Connected recruitment CRM, placements, timesheets, billing, and credit control

Client Overview

Company Name

Arcadian Recruitment Group Ltd.

Company Address

6 Park Row, Leeds, LS1 5HD, England.

Industry Details

Specialist recruitment business placing permanent and contract candidates in engineering, technical, and operations roles for manufacturing, utilities, and infrastructure sector clients.

Entity Size

Around 45 employees across recruitment consultancy, resourcing, and finance functions.

Product/Solutions Implemented

Dynamics 365 Sales, Dynamics 365 Business Central.

Duration of Project

5 months.

Arcadian Recruitment Group logo

Arcadian Recruitment Group partnered with us to transform its recruitment and financial operations by implementing Dynamics 365 Sales and Dynamics 365 Business Central. The solution unified candidate management, client relationships, contract placements, contractor timesheets, invoicing, and financial processes within a single connected platform. Manual workflows and disconnected systems were replaced with automated processes that provide real-time visibility into recruitment pipelines, consultant performance, contractor billing, and business operations. With integrated reporting and streamlined workflows, the business can place candidates faster, improve client service, and accelerate revenue generation while reducing administrative effort.

A recruitment business where every consultant manages a candidate database, a client relationship, and a contract book simultaneously. When those live in different places, consultants spend the day switching systems instead of placing candidates. By connecting recruitment operations, client management, contractor billing, and finance within Dynamics 365, Arcadian Recruitment Group established a single source of truth that improves consultant productivity, enhances client engagement, and delivers greater visibility across the entire recruitment lifecycle.

Professional Services - Specialist RecruitmentDynamics 365 SalesDynamics 365 Business Central
Dynamics 365 implementation for specialist recruitment operations

A specialist recruitment firm connecting engineering, technical, and operations talent with leading employers across manufacturing, utilities, and infrastructure sectors.

The Challenge

  • The recruitment CRM held candidate and vacancy records but no structured client relationship management capability.
  • Contractor timesheets were collected and approved by email, creating processing errors on approximately 15% of weekly cycles.
  • Client invoices for contractor placements were created manually from approved timesheets, taking two days each week.
  • Permanent placement fee invoicing depended on consultant emails and could be delayed by up to 10 working days.
  • Management reporting on consultant performance, vacancy pipeline, and revenue by sector took three days each month.
  • Credit control was managed from a weekly printed aged debtor report with no automated escalation or documented contact history.

Our Solution

Candidate Pipeline and Client Relationship Management

  • Dynamics 365 Sales was deployed as the integrated recruitment CRM for candidates, vacancies, client accounts, and placement tracking.
  • Client account records now include key contacts, relationship history, active vacancies, placement history, and business development activity.
  • A live vacancy and placement dashboard shows active vacancies, candidate shortlists, offer stage, and confirmed placements by consultant, sector, and client.

Contractor Timesheet, Invoicing, and Finance

  • Business Central was deployed as the finance and contractor billing platform.
  • Contractor timesheets are submitted through a BC-integrated portal and approved by client line managers in the portal.
  • Approved timesheets feed automatically into weekly payroll and client billing runs at the correct charge rate.
  • Permanent placement fee invoice drafts are generated in BC from confirmed placement records in D365 Sales.
  • Credit control in BC uses automated reminder sequences with overdue contact records held against the client account.

The Impact

Arcadian connected candidate and vacancy management, client relationships, contractor timesheets, invoice automation, placement fees, and credit control.

0%

Increase in Consultant Placements

Connected candidate, client, and vacancy management improved consultant productivity and placement performance.

$0K+

Administrative Cost Savings

Automated contractor timesheet approvals and invoice processing reduced manual administration and billing effort.

$0K

Improved Cash Collection

Faster placement invoicing enabled earlier collections and improved working capital.


Consultants should be talking to clients and candidates, not switching between systems and chasing timesheets. Dynamics gave us a setup where the system does the administrative work and the consultants do what they are paid to do.

Philippa Arcadian
Managing Director
Arcadian Recruitment Group Ltd.

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