Microsoft Dynamics + AI Integration for a Growing Tech Consulting Company
A fast-growing consulting business was scaling quickly — but operations were struggling to keep up.
Client demand was increasing.
Projects were expanding.
Teams were growing.
Yet internally:
Operations were fragmented.
Data was spread across multiple tools.
Reporting required constant manual effort.
The issue wasn’t growth.
It was lack of connection between systems.
Sales tracked deals in CRM.
Projects were managed separately.
Finance relied on spreadsheets and manual inputs.
AI capabilities existed — but without integration, they added limited value.
Because the system wasn’t aligned:
Operations were being managed daily —
but not connected or scalable.
To regain control, the business initiated a structured
Microsoft Dynamics + AI integration transformation.
Operational Alignment Across Teams
The business required:
Unified Business Architecture
We established Microsoft Dynamics as the central system across teams:
Real-Time Visibility & Control
They needed:
End-to-End Workflow Integration
We aligned processes across the full business lifecycle:
Reduced Manual Effort
To improve efficiency:
AI-Driven Operational Layer
We introduced AI to support day-to-day execution:
Most importantly, the business moved from:
Managing work manually to Running on a connected system
Growth Needs More Than Just Effort — It Needs Systems
For growing consulting businesses:
Without integration:
Microsoft Dynamics provides the platform.
We make it work for your business.
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Proso AI Inc
505 Montgomery Street, 10th & 11th floors
San Francisco, California
United States -94111
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Proso AI India Pvt Ltd
2nd Floor, Stellar Okas-1425
Sector 142, Noida, Uttar Pradesh
India -201305
Proso AI Pty Ltd
232 Unley Road
UNLEY, SA 5061
PROSO AI TECHNOLOGIES LIMITED
167-169 Great Portland Street
London, UK
W1W 5PF
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