D365 F&SCM for professional services, from project to cash.
Services firms run on utilization, project margin, and clean billing. As a Microsoft Dynamics 365 implementation partner, we implement D365 F&SCM with project management and accounting so projects, resourcing, time, billing, and revenue live in one system.
Where services firms lose visibility
When projects and finance live apart, utilization, billing, and margin all suffer.
Disconnected projects and finance
Project data in spreadsheets never reconciles with the financials.
Low utilization visibility
Resourcing decisions are made without a real-time view of capacity and demand.
Slow, error-prone billing
Time and expense flow through manual steps, delaying invoices and revenue.
Hard-to-see project margin
True project profitability is unclear until well after delivery.
How D365 F&SCM supports professional services
We connect projects, people, billing, and revenue to your financials.
D365 F&SCM modules and controls for professional services
The specific Microsoft Dynamics 365 Finance and Supply Chain Management modules and controls we put in place for professional services businesses.
Project Management & Accounting
Project budgets, WBS, and cost/revenue tracking by task.
Resource Management
Skills-based staffing, utilization, and capacity planning.
Time & Expense Management
Timesheets and expense capture tied directly to project billing.
Revenue Recognition
Automated recognition rules for fixed-price, T&M, and milestone contracts.
Project Invoicing
Flexible billing rules generated straight from project transactions.
Team collaborating on reports
Compliance and controls we configure
- Project cost auditability: Every hour and expense traceable back to a project, task, and approval.
- Revenue recognition compliance: Configurable recognition methods to align with accounting standards.
- Utilization and margin reporting: Role-based visibility into project profitability as work happens.
Outcomes we help professional services teams move
The operational and financial results our professional services clients see when D365 F&SCM replaces disconnected systems and spreadsheets.
Real project margin
See true profitability by project and consultant, not weeks after delivery.
Higher utilization
Resourcing decisions grounded in real-time capacity data.
Faster billing
Time and expense flow directly into invoices, cutting days sales outstanding.
Cleaner forecasting
Pipeline and resourcing data connect to financial forecasts.
A proven path for your Professional Services rollout
Every Logan Consulting engagement follows the same disciplined, six-step methodology, refined over three decades of ERP delivery.
Scoping and Planning
Goals, scope, timeline
Project Team Training
Your team learns D365 F&SCM
Design
Solution blueprint
Configuration & Development
Build, integrate, migrate
Validation & Testing
Validate real scenarios
Launch
Go live with support
Business professionals analyzing documents
Frequently asked questions
Can D365 F&SCM handle both fixed-price and T&M contracts?
Does it support resource scheduling by skill?
Can consultants submit time and expenses from mobile?
How does billing work?
Reviewed by the Logan Consulting ERP team
Backed by 33+ years of ERP delivery and senior, US-based consultants across Microsoft Dynamics 365, NetSuite, Acumatica, QAD, and SAP.
The Logan Consulting keys to customer success
Logan Consulting’s success is driven by exceeding our clients’ objectives. We start each engagement by understanding a company’s unique business needs, then develop customized solutions just right for them. We seek to:
Leverage standard software functionality, minimizing timely and costly customizations.
Promote knowledge transfer so our clients gain expertise and self-sufficiency.
Prescribe and execute solutions that are needs-based.
Be straightforward, disciplined, agile.
See it in practice
Read how Logan Consulting has helped manufacturers and other ERP clients solve real problems, and hear directly from clients about the engagement.
Related D365 F&SCM resources
Let’s find the right D365 F&SCM path for your business
Talk with a senior, US-based consultant about where you are today and the most direct route to value, with no pressure and no offshore hand-offs.
Two North Riverside Plaza, Suite 1440, Chicago, IL 60606 · 312-345-8800 · info@loganconsulting.com
