Learn Microsoft Dynamics 365 for Project Service Automation

Course details

To accelerate your digital transformation, you need a new type of business application: One that breaks down the silos between CRM and ERP, thats powered by data and intelligence, and helps capture new business opportunities. That's Microsoft Dynamics 365. 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. If you're interested to get familiar with Project Service Automation and explore its powerful features for different roles in the organization, then go for this Learning Path.

In this comprehensive 2-in-1 course, you will learn the basic terminology of Project Service Automation (PSA), its components, sales, and cost list. You will then learn how to install and navigate Project Service Automation (PSA). You will also know more about planning, billing, and sales process overview. You will be able 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.

This training program includes 2 complete courses, carefully chosen to give you the most comprehensive training possible.

The first course, Startup Guide - Microsoft Dynamics 365 for Project Service Automation, begins with explaining the basic terminology of PSA, its components, sales, and cost list. You will then learn how to install and navigate PSA. You will also know more about planning, billing, and sales process overview. Next, you will explore how to become an administrator in the organization by configuring the CRM with PSA solution. Finally, you will gain a deeper understanding of PSA for the organization that manages professional services.

The second course, Deep Dive - Microsoft Dynamics 365 for Project Service Automation, begins with explaining the new features in CRM 9. You will then learn about the opportunity and the quotation process of PSA and CRM UI. You will also learn with the help of a demo how to create a project plan using project template, how to set up resources and do the resource scheduling in the system, and project tracking and MPP Integration. Next, you will learn how expense and timesheet recording is done using PSA. Post-filing the time and expense, you will see how to create the invoice for the customer based on the billing frequency by automatically generating invoice. Finally, you will be introduced to the data model for PSA application and will learn data model for a quote as well as opportunity.

By the end of this Learning Path, you will be able to understand the typical sales cycle for any organization and how it can be moulded in Microsoft Dynamics 365 CRM with the deeper impact of Project Service Automation (PSA) to the organization who manages the professional services.

Meet Your Expert(s):

We have the best work of the following esteemed author(s) to ensure that your learning journey is smooth:

• Sajan Choudhary works as a Consultant for Microsoft Dynamics CRM and has5+ years of experience in customizing and configuring in CRM for various customers. He has architected and developed many vertical solutions available at Microsoft Dynamics Marketplace, 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 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.