Course 816702
Dynamics 365 Project Service Automation Workshop (CRM)

Course Description

Project Service Automation in Microsoft Dynamics 365

Course Description

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 a deploying and working with Microsoft Dynamics 365 Project Service Automation.

Who should Attend:

This course is intended for those who 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)

Managing Projects, Phases of project management, Project life cycle, Types of projects, Budget and Estimates

After completing this workshop

students will be able to understand and/or be able to: • Blueprint new projects • Configure and manage projects • Manage Resource requests • Structure work breakdown • Configure and manage resources to include: o Skills o Roles o Scheduling and assignments o Track time and expenses • Include project estimates in the sales process • Integrate with Microsoft Project • Manage multi-currency and multi-time zone projects • Understand reporting and analysis of project data using native tools and Power BI ####

Course Outline

Module 1: Introduction

  • Project Service Automation & Project Management
  • Dynamics 365 Platform and Licensing
  • Project Settings
  • Resources Configuration

Module 2: Project Estimation

  • Project Estimation
  • Estimates
  • Project Quoting and Contracting
  • Multi-Dimensional Pricing

Module 3: Project Management

  • Module Overview
  • Scope Management
  • Scheduling
  • Time and Expense Entries

Module 4: Project Health KPIs and Tools

  • Managing the Project KPIs, Power BI and Office 365 and Teams
  • Project Service Automation and Power BI
  • Project Collaboration
  • Project Tools – MS Project

Prerequisites

This course requires that you meet the following prerequisites:

  • A working knowledge of Dynamics 365. Project Service Automation used the base framework of Dynamics 365, but is quite different. Simply stated, it works different from the other modules and could be considered new learning experience.

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