by Sajan Choudhary | Publisher: Packt Publishing | Release Date: July 2017 | ISBN: 9781788395823

Get familiar with Project Service Automation and explore its powerful features for different roles in the organisationAbout This VideoExploring Microsoft Dynamics 365 for Project Service AutomationSales Process for Project AutomationPSA Administration- Role guidesIn DetailProject Service Automation 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 will help you demonstrate the usage and features of a new solution from Microsoft to manage Projects and end to end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. We will start this course by understanding the basic terminology of PSA, its components, sales, and cost list. Then you will learn to install and navigate PSA. Then you'll know more about planning, billing, and sales process overview. You will be able to know more about configuring the Dynamics 365 for PSA and learn the PSA guide.Moving on, you'll explore to become the administrator in the organization to configure the CRM with PSA solution. Also, through the end of the course, you can able to understand the deeper impact of PSA to the organization who manages the Professional services.

1. Chapter 1 : PSA Overview
   • The Course Overview 00:01:55
   • What is PSA and its Components? 00:11:06
   • PSA Products, Sales, and Cost List 00:07:52
2. Chapter 2 : Getting Started with PSA
   • Installation of PSA 00:10:30
   • Basic Navigation and Terminology 00:16:35
   • Planning and Delivery, Billing, Resources 00:23:36
   • Sales Process Overview 00:05:24
3. Chapter 3 : PSA Administrator
   • Configuring Dynamics 365 for PSA 00:20:14
   • Use Sample Data 00:10:34
4. Chapter 4 : PSA Guide
   • Account Manager's Guide 00:14:22
   • Project Manager's Guide 00:18:58
   • Resource Manager's Guide 00:10:53
   • Time, Expense and Collaboration Guide 00:20:23