When choosing a solution, it is easy to focus on how individual projects are planned and managed. But what happens when several projects need the same resources, priorities change, or […]
Dynamics ERP for Professional Services
Are Your Invoices Slowing Down Your Cash Flow?
Professional services firms often blame cash flow problems on slow-paying customers or lengthy approvals. But recent project accounting and user acceptance testing (UAT) sessions with our OMZY clients point to […]
How to Reduce DSO in 2026: 6 Operational Strategies
You reduce DSO by taking delay out of every step between delivering the work and applying the cash, and most of that delay sits earlier than people expect. Monk is […]
AR Benchmarks by Industry: DSO Averages, Formulas and Variants
Average days sales outstanding runs from about 34 days in MSP and IT services to about 55 days in medical device, and the industry you sell into explains more of […]
Dynamics 365 Project Operations for Professional Services Firms: Bridging the Utilization-Profitability Gap
Professional services firms sell time and expertise. Profitability depends on how well a firm keeps its consultants productive on billable work, tracks project costs as they happen, and invoices accurately […]
5 Questions to Ask Before Choosing a Project Solution for Dynamics 365 Finance
ERP buyers often begin with a feature or requirements list. A better starting point is the operating model: how the company plans work, manages change, controls financial exposure, and […]
Your AI Strategy Is Only as Good as Your Project Data
Artificial intelligence is now central to how project-based businesses talk about the future of forecasting, resource planning, and profitability analysis. Finance leaders want AI to speed up decisions, and project […]
How to Manage Tenant Service Requests in Dynamics 365 Property Billing
Property billing involves more than calculating charges and sending invoices. When tenants report faulty meters, heating problems, damaged property, or other maintenance concerns, property managers also need a reliable way […]
7 Project Capabilities for D365 Finance You Didn't Know You Needed
Microsoft Dynamics 365 Finance can be a strong ERP foundation for project-based companies. But if you run projects, you usually need more than project accounting, time entry, billing, expenses, and […]
Why Payment Reconciliation Breaks in Dynamics 365 — and How to Fix It
In practice, ask a Dynamics 365 finance team what consumes their month-end, and payments come up quickly. Not the payments themselves, which usually work fine. The problem is what happens […]