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Live visibility into budget, utilization, and billing helps firms protect margin on every engagement and invoice sooner.
Connect timesheets, milestones, expenses, approvals, and invoices to reduce days sales outstanding.
Keep pursuits, meetings, account history, and delivery context visible across the firm.
Match the right people to engagements by availability, expertise, cost rate, and priority, protecting client relationships.
Unify finance, CRM, project, and operational data into a governed foundation for analytics and AI.
Turn winning estimates into controlled budgets, tracking committed cost, actual cost, change orders, and margin throughout.
Keep progress billing, retainage, subcontractor payments, and milestone cash flow visible before liquidity pressure builds.
Link RFIs, submittals, change orders, claims, and approvals to the live budget, controlling commercial risk and spend.
Mobile field tools connected to project management, payroll, and finance keep field and office on shared data.
Real-time visibility across crews, equipment, and materials helps leaders balance utilization and anticipate constraints before delivery slips.
Digitize inspections, incident reports, non-conformance records, and corrective actions so risks surface before claims or delays.
Tectura combines Dynamics 365, Power Platform, Fabric, and pre-built role-based AI agents to help professional services firms improve engagement profitability, strengthen client relationships, and scale with confidence. Designed by senior consultants with project-based and people-based experience, our solutions are built around real adoption: minimizing data entry, enabling role-based workflows, and supporting phased rollout.
Monitors engagement profitability and utilization, detects projects trending over budget, and surfaces firm-wide financial performance signals on demand.
Autonomously matches and books journal entries between subledgers and the general ledger, including intercompany flows across practice groups. Materially reduces month-end close cycle time.
Tracks project status, milestone progress, and budget variance across the engagement portfolio, and routes recommendations to the responsible project manager.
Keeps pipeline and client records current, surfaces cross-sell and at-risk account signals, and prompts partners to act, without pulling them out of client work.
Triages incoming client requests and cases, drafts responses for common inquiries, and routes complex cases by skill.
Monitors SLA deadlines, billing milestones, utilization thresholds, and other rule-based exceptions, routing alerts before issues escalate.
From the initial assessment through to go-live and ongoing support, Tectura is accountable for the full engagement. Strategic consultation, implementation, training, and ongoing optimization delivered through one connected team.
Professional services firms run on billable time and client relationships. Tectura has implemented Dynamics 365 across project-based and people-based businesses where utilization, engagement profitability, and relationship intelligence determine firm performance.
Projects are led by senior consultants embedded in local markets who understand the commercial, regulatory, and operational realities of professional services in each region they serve.
Tectura has implemented Microsoft Dynamics platforms since 2000, through multiple technology cycles and the evolution from NAV and AX to the current cloud Dynamics 365 stack. That experience informs every engagement.
Tectura is a Microsoft Inner Circle award member, the top 1% of Microsoft Business Applications partners globally. This provides earlier visibility into Microsoft roadmaps, stronger engineering alignment, and deeper platform support for enterprise deployments.
Tectura’s library of role-based AI agents, including the Finance Agent, Project Management Agent, Sales Agent, and Monitor and Alert Agent, are purpose-built for firm operations and deployable on Microsoft Dynamics 365 without custom development.
From the initial assessment through to go-live and ongoing support, Tectura is accountable for the full engagement. Strategic consultation, implementation, training, and ongoing optimization delivered through one connected team.
Professional services firms run on billable time and client relationships. Tectura has implemented Dynamics 365 across project-based and people-based businesses where utilization, engagement profitability, and relationship intelligence determine firm performance.
Projects are led by senior consultants embedded in local markets who understand the commercial, regulatory, and operational realities of professional services in each region they serve.
Tectura has implemented Microsoft Dynamics platforms since 2000, through multiple technology cycles and the evolution from NAV and AX to the current cloud Dynamics 365 stack. That experience informs every engagement.
Tectura is a Microsoft Inner Circle award member, the top 1% of Microsoft Business Applications partners globally. This provides earlier visibility into Microsoft roadmaps, stronger engineering alignment, and deeper platform support for enterprise deployments.
Tectura’s library of role-based AI agents, including the Procurement Agent, Inventory Agent, Finance Agent, and Monitor and Alert Agent, are purpose-built for manufacturing operations and deployable on Microsoft Dynamics 365 without custom development.
Tectura implements the full Microsoft Dynamics 365 platform for professional services, including Finance for project accounting, billing, and revenue recognition; Sales with Microsoft 365 Copilot for relationship intelligence; and Field Service for firms deploying people to client sites. Microsoft Power Platform adds low-code automation, while Microsoft Fabric and Power BI provide the unified, AI-ready data foundation. Tectura’s own pre-built AI agents add autonomous capabilities for finance, project management, sales, and operational monitoring.
Dynamics 365 Finance is built for project-based businesses. It tracks work-in-progress, accrues revenue at project milestones, and recognizes revenue in line with IFRS and GAAP automatically. Invoices generate from approved timesheets and project milestones, reducing billing delays and days sales outstanding. Live dashboards show utilization, margin by engagement, and firm-wide profitability in real time, so finance and practice leaders understand firm performance without waiting for month-end.
Dynamics 365 Sales paired with the Sales Agent in Microsoft 365 Copilot removes the friction of CRM data entry. After a client call or meeting in Teams, Copilot summarizes the discussion and updates the opportunity record automatically. Partners are prompted to update records directly inside Teams and Outlook, so relationship intelligence is captured without manual effort. This keeps client data current and ensures relationship knowledge lives in the firm rather than in individual partners.
Tectura’s AI agents are built using Microsoft Copilot Studio and operate within the Dynamics 365 and Microsoft 365 ecosystem, accessible via Teams, Outlook, and Excel. In professional services, the most relevant agents include the Finance Agent (engagement profitability and utilization), the AR/AP Journal Booking Agent (autonomous month-end close support), the Project Management Agent (status and budget variance), the Sales Agent (pipeline and relationship signals), and the Monitor and Alert Agent (SLA, billing, and utilization exceptions). Each agent operates within defined workflows, with human review applied to exceptions and approvals where needed.
Yes. Dynamics 365 Finance supports intercompany and multi-entity management across practice groups, geographies, and legal entities, with automatic consolidation. Microsoft Fabric unifies data from every system and region into one governed environment, giving managing partners a real-time view of firm-wide performance. Senior consultants embedded in local markets lead each engagement to address the commercial and regulatory realities of each region directly.
Implementation timelines depend on scope and complexity. A focused CRM or finance deployment typically takes 10 to 16 weeks. Projects involving project accounting, multi-entity finance, field service, or a unified data platform typically require 16 to 28 weeks or more. Large firms with multiple practice groups, geographies, and complex consolidation requirements may run longer. Tectura defines scope and timeline upfront through a structured assessment and recommends a phased approach where the most pressing priorities are addressed first.
Tectura serves a range of professional services firms, including accounting, tax, and advisory firms, legal practices, engineering and architecture firms, consulting firms, facilities management providers, and other project-based and people-based businesses. Tectura also supports firms that deploy technicians or engineers to client sites and those managing complex, multi-phase client engagements.
Tectura designs Microsoft Dynamics 365, Microsoft Power Platform, Microsoft Fabric, and AI agent solutions with security, access control, and governance built into the operating model. Role-based permissions help ensure users only access the client, project, financial, and relationship data relevant to their responsibilities. For firms handling confidential client work, sensitive financial information, or regulated documents, Tectura can also support private AI deployment options, audit trails, approval workflows, and data governance policies aligned with each firm’s internal security requirements.
Tectura helps firms deploy AI agents with clear governance around data access, user permissions, workflow boundaries, human review, and auditability. AI agents are designed to operate within defined business processes, such as engagement profitability monitoring, billing milestone alerts, document intake, CRM updates, or exception routing. Sensitive actions can require human approval before execution, while audit trails help leaders understand what the agent recommended, changed, or escalated. This allows firms to scale AI-assisted work while maintaining control over client confidentiality, compliance, and operational risk.
