Course 816702
Dynamics 365 Project Service Automation Workshop (CRM)

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.

Corresponding Exam: None

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:
    • Skills
    • Roles
    • Scheduling and assignments
    • 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: Getting Started with Microsoft Dynamics 365

This module provides an overview of the PSA (Project Service Automation) and supporting components of a Dynamics 365 Online: Sales, Service and Field Service.

Lessons

  • Key capabilities
  • Opportunity management
  • Project planning
  • Resource management
  • Team collaboration
  • Time and expense management
  • Customer billing
  • Service analytics

Module 2: Manage Microsoft Dynamics 365 Subscriptions

Managing Service Automation and Consultative Selling. Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

Lessons

  • Solution selling
  • Project planning
  • Resource scheduling
  • Mobile productivity
  • Time and expenses
  • Service analytics

Module 3: Getting Started with Dynamics 365 Project Service Automation

Lessons

  • Requirements for Project Service Automation
  • Accessing Microsoft Dynamics 365
  • Planning a Deployment
  • Deploying the Project Service Automation Application
  • Import Data
  • Post-Install Steps
  • Testing Project Service Automation

Module 4: Setting-up your organization in Project Service Automation

Lessons

  • Install and customize
  • Experiment with demo data
  • Configure Project Service Automation
  • Set up time units
  • Set up currencies and exchange rates
  • Create organizational units
  • Set up invoice frequencies
  • Configure transaction categories
  • Configure expense categories
  • Create product catalog items
  • Create a price list
  • Set up resources

Module 5: Managing Resources

Lessons

  • Managing resource request
  • schedule resources for a project
  • you resource availability
  • you resource utilization
  • resource scheduling optimization
  • scheduling with universal resources

Module 6: The Sales Process

Lessons

  • Leads
  • Creating a Customer Account
  • Create a project Opportunities
  • Create a project Quotes
  • Create a project contract

Module 7: Planning, Delivery and Billing

Lessons

  • Provide work estimates
  • Create a project
  • Schedule a project with a work breakdown structure
  • Determine project cost and revenue estimates
  • Track project progress and cost
  • Create a project template
  • Submit resource requests
  • Create an Office 365 Group for a project
  • Add documents to a project
  • Track a project’s status
  • View project team members and manage bookings
  • View and edit project estimates
  • Approve time and expenses
  • Review project actuals
  • View and send invoices
  • View dashboards and reports
  • Use the add-in to plan work in Microsoft Project

Module 8: Working with Project Server Automation

Lessons

  • Practice Management Dashboard
  • Opportunity Quotes and Pricing
  • Project Planning & Estimation
  • Resource Management
  • Collaboration
  • Time & Expense
  • Approvals
  • Invoicing
  • Integration

Module 9: Project Management and Resources

Lessons

  • Practice Management Dashboard
  • Opportunity Quotes and Pricing
  • Project Planning & Estimation
  • Resource Management

Module 10: Project Services Automation Reporting

Lessons

  • PSA reports
  • PSA Custom Dashboards
  • Power BI Integration

Module 11: Workshop Review

Lessons

  • Work with Project Service Automation
  • Managing projects with Project Service Automation
  • Getting Started with Dynamics 365 Project Service Automation
  • Setting-up your organization in Project Service Automation
  • Managing Resources
  • The Sales Process
  • Planning, Delivery and Billing
  • Working with Project Server Automation
  • Project Management and Resources Management
  • Project Services Automation Reporting

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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