Professional Services

Experience & expertise you can count on

Enhancing Professional Services

Professional Services companies trust Sollaris 365 to help them streamline project delivery, improve visibility, and increase profitability through the power of Microsoft Dynamics 365 Finance & Operations, Business Central, and Customer Engagement (CE). We enable consulting firms, IT service providers, engineering practices, and other project-based organizations to unify financials, resource management, and client engagement on a single intelligent cloud platform. Our experts design connected solutions that automate project accounting, time and expense tracking, and contract billing — while providing real-time insight into utilization, margins, and performance. Through the integration of ERP, CRM, and analytics.

Our Approach

We begin by understanding your firm’s operating model — from project delivery and resource management to billing, forecasting, and client engagement — identifying where automation and real-time insight can drive measurable improvement. Leveraging Microsoft’s connected cloud ecosystem and the Power Platform, we design tailored solutions that streamline project accounting, automate time and expense capture, and enable predictive forecasting for utilization and profitability. By integrating ERP and CRM into a unified, data-driven environment, we empower leaders to make faster, more informed decisions while enhancing collaboration and client satisfaction.

We want to partner with you

Start Your Business Transformation Today

Start Your Business Transformation Today with Sollaris 365 and empower your Professional Services organization to deliver projects more efficiently, profitably, and collaboratively through Microsoft Dynamics 365. We help consulting, engineering, legal, and IT service firms connect their financials, projects, resources, and client relationships within a single intelligent platform — enabling seamless visibility from proposal to project completion. With Dynamics 365 Finance & Operations, Business Central, and Customer Engagement (CE), we streamline project accounting, automate billing and time tracking, and deliver actionable insights that improve utilization and margin performance. Our experts design tailored, cloud-based solutions that enhance forecasting accuracy, strengthen collaboration, and elevate the client experience through connected data and automation. Partner with Sollaris 365 today to transform your firm into an agile, data-driven organization — one that delivers exceptional service, drives measurable growth, and builds lasting client success.

ERP Discovery & Assessment

Unlock the full potential of your project-driven organization with a Dynamics 365 ERP Discovery & Assessment designed specifically for Professional Services companies. At Sollaris 365, we help consulting firms, IT providers, engineering practices, and service-based organizations evaluate how they manage projects, resources, and financial performance — identifying opportunities to automate processes, enhance visibility, and improve profitability. Our experts analyze your current systems across project accounting, time and expense management, billing, and forecasting, then map them to the powerful capabilities of Microsoft Dynamics 365 Finance & Operations or Business Central. Partner with Sollaris 365 today to align your business strategy with the right technology foundation — and build a smarter, more agile services organization for the future.

CRM Envisioning & Planning

Professional Services organizations partner with Sollaris 365 to transform the way they manage projects, resources, and client relationships using the power of Microsoft Dynamics 365 Finance & Operations, Business Central, and Customer Engagement (CE). We help consulting, engineering, IT, legal, and accounting firms unify financial management, project delivery, and business development in a single, connected cloud platform. By integrating project accounting, time and expense management, and contract billing with real-time reporting and analytics, leaders gain the visibility needed to improve utilization, profitability, and client satisfaction. Through seamless collaboration across sales, delivery, and finance, our solutions empower firms to forecast accurately, optimize staffing, and deliver projects on time and on budget.