Digitizing End-to-End Professional Services Operations
Microsoft’s integrated cloud platform connects project delivery, finance, CRM, HR, and analytics to help professional services firms operate as one intelligent enterprise.
Project-Centric ERP Management
Time, Billing & Revenue Automation
CRM-Driven Client Engagement
Talent & Collaboration Enablement
AI Use Cases Redefining Professional Services
Intech partners with professional services firms to apply AI and Microsoft Copilot on Dynamics 365, Azure, and Power BI, enabling proactive and data‑driven decisions. This helps professionals improve project planning, optimize resources, maintain financial control, and focus more on delivering client value.
See How Professional Services Firms Scale with Microsoft Dynamics 365
Connected Microsoft Solutions for Professional Services
Microsoft’s ecosystem of solutions is designed to work seamlessly together, connecting every aspect of a professional services firm. From streamlining project operations to empowering consultants with AI, Microsoft Cloud solutions enable transformation across delivery, finance, resourcing, and client engagement.
Services for Professional Services Organizations
Intech brings decades of experience helping consulting, accounting, IT services, and advisory firms modernize with Microsoft.
ERP & Project Operations Implementation
CRM & Client Engagement Solutions
AI, Data & Automation
System Upgrade & Migration
Managed Support Services
Training & Adoption
Intech’s Unique IPs for Professional Services
Industry-focused accelerators designed to improve productivity, visibility, and profitability.
DigiProcess
Designed as a comprehensive solution for intelligent process digitization, aimed at streamlining and enhancing various business processes.
Expense Management
Track, submit and manage expenses seamlessly from any device and from anywhere. Get updates in real-time and approve on-the-go.
Complaint Tracker
A solution built on Business Central that helps effortlessly track customer complaints and streamlines the resolution process.
CRM Chatbot
An AI-powered chatbot that integrates with your website and CRM to efficiently track for customer complaints, tickets, queries and support requirements.
Accounts Payable Automation (AI)
Replace manual invoicing processes with an AI-powered AP automation tool that helps organizations sort through 1000+ invoices in just a few minutes.
Vendor Onboarding Solution
Maintain full control over the vendor request process, all while streamlining security protocols and safeguarding your data’s integrity.
End-to-End Project Lifecycle Management with Dynamics 365
Dynamics 365 Project Operations enables professional services firms to manage sales, delivery, finance, and resource utilization on a single Microsoft platform.
Intech: Your Trusted Partner for Professional Services Growth
With 47+ years of experience and three-cloud Microsoft expertise, Intech helps professional services firms deliver better outcomes with confidence.
Microsoft Ecosystem Expertise
Top 5% Microsoft partner, with 5 Solution Partner Designations
AI-Powered Transformation
Systematic approach to embed AI into Professional Services workflow
Industry Specific IP Solutions
Built for Professional Services to automate manual processes
Global Delivery Excellence
Connect systems across regions and manage subsidies globally, backed by 24×5 global availability
Managed Support Services
Maintain and upgrade systems on time through comprehensive support services
Build the Future of Professional Services with Intech
Partner with Intech to automate and modernize services organizations with Microsoft + AI at the core.
Resources & Competitive Insights
Explore practical insights for professional services leaders on using AI and Microsoft technologies to stay ahead, make smarter decisions, and confidently navigate what comes next.
