Startup Guide – Microsoft Dynamics 365 for PSA
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Startup Guide – Microsoft Dynamics 365 for PSA

Get familiar with Project Service Automation and explore its powerful features for different roles in the organisation
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Created by Packt Publishing
Last updated 8/2017
English
Curiosity Sale
Current price: $10 Original price: $125 Discount: 92% off
30-Day Money-Back Guarantee
Includes:
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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.
View Curriculum
Requirements
  • No programming skills are required, but a basic understanding of project management principles will be an advantage.
Description

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 course 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. We will start this course by understanding the basic terminology of PSA, its components, sales, and cost list. Then you will learn to install and navigate PSA. Then you'll know more about planning, billing, and sales process overview. You will be able to know more about configuring the Dynamics 365 for PSA and learn the PSA guide.

Moving on, you'll explore to become the administrator in the organization to configure the CRM with PSA solution. Also, through the end of the course, you can able to understand the deeper impact of PSA to the organization who manages the Professional services.

About the author

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.

Who is the target audience?
  • This training is intended for beginner customizers of Microsoft Dynamics 365 who are familiar with the end-user principles of the software.
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Planning and Delivery, Billing, Resources
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Sales Process Overview
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About the Instructor
Packt Publishing
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52,180 Students
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