Professional Services news & resources

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Project Buckets for Projects Tasks in Dynamics 365 Project Operations

by Priyesh Wagh

Project Buckets promise new options for Dynamics 365 Project Operations

Architecture Construction Customer Engagement Dynamics 365 Legal Professional Services Project Management Project Operations Software
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With a new services industry practice, HSO targets broader Dynamics 365 opportunities

by Jason Gumpert

With a growing portfolio of vertical solutions and large US presence, executives see new opportunities to build both a regional presence and global industry strength.

Billing Business Central Contract Management Customer Engagement Dynamics 365 Finance and Operations Financial Services Legal Power Platform Professional Services Project Management Time & Attendance
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HSO adds professional services industry unit with acquisition of SAGlobal IP and North America team

by MSDW Reporter

SAGlobal's Legal and AEC solutions form the basis of the new HSO ProServ division

Architecture Construction Customer Engagement Dynamics 365 Engineering Finance and Operations Legal Professional Services Service Management
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Why your professional services team needs a cash position report

by Anil Shah

Cash on hand is a key metric and hence should be reviewed regularly by your management team, especially in uncertain economic times.

Accounting BI and Reporting Customer Engagement Dynamics 365 Financial Management Professional Services Project Operations Project Service Automation
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Velosio acquires Microsoft partner BroadPoint

by MSDW Reporter

Velosio intends to grow its Dynamics portfolio

Azure Business Central Customer Engagement Dynamics 365 Dynamics GP Manufacturing Not For Profit Professional Services
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How to do split billing in Microsoft Dynamics 365 Project Operations

by Kuldeep Gupta

How to address this complex but common scenario.

Billing Customer Engagement Dynamics 365 Financial Management Invoice Processing Professional Services Project Management Project Operations Project Service Automation
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With Dynamics 365 Project Operations in GA, Microsoft prepares transition plan for legacy users

by Jason Gumpert

With Project Service Automation and ...

Complex Billing Customer Engagement Data Integration Dynamics 365 Dynamics AX Expense Management Finance and Operations Manufacturing Professional Services Project Management Project Operations Project Service Automation
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How to post Fixed Bid and Time & Material-based invoices in Dynamics 365 Finance and Operations from Project Operations

by Kuldeep Gupta

What to set up in both systems, and who to assign to get your invoice data flowing accurately

Accounting Customer Engagement Data Integration Dynamics 365 Finance and Operations Invoice Processing Professional Services Project Management Project Operations Project Service Automation
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How we use Power BI to run our technology business

by Kuldeep Gupta

Like many technology businesses, CloudFronts uses Power BI for insights and visibility

Accounting BI and Reporting Billing Customer Engagement Dynamics 365 Field Service Financial Management Invoice Processing KPIs Power BI Power Platform Professional Services

Microsoft Dynamics Partner Roundup: CRM integration; Workflow automation; Partnership; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Financial Services Professional Services Regulatory Compliance

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Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

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The Complete AP Guide To TIN Matching And OFAC Screening (2025 - 2026 Tax Season Edition)

Mekorma
Best practices and processes to help you stay compliant and minimize risk in 2025-2026 tax season
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From Back Office to CFO's Boardroom: How Strategic AP Drives Financial Health

Mekorma
Unlocks cash flow control, stronger vendor ties, better compliance, and smarter decisions
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

Optimize Microsoft Dynamics 365 FSCM with Complete Subscription Management

Bluefort
Transform Dynamics 365 FSCM into a fully automated, enterprise-grade subscription engine
Billing CPQ (Configure, Price, Quote) Complex Billing Dynamics 365 Finance and Operations Financial Services Food & Beverage Healthcare Media & Entertainment Pharmaceuticals Professional Services Retail

Subscription Chaos to Enterprise Harmony: Eliminating Silos with LISA Enterprise Powering D365 FSCM

Bluefort
Struggling with subscription chaos? Discover how leading enterprises are reclaiming control and scaling effortlessly with one unified contract spine. Ask ChatGPT
Complex Billing Dynamics 365 Finance and Operations Professional Services Retail Software Subscription Management Subscription billing Telecommunications

(Infographic) Guide for Dynamics GP Users: Is it Time to Move to Business Central?

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Boating Business Central Check Printing Chemicals
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From Spreadsheets to Cloud ERP: How MaxxForce Adopted Dynamics 365 Business Central

JourneyTeam
Upgrading to a modern, scalable ERP with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Dynamics 365 Enterprise Asset Mgmt Power BI Power Platform Professional Services

Building a Modern Microsoft 365 Intranet for a Growing Professional Services Firm

JourneyTeam
Modernizing its intranet with Microsoft 365 for a cleaner, more connected employee experience
Knowledge Management Professional Services

Building a Better Intranet: A Professional Services Firm’s Journey to Connection and Clarity with Microsoft 365 and JourneyTeam

JourneyTeam
Creating a modern intranet built on SharePoint Online and Viva
Collaborative Workspaces Engineering Governance, Risk, and Compliance (GRC) Knowledge Management Professional Services

Power BI Implementation for UK’s Leading Fashion Brand: Case Study

Dynamics Square USA
UK fashion leader cuts costs & boosts reporting with Power BI implementation. See how real-time insights changed it all.
BI and Reporting Design & Decorating Design & Living Dynamics 365 Fashion Footwear Power BI Power Platform Professional Services Real Estate Retail

Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

Mekorma
Now able to build batches, get approvals, and print checks or create ACH files within a single day
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Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

HSO AI Readiness Assessment

AI is a hot topic, with 2024 seeing an acceleration in AI applied use cases. However, amid the excitement, many struggle to...
AI Agents AI and Machine Learning Architecture Azure Business Performance Mgmt Construction Data Management Engineering Financial Services Government Legal Manufacturing

Expense Entry Agent by HSO Smarter Expense Submission Starts Here

Automate Expense Capture & Submission Directly in Teams Manual expense reporting is time-consuming, error-prone, and...
Architecture Azure Construction Copilot Engineering Expense Management Financial Services Government Legal Manufacturing Not For Profit Professional Services

Order Management Agent: With HSO, Order Process Automation Starts Here

Supply chain-focused. Microsoft-powered. HSO-delivered. Our Order Management Agent is an AI-powered solution that automates...
AI Agents Architecture Azure Construction Dynamics 365 Engineering Financial Services Government Legal Manufacturing Not For Profit Order Management

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal
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