Deep Dive - Microsoft Dynamics 365 for Project Service Automation [Video]

More Information
  • Estimate, quote, and contract work
  • Plan and assign resources 
  • Enable team collaboration 
  • Capture time, expense, and progress data to get real-time insights
  • Create project tracking using WBS
  • Automate the generated invoice

The Project Service Automation capabilities in Microsoft Dynamics 365 (online) provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.

This course starts with the new features in CRM 9. You'll also learn about the opportunity and the quotation process of PSA and CRM UI. Once the quotation is approved by the customer, then the user must create the Project Plan. the role of the resource manager, learn how to set up the resources and do the resource scheduling in the system. After project creation project tracking to be done by using the WBS and user must track the cost associated with it. The user must be able to fill their timesheets and expenses. Post-filing the time and expense, explore how to create the invoice for the customer based on the billing frequency we can automate the generation of invoice. Lastly, the user will then be introduced to Data Model for PSA application and will able to learn the data model for a quote as well as opportunity.

At the end of the course, you will learn PSA through advanced discussions and demos to set up the components and features of CRM 9.

Style and Approach

In this virtual course, you’ll learn how to setup your resources, projects, and automation of Project Service Automation (PSA). Learning is accomplished via facilitated discussions and demos to set up the components and features.

  • Fix resources while creating a project plan
  • Create an invoice for the customer
  • Learn about the Data Model for the PSA application
Course Length 1 hour 50 minutes
ISBN 9781788398565
Date Of Publication 26 Mar 2018


Sajan Choudhary

Sajan Choudhary works as a Consultant for Microsoft Dynamics CRM and has5+ years of experience in customizing and configuring in CRM for the various customers. He has architected and developed many vertical solutions available at Microsoft Dynamics Market Place, for example, healthcare management systems, tender management system, and so on. He has worked in multiple industries such as healthcare, retail, construction and professional services. While working with Microsoft on multiple projects and multiple countries he has demonstrated capabilities in software/application development, providing technical support and structuring customized solutions to meet customer’s specific needs. Excellent Relationship Management skills, with the ability to conceive profitable and efficient solutions, utilizing technology, Industrious individual, thrive on a challenge while working effectively with all levels of management. Integrated various in-house and 3rd party application with CRM for example SAP using FTP, SAP using WPI web Services. Hands-on experience in implementing the IoT scenarios using Raspberry PI 3.