RSMUS.comProfessional services, business services and government contracting firms—spanning architecture, engineering, construction (AEC), legal, accounting, consulting, janitorial, HVAC and federal contracting—face increasing pressure to optimize operations, enhance client engagement and scale strategically. RSM emerges as the Microsoft Dynamics 365 partner of choice to reach these goals, distinguished by deep industry expertise, proprietary accelerators and an advisory-led approach to digital transformation.
With over 15,000 professionals and a proven framework, RSM uniquely aligns strategic business objectives with powerful Microsoft technology to deliver measurable outcomes. Our team can help you adopt a culture of continuous improvement against your key business drivers and key performance indicators (KPIs).
Why choose RSM as your Microsoft partner?
- Certified Microsoft leadership: Advanced specializations in Business Applications, Azure and Modern Work.
- Proven industry frameworks: Proprietary Service-Centric Accelerator™ and specialized, industry-focused intellectual property honed across hundreds of successful implementations.
- Integrated advisory and technology: Business-driven strategies with technology tailored to deliver outcomes—not just features.
- Dedicated industry teams: Advisors with deep experience in AEC, legal, government contracting, consulting and more, aligning solutions to meet , specific industry demands.
- Outcome commitment: Solutions anchored to KPIs such as improved utilization, margin growth, compliance and accelerated billing cycles.
A cloud platform tailored to business and professional services and government contracting
Dynamics 365 combined with Microsoft Cloud delivers comprehensive capabilities:
- Client engagement and customer relationship management: Unify client data and streamline onboarding with Dynamics 365 Sales and Customer Insights.
- Project operations: Seamlessly connect sales, resource allocation, project delivery and billing with finance teams in a single application to increase bid to win, accelerate project delivery and maximize profitability.
- Project management: Includes prebuilt templates, project contracts and work breakdown structure management with real-time Gantt charts.
- Finance and operations: Multi-entity accounting, automated revenue recognition and forecasting tailored to project-centric firms.
- Talent management: Enhance workforce management and compliance through Microsoft Viva and Dynamics 365 Human Resources.
- Power Platform + Copilot: Automate processes and enable data-driven decision making with Power Automate, Power BI and AI-powered Copilot.
What sets RSM apart?
Industry-driven methodology
RSM starts each engagement with strategic discovery, applying deep understanding of industry challenges—regulatory compliance, global workforce dynamics and resource optimization—to design tailored Dynamics 365 solutions.
Purpose-built IP for real-world challenges
Our team has developed innovative tools and applications that accelerate integration and enhance your success. These include:
- Time collection app: Mobile, offline-first, integrated for compliance and payroll efficiency.
- Project margin dashboards: Real-time visibility into project health and profitability.
- GovCon toolkit: Ensures Federal Acquisition Regulation (FAR)/Cost Accounting Standards (CAS) compliance and Defense Contract Audit Agency (DCAA) audit readiness while optimizing multi-entity financial management.
- Resource planning models: Optimize utilization and forecasting with capacity heatmaps and skills matching.
Client success stories
Professional services:
- An engineering and testing firm saved more than 400 hours weekly by automating time entry and reporting through Dynamics 365 and RSM’s Service-Centric Accelerator.
- The client reduced billing cycle time from one week to a few hours by streamlining approvals and invoicing via RSM’s project billing accelerators.
- They also improved technician utilization and scheduling transparency through centralized resource management powered by RSM’s field services framework.
Government contractors:
- A federal contractor automated processing of more than 800 Contractor Performance Assessment Reporting (CPARS) documents, reducing manual effort by over 500 hours and achieving a 40% ROI within the first year using RSM’s government contracting IP and Power Platform.
- The client improved compliance and audit readiness across DCAA, Defense Federal Acquisition Supplement (DFARS) and International Traffic in Arms (ITAR) regulations, reducing reporting cycles by 30% through Dynamics 365 Project Operations and RSM’s Service-Centric Accelerator.
- They enhanced strategic decision making and boosted bid readiness by 25% through AI-driven contractor analytics.
Manufacturing and field services:
- A global equipment manufacturer eliminated 18 legacy systems and reduced technician scheduling time by 40% using RSM’s Service-Centric Accelerator and Dynamics 365 Field Service.
- The client achieved 30% faster dispatching and route optimization by integrating GPS tracking with RSM’s field service framework.
- They enabled predictive service and cost-to-serve analytics, significantly accelerating ROI.
Nonprofit organizations:
- A nonprofit client reduced contractor payment turnaround by 55%, cutting processing from 35 days to 15 days using Dynamics 365 and RSM’s accelerators.
- The client streamlined a 22-step intake and inspection workflow down to seven steps, ensuring continuity during disruptions.
- They enhanced accountability and oversight through consolidated dashboards and reporting built with RSM’s Power Platform tools.
RSM: Your long-term strategic partner
RSM’s commitment extends beyond deployment, partnering with clients to continuously optimize Dynamics 365 solutions as business needs evolve. Our team delivers several critical elements to success, including:
- Deep industry-specific expertise and language fluency
- Strategic roadmaps rooted in tangible business value
- Access to proven IP tailored for professional, business services and government contracting
- Comprehensive advisory coupled with deep Microsoft technical expertise
Ready to transform your organization?
Begin your journey with RSM now to:
- Assess your digital maturity with a complimentary evaluation
- Develop a customized roadmap tailored to your unique industry needs
- Select flexible licensing, modular support and managed service options
RSM is your trusted partner for digital transformation, dedicated to building smarter, more profitable project-based businesses.
Visit rsmus.com or contact our Microsoft business applications team to learn more.
