Microsoft Dynamics 365 Project Service Automation Mastery

Discover how Dynamics 365 project service automation provides end-to-end project management, from client meetings to closure, with resource scheduling and opportunities, quotations, orders, and contracts across web and unified interfaces.

Explore key terms in project service automation, including customers as organizations, contacts as individuals, product opportunities, project quotes, projects, project contracts, invoices, and the schedule board for resource management.

Learn to install project service automation and its sample data in Dynamics 365, including enabling PSA, installing field service, and running the package deployer.

Learn to set up organization units in Dynamics 365 project service automation, define currency and cost prices per unit, and optionally subcontract resources across units to optimize project costs.

Configure work hour templates in Dynamics 365 project service automation to define resource working hours, shifts, breaks, and time zones for project scheduling.

Configure resources in Dynamics 365 PSA by defining resource roles, skills, and utilization targets, and manage working hours, characteristics, and certifications to guide project staffing.

Configure cost price and sales price in Dynamics 365 PSA by setting organization unit costs, defining role prices per hour, and applying customer price lists to drive profitability.

Explore other configurations in Dynamics 365, including booking and requirement statuses, scheduling parameters, map settings, invoice frequency, and how to define resources and their skills for projects.

Plan projects in Dynamics 365 PSA by creating project opportunities, generating quotations from them, and building projects with schedule (WBS), with seamless MS Project integration.

Learn to create a project opportunity in Dynamics 365, define the customer and contracting unit, and build opportunity lines with product and project baselines for a PSA workflow.

Link Dynamics 365 PSA with MS Project to manage the WBS schedule and publish changes. Prerequisites include a Dynamics 365 PSA subscription and MS Project with the PSA add-in.

Create a project opportunity with a warm prospect, define project and product lines, generate a quote from that opportunity with quote lines, and schedule each line using MS project (WBS).

Learn to execute projects by auto-creating a project contract after a won quote, assigning resources, recording time sheets and expenses, and invoicing customers to project closure.

Create a project contract from a won quote, defining terms and invoice schedules, and manage line items, pricing, and status from draft to active.

Learn how resources record timesheets and expenses in Dynamics 365 PSA, submit for project manager approval, and manage recalls and approvals with billing to customers.

Master generating invoices to bill customers in dynamics 365 psa by turning time sheets and expenses into ready invoices, then confirming and sending for payment.

Module review covers the steps from winning a quote to creating a contract and invoice, assigning resources, updating schedules, recording timesheets and expenses, and approving billing.

Explore PSA analytics with PowerBI integration in Dynamics 365 PSA, analyzing gross margin, revenue, costs, and resource utilization through dashboards.

Conclude by defining and planning projects with project service automation, then configure the setup, execute, monitor with dashboards and Power BI, and close the project.