Learning Path: Getting Started With Microsoft Dynamics 365

Explore a classic sales cycle in Dynamics CRM to get familiar with Project Service Automation and explore its features

What you'll learn

Perform CRUD Operations on CRM records

Import and export data from Dynamics CRM

Working with Dynamics CRM using Outlook

You will learn to install and Configure PSA.

Understand to navigate and understand the Project Service Automation Solution components

You will be able to give a demo to the prospect showcasing the capabilities of Managing Projects within Budget.

Learn to become the administrator in organization to configure the CRM with PSA Solution

You will be able to understand the deeper impact of PSA to the organization who manages the Professional Services.

Requirements

Basic understanding of project management principles is needed.

Description

To accelerate your digital transformation, you need a new type of business application: One that breaks down the silos between CRM and ERP, that’s powered by data and intelligence, and helps capture new business opportunities. That’s Microsoft Dynamics 365. Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016. If you're interested to get familiar with Project Service Automation and explore its powerful features for different roles in the organisation, then go for this Learning Path.

Packt’s Video Learning Paths are a series of individual video products put together in a logical and stepwise manner such that each video builds on the skills learned in the video before it.


The highlights of this Learning Path are:

Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM
Understand to navigate the Project Service Automation (PSA) Solution components

This Learning Path begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. You will then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you’ll learn to set up a trial instance to play around with the system and get comfortable with it. Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You’ll also see how bulk data can be modified via Excel and imported back into the system. You’ll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.


Project Service Automation 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 Learning Path will help you demonstrate the usage and features of a new solution from Microsoft to manage Projects and end to end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. You’ll learn the basic terminology of Project Service Automation (PSA), its components, sales, and cost list. Then you’ll learn to install and navigate Project Service Automation (PSA). Then you'll know more about planning, billing, and sales process overview. You’ll be able to know more about configuring the Dynamics 365 for Project Service Automation (PSA) and learn the Project Service Automation (PSA) guide.



By the end of this Learning Path, you’ll be able to understand the typical sales cycle for any organization and how it can be moulded in Microsoft Dynamics 365 CRM with the deeper impact of Project Service Automation (PSA) to the organization who manages the Professional services.

Meet Your Experts:

We have combined the best works of the following esteemed authors to ensure that your learning journey is smooth:


I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim.


I am Sajan Choudhary, working as a Consultant for Microsoft Dynamics CRM and having 5+ years of experience in customizing and configuring in CRM for various customer. I have architected and developed many vertical solutions available at Microsoft Dynamics Market Place for example – healthcare management system, Tender management system etc. I have worked for multiple industries like Healthcare, Retail, Construction and Professional Services. While working with Microsoft on multiple projects and multiple countries I have – 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, In-house applications using Azure Service Bus etc.- Hands on Experience in Implementing the IOT scenarios using Raspberry PI 3.

Overview

Section 1: Start Up Guide For Microsoft Dynamics 365

Lecture 1 The Course Overview

Lecture 2 What is CRM and Why it is needed?

Lecture 3 Introduction to Microsoft Dynamics 365

Lecture 4 Setting Up a Trial Instance of Dynamics 365

Lecture 5 Moving around in Microsoft Dynamics 365

Lecture 6 Personalize Dynamics to Suit Your Needs

Lecture 7 How Does Dynamics CRM Data Model look?

Lecture 8 Play with Records (CRUD Operations)

Lecture 9 Import/Export data in CRM

Lecture 10 Typical Sales Cycle - Demo

Lecture 11 Advanced Find – Strongest Search Tool

Lecture 12 Create Views

Lecture 13 Explore Trends with Charts

Lecture 14 Need 360 View of Business

Lecture 15 Working with Reports

Lecture 16 Go Mobile with Dynamics CRM Mobile Client

Lecture 17 Go Mobile with Dynamics CRM Tablet Client

Lecture 18 Exploring How Well Dynamics CRM Talks to Outlook

Lecture 19 Ease Up the Sales Document Writing

Lecture 20 Start Analyzing Data with Excel Templates

Lecture 21 Do More with Dynamics 365

Section 2: Startup Guide - Microsoft Dynamics 365 for Project Service Automation

Lecture 22 The Course Overview

Lecture 23 What is PSA and its Components?

Lecture 24 PSA Products, Sales, and Cost List

Lecture 25 Installation of PSA

Lecture 26 Basic Navigation and Terminology

Lecture 27 Planning and Delivery, Billing, Resources

Lecture 28 Sales Process Overview

Lecture 29 Configuring Dynamics 365 for PSA

Lecture 30 Use Sample Data

Lecture 31 Account Manager's Guide

Lecture 32 Project Manager's Guide

Lecture 33 Resource Manager's Guide

Lecture 34 Time, Expense and Collaboration Guide

This Learning Path is for new users of the Microsoft Dynamics (beginner customizers of Microsoft Dynamics 365) CRM platform, as well as existing users who are familiar with the end-user principles of the software and want to learn more and become more proficient.