Now more than ever, building trusted relationships
and maintaining a solid reputation,
depends on delivery of outstanding and
increasingly distinctive client experiences.
Professional Services Firms need to
embrace new levels of transparency
and build a workplace where it's easy
for them to see all client interactions
and understand internal resource availability
during key decision making phases.
Let's look at how Microsoft Dynamics 365
empowers Contoso,
a leading consultancy and services organisation,
to optimise their operations and
engage with their clients.
Spencer Low is a partner at Contoso.
He begins his day by checking his emails.
He's pleased to see an
email from Victoria Jones,
his primary contact at a key
client account, Fabrikam.
The email confirms they'd like to meet
Spencer to discuss the audit requirements.
Directly from Outlook he views the details
held in Dynamics 365 linked to the opportunity.
This includes the estimated
revenue, close date and owner.
It also shows all recent activities
and interactions with Victoria
and provides click to call capability
  using Skype for Business.
In preparation for the meeting Spencer
navigates to the opportunity record.
This provides a full breakdown of the opportunity
including summary information,
an activity log of all communications
plus a list of all key stakeholders
and their roles.
Spencer is keen to dig a little bit
deeper on the client account.
He does this by moving
to the single client view.
Here he can immediately gain an insight
into firm wide interactions with Fabrikam.
Any items you may have missed
are flagged on the timeline.
The intelligent relationship assistant,
further supports Spencer
and advises on the next best actions to take.
Now he's prepared he heads to the meeting.
Let's watch how  Spencer can continue to utilise
Dynamics 365 using his mobile device.
At the meeting Victoria and the Fabrikam team
outline their engagement requirements
and confirm their interest in Contoso.
Spencer uses the Dynamics 365
mobile app on his tablet device.
The app provides the same user
experience as the desktop
meaning Spencer remains as productive
whilst out with clients as he is in the office.
He uses the notes section to add a note
and then completes the follow up
task linked to the meeting.
The meeting concludes and everyone
agrees was very productive.
Now let's watch as Dynamics 365 helps Spencer
to progress this opportunity back at the office.
To produce an accurate engagement proposal 
Spencer needs to collaborate with his colleagues.
He uses the team space within
Dynamics 365 to do this.
The team space contains all documentation linked to
the opportunity and lists all scheduled meetings.
Spencer uses the conversation thread to
update the group of the meeting outcomes,
 and each group member is notified.
Veronica, the operations manager at
Contoso, sees an email from Spencer
and begins putting together
a plan of the engagement.
She uses a template to build the engagement plan
and identifies the qualified
resources across the business
all from within Dynamics 365.
She adds Spencer to the engagement, checks
the quotation details and updates Spencer.
An accurate proposal can now
be shared with the client
and importantly Contoso can view
the profitability of the engagement.
The client accepts the proposal and all Contoso resources
booked in the engagement are automatically notified.
Spencer kicks off the engagement and upon completion
of the task he updates his time sheet.
The flexible time entry capability caters
for import from resource bookings
and import from his Outlook calendar.
He can also use mobile phone for time
and expenses whilst out of the office.
As soon as time submitted by the project team
and is approved it becomes Work in Progress.
Using the flexible billing engine an invoice is scheduled
and sent to client, or exposed on the client portal.
Contract performance is updated
in real time in Dynamics 365.
Contoso can analyse management
information directly from Dynamics 365
including overall firm performance, engagement profitability
and effort against budget,
using the real time interactive dashboard
presented in the engagement.
This brings us to the end of this video.
During where we have seen how Microsoft solutions
will help Contoso empower teams,
by enhancing productivity to deliver on time,
under budget client engagements.
Increase profitability by
maximising resource utilisation,
deepen client engagement by providing
relationship transparency and intelligence
to make the right decisions at the right time,
and optimise growth by instilling a culture of informed
decision-making focused on firm profitability.
