consulting360: Where Projects, People, and Profits Align

Gain a complete, real-time view of your client network with modern relationship intelligence tools. Automatically capture contact and activity data, uncover hidden connections across teams, and measure relationship strength to drive more strategic engagement.

With seamless integration into Microsoft tools, your team can use internal data to spot where services aren’t being offered but should be. Dashboards highlight cross-sell and upsell opportunities within existing accounts, enabling business development teams to act fast, strengthen collaboration, and grow revenue.

Automatically generate polished project and consultant summaries using your firm’s existing data, then take it further with AI-driven document generation. From RFPs to client briefs, teams can extract key insights, customize outputs, and create high-quality, client-ready content fast using plain language prompts.

Leverage Microsoft AI to streamline the creation of bios, case studies, project histories, and recent work summaries. Showcase your firm’s expertise, differentiate your services, and respond to every opportunity with confidence and speed.

Bring the familiar look and feel of Excel into your project estimation workflows—directly within Dynamics 365 or the Power Platform. Estimators can build and adjust forecasts, budgets, pricing models, and resource plans without ever leaving the system. Eliminate rework, reduce errors, and accelerate proposal turnaround with a flexible, spreadsheet-style tool your team already knows—embedded where you actually manage projects.

Eliminate repetitive tasks with intelligent, rules-based auto-billing. Configure flexible billing schedules, automate invoice generation, and ensure consistency across client accounts—freeing up your team to focus on high-value work, not manual billing cycles.

Take control of billing from review to invoice with dynamic pre-bill summaries and real-time document markup. Teams can edit, annotate, and approve directly within the workflow—no exporting, no email chains.

With full charge visibility and in-context collaboration, you’ll speed up approvals, improve accuracy, and keep everyone aligned across teams and locations.

consulting360 equips consulting firms with intelligent insights, automation, and real-time guidance across the entire client lifecycle. From pursuit to delivery, AI and Copilot tools help teams work smarter, respond faster, and make data-driven decisions that drive growth.

Built on Microsoft technology, consulting360 connects relationships, project data, and business intelligence to help your firm win more business and deliver exceptional client outcomes.

Stay connected from anywhere with a fully mobile experience embedded into the Microsoft Power Platform. Whether reviewing client details, updating pursuits, or approving time and expenses, users can access key workflows and data from their phones or tablets—no matter where they are. Real-time insights, mobile-friendly dashboards, and native app functionality ensure your team stays productive, even on the move.

The Time Entry Copilot Agent streamlines time and expense tracking in Microsoft Teams. Using natural language, it auto-populates entries, pulls real-time project data from Dynamics 365 F&O, and sends smart reminders—making submissions faster, easier, and more accurate.

The PayFlow Agent streamlines vendor payment inquiries by analyzing emails, pulling real-time data from Dynamics 365 Finance, and sending instant, accurate replies. It clears inbox backlogs, reduces manual effort, and strengthens vendor relationships with faster, more consistent communication.