The PSA Suite for Microsoft Dynamics CRM:
Tailored for you
We know what you need. The Assistance PSA Suite for Microsoft Dynamics CRM is tailored for your role. Watch the videos below and learn what PSA can do for the Information Worker, Resource Manager, Project Manager and the General Manager. Enjoy and schedule a free Discovery Session!
PSA Suite for the information worker
You as an Information Worker don’t want to spend a lot of time on admin work; like booking your time and expenses. With the PSA Suite for Microsoft Dynamics CRM you can process your timesheets easier and quicker in a familiar Microsoft environment. You can book your time and expenses in 3 different user interfaces,the choice is yours. Not at the office? Not a problem, the PSA Mobile App makes it possible to book your time on the go using your phone or tablet.
PSA Suite for the resource manager
Assistance PSA combined with Assistance HRM will make managing your resources and their utilization easy. The Utilization Sheet shows you which resources are fully utilized en to which you can assign more activities. Assistance HRM provides a unique Matching functionality and helps you to keep track of the experience, time off and sick leave of your employees.
PSA Suite for project manager
As a Project Manager you need insight into your Budget, Planning and Actuals or you may discover too late that you are over budget. The Assistance PSA Suite helps you to make sure you can take action before that happens. Create your project activities in a Gantt Chart and assign them to employees, the same Gantt Chart allows you to set alerts that will notify you before your budget exceeded. Our Mobile Apps make it possible to check the actuals of projects on the go.
PSA Suite for the general manager
For managers overview is essential. Assistance PSA will give you the overview you need to make the right decisions. With the Sales Forecasting module you have visibility on utilization and expected revenue in both time and money. With one mouse click you can create any custom dashboard that will meet your needs and your dashboards and insight information is also available on the go.