Deep Dive - Microsoft Dynamics 365 For Project Service Autom

What you'll learn
Estimate, quote, and contract work
Plan and assign resources
Enable team collaboration
Capture time, expense, and progress data to get real-time insights
Create project tracking using WBS
Automate the generated invoice
Requirements
Basic Knowledge of Microsoft Dynamics 365
Project Service Automation (PSA)
CRM 9
Description
The Project Service 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 starts with the new features in CRM 9. You'll also learn about the opportunity and the quotation process of PSA and CRM UI. Once the quotation is approved by the customer, then the user must create the Project Plan. the role of the resource manager, learn how to set up the resources and do the resource scheduling in the system. After project creation project tracking to be done by using the WBS and user must track the cost associated with it. The user must be able to fill their timesheets and expenses. Post-filing the time and expense, explore how to create the invoice for the customer based on the billing frequency we can automate the generation of invoice. Lastly, the user will then be introduced to Data Model for PSA application and will able to learn the data model for a quote as well as opportunity.
At the end of the course, you will learn PSA through advanced discussions and demos to set up the components and features of CRM 9.
About the Author
Sajan Choudhary works as a Consultant for Microsoft Dynamics CRM and has5+ years of experience in customizing and configuring in CRM for the various customers. He has architected and developed many vertical solutions available at Microsoft Dynamics Market Place, for example, healthcare management systems, tender management system, and so on. He has worked in multiple industries such as healthcare, retail, construction and professional services. While working with Microsoft on multiple projects and multiple countries he has 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. Hands-on experience in implementing the IoT scenarios using Raspberry PI 3.
Overview
Section 1: Opportunity, Quotation and New Changes with CRM 9
Lecture 1 The Course overview
Lecture 2 Introduction
Lecture 3 Changes to PSA and CRM UI
Lecture 4 Opportunity Overview
Lecture 5 Quotation Process
Section 2: Planning, Delivery, and Resource Management
Lecture 6 Project Planning
Lecture 7 Project Templates
Lecture 8 Data Setup for Resources
Lecture 9 Resource Scheduling
Section 3: Project Tracking
Lecture 10 WBS
Lecture 11 Project Plan
Lecture 12 MPP Integration
Section 4: Expense, Timesheet Recording, and Invoicing
Lecture 13 Expense Recording
Lecture 14 Timesheet Recording
Lecture 15 Invoice Frequency
Lecture 16 Invoice Creation
Section 5: Data Model for PSA Application
Lecture 17 Data Model for Opportunity
Lecture 18 Data Model for Quote
Lecture 19 Data Model for Project
Who want to setup their resources, projects, and automation of Project Service Automation (PSA).,Also to know how sales and delivery teams engage customers and deliver billable projects on time and within budget.


Homepage

https://www.udemy.com/course/deep-dive-microsoft-dynamics-365-for-project-service-autom/