New Professional Services Integration for Microsoft Dynamics CRM Adds Timesheet, Workflow Visibility, More Integration Points

Professional services software firm Assistance Software announced that it has released a new version of Assistance PSO that works with Microsoft Dynamics CRM.

The solution's CRM integration provides a view of CRM data that is tailored to professional services sales, operations, and management staff.  The integration allows users to pull account information from Dynamics CRM like meeting notes and outstanding invoices, as well as pushing data to CRM, like appointments and agreements, through Outlook.

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As the editor of MSDynamicsWorld.com, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at jgumpert@msdynamicsworld.com.

Prior to co-founding MSDynamicsWorld.com, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. Jason has also held consulting positions at CSC Consulting and Monitor Group.

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