Microsoft Dynamics 365 for Project Service Automation from Pluralsight

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.

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.

What's inside

Syllabus

Course Overview

Course Introduction

Core Entities

The Sales Process for Projects

Project Planning

Resource Management

Time and Expenses

Customer Billing

Course Summary and Next Steps

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops foundational knowledge and skills for selling and managing projects

Teaches the core entities used in Dynamics 365 for Project Service Automation

Provides step-by-step guidance from winning the work to closing out projects

Introduces students to the end-to-end support offered by Project Service Automation

Focuses on key aspects of project management, such as quotes and project contracts

Covers advanced concepts like resource management and billing, making it suitable for intermediate learners

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Dynamics 365 for Project Service Automation with these activities:

Review Dynamics 365 Principles

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Review fundamental concepts of Dynamics 365 to strengthen your understanding of the platform.

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Review key concepts such as entities, relationships, and workflows.
Explore the user interface and navigation of Dynamics 365.

Walkthrough Dynamics 365 for Project Service

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Enhance your understanding of Dynamics 365 for Project Service through guided tutorials.

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Follow online tutorials to learn about opportunities, quotes, contracts, and projects.
Complete hands-on exercises to reinforce your knowledge of core entities.

Participate in Study Group

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Strengthen your understanding and problem-solving skills by engaging in group discussions and knowledge sharing.

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Join or form a study group with fellow students.
Discuss course concepts, share insights, and tackle challenges together.

Five other activities

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Simulate Project Sales Process

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Develop practical skills by simulating the project sales process in Dynamics 365.

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Create and manage opportunities.
Generate quotes and negotiate contracts.

Contribute to Open Source Dynamics 365 Projects

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Enhance your practical experience and contribute to the community by volunteering on open source Dynamics 365 projects.

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Identify open source projects related to Dynamics 365 for Project Service.
Contribute to discussions, issue tracking, or code development.

Design Project Lifecycle Plan

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Deepen your understanding of project management by creating a detailed project lifecycle plan in Dynamics 365.

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Plan the project scope, timeline, and budget.
Identify and assign resources to the project.
Create a project schedule and track progress.

Tutor and Assist Fellow Students

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Solidify your understanding while helping others by providing tutoring or assistance to fellow students.

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Offer tutoring sessions or join a mentorship program.
Provide guidance and support to students struggling with concepts.

Participate in Dynamics 365 for Project Service Challenge

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Test your knowledge and skills by participating in a challenge focused on Dynamics 365 for Project Service.

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Identify and register for relevant challenges.
Develop and submit solutions, competing with other participants.

Career center

Learners who complete Microsoft Dynamics 365 for Project Service Automation will develop knowledge and skills that may be useful to these careers:

Project Manager

As a Project Manager, you will lead and manage projects from inception to completion. You will work with clients to define project scope, develop project plans, and ensure projects are delivered on time, within budget, and to the required quality standards. This course will provide you with the knowledge and skills you need to be successful in this role by providing a strong foundation in the core concepts of project management, including project planning, resource management, time and expense tracking, and customer billing.

See salaries and explore the career path for Project Manager

Project Coordinator

Project Coordinators assist Project Managers in the day-to-day management of projects. This may involve tasks such as creating and maintaining project schedules, tracking project progress, and communicating with stakeholders. This course will provide you with the skills and knowledge you need to be successful in this role by providing a strong foundation in the core concepts of project management, including project planning, resource management, time and expense tracking, and customer billing.

See salaries and explore the career path for Project Coordinator

Project Analyst

Project Analysts gather and analyze data to help Project Managers make informed decisions. This may involve tasks such as identifying project risks, developing project budgets, and tracking project progress. This course will provide you with the skills and knowledge you need to be successful in this role by providing a strong foundation in the core concepts of project management, including project planning, resource management, time and expense tracking, and customer billing.

See salaries and explore the career path for Project Analyst

Project Scheduler

Project Schedulers are responsible for developing and maintaining project schedules. This involves tasks such as identifying project tasks, estimating task durations, and creating a project timeline. This course will provide you with the skills and knowledge you need to be successful in this role by providing a strong foundation in the core concepts of project management, including project planning, resource management, and customer billing.

See salaries and explore the career path for Project Scheduler

IT Manager

IT Managers are responsible for the planning, implementation, and management of IT systems and services. This may involve tasks such as developing IT strategies, managing IT budgets, and overseeing IT staff. This course may be useful for IT Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, and customer billing.

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Systems Analyst

Systems Analysts work with businesses to analyze and design new or improved systems. This may involve tasks such as gathering requirements, developing system specifications, and implementing new systems. This course may be useful for Systems Analysts who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, time and expense tracking, and customer billing.

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Financial Analyst

Financial Analysts provide financial advice to individuals and businesses. This may involve tasks such as analyzing financial data, developing financial models, and making investment recommendations. This course may be useful for Financial Analysts who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, time and expense tracking, and customer billing.

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Customer Service Manager

Customer Service Managers are responsible for the management of customer service operations within an organization. This may involve tasks such as developing customer service policies, managing customer service staff, and resolving customer complaints. This course may be useful for Customer Service Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, and customer billing.

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Product Manager

Product Managers are responsible for the development and launch of new products. This may involve tasks such as defining product requirements, developing product roadmaps, and managing product launches. This course may be useful for Product Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, and customer billing.

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Management Consultant

Management Consultants work with businesses to improve their performance. This may involve tasks such as identifying problems, developing solutions, and implementing new strategies. This course may be useful for Management Consultants who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, time and expense tracking, and customer billing.

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Marketing Manager

Marketing Managers are responsible for the development and implementation of marketing campaigns. This may involve tasks such as developing marketing strategies, managing marketing budgets, and overseeing marketing staff. This course may be useful for Marketing Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, and customer billing.

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Sales Manager

Sales Managers are responsible for leading and managing sales teams. This may involve tasks such as developing sales strategies, setting sales targets, and motivating sales staff. This course may be useful for Sales Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, and customer billing.

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Business Analyst

Business Analysts work with businesses to identify and solve business problems. This may involve tasks such as gathering requirements, developing solutions, and implementing new processes. This course may be useful for Business Analysts who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, time and expense tracking, and customer billing.

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Human Resources Manager

Human Resources Managers are responsible for the management of human resources within an organization. This may involve tasks such as recruiting and hiring staff, managing employee benefits, and developing HR policies. This course may be useful for Human Resources Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, and customer billing.

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Operations Manager

Operations Managers are responsible for the day-to-day operations of a business. This may involve tasks such as managing staff, overseeing production, and ensuring quality control. This course may be useful for Operations Managers who want to learn more about project management, as it will provide them with a strong foundation in the core concepts of project planning, resource management, time and expense tracking, and customer billing.

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