What you'll learn
Complete practical understanding of Microsoft Dynamics 365 For Project Service Automation (PSA) Application
Implement Microsoft Dynamics 365 For Project Service Automation for their clients.
Work with the latest version of Microsoft Dynamics 365 For Project Service Automation (PSA)
Requirements
Basic knowledge of Microsoft Dynamics 365 Application.
Basic Project Management Knowledge.
Basic Knowledge of MS Project.
Description
***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 ManagementWhat Is A Project?What Is Project Management?About Project Service Automation & Case StudyAbout Project Service AutomationProject Service Automation Important TermsProject Service Automation Process FlowProject Service Automation Project Case StudyProject Service Automation ConfigurationInstall Project Service Automation & Sample DataSetting Up Organisation UnitsSetup Work Hour TemplatesResources SetupCost Price & Sales PriceOther ConfigurationsProject Service Automation - Project PlanningOverviewProject Opportunity CreationProject Quote CreationProject Creation With ScheduleUse MS Project To Manage Schedule (WBS)ReviewProject Service Automation - Project ExecutionOverviewCreate Project ContractAssigning Resources To A ProjectRecord Timesheets & ExpensesGenerate Invoice To Bill CustomerReviewProject Service Automation Analytics & Next StepsPSA Microsoft PowerBICourse Conclusion And Next StepsFeel 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#1 Udemy Best-Selling Instructor for Microsoft Dynamics Courses | Trusted By More Than 47K Students
Overview
Section 1: Welcome
Lecture 1 Welcome
Lecture 2 IMPORTANT: Dynamics 365 New Interface (Must Watch)
Section 2: About Projects & Project Management
Lecture 3 What Is A Project?
Lecture 4 IMPORTANT: Please Read
Lecture 5 What Is Project Management?
Section 3: About Project Service Automation & Case Study
Lecture 6 About Microsoft Dynamics 365 Project Service Automation (PSA)
Lecture 7 Project Service Automation Important Terms
Lecture 8 Project Service Automation Process Flow
Lecture 9 Project Service Automation - Project Case Study
Section 4: Project Service Automation (PSA) Configuration
Lecture 10 Install PSA & Sample Data
Lecture 11 Configuration - Setting Up Organization Units
Lecture 12 Configuration - Setup Work Hour Templates
Lecture 13 Configuration - Resources Setup
Lecture 14 Configuration - Setup Cost Price And Sales Price
Lecture 15 Other Configurations
Section 5: Project Service Automation (PSA) - Project Planning
Lecture 16 Module Overview
Lecture 17 PSA Planning - Project Opportunity Creation
Lecture 18 PSA Planning - Project Quote Creation
Lecture 19 PSA Planning - Project Creation With Schedule (WBS)
Lecture 20 Sign Up For MS Project Trial
Lecture 21 PSA Planning - Use MS Project To Manage Schedule (WBS)
Lecture 22 Module Review
Section 6: Project Service Automation (PSA) - Project Execution
Lecture 23 Module Overview
Lecture 24 PSA Execution - Create Project Contract
Lecture 25 PSA Execution - Assigning Resources To A Project
Lecture 26 PSA Execution - Record Timesheets & Expenses
Lecture 27 PSA Execution - Generate Invoice To Bill Customer
Lecture 28 Module Review
Section 7: Project Service Automation (PSA) Analytics & Next Steps
Lecture 29 PSA Analytics - Microsoft PowerBI
Lecture 30 Conclusion & Next Steps
Existing Microsoft Dynamics Consultants (Technical & Functional),Existing or Aspiring Project Managers (including Team Leads, Project Leads & Business Analysts),Want to implement Microsoft Dynamics 365 Project Service Automation (PSA) for the company or client.,Anyone who wants to learn Microsoft Dynamics 365 Project Service Automation (PSA)


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