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Business Central Professional Services Automation
Dynamics 365 Business Central PSA (built from Dynamics SL) takes Business Central Project Management to a new level. Business Central PSA is built on Progressus’ platform to help professional services organizations maximize profitability by delivering projects on time and on budget. Business Central PSA gives you the tools to drive excellence in strategic planning, budgeting, forecasting, utilization, and finance.
Who is it for?
Dynamics 365 Business Central Project Management is optimal for professional services firms, consulting firms, or other project-based organizations that need to track time, materials, and expenses.
Focused Professional Services Automation
Dynamics 365 Business Central Project Management gives managers insight into how projects are progressing with resource allocation reports and cost tracking. Use Business Central to track employee time and expenses across multiple projects simultaneously.
Manage fixed price and time and materials projects at the same time
Monitor resource capacity and use resource availability tools to plan future projects
Recognize revenue according to ASC 606 standards
Track approved employee time across projects, jobs, and services
Business Central PSA Features
Easily create new projects with Project Setup Wizard. Simplify administration with Project, Task, Invoice, and Sales Price Templates. Combine multiple projects into a single view with Main Projects.
Create full project plans with budgets and resources to generate project quotes. Track project quotes through the sales pipeline.
Capacity Planning and Budgeting
Import budgets through journals or set up on the fly through Budget Matrix functionality. Readily track capacity by Resource, Resource Group, or Resource Sub-Group. Reallocate resources on the fly with availability and booking functionality. Maintain multiple budget versions to track progress against baselines and up-to-the-minute forecasts. Integrate to Microsoft Project.
Automatically create Invoice Suggestions to Invoice customers on a time-and-materials or fixed-price basis. Prepare consolidated project invoices with Main Projects. Create scheduled billings linked to Milestones, on a recurring basis, or by date.
Enter timesheets through any device – PC, tablet, or phone – with three levels of approvals, notifications, and rejections. Select from a variety of time periods – daily, weekly, split week, biweekly, semimonthly, monthly. Designate different time periods for each resource. Use your own preferred time tracking system and integrate into Business Central PSA.
Enter expense reports through any device - PC, tablet, or phone - with three levels of approvals, notifications, and rejections. Attach receipts directly from your phone. Track expense types, payment types mileage, company credit card expenses, and more. Import credit card files. Use your own expense tracking system and integrate into Business Central PSA.
General Ledger and WIP
Calculate Cost-to-Cost Billings WIP. Include projected project financials with G/L Budget integration. Customize project labor posting accounts by Project, Task, Work Type, Resource, or Resource Group.
Business Central PSA Pricing
Dynamics 365 Business Central is the most affordable full featured mid-market ERP system on the market today.
Business Central PSA fully implemented starting at only $39,995!
$ 90 /user/mo
For small teams looking for basic help desk support.
Technical help desk
Microsoft case support
$ 120 /user/mo
For teams that are always ahead of the curve.
No user minimum
Everything in Start
2 hours ongoing training support/user/year with unlimited participants
Quarterly client service meetings
Best Business Value
$ 175 /user/mo
For teams looking for dedicated support and training.
No user minimum
Everything in Grow
4 hours application support/user/year
Business Central application assistance
Accounting transaction troubleshooting and support
Dedicated Account Manager
Monthly client service meetings
Call for Quote
For teams that want it all.Contact Us
No user minimum
Everything in Customize
Customized application and accounting support plan
Customized training plan
Dedicated Account Team
Semimonthly client service meetings
Also available: Licensing Only for $70 - 5 user minimum, no support included, all support billed on an hourly basis.
How do I get started?
Step 1: You schedule a Discovery Call with an experienced consultant (not a salesperson) using the form below.
Step 2: We create a customized plan with estimated pricing up front.
Step 3: Together, we execute the plan.