Explore a classic sales cycle in Dynamics CRM to get familiar with Project Service Automation and explore its features
(
ratings )
21
students
Created by
June 28, 2021
1 week, 3 days
What you'll learn
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Perform CRUD Operations on CRM records
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Import and export data from Dynamics CRM
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Working with Dynamics CRM using Outlook
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You will learn to install and Configure PSA.
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Understand to navigate and understand the Project Service Automation Solution components
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You will be able to give a demo to the prospect showcasing the capabilities of Managing Projects within Budget.
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Learn to become the administrator in organization to configure the CRM with PSA Solution
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You will be able to understand the deeper impact of PSA to the organization who manages the Professional Services.
Requirements
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Basic understanding of project management principles is needed.
