Improving customer services and driving efficiencies

Incremental has been supporting professional services firms with CRM services for over 20 years, working with some of the biggest names in the industry. As a Microsoft Gold CRM partner we have deep expertise and a large team of certified Dynamics 365 consultants to deliver Microsoft CRM solutions.

With our strong track record and expertise in helping professional service firms, Incremental can help your organisation to improve operations and deliver projects and services as effectively and efficiently as possible.

Incremental Group works with professional service firms to:

  • Centralise administrative systems
  • Improve the customer experience
  • Drive efficiencies to streamline operations and reduce costs
  • Provide access to advanced data science techniques to support business optimisation
  • Manage cases and projects effectively

Optimising business outcomes - professional services guide

Discover current sector trends, business challenges and how the sector can harness the power of Dynamics 365.

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Our services

We offer a wide range of services across the Microsoft suite as well as cloud, infrastructure, applications and intelligence services. Our key service areas for the Professional Services sector are:

  1. CRM and Case Management
  2. Intelligence – Data and AI
  3. Dynamics 365 Business Central
  4. Project Service Automation

CRM and Case Management

We help professional services manage their clients and projects with Microsoft CRM solutions. Microsoft has a number of solutions that are perfect for professional services organisations and can be used to manage clients, drive value and secure more business. They can also be used to track projects, resources and cases to drive operational efficiencies.

At Incremental Group our CRM of choice is Dynamics 365 Customer Engagement. It delivers a great range of features with a familiar and adaptable user experience.

We are a Microsoft Gold Cloud CRM Partner with a large team of consultants across the UK that specialise in Dynamics CRM and Dynamics 365 Customer Engagement. We use our expertise to provide a CRM that delivers for your business and customers. We work with legacy Dynamics CRM systems to extend their life and help organisations embrace the newest in technology with Dynamics 365 Customer Engagement.

Dynamics 365 Customer Engagement

Microsoft’s CRM offering is Dynamics 365 Customer Engagement. Customer Engagement is effectively 3 modules of the same CRM tool designed for different roles targeting sales, customer service and marketing. All of the solutions sit on the customer engagement platform with inbuilt intelligence, the same database and much of the same functionality.

You can purchase a license which provides you access to all three of these modules under the Customer Engagement plan. Alternatively, you can choose to simply purchase the solution you need.

Dynamics 365 Customer Engagement: 2-HR Demo and Briefing

Our free demo and briefing will highlight the key functionality available from Microsoft Dynamics 365 Customer Engagement, and demonstrate the areas relevant to your organisation.

Set up your free D365 2-HR Demo and Briefing

Intelligence - Data and AI

We provide advanced data services, including practical applications of artificial intelligence (AI) and machine learning (ML) to enable your organisation to deliver a competitive advantage.

Incremental can help you to extract business value from your data from assisting with foundational data practices all the way to advanced descriptive, predictive and prescriptive analysis.

We also support businesses with data visualisation using Power BI.

Dynamics 365 Business Central

Dynamics 365 Business Central is perfect for small to mid sized organisations, it can be used to manage your entire finance and operations with capability for project management, project accounting and sales management.

Dynamics 365 Business Central is Microsoft’s leading solution for SMEs. It unifies ERP and CRM capabilities allowing you to run your entire business with intelligent applications that work seamlessly together in the cloud. It also integrates with Windows, Office 365, Power BI and PowerApps.

Business Central offers a wide range of capability including: financial and accounting, operations, supply chain, CRM and project management. Dynamics 365 Business Central also integrates seamlessly with Dynamics 365 Customer Engagement.

What makes Dynamics 365 Business Central great for small businesses is:

  • No user limit, so you can start as small as you need
  • Cheaper entry point for SMEs interested in using Microsoft solutions
  • It is flexible and allows you to easily add capability and users when needed
  • It is a cloud first solution, so no servers or complicated implementations, just turn it on and access on any device at any time.

Dynamics 365 Business Central: Demo and Briefing

Our free demo and briefing will highlight the key functionality available from Microsoft Dynamics 365 Business Central and demonstrate the areas most relevant to your organisation.

Set up your free Business Central Demo and Briefing

Dynamics 365 Project Service Automation

Dynamics 365 Project Service Automation is a tool used by many professional services firms to improve the productivity of their projects, resources and services. The solution provides end to end project service to enable firms to build trusted relationships with clients by delivering outstanding project experiences. Project Service Automation empowers firms to deliver profitable projects on time and within budget while increasing the productivity of their staff.

Manage projects with confidence

  • Plan and deliver successful projects using a predictable and client-centric service delivery model.

Optimise valuable resources

  • Anticipate resource demand and ensure the right resources are on the right projects, keeping your utilisation high.

Forecast project profitability

  • Prioritise project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Increase resource productivity

  • Empower your people to deliver their best work through intuitive and collaborative tools.

Innovate with a modern and adaptable platform

  • Drive innovation with an application that’s easy to tailor, extend and connect to the other apps and services that you already use.

Case Studies


Transform how you manage your customers with Dynamics 365

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