Professional & Legal Services

The challenge for organisations operating within the Professional Services and Legal Services sector is how to get the most out of Dynamics 365, in a way which covers sales, services, client management, case management and marketing.

CRMCS works with world-leading organisations within Professional & Legal Services, delivering unified business process flows and reporting platforms, based around Dynamics 365 and Cloud Services. Our expertise extends into developing innovative AppSource approved solutions for Teams integration and automated best-in-class, document management.

We help clients within Professional Services and the Legal sector by delivery of specialist CRM solutions, such as:

  • Setting up Dynamics 365 in a way which delivers better client management and quickly identifies new business development opportunities.
  • Introducing our unique and powerful Microsoft-approved Dynamics add-ons such as DocDrive 365 and Dash 365.
  • Real-time case tracking and service management, specifically mapping of the business process flow into Dynamics, uniquely for Professional Services and Legal Services.
  • Setting up Professional & Legal Services client engagement platforms, incorporating Dynamics 365 Marketing.
Contact Us

Want expert advice or a demo?

Get in touch now and see how we can help your business grow.

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Understanding Your Challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we deliver the right solutions for you.

Proven Real-World Solutions

As a leader in the field of Dynamics solutions, our pedigree developing and delivering real-world solutions is unsurpassed.

Long Term Support

We provide support beyond our design, implementation and 'go-live' delivery using Sprints and continual updates to our AppSource apps.

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