Business,
Simplified.

ERP for Professional Services

The B2B arena comprises many competitors jostling for the same clientele in a tightly contested industry, under constant pressure to perform. An ERP for the professional services industry and CRM solution catering to specific requirements is critical to ensure timeous and optimal service provisioning. Precision is key as clients are quick to rate either good or bad service on social media platforms.

We know your challenges

Our B2B ERP systems are designed to facilitate the planning, scheduling and management of all resources required to execute a specific task, by the appropriate person, on time and within budget. In this industry, you are only as good as your last customer satisfaction rating and it is imperative that all service delivery operations are monitored centrally to ensure the best customer service experience. Find out more about our B2B ERP Software.

Professional Services ERP

Group 12991

CHALLENGE

Financial Management

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The professional services ERP solution can streamline financial processes such as invoicing, expense tracking, and budgeting, and provide real-time visibility into the financial performance of the business.

Group 12991

CHALLENGE

Resource Planning

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Business Central can help manage resource planning and allocation, including employee schedules, availability, and workload, to ensure projects are completed on time and within budget.

Microsoft Dynamics 365 Business Central & Finance and Operations Professionals

Increase IT system agility, availability, and scalability

Group 12896
Group 12991

CHALLENGE

Time and Expense Tracking

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The solution can accurately track time and expenses for projects, improving the accuracy of billing and reducing the risk of billing errors.

Group 12991

CHALLENGE

Client Relationship Management

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Business Central can help manage client interactions and provide a unified view of client information, enabling better customer service and support.

Group 12991

CHALLENGE

Reporting and Analytics

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

The solution provides robust reporting and analytics capabilities that enable professional services companies to gain insights into their operations, and make informed decisions.

News and Case Studies

In: Process Automation
Posted: July 17, 2024
In modern business, the ability to tailor technological solutions to specific needs is essential for maintaining a competitive edge. Microsoft Power Apps, a component of the Power Platform, empowers organisations to build custom applications with minimal coding. However, to truly harness its potential, advanced customisation techniques are crucial. We’ll outline here, how to become more familiar with these advanced techniques. Read on to find out how Strategix and the Microsoft Power Platform can make these vital customisations clearer.
Continue Reading
In: Power BI
Posted: July 10, 2024
When it comes to staying competitive, harnessing the power of data is crucial. Integrating Power BI with Enterprise Resource Planning (ERP) systems offers a formidable combination that can revolutionise business processes, providing deep insights and enhanced operational efficiency. This article explores the integration of Power BI and ERP systems, highlighting its significance, technical requirements, and the substantial benefits it brings to business intelligence and resource planning. The partnership between Strategix and Microsoft Dynamics can facilitate a smooth implementation of this vital capability. Read on to find out more.
Continue Reading
In: Office 365
Posted: July 3, 2024
If you’re a business owner, you most likely know that understanding customer behaviours and needs is crucial for staying competitive. And right now, integrating the power of AI is the most effective way to go about garnering the deepest understanding of your customer base. This article explores how the integration of Artificial Intelligence (AI) within Microsoft Dynamics 365 can significantly enhance customer insights, thereby improving decision-making and customer satisfaction. By leveraging AI capabilities, businesses can transform raw data into actionable insights, enabling personalised experiences and operational efficiencies.
Continue Reading
In: Office 365
Posted: June 26, 2024
Every dynamic, growing business must strive for operational efficiency and agility to remain competitive. Automating business processes within Microsoft Dynamics 365 (D365) has become a pivotal strategy for organisations looking to streamline operations, reduce manual workloads, and enhance overall productivity. This article delves into the intricacies of business process automation in D365, highlighting its importance and practical applications for businesses of all sizes.
Continue Reading
In: Office 365
Posted: June 19, 2024
In today’s fast-paced business environment, leveraging integrated business management solutions is crucial for maintaining a competitive edge. Microsoft Dynamics 365 (D365) stands out as a comprehensive suite designed to streamline operations, enhance efficiency, and drive business growth. At Strategix, we specialise in helping businesses unlock the full potential of D365, tailoring it to meet unique business needs and ensuring a seamless implementation process.
Continue Reading
In: Office 365
Posted: June 12, 2024
When looking to advance your organisation’s processes, having software that adapts to unique business needs is crucial for maintaining a competitive edge. Microsoft Dynamics 365 offers a versatile platform that allows businesses to create bespoke modules tailored specifically to their requirements. This article delves into the importance of bespoke module creation, the process involved, and best practices for developing these customised solution.
Continue Reading
In: Office 365
Posted: June 5, 2024
In the digital era, where businesses strive for agility and efficiency, customisation within Dynamics 365 stands as a cornerstone for tailoring CRM and ERP solutions to meet specific organisational needs. Let’s unpack the intricacies of advanced customisation techniques, to gain more knowledge on insights and best practices for harnessing the full potential of Dynamics 365.
Continue Reading
In: Office 365
Posted: May 31, 2024
Effective Supply Chain Management (SCM) is pivotal for organisations aiming to achieve operational efficiency, cost-effectiveness, and superior customer satisfaction. Embracing digital transformation, particularly through Dynamics 365 Supply Chain Management (D365 SCM), offers businesses a robust platform to revolutionise their supply chain operations. This article delves into the strategic role of D365 SCM, emphasising the benefits of customisation, integration with other systems, and leveraging advanced technologies like AI and IoT to optimise SCM processes. Supply Chain Management (SCM) forms the backbone of modern business operations, encompassing the entire lifecycle of products from procurement to delivery. In today's interconnected global economy, businesses face challenges such as supply chain disruptions, fluctuating consumer demands, and regulatory compliance requirements. A well-managed SCM not only ensures seamless operations but also enhances agility and responsiveness to market dynamics.
Continue Reading

Do you know what the best
Microsoft Solution is for your business?

To learn more, contact us at info@strategix.co.za

BUSINESSMAN ISOLATED 2
These challenges sound familiar? Contact the experts and make it happen.