Plan work with context
Connect client commitments, project plans and available people before work begins.
Professional Services ERP
See every commitment. Understand every project.
Bring sales handoff, people, delivery and finance into one connected view so teams can manage client work with confidence.
- Plan assignments around real capacity and priorities
- Capture time and expenses against the right work
- See billing and project margin as work progresses
Project delivery and finance on a Microsoft business platform
Why it matters
Make people, progress and profitability visible together.
When sales, delivery and finance use separate records, project risks can stay hidden until billing or closeout.
Follow delivery
Keep milestones, effort and expenses close to the project record as work progresses.
Bill with confidence
Link billable activity and contract terms to approvals, invoices and financial records.
See margin earlier
Compare budgets, actual costs and invoicing while there is still time to respond.
One industry, many ways of working
Built for different kinds of client work.
The right setup depends on how you sell, staff, deliver and bill. Shape the project lifecycle around your service model.
Discuss your operationConsulting firmsIT servicesEngineering servicesCreative agenciesField servicesProject-based teams
Inside the solution
See how connected technology supports each critical step.
Explore how Business Central, Dynamics 365 CRM and Power Platform can connect client work with finance and management insight.
01 / Sales handoff
Carry customer context into delivery.
Connect opportunity and contract information to the project setup so teams know what was promised.
- Opportunity and customer context
- Scope and contract handoff
- Shared delivery information
From sale to project
- QualifyOpportunity
- AgreeScope
- HandoffProject
- StartDelivery
02 / Project planning
Give each project a clear plan.
Bring budget, milestones, tasks and commitments together so managers can compare progress with the original plan.
- Project budgets and tasks
- Milestones and deliverables
- Planned versus actual review
A visible project plan
- DefineBudget
- ScheduleMilestones
- DeliverWork
- ReviewProgress
03 / Resources
Match work with available people.
Review demand and capacity when planning assignments, then adjust as priorities change.
- Resource availability
- Assignment planning
- Utilization reporting
From demand to team
- ForecastWork
- CheckCapacity
- AssignPeople
- RebalancePlan
04 / Time & expenses
Capture effort while the details are fresh.
Record time and expenses against the correct project and approval process to support both delivery and billing.
- Time and expense capture
- Approvals aligned to policy
- Project cost visibility
Work recorded once
- LogTime
- AttachExpense
- ApproveEntry
- PostProject
05 / Billing
Connect delivered work to invoices.
Use project records and contract terms to support timely, accurate invoicing across service models.
- Billable work tracking
- Contract and milestone billing
- Finance integration
From effort to invoice
- ReviewWork
- ApplyTerms
- ApproveBill
- InvoiceClient
06 / Profitability
Understand margin before the project ends.
Compare planned and actual effort, expenses and revenue so leaders can identify risks earlier.
- Budget versus actual views
- Project cost and revenue reporting
- Portfolio management insight
A clearer margin view
- PlanBudget
- RecordActuals
- CompareMargin
- ActEarly
The Balas solution
A connected foundation for client work and finance.
Start with project and financial control, then add customer context, automation and reporting where they bring the most value.
Dynamics 365 Business Central
Connect project budgets, costs, invoicing and core finance in one business platform.
CRM & Power Platform
Bring customer context, reporting and practical automation into the project lifecycle.
Implementation in Vietnam
Map your contracts, delivery model and rollout priorities with a local team.
Frequently asked questions
Questions to ask before your project.
Can Business Central help manage project finances?
Business Central supports project-related budgeting, costs and invoicing alongside core finance. The detailed setup should reflect how your contracts and delivery teams work.
How can time and expenses be tracked?
Time and expense capture can be linked to project records and financial processes. The best workflow depends on your approval and billing rules.
Can we see project profitability while work is underway?
Connecting budgets, recorded effort, expenses and invoices makes planned-versus-actual performance easier to review. Reporting can be tailored to managers’ decisions.
Where does CRM fit?
Dynamics 365 CRM can connect the sales and customer relationship view to delivery and finance, helping teams maintain context as an opportunity becomes a project.
See it in your context
Run client work with a clearer view of progress and profit.
Tell us how you plan, deliver and bill today. We will focus the demo on the decisions your teams need to make.