Startup Guide - Microsoft Dynamics 365 for Project Service Automation

Project Service Automation is a powerful tool that can be used to perform different roles within an organisation. Get familiar with it and learn about its powerful features.

About This Video

Microsoft Dynamics 365 online offers Project Service Automation capabilities that enable sales and delivery teams to engage customers and deliver billable project on time and within budget.

This course will show you how to use a new Microsoft solution to manage Projects. It also includes end-to-end solutions that help sales and delivery teams engage customers, deliver billable projects on schedule and within budget. This course will begin by explaining the basics of PSA, its components and sales. Next, you will learn how to install and navigate PSA. Next, you will learn about billing, planning, and the sales process overview. You'll be able to learn more about configuring Dynamics 365 for PSA as well as the PSA guide.

You will learn how to become an administrator for the organization to configure the PSA CRM solution. You will also learn the deeper impact that PSA has on the organization that manages Professional services.