No to isolated tools, yes to one platform: NAVAX builds ERP for professional services on Microsoft Dynamics 365, connecting sales, projects, service and billing, with real-time analytics and AI-powered forecasts.
Professional services firms sell knowledge and time and lose both when systems do not work together. Here are the four places where this happens most often, and what helps.
CRM, project tool, time tracking and accounting are separate islands. Data is transferred, reconciled and still never quite the same.
How NAVAX solves it: ERP and CRM on one platform: from lead to quote to invoice, everyone works with the same customers, projects and figures.
Skilled people are scarce, and utilization lives in a spreadsheet only one person understands. New projects are promised before it is clear who will do them.
How NAVAX solves it: Project and resource planning shows capacity by role and qualification, and which projects are currently tying it up.
Maintenance contracts, licenses, retainers: hundreds of recurring invoices, each one created, sent and followed up individually.
How NAVAX solves it: Contracts bill themselves, invoices go out automatically, and overdue payments trigger automatic reminders.
Hours are entered after the fact, costs allocated at quarter-end. If a project runs over budget, you only notice in the post-calculation.
How NAVAX solves it: Real-time project controlling: actual hours, costs and budget per project in a daily updated dashboard, with an AI-powered forecast.
Ten add-ons on Microsoft Dynamics 365, developed in projects with professional services firms. Filter by the area you are working on right now.
Who is available when, with which qualification? Staff teams by capacity and see bottlenecks before commitments are made.
Projects & resourcesPhases, tasks, budget and actual hours per project, with time and expense entry that flows directly into controlling and billing.
Projects & resourcesPurchase orders, invoices and expenses are routed automatically to the right person, with rules by amount, project and cost center.
Purchasing & approvalsCopilot suggests purchase orders, extracts quotes and detects deviations. The decision stays with you.
Purchasing & approvalsRecurring contracts bill themselves: invoices go out automatically, and overdue payments trigger reminders.
Service & billingIn the customer portal, your customers view contracts, invoices and tickets themselves, and your team gets fewer queries.
Service & billingSoftware development, IT infrastructure, consulting or engineering firm: you bill by time, project or contract and need every skilled person where they make the biggest difference.
Agile projects, maintenance contracts, licenses.
Operations, monitoring and service at the customer site.
Engagements, daily rates, expenses.
Long projects with phases and partial invoices.
Many small jobs, retainers and campaigns.
Month-end shows how much time administration costs. One focus from our projects and two results with customers in media and services.
Workshops, guides and articles from our projects on automation, AI and billing recurring contracts.
NAVAX starts with your projects, contracts and billing paths, not with a feature list. That way the solution fits the way you work, not the other way around.
Together with sales, project management, service and accounting, we walk through your path from quote to invoice.
What does standard Dynamics 365 cover, which add-ons are added, where does AI really help? In writing, before anything is built.
Step by step instead of everything on one cut-over date: each stage goes live before the next one starts. Key users are trained along the way.
Support and further development from a single source, with a team that knows your business model, not just your ticket.
What professional services firms most often want to know before choosing an ERP and CRM system.
For most midsize professional services firms, Microsoft Dynamics 365 is the right foundation: Business Central for projects, purchasing and finance, Dynamics 365 CRM for sales, marketing and service. Where the standard ends (for example with resource planning or contract billing), NAVAX add-ons take over. Project and resource planning, time entry and contract billing, functions often summarized as professional services automation (PSA), run on the same platform as finance and CRM.
Each contract carries the service, price and billing cycle. On the due date, invoices are created automatically, sent and followed by reminders if payment is late. Changes to the contract take effect from the next period, without anyone adjusting an invoice by hand.
Their contracts, invoices and service cases and, depending on the setup, documents and contacts. Customers find answers themselves, and your team gets fewer queries by email and phone.
Actual hours from time entry, costs from purchasing and invoices flow into the same data foundation. Dashboards show utilization per team and margin per project, updated daily, along with an AI-powered forecast of where a project is heading.
For example in purchasing, when preparing quotes, with revenue and utilization forecasts, or when summarizing service cases. Which use cases are worthwhile for you is worked out in the NAVAX Envisioning Workshop, with an assessment of the benefit before anything is built.
No. Moving from Navision or Dynamics NAV to Business Central is an upgrade, not a fresh start: master data and processes are carried over, customizations are reviewed and, where possible, replaced by standard functionality or add-ons.
