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Microsoft Dynamics 365 for marketing and advertising agencies: From pitch to payment, on one platform
A unified ERP system for advertising agencies that connects your projects, people, and finances, so your teams spend more time on creative work and less time managing the systems behind it.
Ready to move from creative chaos to operational clarity?
Most agencies are managing more complexity than their tools were ever built to handle. New briefs, shifting scopes, multiple clients, and tighter margins, all running across systems that don’t talk to each other.
Projects running over scope and budget
When estimates, time tracking, and project financials live in different systems, scope creep is hard to catch early. By the time you spot the problem, the margin has already gone.
Billable time slipping through the cracks
Manual time entry is the last thing a busy creative team wants to do. When time capture is disconnected from project delivery, you are consistently under-billing for work that has already been done.
No clear view of resource utilization
Without a real-time picture of who is working on what and at what capacity, resourcing decisions become reactive. The result is over-servicing some clients while under-resourcing others.
Slow, error-prone invoicing
Billing off spreadsheets and email threads leads to delays, disputes, and write-offs. Clients notice when invoices are inconsistent. Finance notices when cash flow suffers.
Client relationships spread across too many tools
When CRM, project management, and finance are separate systems, no one has a complete picture of a client relationship. Account leads are piecing together status from three different places before every client call.
Scaling creates more complexity, not more clarity
As agencies grow, with more clients, more geographies, and more specialisms, the patchwork of disconnected tools becomes increasingly hard to manage. Growth should simplify operations, not compound them.
How Dynamics 365 powers advertising and marketing agencies
Dynamics 365 for marketing and advertising agencies gives your business a connected, cloud-based platform that brings project management, resource planning, time tracking, billing, and client financials into one place. As a Microsoft cloud for marketing and agency operations, it is built for the pace and complexity of agency work, from pitches and production to media buys and post-campaign reporting.
For agencies, sa.global goes further than a standard Dynamics 365 deployment. We have built a purpose-specific industry cloud, the Microsoft Industry Cloud for Advertising and Marketing Agencies, designed around how agencies actually operate. It brings together evergreen as the unified platform that connects data across systems of record, empower as the decision intelligence layer that surfaces insights and automates workflows within Microsoft Teams, and sa.go! as a pre-configured implementation path built for agency operations.
What Microsoft Dynamics 365 does for your agency
Project management from quote to payment
Track every campaign, retainer, and one-off project from initial estimate through delivery and final invoice. Your account leads and operations teams always know where projects stand and whether they are on budget, on time, and on brief.
Time tracking and billing that actually gets used
AI-assisted time capture and automated billing triggers reduce the friction that causes hours to go unrecorded. Less leakage. Faster invoicing. Fewer disputes at month end.
Resource planning tied to real project demand
See capacity across your teams in real time and plan resourcing around actual workload, not last month's headcount. When your workforce data lives in the same system as your project data, utilization decisions stop being guesswork.
Client and financial visibility in one place
A single view of client accounts, pipeline, WIP, and revenue means your leadership team is always working from the same picture. Forecasting becomes more reliable. Client conversations become more confident.
Why choose sa.global for your advertising or marketing agency?
sa.global works alongside your agency’s leadership, operations, and finance teams to align the right Microsoft platform to how your business runs, not the other way around. Our Global Service Centers provide 24/7 support post go-live, so your agency never waits on a time zone. You can bank on:
A global team with local delivery expertise
3 strategically placed Global Service Centers providing expert support 24 hours a day, 365 days a year
35 years of Microsoft Dynamics experience across service-centric organizations
13-time member of Microsoft's Inner Circle for Business Applications and 11-time Microsoft Dynamics Partner of the Year award winner
FAQs
What is Dynamics 365 for marketing agencies, and how does it help my business?
Dynamics 365 for marketing and advertising agencies is a cloud-based platform that connects project management, time tracking, resource planning, billing, and client financials in one system. It gives agency leaders a real-time view of performance across accounts, campaigns, and geographies, replacing the disconnected tools that cause margin leakage and slow billing cycles.
What makes Dynamics 365 a good ERP system for advertising agencies?
Most ERP systems are built for product-based businesses. Dynamics 365, configured for agencies by sa.global, is adapted for the way agencies work, tracking billable time, managing retainers and project-based engagements, handling multi-client financials, and connecting CRM and project delivery in one platform. sa.global has built a purpose-specific industry cloud for advertising and marketing agencies on top of this foundation.
How does Dynamics 365 help agencies capture more billable time?
Through AI-assisted time capture and automated reminders embedded within Microsoft Teams, fee earners can log time without leaving their flow of work. This reduces the friction that causes hours to go unrecorded and ensures billing reflects the work your teams are actually delivering.
Can Dynamics 365 support multi-client and multi-currency agency operations?
Yes. The platform supports multi-entity, multi-currency, and multi-country operations. Agencies managing clients across different markets and billing in different currencies can handle financial consolidation, local tax requirements, and cross-border reporting from a single system.
How does the Microsoft cloud for marketing agencies connect with tools teams already use?
The Microsoft Industry Cloud for Advertising and Marketing Agencies is built on Dynamics 365 and integrates natively with Microsoft Teams, Outlook, and OneDrive. Your teams work within tools they already know, with project data, client communications, and financial workflows connected in the background.
How quickly can an agency get up and running on Dynamics 365?
With sa.go!, sa.global’s pre-configured implementation path for agencies, your team can be operational without the extended timelines of a custom build. The bundle includes agency-specific business processes and pre-configured environments, so go-live happens faster and disruption to ongoing projects is minimized.