Deep Dive - Microsoft Dynamics 365 For Project Service Autom

Learn engaging concepts of Project Service Automation

What you'll learn

Estimate, quote, and contract work

Plan and assign resources

Enable team collaboration

Capture time, expense, and progress data to get real-time insights

Create project tracking using WBS

Automate the generated invoice

Requirements

Basic Knowledge of Microsoft Dynamics 365

Project Service Automation (PSA)

CRM 9

Description

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.
About the Author
Sajan Choudhary works as a Consultant for Microsoft Dynamics CRM and has5+ years of experience in customizing and configuring in CRM for the various customers. He has architected and developed many vertical solutions available at Microsoft Dynamics Market Place, for example, healthcare management systems, tender management system, and so on. He has worked in multiple industries such as healthcare, retail, construction and professional services. While working with Microsoft on multiple projects and multiple countries he has demonstrated capabilities in software/application development, providing technical support and structuring customized solutions to meet customer’s specific needs. Excellent Relationship Management skills, with the ability to conceive profitable and efficient solutions, utilizing technology, Industrious individual, thrive on a challenge while working effectively with all levels of management. Integrated various in-house and 3rd party application with CRM for example SAP using FTP, SAP using WPI web Services. Hands-on experience in implementing the IoT scenarios using Raspberry PI 3.

Overview

Section 1: Opportunity, Quotation and New Changes with CRM 9

Lecture 1 The Course overview

Lecture 2 Introduction

Lecture 3 Changes to PSA and CRM UI

Lecture 4 Opportunity Overview

Lecture 5 Quotation Process

Section 2: Planning, Delivery, and Resource Management

Lecture 6 Project Planning

Lecture 7 Project Templates

Lecture 8 Data Setup for Resources

Lecture 9 Resource Scheduling

Section 3: Project Tracking

Lecture 10 WBS

Lecture 11 Project Plan

Lecture 12 MPP Integration

Section 4: Expense, Timesheet Recording, and Invoicing

Lecture 13 Expense Recording

Lecture 14 Timesheet Recording

Lecture 15 Invoice Frequency

Lecture 16 Invoice Creation

Section 5: Data Model for PSA Application

Lecture 17 Data Model for Opportunity

Lecture 18 Data Model for Quote

Lecture 19 Data Model for Project

Who want to setup their resources, projects, and automation of Project Service Automation (PSA).,Also to know how sales and delivery teams engage customers and deliver billable projects on time and within budget.