Project Service Automation in Microsoft Dynamics 365 CRM
What is covered by this course?
Project Service Automation automation capabilities in Microsoft Dynamics 365 CRM provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.
Project operations consist of managing the opportunity, quoting the work, planning the work, resourcing the projects, managing projects to the plan and billing for the work done along with actually doing the work.
Attending this 3-day course will help you:
- Estimate, quote and contract work
- Plan and assign resources
- Enable team collaboration
- Capture time, expense, and progress data for real-time insights and accurate invoicing
Who should take this course?
This course is designed for project managers, account managers and consultants who want to work with the project service automation functionality of Microsoft Dynamics 365.
Basic knowledge of Microsoft Dynamics 365 and the web interface is advised in order to participate in this training.