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Assistance PSO for Microsoft Dynamics

A software system designed by Assistance Software for professional services companies.
Questions about Assistance PSO for Microsoft Dynamics? Call (800) 827-1151 and talk to a software expert now.

Assistance PSO for Microsoft Dynamics is the total solution for professional service organizations. Does project management play a major role in your organization? Our project software allows for total control of all aspects of every stage of a project.

Integration with Microsoft Dynamics

Assistance PSO for Microsoft Dynamics is the ERP for professional service organizations. This is why it integrates effortlessly with Microsoft Dynamics technology, namely Dynamics CRM, AX, NAV and GP, and of course with our own Assistance Bookkeeping.

Your organization revolves around your projects or files. But those are not independent entities. Fixed elements in your business processes are accounts, employees and your financial administration. Assistance PSO brings all those things together in a single project administration. That is the benefit of Assistance PSO.

With the standard CRM module of Assistance PSO, a single mouse click can get you a full overview of account information, like meeting notes and outstanding invoices. Enter appointments and agreements with your accounts directly through the link with Outlook.

Appointments in Outlook are entered into the central planning.

Assistance PSO integrates your time registration. The deployment of staff is clear at a glance. The direct connection to Outlook allows for linking hours to projects, importing appointments and entering projects.

The connection to SharePoint makes it easy to directly create an Intranet site. By project, by account, by employee, it’s all possible. This allows your employees and possibly your customers to share information about the project. For instance, tasks, activities or documents.

Assistance PSO easily links to Word documents and assigns them to accounts, employees and projects.

Efficient project management with Assistance PSO Workflow management Sound approving of hours Planning: you can track the history of your project at any time. This allows you to make quick and timely decisions, such as about the necessary deployment of resources. Make and adjust forecasts Assess the necessary capacity and anticipated costs of a project Invoicing: based on possible agreements. Think of such things as T&M, fixed price, deadlines, project progress & milestones Adjust: the extensive information allows you to anticipate future developments in your projects and the market Project administration: from first customer contact to invoicing. With Assistance PSO you control the entire process in a single system Improved process monitoring

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