Assistance PSA


A complete time, expense & project management solution for Dynamics CRM

Assistance PSA is a sophisticated project management tool that is fully integrated into Dynamics CRM. Designed for professional services, it works for organisations of all sizes.

Having successfully implemented PSA in-house, we now deliver the solution to other organisations.

Call now to arrange a consultation, book a demo or speak to a PSA specialist.

Assistance PSA - Complete Project Management

Assistance PSA is the project management solution for the professional services industry, built on the powerful Microsoft Dynamics CRM platform.

With it you can plan your projects and resources, budget and forecast hours, track actual time and expenses, and then execute invoicing.

The PSA suite is available in the cloud and on-premise, and is a multi-platform and multi-device solution. It offers full integration with any financial platform; and with the Microsoft Dynamics ERP range (NAV/GP/AX), standard integration is delivered out-of-the-box by Microsoft.

PSA combined with Dynamics CRM gives you a single tool to manage both your projects and your clients.

PSA Functionality

  • Project Management
  • Project Planning
  • Resource Planning
  • Time & Expense Entry
  • Forecasting & Budgeting
  • Advanced Opportunity Management
  • Project Accounting
  • Invoicing
  • Financials Integration
  • Revenue Recognition
  • Financials with Full Accounting
  • Human Resource Management

Assistance PSA & TALON

When investigating solutions that would give us greater visibility into our own projects, we discovered PSA.

Having successfully implemented PSA in-house, and benefited tremendously from the results, we now deliver the solution to other organisations.

While PSA comes with best practices to get you started quickly, the platform is very flexible, allowing us to easily customise and adapt it to your specific requirements.

Interested in finding out more about Assistance PSA?

  • Microsoft Accreditation Silver
  • Sage Business Partner
  • Microsoft Education Silver Partner
  • Digital Participation Charter
  • Cyber Essentials