Microsoft Dynamics 365 Project Service Automation Mastery

Become An Expert at Implementing Microsoft Dynamics 365 Project Service Automation (PSA) Latest Version For Your Clients

***This is the FIRST and ONLY end-to-end course for Microsoft Dynamics 365 Project Service Automation version 3.1.0.147 (the latest PSA version)***

Are you an existing Project Manager or aspiring Project Manager?

If yes, then this course is for you.

In this course, you will not just learn about Project Service Automation, but also key concepts that every aspiring project manager must know.

For your great learning experience, this course includes a case study.

Microsoft Dynamics 365 Project Service Automation provides an end-to-end project management capabilities which can be utilised for almost every project and Microsoft is continuously improving the Project Service Automation (PSA).

HERE'S WHAT YOU WILL LEARN:

Projects & Project Management

  • What Is A Project?

  • What Is Project Management?

About Project Service Automation & Case Study

  • About Project Service Automation

  • Project Service Automation Important Terms

  • Project Service Automation Process Flow

  • Project Service Automation Project Case Study

Project Service Automation Configuration

  • Install Project Service Automation & Sample Data

  • Setting Up Organisation Units

  • Setup Work Hour Templates

  • Resources Setup

  • Cost Price & Sales Price

  • Other Configurations

Project Service Automation - Project Planning

  • Overview

  • Project Opportunity Creation

  • Project Quote Creation

  • Project Creation With Schedule

  • Use MS Project To Manage Schedule (WBS)

  • Review

Project Service Automation - Project Execution

  • Overview

  • Create Project Contract

  • Assigning Resources To A Project

  • Record Timesheets & Expenses

  • Generate Invoice To Bill Customer

  • Review

Project Service Automation Analytics & Next Steps

  • PSA Microsoft PowerBI

  • Course Conclusion And Next Steps

Feel free to watch preview videos and I look forward to teaching you Microsoft Dynamics 365 Project Service Automation (PSA).

Wish you all the best.

To Your Success,
Abhay Sharma

Curriculum

About Projects & Project Management

Project Service Automation (PSA) Analytics & Next Steps

Instructor

Abhay Sharma

Abhay Sharma is a best-selling instructor