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PSA Suite Connector
PSA Suite Connector
Jesse Lawrence
Unit4 is well known for its PSA suite solution for the SMB market, built on Microsoft Dynamics Sales (formerly CRM). We are pleased to announce that we have partnered with Unit4 to provide an out of the box integration for the PSA Suite to Microsoft Dynamics 365 Business Central.
Unit4 PSA Suite
What is the PSA Suite? Built on Microsoft Dynamics 365 Sales (formerly Dynamics CRM), the PSA suite is a solution for the SMB market. Professional Services Automation (PSA) software are designed for businesses that sell project work, ie charging for billable work.
Whilst Microsoft have a solution for the Enterprise end of the market, PSA Suite fulfils the requirement for PSA software for SMBs, offering a wide range of capabilities:
- Manage projects
- Optimise Resource Utilisation
- Increase visibility through integrated reporting
PSA Suite integration with Business Central
Dynamics 365 Business Central provides an integrated business management solution, so that you can run your company’s finances through every area of the business. With the integration to the PSA Suite you will have a complete project software solution integrated with your finances, offering:
- Best of breed systems working as one
- Keep control of your project costs
- Deliver projects on time and budget
- Improve forecast accuracy
- Real time financial data
Find out more about the Integration
How do I buy integrated PSA Suite and Business Central?
If you have PSA Suite
If you have had PSA Suite integrated by a partner and need Business Central integration, your existing Business Central partner can contact Dynamics Consultants to sell the connector. If you do not have a partner to supply Business Central, we would be pleased to help, either ourselves or to recommend a partner in your territory.
If you have Business Central
If you have business central and would like the PSA Suite, please contact Unit 4 to find a partner in your area.
If you need everything!
If you are new to Microsoft Dynamics and the PSA suite, please contact our team to discuss your requirements.
Why Manufacturers Need More Than a Standard CRM
Manufacturing businesses face daily pressures that standard CRM systems simply weren't designed to handle. Your teams need to manage complex product configurations, track quality standards, coordinate with suppliers, and maintain detailed production schedules whilst still nurturing customer relationships.
Do You Need a Separate CRM?
Microsoft Dynamics 365 Business Central includes customer relationship management features, but you might wonder if these tools are sufficient for your business needs.