Professional Services Automation

Dynamics AX - Professional Services Automation (PSA)

Industry functionality for Professional Services Organisations:

  • Resource Scheduling
  • Project Quotations with WBS
  • Integration to Project Server
  • Project contracts with Billing Rules
  • Sub-contractor Management

Professional Services Automation

Professional Services for Microsoft Dynamics AX provides professional services and project-based companies with an end-to-end solution that delivers a greater level of control over project accounting practices and resources, and improves usability with a familiar, Microsoft® Office like user interface.

Professional Services for Microsoft Dynamics AX leverages Microsoft Dynamics AX to bring new levels of project and contract management capabilities to users and administrators. Make the most of your resource utilization and revenue with a new scheduling engine that matches qualified resources to tasks based on task requirements, and create comprehensive, custom project quotations to meet client specifications. With significant improvements to project functionality, such as the ability to create complex visualization structures and track detailed project information and approvals, you can gain business insight and improve productivity.

PSA Solution
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  • Functionality includes:

    • Role Centre Integration
    • Automated Vendor Payments
    • Resource Scheduling
    • Budget Revision & Tracking Tools
    • Compliance Management
    • Customisable Project Billing Rules
  • Benefits Include:

    • Work faster in a familiar interface

      Streamline access to critical project information with Role Centres that present relevant tasks and information, including powerful business intelligence tools for reporting, key performance indicators (KPI's), and data cubes.

    • Easily monitor project finances and tasks.

      Assess project progress using flexible reporting to gain a consolidated, real-time project view, and build custom quotations for clients with the ability to create more than one quotation per project request.

    • Optimise resource utilization.

      Quickly match qualified and available resources to tasks with a robust scheduling engine to help maximize profits, reduce costs, and increase client satisfaction.

    • Reduce non-billable time with workflow.

      Minimize physical paper routing and reduce invoice cycle times with automated workflow for Project Request, Timesheet, Expense, Quotation, and more.


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