Explore a classic sales cycle in Dynamics CRM to get familiar with Project Service Automation and explore its features
June 28, 2021
1 week, 3 days
What you'll learn
Perform CRUD Operations on CRM records
Import and export data from Dynamics CRM
Working with Dynamics CRM using Outlook
You will learn to install and Configure PSA.
Understand to navigate and understand the Project Service Automation Solution components
You will be able to give a demo to the prospect showcasing the capabilities of Managing Projects within Budget.
Learn to become the administrator in organization to configure the CRM with PSA Solution
You will be able to understand the deeper impact of PSA to the organization who manages the Professional Services.
Basic understanding of project management principles is needed.