Microsoft Dynamics 365 Project Service Automation Mastery

🌟 Master Microsoft Dynamics 365 Project Service Automation (PSA) - The Latest Version! 🌟

Course Title:

Microsoft Dynamics 365 Project Service Automation Mastery (Version 3.1.0.147)

Course 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 to be one? If your answer is a resounding "Yes!", then this course is specifically designed for you.

In this comprehensive course, you will not just learn about Project Service Automation (PSA), but also delve into the essential project management concepts that every professional in this field must master.

For your great learning experience, this course includes a detailed case study that brings theoretical knowledge to life within an actual business scenario. This hands-on approach ensures you can apply what you learn directly to your role as a Project Manager.

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
• Engage with a Project Service Automation Project Case Study to understand real-world applications

Project Service Automation Configuration

• Install Project Service Automation & Sample Data
• Setting Up Organisation Units
• Setup Work Hour Templates
• Resources Setup
• Cost Price & Sales Price Configurations
• Other Necessary Configurations

Project Service Automation - Project Planning

• Overview of project planning in PSA
• Creating a Project Opportunity and Quote
• Converting a Quote to a Project with a detailed schedule
• Utilizing MS Project for advanced scheduling (WBS)
• Comprehensive review of the planning process

Project Service Automation - Project Execution

• Overview of project execution within PSA
• Creating Project Contracts
• Assigning resources to projects effectively
• Tracking timesheets and expenses
• Generating accurate invoices for customer billing
• Review of the execution phase

Project Service Automation Analytics & Next Steps

• Leveraging PSA with Microsoft PowerBI for analytics
• Understanding the course conclusion and next steps in your PSA journey

Why This Course?

• Tailored for professionals who wish to enhance their project management skills using PSA.
• Teaches you the latest version of Microsoft Dynamics 365 PSA, ensuring your knowledge is current.
• Comes with a comprehensive case study that bridges theory and practical application.
• Offers insights into both configuration and execution aspects of PSA for a holistic understanding.
• Provides tools to analyze project data effectively using PowerBI.

Instructor's Note:

Feel free to watch preview videos of the course to get a taste of what you'll learn. I am excited to guide you through Microsoft Dynamics 365 Project Service Automation and look forward to your success in this dynamic field.

Wish you all the best on your learning journey!

To Your Success, Abhay Sharma

About the Instructor:

#1 Udemy Best-Selling Instructor for Microsoft Dynamics Courses | Trusted By More Than 47K Students

Enroll now to join thousands of students who have already elevated their careers with our courses. Don't miss out on the opportunity to become an expert in Project Service Automation!