Real-time Visibility into Projects, Resources and Financials
Polaris PSA connects with Microsoft Dynamics 365 to streamline sales to service engagement, improve resource utilization, and keep project financials up-to-date.
Harness the Power of Polaris PSA and MS Dynamics Integration
Automatically Create and Manage Projects in Polaris PSA
Automatically pull projects from Microsoft Dynamics 365 into Polaris PSA with all the project details. Manage your projects in real-time with live inputs around effort and completion estimates.
- Create and manage projects in Polaris PSA
- Get real-time view of project progress, resources, work done and remaining work.
- Give feedback to users on work done, remaining work and estimates to complete.
Optimize Resource Management with SmartMatch
Enable project managers to start an early conversation with resource managers to reserve resources for upcoming projects. The AI-powered SmartMatch quickly identifies most-suitable resources from a global pool based on availability, location, skills, department, or other criteria.
- View global resources to determine their current and future allocation levels.
- Track skills, certificates and expertise levels in one place
- Leverage built-in collaboration workflows for project resource fulfillment.
Faster, Accurate Client Billing
Utilize custom rates to generate billing information. Leverage versatile bill plan modeling to accommodate various client/project billing needs. Finalize an invoice and send it straight to MS Dynamics for billing your client.
- Build rate cards with effectivity dates for each role
- Manage invoice adjustments, exceptions, and delinquencies with ease.
- Quickly reconcile revenue with contracts, WIP, and billing.
Modern & Mature Integration Platform
An Enterprise Ready Time Tracking Platform with Security, Flexibility and Scalability
Robust Pre-built Connectors
Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.
Fast and Seamless Integrations
Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves.
Extract Any Data You Need
Open APIs library available to extract any data you want from any system.