Dynamics 365 (CRM) Project Service Automation

Code: 816702
Course duration: 1 days
Price:
Location Period
Northern New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-19
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Secaucus, New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-19
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-19
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Attend Online 01-19
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-23
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-23
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Attend Online 02-23
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
enroll
Attend Online 03-23
09:00AM to 05:00PM
enroll

Dynamics 365 (CRM) Project Service Automation

Course Description

This one-day training course provides you with the skills to deploy, manage the Project Service Automation module of Dynamics 365. This course focuses on a deploying and working with Microsoft Dynamics 365 Project Service Automation.

Who Should Attend

This course is intended for professional who use the Project Service Automation module and IT professionals, implementation consultants, system integrators, or support professionals who need to manage and support Project Services Automation.

Course Outline

Module 01: Overview of Project Service Automation

This module provides an overview of the Project Service Automation and supporting components of a Dynamics 365 Online

Module 02: Getting Started with Dynamics 365 Project Service Automation

Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience

Lessons

  • Requirements for Project Service Automation
  • Accessing Microsoft Dynamics 365
  • Planning a Deployment
  • Import Data
  • Reset Instructions
  • Project Service Automation
  • Post-Install Steps
  • Project Service Automation

Module 03: Applications for Project Service Automation

Phases of Service Automation and Consultative Selling

Lessons

  • Solution selling
  • Project planning
  • Resource scheduling
  • Mobile productivity
  • Time and expenses
  • Service analytics

Module 04: Working with Project Server Automation

Lessons

  • Practice Management Dashboard
  • Opportunity Quotes and Pricing
  • Project Planning & Estimation
  • Resource Management
  • Collaboration
  • Time & Expense
  • Approvals
  • Invoicing
  • Integration

Module 05: Managing Recourses and Project Management

Lessons

  • Practice Management Dashboard
  • Opportunity Quotes and Pricing
  • Project Planning & Estimation
  • Resource Management

What You'll Learn

After completing this training, the participant will be able to:

  • Blueprint new project and product lines
  • Configure and manage projects to include
  • Resource requests
  • Work breakdown structure
  • Configure and manage resources to include
  • Skills
  • Roles
  • Scheduling and assignments
  • Track time and expenses
  • Include project estimates in the sales force automation process
  • Identify integration scenarios including Microsoft Project
  • Understand multi-currency and multi-time zone projects
  • Add automation to PSA implementations
  • Understand reporting and analysis of project data using native tools and Power BI

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-02-09
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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