Professional Services Blueprint

CRM Dynamics Limited

Dynamics 365 for Engineering, Architecture, Health, Consulting, Legal, & Financial Services

Professional Services Blueprint is part of the Dynamics Blueprint series from CRM Dynamics, powered by Microsoft Dynamics 365.

In today’s digital age, building a trusted relationship and maintaining a solid reputation on project delivery while exceeding customer expectations is the new standard. You engage in a highly personalized experience with your customers and the Professional Services Blueprint will allow you to better manage your sales pipeline, manage customer relationships and have better oversight of your projects.

Professional Services Blueprint is suitable for the following industries: Engineering, Architecture, Health, Wellness, Management Consulting, Legal, Financial Services such as Insurance or Tax Firms.


Professional Services Blueprint offers you:

1. Configured for Professional Services - This solution is configured to support a 360-degree view of your business.

2. Team enablement - This solution provides your team members with a common platform for sharing information.

3. A platform for the future -Think of the blueprint as laying the foundation for the future, with options that you can add over time including Project Management, Marketing, Artificial Intelligence, Telephony and ERP.


Professional Services Blueprint features include:

Core Features:

  • 360-degree view of the customer 
  • Customer Service 
  • House Holding 
  • Project Oversight 
  • Reporting & Analytics 
  • Demographic and Segmentation 
  • Cloud Telephony 
  • Training 


Advanced features include:

  • Marketing Communications
  • Event Management 
  • Project Management 
  • LinkedIn Integration
  • Account Management 
  • Web Chat 
  • Virtual Chat Agent
  • Booking portal
  • Customer Self Service Portal 
  • Customer Segment Modeling
  • ERP

https://store-images.s-microsoft.com/image/apps.63393.6259a835-7331-4d91-8acd-8542e636cd83.a84be4a0-9049-4403-abec-852e04a6d600.baefa7de-c48e-4228-a481-000a5e31e20c
https://store-images.s-microsoft.com/image/apps.63393.6259a835-7331-4d91-8acd-8542e636cd83.a84be4a0-9049-4403-abec-852e04a6d600.baefa7de-c48e-4228-a481-000a5e31e20c