Microsoft Dynamics Solutions for Professional Services

From IT services and business consulting to field service and staffing, professional services firms focus on maintaining long-term relationships as well as close management of projects, resource planning and scheduling.

RSM offers a customized approach to our services that is based on your needs—combining in-depth industry knowledge and a long-standing commitment to growing, middle-market companies.

  • Project Accounting – Deliver comprehensive built-in functionality for project-driven organizations with integrated project management, accounting support and regulation compliance
  • Prospect and client insight – Analyze customer information to better understand customers to achieve long-term loyalty
  • Resource management – Plan, schedule and offer better utilization of resources
  • Workflow – Automate processes to simplify administrative tasks and spend more time with clients
  • RSM offers solutions from Microsoft for business and professional services firms including Microsoft Dynamics® AX, Microsoft Dynamics CRM, Microsoft Dynamics® GP, Microsoft Dynamics SL, Assistance Software and Unanet



RSM provides industry specific answers with flexibility to grow

The regional staffing company wanted a comprehensive back-office solution that was specific to their unique needs.


Using technology to effectively manage projects with a 360 degree approach

Learn how professional service organizations are managing relationships from initial lead to multiple projects with a 360-degree approach.


Project accounting: Utilizing ERP to effectively track costs and resources

Project-based companies must understand how to choose the right ERP system to increase visibility and monitor project health and available resources.

  • Tom Burtner


Enterprise resource planning considerations in government contracting

An enterprise resource planning system for government contractors must integrate technology, people and processes.

  • Vlad Mitchev


Integrating Project Server and Dynamics AX to increase resource utilization

Find out how to properly integrate Project Server and Dynamics AX to create more efficient processes and increase project management capabilities.

How can we help you?

Contact us by phone 800.274.3978  or
submit your questions, comments, or proposal requests.