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Real-time Visibility into Projects, Resources and Financials

Polaris PSA connects with Microsoft Dynamics to streamline sales to service engagement, improve resource utilization, and keep project financials up-to-date.

Project and Resource Management using MS Dynamics

Harness the Power of Polaris PSA and MS Dynamics Integration

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Automatically Create and Manage Projects in Polaris PSA

Automatically pull projects from Microsoft Dynamics 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.
Project Management using MS Dynamics
Resource Management using MS Dynamics

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.
Client Billing using MS Dynamics

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.

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