Note: Content of this course is currently in progress

Dynamics 365 Project Service Automation Training Workshop Consulting Day

Course Overview:

This 1-day workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. This course focuses on deploying and working with Microsoft Dynamics 365 Project Service Automation. This course is built on the most recent dataset for PSA 3.x

You will be work with projects, create new projects, configuring and managing projects, managing resource requests, understanding work breakdown structures, the settings and setup to use PSA to manage Projects and more!

Who should attend:

This course is intended for those who are new or use the Project Service Automation module, IT professionals, implementation consultants, system integrators, or support professionals who need to manage and support Project Services Automation.

Automate with Project Service Automation (PSA) including efficent mangement of projects, the phases of project management, the project life cycle, types of projects, budgets and Estimates

After completing this workshop:

Students will be able to understand and/or be able to:

Course Outline

Here is the course outline for this valuable workshop.

Module 1: Introduction to PSA (version 3.x)

Module 2: Project Plannig and Tracking

Module 3: Basic guide to quoting, pricing and billing

Module 4: Basic guide to quoting, pricing and billing

Module 5: Advanced quoting, pricing, and billing

Module 6: Resource management

Module 7: Reporting and Dashboards

Strongly recommended prerequisites

This course strongly recommends that you meet the following prerequisites:

For a Project Service Automation (PSA) Consultation, please call us at (800) 453-5961 to discuss your requiremenst. Our training class is based on Microsoft Master Data Set to expand may require a Custom Training Enviroment or Consulting.

202 S.E. Church Street, Suite 203 Leesburg, VA 20175
202 Church Street S.E. , Suite 203 Leesburg, VA 20175
800-453-596 (Toll Free)