Project Service Automation On-site: 1-Day Workshop

Dynamics Edge

This workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.

This course focuses on deploying and working with Microsoft Dynamics 365 Project Service Automation.


What You’ll Learn

  • How to blueprint new projects
  • Configure and manage projects
  • Manage resource requests
  • Structure work breakdown
  • Configure and manage resources to include: skills, roles, scheduling and assignments, track time, and expenses
  • Include project estimates in the sales process
  • Integrate with Microsoft Project
  • Manage multi-currency and multi-time zone projects
  • Understand reporting and analysis of project data using native tools and Power BI

Workshop Outline

  • Module 1: Introduction to Project Service Automation
  • Module 2: Managing projects with Project Service Automation
  • Module 3: Getting Started with Dynamics 365 Project Service Automation
  • Module 4: Setting-up your organization in Project Service Automation
  • Module 5: Managing resources
  • Module 6: The sales process
  • Module 7: Planning, delivery and billing
  • Module 8: Working with Project Server Automation
  • Module 9: Project management and resources management
  • Module 10: Project Services Automation reporting
  • Module 11: Review

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