Startup Guide - Microsoft Dynamics 365 for Project Service Automation [Video]

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Startup Guide - Microsoft Dynamics 365 for Project Service Automation [Video]

Sajan Choudhary

Get familiar with Project Service Automation and explore its powerful features for different roles in the organisation

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Video Details

ISBN 139781788395823
Course Length2 hours and 52 minutes

Video Description

Project Service Automation 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 will help you demonstrate the usage and features of a new solution from Microsoft to manage Projects and end to end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. We will start this course by understanding the basic terminology of PSA, its components, sales, and cost list. Then you will learn to install and navigate PSA. Then you'll know more about planning, billing, and sales process overview. You will be able to know more about configuring the Dynamics 365 for PSA and learn the PSA guide.

Moving on, you'll explore to become the administrator in the organization to configure the CRM with PSA solution. Also, through the end of the course, you can able to understand the deeper impact of PSA to the organization who manages the Professional services.

Style and Approach

In this virtual course, you will start by learning the basics and navigation of PSA. Then we will use the different persona demonstrate the usage of PSA. This course will provide the videos where we will demonstrate the usage and features of new solution from Microsoft to manage Projects and end to end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.

Table of Contents

PSA Overview
The Course Overview
What is PSA and its Components?
PSA Products, Sales, and Cost List
Getting Started with PSA
Installation of PSA
Basic Navigation and Terminology
Planning and Delivery, Billing, Resources
Sales Process Overview
PSA Administrator
Configuring Dynamics 365 for PSA
Use Sample Data
PSA Guide
Account Manager's Guide
Project Manager's Guide
Resource Manager's Guide
Time, Expense and Collaboration Guide

What You Will Learn

  • You will learn to install and Configure PSA.
  • Understand to navigate and understand the Project Service Automation Solution components
  • You will be able to give a demo to the prospect showcasing the capabilities of Managing Projects within Budget.
  • Learn to become the administrator in organization to configure the CRM with PSA Solution
  • You will be able to understand the deeper impact of PSA to the organization who manages the Professional Services.

Authors

Table of Contents

PSA Overview
The Course Overview
What is PSA and its Components?
PSA Products, Sales, and Cost List
Getting Started with PSA
Installation of PSA
Basic Navigation and Terminology
Planning and Delivery, Billing, Resources
Sales Process Overview
PSA Administrator
Configuring Dynamics 365 for PSA
Use Sample Data
PSA Guide
Account Manager's Guide
Project Manager's Guide
Resource Manager's Guide
Time, Expense and Collaboration Guide

Video Details

ISBN 139781788395823
Course Length2 hours and 52 minutes
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