engagements and their status, and extend into delivery with Project Operations and Business Central when you are ready.
Microsoft 365 and Outlook
Work from the tools you already use. Email, calendar, and documents stay connected to the client.
Reporting and Copilot
Clear reporting on pipeline and clients, with Copilot to summarize activity and surface what needs attention.
Why enCloud9 is the right fit
A Dynamics 365 specialist built for growing firms.
Since 2009
Focused on Microsoft Dynamics 365 since 2009, through every release and platform shift.
A true specialist
Dynamics 365 and the Power Platform are our whole focus, not a side service.
Senior people, no handoffs
You work with experienced consultants from the first call onward.
The full lifecycle
Implementation, data migration, cleanup, automation, and support in one place.
Right-sized for SMBs
Built for small and mid-sized firms, without enterprise overhead.
Support past go-live
Ongoing Dynamics 365 help when you need answers fast, long after launch.
Built for professional services firms
Law firms
Accounting firms
Consultancies
Marketing agencies
IT services
Architecture & engineering
A Microsoft Solutions Partner serving small and mid-sized firms since 2009.
Common questions about CRM for professional services
What is the best CRM for a professional services firm?
The best fit depends on your tools and how you work. For firms already using Microsoft 365, Dynamics 365 is a strong choice because it keeps client data, pipeline, and engagements connected to Outlook, Teams, and your documents in one system.
How is a CRM different from project or practice management software?
A CRM manages relationships and business development: clients, contacts, and your pipeline of new work. Project or practice management tracks delivery: engagements, time, and billing. Dynamics 365 can do both, with CRM at the core and Project Operations and Business Central added when you need delivery and finance.
Can Dynamics 365 track engagements and billable work, not just sales?
Yes. With Project Operations and Business Central, Dynamics 365 extends from CRM into engagement tracking, time, and invoicing, so the sale and the delivery stay connected. enCloud9 can set up as much or as little of that as your firm needs.
Does Dynamics 365 work with Microsoft 365 and Outlook?
Yes. Dynamics 365 connects directly to Outlook, Teams, and the rest of Microsoft 365, so your team works from familiar tools and client information stays in sync automatically.
We already have client data in spreadsheets. Can you migrate it?
Yes. Moving client and contact data out of spreadsheets into a clean, organized Dynamics 365 system is a common first step, and we handle the migration and cleanup for you.
Does enCloud9 work with professional services firms outside Nebraska?
Yes. enCloud9 is based in Bellevue, Nebraska, and works with professional services firms across the United States remotely.
Let's talk about your firm's CRM.
Tell us how your firm manages clients and new business today, and we will show you what Dynamics 365 can do. No pressure, no jargon.
Schedule a Consultation