Improve Practice Management and Increase your Performance with the Unit4 PSA Suite for Dynamics 365
Increase your overall performances with the Unit4 PSA Suite: an end-to-end solution, from funnel to cash, completely designed for the industries: Accountancy, Consultancy, IT-Services, Engineering, Architecture and Legal services.
Capture all the contact from the first lead till sending the last invoice. Track all your communications on your leads, contacts and accounts directly from your Outlook and store all your files and cases at the right place. Have a clear overview of all your outstanding invoices, resources KPI’s and many more in the interactive dashboards. Manage your projects within the Gantt Chart with utilization and availability sheet to plan your resources directly on the right activity.
Use project and budget templates to plan your projects quickly. Let your resources capture their time and expenses in the timesheets, Portal or PSA Mobile App with timer on the right project and let them spend their time on their strategic activities, and not on their admin work.
Finally, recognize your revenue and WIP and integrate any financial back-end you want or use PSA Suite Financials to have all solutions is the same platform!