Project Service Automation On-site: 1-Day Workshop

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

Agenda

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