Project Service Automation: 2-Day Workshop

PowerObjects An HCL Company

Project Service Automation provides a complete solution to plan and deliver billable project to your customers.

This instructor-led course provides a key step for Microsoft Dynamics 365 administrators and customizers whose organization will be leveraging the Project Service module of Microsoft Dynamics 365 to plan and deliver billable projects. In this course, you will get a jump start to your project implementation with a deep dive of the setup, configuration, and management of projects, resources, expenses, and much more. Learn these concepts through lecture, hands-on-labs, and real-world scenarios.


For a full detailed agenda please check the attached PDF.

  • Day 1: Overview, Setup, Project General Settings, Project Functionality & Configuration, & Projects

  • Day 2: Resources, Scheduling, Agreements, Reporting & Analytics

Learning Outcomes

  • Understand configuration and set up

  • Understand resource set up

  • Understand the concepts of time, expenses and collaboration regarding project service

  • Understand tracking project process

  • Understand cost consumption


Training sessions may be delivered in-person at your office or at one of the PowerObjects training centers. You may opt to have the training delivered as it was designed or select individual courses to build a training.


Bring a Dynamics 365 University trainer to your location at the standard rate of $4,300.00/day USD. PowerObjects offers a discounted rate of $3,600.00/day when PowerObjects is listed as Partner of Record with Microsoft (POR). Travel and expenses additional.