by Sajan Choudhary | Publisher: Packt Publishing | Release Date: March 2018 | ISBN: 9781788398565

Learn engaging concepts of Project Service AutomationAbout This VideoFix resources while creating a project planCreate an invoice for the customerLearn about the Data Model for the PSA applicationIn DetailThe Project Service Automation capabilities in Microsoft Dynamics 365 (online) provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.This course starts with the new features in CRM 9. You'll also learn about the opportunity and the quotation process of PSA and CRM UI. Once the quotation is approved by the customer, then the user must create the Project Plan. the role of the resource manager, learn how to set up the resources and do the resource scheduling in the system. After project creation project tracking to be done by using the WBS and user must track the cost associated with it. The user must be able to fill their timesheets and expenses. Post-filing the time and expense, explore how to create the invoice for the customer based on the billing frequency we can automate the generation of invoice. Lastly, the user will then be introduced to Data Model for PSA application and will able to learn the data model for a quote as well as opportunity.At the end of the course, you will learn PSA through advanced discussions and demos to set up the components and features of CRM 9.

1. Chapter 1 : Opportunity, Quotation and New Changes with CRM 9
   • The Course overview 00:02:13
   • Introduction 00:03:11
   • Changes to PSA and CRM UI 00:08:17
   • Opportunity Overview 00:11:09
   • Quotation Process 00:10:46
2. Chapter 2 : Planning, Delivery, and Resource Management
   • Project Planning 00:12:43
   • Project Templates 00:10:23
   • Data Setup for Resources 00:05:33
   • Resource Scheduling 00:05:01
3. Chapter 3 : Project Tracking
   • WBS 00:06:37
   • Project Plan 00:03:05
   • MPP Integration 00:02:52
4. Chapter 4 : Expense, Timesheet Recording, and Invoicing
   • Expense Recording 00:03:01
   • Timesheet Recording 00:04:45
   • Invoice Frequency 00:02:57
   • Invoice Creation 00:04:58
5. Chapter 5 : Data Model for PSA Application
   • Data Model for Opportunity 00:03:42
   • Data Model for Quote 00:04:23
   • Data Model for Project 00:04:44