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Discover the Microsoft Cloud Platform Powerful Enough to Run Your Entire Professional Services Enterprise

If you’re like most companies, you’ve made a substantial investment in Microsoft technologies like Office 365 and your team is already familiar with how these products work. Moving to a fully integrated Microsoft cloud platform that provides for everything from sales, marketing and client service to back-office operations, project delivery and resource management just makes good business sense. We know and have over 1,000 services-sector clients to show for it.

Transform.  Streamline.  Succeed.

After all, running a large, enterprise services firm is not for the light-hearted. Operations include hundreds or even thousands of billable resources that often span multiple time zones, entities, geographical boundaries, services lines and distinct client segments. Large complex projects measured in milestones can run for months and years and are measured in utilization, profitability, client experience and process alignment. The right software and technology services platform can be the difference between negative and positive outcomes.

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Deliver More Profitable Projects

Estimate projects and resource requirements accurately to protect margins and ensure customer satisfaction.

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Improve Visibility and Controls

Look back or predict outcomes in real time with powerful analytics and automation to innovate and make better decisions at every level.

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Adapt and Outpace Competitors

Handle industry and internal change easily with an ecosystem of peers, experts and an agile, flexible platform that evolves with you.

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Operate More Efficiently

A mobile, cloud platform that simplifies daily operations and delivers value in every interaction

A Professional Services Platform for the Fortune 500 Firm


Microsoft Dynamics 365 Core

Microsoft Dynamics 365 Cloud ERP and CRM

Meet today’s challenges by bringing your customers and business together with the next generation of CRM and ERP applications. Advanced projects, resource management and scheduling integration across the platform makes for a highly adaptable, familiar solution for even the largest services organization.


Advanced Professional Services

New Microsoft Dynamics 365 Finance Features, Version 10.0.9

Dynamics 365 AXIO for Professional Services

Available only from Velosio, AXIO not only significantly reduces implementation time, but builds on the automation capabilities of Microsoft Lifecyle Services to reduce Dynamics 365 Finance Total Cost of Ownership by 50% or more by virtually eliminating custom code in core financials and the resulting manual processes that inflate the cost and complexity of implementation and feature updates. Learn about AXIO.


The Microsoft Power Platform

How Do We Move On-Premise ERP to the Cloud?

An App Platform without Limits

The Microsoft Power Platform provides low-code / no-code capabilities to extend your business platform and enable your team to analyze data, build solutions, automate processes, and create virtual agents that improve the customer and employee experience. Our team are experts in leveraging the Power Platform to unlock the full potential of Office 365 and Dynamics 365.


Mobile and Azure Cloud Foundation

Connecting Power BI Dynamics 365 CRM

Microsoft Azure Cloud

Azure cloud computing software is deployed across a global network of data centers that meet stringent privacy, compliance, security and performance standards from Microsoft. With Azure, organizations can access a broad collection of enterprise-class, integrated cloud services without investing in significant overhead. Additionally, Azure gives companies the flexibility to use the cloud as you see it and need it. Creative ideas and large-scale needs are no match for Microsoft Azure.

From Quote to Cash, Services Companies Perform Better with Cloud

A new generation of workers and buyers raised in a cloud-driven, mobile workplace are rewriting the playbook for services and project-driven companies. They expect better metrics, process automation and a genuine customer-centric experience. Still, over 70% of companies struggle with outdated, on-premise business management solutions that are costly to maintain, do little to support innovation and anchor the organization to yesterday’s model.

Velosio experts know the technology, the best practices and digital journey in front of services companies like yours. Companies, like:

Management Consulting Companies
Hi-Tech Services Providers
Software Publishers
Tax, Accounting and Payroll Firms
Research and Development Services
Staffing and Employee Management
Specialty Contractors
Design and Engineering Firms

Together, AXIO and Microsoft provide for every facet of automation and analytics required by professional services companies, from generating leads and working the sales cycle to project and services delivery, contracting, accounting and revenue recognition, customer service and corporate communications. [learn more]

Microsoft Dynamics 365 for Professional Services Companies

In fact, in the Enterprise Resource Planning Data Quadrant Report conducted by InfoTech Research Group in April of 2020, Dynamics 365 outscored 20 of the leading ERP solutions available today when compared on product features, client satisfaction and vendor capabilities.  See “Which ERP Systems Are The Most Popular With Their Users In 2020?” article in Forbes for reference.

Executive eBook Series

As business leaders, we hear a lot about digital transformation, but very little about how it affects profitability, valuation and long-term viability. For sales, it may mean higher close rates, for delivery it may come down to creating a better client experience, while your operations team may be concerned with leveraging the cloud to improve security, remote access or saving money and time. For executives, it is all of these things and so much more.

If you’re responsible for a large professional services company, we hope you take this opportunity to benefit from what our clients, partners and team members have learned along their digital journey.


If you don’t see the content you’re looking for, feel free to reach out to us directly and one of our professional services sector specialists will contact you with additional information.

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