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5 Students
28 Lessons
Beginner

What Will You Learn?

  • Learn to Use Microsoft Dynamics 365 for Project Service Automation (PSA) Application
  • Learn to carry out Microsoft Dynamics 365 for Project Service Automation for their Clients or a Company
  • Learn to Use the Latest Version of Microsoft Dynamics 365 For Project Service Automation (PSA)

Curriculum

3h 35m
Section 1: Welcome
03:03
Section 2: About Projects & Project Management
11:52
What Is A Project?
08:30
What Is Project Management?
03:22
Section 3: About Project Service Automation & Case Study
17:38
About Microsoft Dynamics 365 Project Service Automation (PSA)
02:41
Project Service Automation Important Terms
09:07
Project Service Automation Process Flow
04:17
Project Service Automation - Project Case Study
01:33
Section 4: Project Service Automation (PSA) Configuration
1:09:43
Install PSA & Sample Data
16:59
Configuration - Setting Up Organization Units
08:25
Configuration - Setup Work Hour Templates
08:14
Configuration - Resources Setup
12:35
Configuration - Setup Cost Price And Sales Price
15:53
Other Configurations
07:37
Section 5: Project Service Automation (PSA) - Project Planning
1:03:03
Module Overview
01:06
PSA Planning - Project Opportunity Creation
18:33
PSA Planning - Project Quote Creation
14:36
PSA Planning - Project Creation With Schedule (WBS)
18:01
Sign Up For MS Project Trial
PSA Planning - Use MS Project To Manage Schedule (WBS)
09:20
Module Review
00:52
Section 6: Project Service Automation (PSA) - Project Execution
41:40
Module Overview
01:19
PSA Execution - Create Project Contract
09:31
PSA Execution - Assigning Resources To A Project
10:32
PSA Execution - Record Timesheets & Expenses
13:13
PSA Execution - Generate Invoice To Bill Customer
05:40
Module Review
01:25
Section 7: Project Service Automation (PSA) Analytics & Next Steps
08:41
PSA Analytics - Microsoft PowerBI
05:19
Conclusion & Next Steps
03:22

Description

Requirements

  • Basics of Microsoft Dynamics 365 Application
  • Basics of Project Management
  • Basics of MS Project

About the Instructor

100% of students rated this instructor as excellent!
Reviews 2
Students 11
Courses 9

Abhay Sharma is an Author, Entrepreneur, result oriented Trainer and a Marketing Consultant. Also, he has an excellent project management experience (PMP Certified) and he is a Microsoft Certified Trainer (MCT).

He has expertise in Microsoft Dynamics products and trained thousands of professionals around the world.

BitDegree platform reviews

Our students say Excellent
9.5 out of 10
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