Dynamics 365 Project Service Automation

Only £1,760 + VAT

Course Details

Title: T4D153: Dynamics 365 Project Service Automation 
Duration: 2 Days
Price: £1,760 (+VAT)

About this Course:
This course takes an accelerated approach to covering all the major aspects of Dynamics365 Project Service Automation.

Audience Profile:
This course is intended for individuals that plan to implement, use, maintain, or support Dynamics365 Project Service Automation in their organization. The training is intended any individuals focused on utilising Dynamics365 Project Service Automation, including customer service representatives, service schedulers, administrators, office managers, project managers, financial managers, CEOs, and consultants who want to gain a full and complete knowledge of Dynamics 365's adaptability and functionality for specific and general business requirements.

*Please note, all course contents subject to change*

Module 1: Overview
- Overview and History of Service in Dynamics 365

Module 2: Setting it Up
- Prerequisites of the Dynamics 365 Organisation
- Network and hardware Requirements
- Solution Planning and Deployment
- Licensing and Security
- Dynamics 365 User Security and roles

Module 3: Introduction to Organization Management
- Introduction to Organizations
- Entities and Departments
- Position Hierarchy
- Organization Analytics
- Global Address Book

Module 4: Project General Settings
- Entity diagram
- Dynamics 365 Administration settings

Module 5: Projects
- Configuration
- Entity Relationship model
- Prerequisites

Module 6: Resources
- Configuration
- Skills
- Team Collaboration
- Capturing Time: Forecast vs Actuals

Module 7: Scheduling
- Capabilities
- Managing the Sale Processes

Module 8: Agreements
- Configuration
- Estimations
- Quotations
- Contracts Work
- Invoicing

Module 9: Reporting and Analytics
- Leverage CRM charts and dashboards
- Define KPIs and Metrics
- Extend with Power BI

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.