Microsoft Dynamics 365 for Professional Services

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Executive
Snapshot

Hoalani works with professional services firms to bring finance, project operations, customer management, and document workflows together into a single, connected system built on Microsoft Dynamics 365.

With more than 25 years of ERP experience and 100+ successful projects delivered, we give leadership the visibility to scale without sacrificing the quality and control that built their reputation.

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A Unified Operating Foundation

Disconnected systems create friction across every layer of the business — project visibility gaps, inconsistent billing, manual reporting, and resource management that doesn't scale. Your business reacts instead of leads.

Microsoft Dynamics 365 changes that. A single, connected foundation replaces fragmented tools. Important decisions get made on current data, and every part of the business moves in the same direction.

Connected
Data

One source of truth across finance, project operations, and customer management.

Coordinated
Planning

Resource allocation, project delivery, and billing aligned in real time to protect margins and meet client commitments.

Scalable
Foundation

A cloud-based system designed to grow with your firm without adding operational complexity.

Configured to Fit

We strategically select and configure the specific Microsoft Dynamics 365 apps and tools that will move the needle for your business and deliver the fastest return on investment.

Dynamics 365 ERP

Dynamics 365 CRM

Document Management

AI, Automation & Analytics

Proven in Practice

ClarkeModet, the leading operator in industrial and intellectual property across Latin America and Europe, needed to migrate from an unsupported Microsoft AX 2012 system to Microsoft Dynamics 365 Finance and Supply Chain Management while maintaining continuity across a complex network of subsidiaries and local regulatory requirements.

Hoalani delivered a full migration across 10 countries with 5 local partners, implementing intercompany functionality across all subsidiaries and automating electronic invoice certification across each local jurisdiction, all without disrupting daily operations.

Result? Unprecedented visibility across the group and a modern, unified platform built for continued global growth.

Read the case study

Microsoft Solutions Partner – Business Applications badge

Your Trusted Partner

As a designated Microsoft Solutions Partner for Business Applications with 25+ years of Dynamics expertise and 100+ ERP projects delivered, we've guided industry-leading professional services firms through dozens of highly complex business transformations worldwide.

We don't just implement systems. We design solutions around how your operations actually work, reducing complexity, improving visibility, and helping leadership make confident, data-driven decisions.

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Ready to see what's possible?

Talk to our team. We'll review your current setup to show you exactly where the gaps are, and what to do next.

Let's find the gaps