Dynamics AX - Professional Services Automation (PSA)

Professional Services for Microsoft Dynamics® 2009 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 2007–like user interface.

Professional Services for Microsoft Dynamics AX 2009 leverages Microsoft Dynamics AX 2009 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.

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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.
  
  

Dynamics AX PSA Download Material:

• Professional Services for AX Feature Sheet
• Professional Services for AX Fact sheet