D365 CE

Overview

Dynamics 365 Customer Engagement with PracticePoint and Business Central creates a connected front office for accounting firms, linking business development, onboarding, compliance, delivery, billing, and finance in one Microsoft-native platform. Dynamics CE manages relationships, pipelines, and client interactions, while PracticePoint on Business Central handles onboarding, compliance workflows, WIP, and billing. Client and engagement data flows seamlessly between systems, eliminating rekeying and improving control from first contact to cash. Firms gain unified client visibility, structured onboarding with KYC/AML workflows, automated engagement creation, and cleaner billing through a single AR ledger model. Built on the Microsoft ecosystem, the platform supports Power Platform automation, Copilot AI, and scalable processes—helping firms improve compliance, efficiency, and client lifecycle management.