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Deep Dive - Microsoft Dynamics 365 for Project Service Automation

Video Description

Learn engaging concepts of Project Service Automation

About This Video

  • Fix resources while creating a project plan
  • Create an invoice for the customer
  • Learn about the Data Model for the PSA application

In Detail

The 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.

This course starts with the new features in CRM 9. You'll also learn about the opportunity and the quotation process of PSA and CRM UI. Once the quotation is approved by the customer, then the user must create the Project Plan. the role of the resource manager, learn how to set up the resources and do the resource scheduling in the system. After project creation project tracking to be done by using the WBS and user must track the cost associated with it. The user must be able to fill their timesheets and expenses. Post-filing the time and expense, explore how to create the invoice for the customer based on the billing frequency we can automate the generation of invoice. Lastly, the user will then be introduced to Data Model for PSA application and will able to learn the data model for a quote as well as opportunity.

At the end of the course, you will learn PSA through advanced discussions and demos to set up the components and features of CRM 9.