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