Microsoft Dynamics 365 for Project Service Automation

by Amber Israelsen

Dynamics 365 for Project Service Automation offers end-to-end support for the project sales and delivery process. This course will guide you through the fundamentals of this important part of the platform.

What you'll learn

When you think of project management software, you might think of Gannt charts and milestones and delivery dates. But before any of that happens, you need to sell the work, plan and resource the project, and also track time and expenses for billing purposes. That's what the Project Service Automation application is all about: end-to-end support for managing the project sales and delivery process.

In this course, Microsoft Dynamics 365 for Project Service Automation, you’ll learn the fundamentals of this important part of Dynamics 365. First, you'll have a special focus on Opportunities, Quotes, Project Contracts, and Projects. Then, you'll become familiar with the core entities used in the Project Service application. Finally, you’ll understand how to manage a project through its entire lifecycle: selling the work, creating a detailed breakdown of work, staffing resources to the project, submitting time and expenses, and finally billing the customer.

When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Project Service, and how to use it to sell and manage a project.

About the author

Amber has been a software developer and technical trainer since the early 2000s. She holds certifications for AWS and a variety of Microsoft technologies. In recent years, she has focused on AWS, Azure, Dynamics 365, SharePoint and ASP.NET, teaching students around the world. She also works to bridge the gap between developers, designers and businesspeople with her expertise in visual communication, user experience and business/professional skills.

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