Microsoft Dynamics AX

For Professional Service Organizations.

Professional Services for Microsoft Dynamics AX delivers project management tools and methods that equip you to proactively organize projects and manage time, equipment, and employees effectively. With a solution that adapts to the way your company works, you can increase profitability, offer unmatched client service, and accelerate billings, while controlling costs through tighter integration of client and project-related information. Download Brochure

Project management

• Integrate financial, resource, task, and intellectual capital information to streamline company and project-related resources and improve accuracy
• Increase efficiency and employee productivity
• Configure work breakdown structures (WBS) at the company, client, product, and project levels
• Define matrix tables for costs and rates
• Establish billing rules and revenue recognition methods

Process management

• Gain insight into critical business information and trends with consolidated client and project information
• Help ensure that teams follow corporate policies
• Adhere to industry best practices, client standards, and government regulations
• Centralize the management of and access to critical company information
• Define accounting structures
• Track and analyze transactions across your entire organization
• Drill down to any level of detail
• Manage accounts effectively
  

Financial management

• View client, contract, budget, and project management details to monitor profitability and avoid cost overruns
• Automate approval processes for documents and line items
• Streamline processes for cash advances, travel advances, and credit card reconciliation
• Track estimated versus actual costs

Document and intellectual capital management

• Reduce the loss of valuable intellectual capital due to employee attrition
• Provide team members with access to intellectual capital and consolidated project information

Project analysis

• Manage projects and resources more effectively
• Analyze costs and projects at any level of detail
• Client profile archives
• Archive and retrieve historical staffing plans, out-of-pocket estimates, and budget reconciliations

Project billing

• Manage supplier and client agreements more effectively
• Define recognition at the company, client, or project level
• Pre-configure rules for percent complete, completed contract, time and materials, and fixed fee

Multi-company and multi-currency support

• Operate smoothly across countries, languages, and currencies
• Track financial transactions throughout your business

Integration with familiar software

• Use familiar productivity software, including Microsoft Office Excel and Microsoft Office Word
• Streamline financial processes with Microsoft Dynamics AX general ledger, purchasing, and receivables applications