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Business Central Professional Services Automation

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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. 

 
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Manage fixed price and time and materials projects at the same time

 
 
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Monitor resource capacity and use resource availability tools to plan future projects

 
 
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Recognize revenue according to ASC 606 standards

 
 
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Track approved employee time across projects, jobs, and services

 

Business Central PSA Features

Project Administration

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.

Quoting

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.

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Invoicing

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.

Time Tracking

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.

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Expense Tracking

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.

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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!

Start

Basic Support

$ 90 /user/mo

For small teams looking for basic help desk support.




Start Includes:

  • Technical help desk

  • User adds

  • User removals

  • Security changes

  • Microsoft case support

Grow

Most Popular

$ 120 /user/mo

For teams that are always ahead of the curve.




Grow Includes:

  • No user minimum

  • Everything in Start

  • 2 hours ongoing training support/user/year with unlimited participants

  • Quarterly client service meetings

Optimize

Best Business Value

$ 175 /user/mo

For teams looking for dedicated support and training.




Optimize includes:

  • 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

Customize

Fully Customized

Call for Quote

For teams that want it all.

Contact Us

Includes:

  • 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.

 
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