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

By Sajan Choudhary
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About this video

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.

Publication date:
July 2017
Publisher
Packt
Duration
2 hours 52 minutes
ISBN
9781788395823

About the Author

  • 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.

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