产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Professional Services Automation for Business Central
Project resourcing, time & expense capture and milestone billing for consultancies and agencies — built as a per-tenant AL extension on your Business Central environment, installed and supported by ECOSIRE.
$499.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
Resource planning board on the native Resource and Project Planning Line tables — capacity vs. booked demand, role/skill filtering, and drag-to-assign scheduling
Time capture via web and Business Central mobile with billable/non-billable flagging, posted as Project Journal lines against Project Tasks
Expense capture with attachments, category mapping and reimbursable flagging, flowing into the same project actuals
Milestone (fixed-fee) billing schedules that release Sales Invoice lines on milestone completion or date triggers
Time-and-materials and mixed-mode billing that bills posted hours/expenses at per-resource or per-role rates
WIP and revenue recognition using Business Central Job WIP methods, posting cost/sales accruals to G/L with full dimension support
Utilization, realization and project-margin reporting delivered as BC pages, queries and Power BI-ready datasets
Approval workflows for timesheets, expenses and invoices via native Business Central workflow + job queue automation
REST/OData v4 endpoints (API pages) for Power Apps time entry, mobile apps and external integrations
Dataverse / Power Platform virtual-table integration for low-code apps and Power Automate flows
Dedicated permission sets separating consultant, project manager, finance and partner access
Upgrade-safe architecture using table/page extensions and event subscribers — no modification of Microsoft base objects
关于此产品
Professional Services Automation for Business Central is a build-to-order AL extension that turns Business Central's standard Jobs/Projects engine into a complete delivery-and-billing system for consultancies, agencies and other services firms. It is not an instant AppSource download. ECOSIRE scopes it against your real engagements, builds it, installs it as a per-tenant extension on your tenant, and supports it after go-live.
为什么选择 Professional Services Automation for Business Central
Resource planning board on the native Resource and Project Planning Line tables — capacity vs. booked demand, role/skill filtering, and drag-to-assign scheduling
Time capture via web and Business Central mobile with billable/non-billable flagging, posted as Project Journal lines against Project Tasks
Expense capture with attachments, category mapping and reimbursable flagging, flowing into the same project actuals
Milestone (fixed-fee) billing schedules that release Sales Invoice lines on milestone completion or date triggers
Time-and-materials and mixed-mode billing that bills posted hours/expenses at per-resource or per-role rates
WIP and revenue recognition using Business Central Job WIP methods, posting cost/sales accruals to G/L with full dimension support
The extension layers on top of native Project (Job) functionality rather than replacing it. We add table and page extensions to the Project, Project Task, Project Planning Line and Resource tables; introduce a resourcing board with capacity vs. demand; and capture time and expenses through web and Business Central mobile, plus optional Power Apps entry written back via the BC REST/OData v4 API. Approvals run through native workflow and the job queue so nothing depends on a person remembering to post.
Billing supports milestone (fixed-fee), time-and-materials and mixed engagements, producing standard Sales Invoices so VAT/tax, dimensions and your chart of accounts stay native. WIP and revenue recognition use Business Central's Job WIP methods with cost/sales accruals posted to G/L. Event subscribers keep custom fields and KPI tables in sync without modifying base objects, so the solution stays upgrade-safe across Microsoft's monthly releases.
Reporting covers utilization, realization, billable vs. non-billable hours, project margin and backlog — surfaced as Business Central pages and queries, and exposable to Power BI or Dataverse via Power Platform integration. Dedicated permission sets keep delivery, finance and partner access separated. You receive the AL source, the deployable .app, and a documented hand-over so you are never locked in.
你得到什么
- Per-tenant Business Central AL extension (.app) installed on your sandbox then production environment
- Complete AL source code (table/page extensions, codeunits, event subscribers, API pages, permission sets, reports)
- Configured Project/Job setup: WIP methods, billing rules, resource rates and dimensions mapped to your chart of accounts
- Power BI / Dataverse connection or sample utilization & realization dashboards where in scope
- Custom permission sets and a role-mapping document for delivery, finance and partner users
- Deployment runbook, admin documentation and a recorded knowledge-transfer / training session
- Post-go-live support window with bug fixes and a Microsoft monthly-release compatibility check
这是给谁的
Operations / Delivery Lead at a consultancy
Owns resource allocation and project margin. Needs a real-time capacity-vs-demand view, accurate utilization, and confidence that billable hours are captured and invoiced without spreadsheet reconciliation.
Finance Manager at a services firm
Responsible for WIP, revenue recognition and invoicing accuracy. Wants milestone and T&M billing to flow into native Sales Invoices with correct tax, dimensions and G/L postings, and clean month-end accruals.
Agency Owner / Principal
Runs a project-based business on Business Central and needs realization, backlog and margin reporting to price work and forecast — without buying a separate PSA platform or duplicating data across systems.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Professional Services Automation for Business Central 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Professional Services Automation for Business Central，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Professional Services Automation for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Built specifically around your billing rules and engagement types | ||||
| Native project resourcing / capacity-vs-demand board | ||||
| Milestone, T&M and mixed-mode billing into native Sales Invoices | ||||
| WIP & revenue recognition posted to G/L with dimensions | ||||
| Utilization & realization reporting (BC pages + Power BI) | ||||
| Upgrade-safe (extensions + event subscribers, no base-object mods) | ||||
| Installed, configured and supported on your tenant by the vendor | ||||
| You receive full AL source and avoid per-user SaaS lock-in |
关于Professional Services Automation for Business Central的常见问题
+Is this an instant download from Microsoft AppSource?
No. This is a build-to-order solution. ECOSIRE scopes it against your engagements, develops it in AL, and installs it as a per-tenant extension directly on your Business Central tenant. It is not a self-service AppSource listing, so there is no instant download link — delivery is a managed engagement.
+What is the typical delivery lead time?
After a scoping call we confirm requirements and timeline. A standard build is typically delivered in roughly 3 to 6 weeks depending on the complexity of your billing rules, integrations (Power BI/Dataverse/Power Apps) and the number of approval workflows. We install to your sandbox first for UAT, then promote to production once you sign off. Exact dates are agreed in writing before work begins.
+How does ongoing support and updates work?
The price includes a post-go-live support window covering bug fixes and a compatibility check against Microsoft's monthly Business Central release waves. Because it's built with table/page extensions and event subscribers rather than base-object modifications, it stays upgrade-safe. Beyond the included window, ECOSIRE offers an optional support and enhancement retainer. You also receive full AL source, so you're never locked to us.
+Will it conflict with our existing Business Central setup or other extensions?
The extension builds on Business Central's native Project (Job) module and posts through standard Sales Invoices and G/L, so your tax, dimensions and chart of accounts stay intact. We install to a sandbox first to validate against your other installed extensions and resolve any object-ID or event collisions before touching production.
+Can our team enter time on mobile or through Power Apps?
Yes. Time and expense capture work in the Business Central web client and mobile app out of the box. We also expose REST/OData v4 API pages so a custom Power App or Power Automate flow can write entries back into Business Central, and we can integrate with Dataverse virtual tables for low-code scenarios where that's in scope.
+Do we own the code?
Yes. On completion you receive the full AL source code and the deployable .app file, plus deployment and admin documentation. The solution runs on your own tenant under your control, so you can have any qualified AL developer maintain it in future.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
申请报价
Professional Services Automation for Business Central
Project resourcing, time & expense capture and milestone billing for consultancies and agencies — built as a per-tenant AL extension on your Business Central environment, installed and supported by ECOSIRE.
- Resource planning board on the native Resource and Project Planning Line tables — capacity vs. booked demand, role/skill filtering, and drag-to-assign scheduling
- Time capture via web and Business Central mobile with billable/non-billable flagging, posted as Project Journal lines against Project Tasks
- Expense capture with attachments, category mapping and reimbursable flagging, flowing into the same project actuals
- Milestone (fixed-fee) billing schedules that release Sales Invoice lines on milestone completion or date triggers