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Price: $695   Duration: 1 day
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Course 816703

Price: $695, Length: 1 day

816703: Project Operations Workshop

To customize this class, call 800-453-5961 or click here to contact us

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:

  • Work witgh project and create 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

Here is the course outline for this valuable workshop.

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

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

Module 2: Project Plannig and Tracking

  • Project schedules
  • Project costs and revenue
  • Sales estimates and projects
  • Project progress and cost consumption
  • Project templates
  • Project stages
  • Project settings
  • Project Estimation
  • Estimates
  • Project Quoting and Contracting
  • Multi-Dimensional Pricing

Module 3: Basic guide to quoting, pricing and billing

  • Quoting, pricing, and billing
  • Sales processes
  • Quotes and quote lines
  • Product-based quote lines
  • Pricing
  • Product catalog pricing
  • Business transactions
  • Estimates
  • Actuals
  • Analyzing project quotes
  • Organizational units
  • Unit groups and units
  • Multi-currency scenarios
  • Recording actuals
  • Time and Expense Entries

Module 4: Basic guide to quoting, pricing and billing

  • Quoting, pricing, and billing
  • Sales processes
  • Quotes and quote lines
  • Product-based quote lines
  • Pricing
  • Product catalog pricing
  • Business transactions
  • Estimates
  • Actuals
  • Analyzing project quotes
  • Organizational units
  • Unit groups and units
  • Multi-currency scenarios
  • Recording actuals

Module 5: Advanced quoting, pricing, and billing

  • Quoting, pricing, and billing
  • Sales processes
  • Quotes and quote lines
  • Product-based quote lines
  • Pricing
  • Product catalog pricing
  • Business transactions
  • Estimates
  • Actuals
  • Analyzing project quotes
  • Organizational units
  • Unit groups and units
  • Multi-currency scenarios
  • Recording actuals

Module 6: Resource management

  • Resource management home page
  • Key concepts
  • Fulfilling resource requests
  • Proposing resources
  • Booking resources
  • Soft-book requirements
  • Skills and proficiency models

Module 7: Reporting and Dashboards

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

Strongly recommended prerequisites

This course strongly recommends that you meet the following prerequisites:

  • A working knowledge of Dynamics 365.
    • Project Service Automation uses the base framework of Dynamics 365, but is quite different from the rest of Dynamics 365. Simply stated, Dynamics 365 for Project Service Automation (PSA) works differently from the other Dynamics 365 for Customer Engagement (CRM) modules and could be considered new learning experience.

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.

We look forward to your great satisfaction!

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


816703816703: Project Operations Workshop