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.
This video covers the concept of project service automation and what are its components.
This video introduces the audience to Microsoft Dynamics 365 for PSA.
In this video, we are going to learn about the different basic types of terminologies.
In this video, we are going to learn about the other section of basic terminologies.
In this video, we will learn about the sales process overview.
In this video, we will look at the basic responsibilities of an account manager.
In this video, we will learn the role of the project manager with respect to Microsoft office 365 project automation
In this video, we will learn about the resource manager and collaboration.
In this video, we will focus on the time and expense of the project.
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