Microsoft Dynamics 365 Project Service Automation Mastery

Become An Expert at Implementing Microsoft Dynamics 365 Project Service Automation (PSA) Latest Version For Your Clients

4.40 (346 reviews)

Udemy

platform

English

language

Project Management

What you will learn

Complete practical understanding of Microsoft Dynamics 365 For Project Service Automation (PSA) Application

Implement Microsoft Dynamics 365 For Project Service Automation for their clients.

Work with the latest version of Microsoft Dynamics 365 For Project Service Automation (PSA)

Why take this course?

***This is the FIRST and ONLY end-to-end course for Microsoft Dynamics 365 Project Service Automation version 3.1.0.147 (the latest PSA version)***

Are you an existing Project Manager or aspiring Project Manager?

If yes, then this course is for you.

In this course, you will not just learn about Project Service Automation, but also key concepts that every aspiring project manager must know.

For your great learning experience, this course includes a case study.

Microsoft Dynamics 365 Project Service Automation provides an end-to-end project management capabilities which can be utilised for almost every project and Microsoft is continuously improving the Project Service Automation (PSA).

HERE'S WHAT YOU WILL LEARN:

Projects & Project Management

What Is A Project?
What Is Project Management?

About Project Service Automation & Case Study

About Project Service Automation
Project Service Automation Important Terms
Project Service Automation Process Flow
Project Service Automation Project Case Study

Project Service Automation Configuration

Install Project Service Automation & Sample Data
Setting Up Organisation Units
Setup Work Hour Templates
Resources Setup
Cost Price & Sales Price
Other Configurations

Project Service Automation - Project Planning

Overview
Project Opportunity Creation
Project Quote Creation
Project Creation With Schedule
Use MS Project To Manage Schedule (WBS)
Review

Project Service Automation - Project Execution

Overview
Create Project Contract
Assigning Resources To A Project
Record Timesheets & Expenses
Generate Invoice To Bill Customer
Review

Project Service Automation Analytics & Next Steps

PSA Microsoft PowerBI
Course Conclusion And Next Steps

Feel free to watch preview videos and I look forward to teaching you Microsoft Dynamics 365 Project Service Automation (PSA).

Wish you all the best.

To Your Success,
Abhay Sharma

#1 Udemy Best-Selling Instructor for Microsoft Dynamics Courses | Trusted By More Than 47K Students

Reviews

Peter

December 27, 2023

Good thorough presentation of PSA contents. I have a few configuration questions that I hope will be answered.

Anthony

June 25, 2023

Content delivered was 2017 and 2018 but Microsoft changes the product functionality every half yearly, new Microsoft Dynamics 365 Project Operations is what i am looking for not this old subject. Please update the course and provide new version.

Michael

December 5, 2022

The subject was covered well, and the information is useful. However, based on the overall content have questions on how up to date the course really is.

Simon

August 27, 2022

Great learning experience. Enjoyed how practical he made the course especially detailing where there were errors either due to browser functionality or version of the solution

Rajkumar

November 12, 2020

Nicely organized and explained. Expected Business Process workflows in the Power automate and configure to the solution. Pls include that if possoble.

Grant

September 9, 2020

So far so good - I am taking this course to learn more about how to use the Dynamics software though - I am sure the rest of the course will be more relevant to what I want to learn.

Mudassir

May 28, 2020

Pretty good as of now... Still require exposure to entire PSA if any... Do suggest a vast course on any Project Management Tool where I completed MSP and MS Dynamics 365. Regards, Anwar

May 27, 2020

Great to get more information about the specific module. Good that he included information about configuration so we can see how to set it up for our own needs.

Robert

March 12, 2020

a great course to learn the basics of Dynamics 365, the tutor goes from start to finish with a project. just starting work on a PSA system, this was a great reference course. will have to watch it a second time, as there was so much information.

Thomas

August 8, 2019

tiny bit disappointed that the course is not with the new interface but completely understand the reaons

Rob

July 10, 2019

There arent a lot of resources available on PSA, so Im glad I found this on Udemy. The flow of the course was great and it was easy to follow along. Also provided a great example of a project implementation which made the material easier to learn. Will try to find more courses by this instructor!

Serge-Antoine

April 1, 2019

I find the approach to make an effective use of a step-by-step process. Abhay ensures that every video segment is focused on the topic at hand without straying away from the main point. Great job!

John

March 17, 2019

Great first step for getting up and running with PSA. The instructor runs through end to end from the opportunity to the invoice so you see how everything ties together.

Margie

March 6, 2019

Aside from a little bit to understand, it is very helpful. I have never interacted with anyone with an accent, therefore it is my challenge.

Bhavesh

February 5, 2019

The course does what is expected from it. The instructor is knowledgeable and to the point. Some explanations could have been in dept and slow (to fast in english). Would have liked some exercises and tests (quiz).

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