Large and medium accounting firms don’t need another CRM. They need a client lifecycle platform that connects business development, onboarding, compliance, and delivery — and which flows naturally into WIP, billing, and finance.
Microsoft Dynamics 365 Customer Engagement (CE) gives you the relationship and pipeline engine. PracticePoint on Dynamics 365 Business Central (BC) gives you the operational backbone for onboarding, compliance, WIP and billing. Together, you get a single, Microsoft-native architecture that eliminates rekeying, reduces handoffs, and improves control from first contact to cash.
What it does for an accounting firm
Win work with better relationship intelligence
- Unified view of clients, contacts, referrers, and group structures
- Opportunity and engagement management across service lines
- Activity management in the Microsoft ecosystem (Outlook, Teams, Power Platform)
Onboard clients with control, not chaos
- Digital onboarding journeys: data capture, document collection, approvals
- KYC/AML-aligned workflows with auditable steps and visibility
- Automated tasking and routing to the right teams (tax, audit, advisory, risk)
Convert onboarding to operational work automatically
- Turn approved onboarding into structured engagements/assignments, ready for delivery
- Create or update the client record once, then flow it into the operational and finance layer
- Reduce downstream corrections caused by inconsistent client and engagement data
The integration story: CE ↔ PracticePoint ↔ Business Central
One client truth, used everywhere
Dynamics CE becomes the system of engagement for relationship and client-Firm interactions. PracticePoint delivers the practice-specific operational layer on Business Central for WIP and billing. Dynamics 365BC stands as the financial system of record.
With a clean integration pattern:
- Client / group data synchronises between Dynamics CE and Business Central
- Engagement/assignment context flows into PracticePoint so delivery teams start with the right structure
- Billing outputs from PracticePoint feed BC accounts receivable cleanly, supporting a modern “single AR ledger” model
- Copilot Agents can be deployed across the entire estate from a single perspective.
Why firms choose this approach
Microsoft-native extensibility
Use Power Platform and Copilot Studio for forms, portals, automation, approvals, and reporting without building fragile point solutions.
Better compliance posture
Embed onboarding controls into the workflow, rather than relying on policy documents and email chains.
Faster time-to-value
Start with the core CRM + onboarding journeys, then deepen automation and service-line capability as the firm standardises processes.
Built for complexity
Multi-service-line firms need structured data, role-based access, and auditable process. This is the design point — not an afterthought.
The Symphony365 advantage
Symphony365 brings deep practice management and integration experience for accounting firms and delivers this as part of a coherent platform that connects front office to finance. PracticePoint is purpose-built for firms adopting Business Central for billing and operational finance, and is designed to operate natively with Dynamics 365 CRM to create an end-to-end client lifecycle.
If you’re looking to build a modern enhanced experience for your Clients to engage with your Firm, don’t treat it as a standalone project. Harness Dynamics 365 CRM, PracticePoint and Business Central from day one so the firm gets measurable operational uplift — not just a prettier database.
Let us help you orchestrate your Firm to achieve exceptional performance