Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation

You will learn how to implement and manage Microsoft Dynamics 365 for Project Service Automation. The audience typically includes account managers, project managers, resource managers. They assess a customer’s business needs and install, configure, deploy, and customize the application.

Delivery

Instructor-led classroom training is hosted at The CRM Team training suite, Design Quarter, Fourways.

Course Content

1. Install and customise Dynamics 365 for Project Service Automation

Enable help for Microsoft Dynamics 365 for Project Service Automation

Create required records for Microsoft Dynamics 365 for Project Service Automation

2. Configure Dynamics 365 for Project Service Automation
  • Set up time units (Project Service Automation). Configure the time units in the product catalog that you’ll use as a base for scheduling and billing your projects.
  • Set up currencies and exchange rates (Project Service Automation). Set up the currencies to use for your projects.
  • Create organizational units (Project Service Automation). Set up the groups that your company uses to divide its business, whether by geography, business function, or other logical division.
  • Set up invoice frequencies (Project Service Automation). Set up time periods that you want to use for billing your clients.
  • Configure transaction categories (Project Service Automation). Set up transaction categories your consultants can charge their billable and unbillable expenses to.
  • Configure expense categories (Project Service Automation). Set up the categories your consultants can charge their billable and unbillable expenses to.
  • Create product catalog items (Project Service Automation). Add the products you sell, such as software licenses, to the product catalog.
  • Create a price list (Project Service Automation). Configure different price lists, depending on how much you want to charge your clients for each role their project requires.
  • Set up resources (Project Service Automation). Add the skills, proficiencies, resource roles, and other resource information that you’ll need for your projects.

 

3. Manage project-based sales (Project Service Automation)

Project-based contracts

Project-based contracts relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.

Project planning

Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

Resource management

Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Time, expenses, and collaboration

Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.

Project billing

Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

4. Use demo data (Project Service Automation)

Install Project Service Automation demo data

Modify users

Verify the data

Add resource bookings

Multi-currency scenarios and resource bookings

Activate products

Group collaboration

Customise the demo data