Unit4 Professional Services Automation (PSA)
A fully-integrated project management solution for Dynamics 365
Add powerful project management to Dynamics 365 Sales
Dynamics 365 Project Management
For smaller businesses looking to extend their Dynamics 365 environment with project management functionality, Microsoft Dynamics 365 Project Operations may be financially out of reach. Fortunately, Unit4's Professional Services Automation (PSA) is a viable alternative at a lower cost but without compromising on functionality.
Unit4 have a 40-year history of producing enterprise software solutions for the professional services industry and their experience means that their project management offering has all the functionality you require, at the right price.
Role-based pricing
Rather than tying all users into a fixed-price product regardless of their individual requirements, Unit4 PSA has two tiers of pricing - one for project managers who require the full set of features, and a second for those who merely need to record time and expense against projects. This ensures you are only paying for the functionality that your users need. The software itself also comes in two versions: Starter aimed at organisations with 1-20 users, and Advanced for those needing extended functionality.
As a Unit4 partner, Strategy 365 is well equipped to assist with the implementation, configuration, and ongoing support of this class-leading project management solution.
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For more information on Unit4 PSA and how its capabilities can improve project management within your organisation, get in touch below
Explore the end-to-end benefits of Unit4 PSA
Unit4 PSA Key Features
Fully Integrated
As Unit4 PSA data resides in your Dynamics 365 Sales environment, linking with other aspects of your Dynamics 365 applications becomes much easier.
Capacity Management
Ensure you are well resourced to deliver projects. Manage and gain insights into key attributes including hourly rates and skills.
Budgets & Planning
Stay on top of project performance, maximise budgets, and prioritise the most valuable deliverables for your customers.
Time & Expense Tracking
Improve the accuracy of time and expense tracking. Tools that save time and effort required to register time on projects.
Resource Management
Optimise scheduling and utilisation, with full visibility into current workload and backlog. Make changes in real time to ensure the right projects have the right people.
Approvals
Stay on top of changes (resources, time, and expenses) as projects progress. Gain control with meaningful approval processes.
Invoicing
Maximise your cash position with on-time and precise invoicing. Multiple invoicing options including Time & Material, Milestone-based and Subscriptions.
Finance Integration
Unit4 PSA has native support for Business Central but can be linked to any other ERP software.
Unit4 PSA Pricing
Starter
Project Management User
€30
per month
Requires a Dynamics 365 Sales licence
Starter
Timesheet User
€6
per month
Requires a Power App Per App licence
Advanced
Project Management User
€78
per month
Requires a Dynamics 365 Sales licence
Advanced
Timesheet User
€18
per month
Requires a Power App Per App licence
Free Two-Month Trial
For organisations looking to try Unit4 PSA risk-free, a two-month free trial of the Starter edition is available with a free five-hour implementation by a Unit4 PSA consultant.
Full feature comparison - Unit4 PSA
Starter | Advanced |
|
|---|---|---|
| Projects | ||
| Contract Types | ||
| Timesheets | ||
| Expenses | ||
| Invoicing | Basic | Advanced |
| Reporting | Basic | Advanced |
| Purchase Orders | ||
| Employee Portal | ||
| Resource Planning | ||
| HR | ||
| Project Templates | ||
| Automated Approvals | ||
| Integration with Dynamics 365 Finance & Operations | Additional Cost | |
| Integration with Dynamics 365 Business Central | Additional Cost |
