What do you like best?
Assistance PSA can be easily imported into your Microsoft Dynamics CRM 2013 environment. It provides extended features such as Project Estimate, Project Planning & Forecasting, Resource Planning, Time tracking and Invoicing.
It exceeds the expectations for mailings, marketing campaigns, and turning leads into opportunities which are discovered in CRM. It provides the functionality to transform opportunities into projects. You can now calculate your hours or plan your projects just with a few mouse clicks.
Time tracking and the Covered Expenses module gets easily integrated with CRM Outlook client.
Assistance PSA lets you to book the time in a calendar or linear format.
While entering the timesheet you can also perform actions such as Copying multiple time entries, updating project’s item details and activities, and Booking hours to other user.
What do you dislike?
The User Interface is slightly bit complex with many functionalities on a single screen. So, it becomes difficult sometimes to find out a particular thing instantly.
Recommendations to others considering the product
It is strongly recommended for everyone who is using Microsoft Dynamics CRM to get additional functionalities for project management.
It is not a suitable product for startups or small organizations.
What business problems are you solving with the product? What benefits have you realized?
It is very easy to manage the complete project cycle using only a single screen as Assistance PSA adds various project management functionalities such as project estimation, project management, resource planning, and invoicing.
It gets seamlessly integrated with Outlook providing a familiar interface to the users. Thus, it allows you to book the time/expenses straight from the Outlook calendar itself. It is similar to Outlook appointments being displayed in the timesheet.
It also lets you share, store, and organize the documents as per your own needs. Version management allows you to save any number of versions of the same document in the repository to fit the requirements of the project.