2019 Microsoft Dynamics for Professional Services, Media & Software Companies

Microsoft ERP Great PlainsDynamics 365 for ServiceServices, Media & Software companies have the ability to expand quickly and need a system that will scale with their growth and help manage their most important assets, their people. Microsoft Dynamics GP 2018 R2 or Dynamics 365 Business Central and Microsoft Dynamics 365 for Customer Service and Sales offer Services, Media & Software companies an integrated solution to accurately manage recurring billing and subscriptions, engage with customers and analyze service delivery costs with confidence.  Clients within these broad industry segments include technology, hardware, professional services, legal, real estate, property management, consumer services and direct selling organizations.

Have multiple operations?  You may also be interested in Venture Capital and Holding Companies and Restaurants and Retail Franchise Management.

With Microsoft Dynamics ERP, Dynamics 365 for Sales & Service, Cloud Azure and Office 365

Professional Services, Media & Software Companies’ are able to:

• Create executive dashboards for sales and business management
• Follow best-practices in Project Accounting (PA) and Analytical Accounting (AA)
• Track utilization of resources
• Support SR&ED and other tax reporting requirements
• Perform advanced sales forecasting and funnel management
• Improve the customer experience
• Create quotes and perform job costing
• Automate recurring, cyclical, subscription, annual contract, and usage, metered and tiered billing schedules
• Record and monitor support calls, help desk and call centre activities
• Perform detailed analysis on customer profitability
• Implement end-to-end Procure to Pay processes
• Manage and monitor cash flow
• Automate SLA, recurring revenue and subscription billing
• Create custom work flows to allocate and recognize deferred revenue

The lesser known Microsoft Dynamics GP Field Service module may also be of interest

See Field Service (Cross Industry) page. The full function modules within the Microsoft Dynamics GP Field Service module include:
• Service Call with Manage Assist
• Contract Administration
• Depot Management
• Preventive Maintenance
• Returns Management

These five modules with Dynamics Field Service connect with various tables and components of the Dynamics GP ERP financials including Sales Order Processing, Receivables Management, General Ledger, Payables Management, Inventory Control, Purchase Order Processing and Manufacturing Order Processing.


Common Service Management tasks accomplished with Dynamics GP and Key2Act or the GP Field Service Module

  • Estimating Costs,
  • Quoting and mark-ups,
  • Labour as inventory and payroll,
  • Billing based on the job, partial completion, or time period,
  • Revenue Recognition including billed time and multi-currency inputs,
  • Labour Planning including certificate tracking,
  • Task Responses for proof of completion of task,
  • Scheduling Based on Skills,
  • Scheduling Service Calls,
  • Scheduling Equipment,
  • Graphical Schedule Board

See Key2Act for Dynamics GP  or Field Service (Cross Industry)

About Endeavour and our Dynamics Consultants

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Gold Cloud and Silver CRM Partner focusing on consulting, development, implementation, upgrades, support and training for Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV (Navision), Microsoft Dynamics 365 Business Central (Cloud-ERP), Dynamics 365 Sales (CRM), Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a repeat winner of Microsoft's President's Club.

When choosing an ERP or CRM partner Endeavour has the three traits that are critical to your success 1) Deep application knowledge, 2) Industry specific business process knowledge and 3) Accounting, IFRS, SOX, Tax and audit knowledge.  Without all three, you are introducing unnecessary risk into your operations. Choose Endeavour as your partner.

With over 550 active clients, Endeavour Solutions is in the top 5% of Microsoft Partners worldwide with consultants working from our offices in: Toronto, Halifax, Montréal, and London and remote support for the USA.  Our 30+ years of success is due to our focus on our customers, our people and our core values of integrity, trust, and accountability.  


If you are interested in learning more about the functionality within Microsoft Dynamics GP/NAV/BC, Microsoft Dynamics 365 CRM, Azure and Office 365, or about Endeavour’s advisory consulting services, please Contact our consulting team and reference your desire to work with a Microsoft partner with proved Microsoft Dynamics and deep industry specific expertise.

Another Client Testimonial


New to Dynamics GP ? View our videos and interactive product demontrations

Dynamics GP Tutorial
 Link - Dynamics GP Videos

Microsoft Dynamics GP Toronto       Microsoft Dynamics GP Halifax, Montreal, Toronto

Microsoft Distribution ERP

Service and Media Dynamics GP Software

BI and KPIs for Services, Media & Software

Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:

  • Average Contract Value
  • Contract Renewals
  • % Recurring Revenue
  • CSAT and Retention
  • Staff Utilization Rates
  • % Chargeable Ratio
  • Average Acquisition Cost
  • Project Profitability
  • Cost of After-sales Service

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