Microsoft Dynamics® CRM Training

Introduction to Project Service Automation

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Welcome to Introduction to Project Service Automation in Microsoft Dynamics CRM. This video will explain what project service automation is and how to get started using it. Project service automation is a one-stop-shop that aids sales, project management, and delivery teams in delivering billable projects in a timely and efficient manner while staying within budget. It makes it easy to build your reputation and customer relationships by reducing the time and energy your team has to put in to stay organized and provide answers on-demand. Check out the Installing the PSA Trial Solution in Microsoft Dynamics CRM one-minute video available on the Success Portal for step-by-step installation instructions. After installing, Project Service will appear as an additional tile within the CRM menu - there is a lot of content within this menu, and some of it you'll notice is content you've seen elsewhere, such as Contacts, Leads, and Opportunities. The majority of it, however, is unique to the Project Service Automation feature. Before we go into the how-tos, there's a little more you should know about what project service automation in CRM is and the benefit it will provide your business. It's an end-to-end solution, so you can use it from the beginning of the sales process, all the way to the final client deliverables, tracking any desired metrics as you go. It contains three distinct sections: Planning and Delivery, Billing, and Resources, as you can see here. The Planning and Delivery section, in a sense, resembles Microsoft Project. Here, you can create projects, complete with timelines, team members, estimated and actual costs, and status. You can go back in and edit those projects as you get more information or get further along in them. And, you can even see what phase of a project you're in at all times, with really easy-to-understand visuals. The Billing section is where you track finances involved in a project. Invoices, actual costs, and journals are kept here. The information entered here strengthens reporting, as it ensures financial information is tracked uniformly throughout each project. At the same time, it simplifies things such as overrides and expense approvals, since they can be done by the project manager, all within the same system where timelines and tasks are being tracked. The Resources section is where you track which resources are being utilized for each project, can see available consultants and their recommendations, and also where team members can apply for positions they'd like to fill. It eliminates the need for an internal job board by making information for qualified consultants and team members readily available. Before starting to tackle projects, you'll need to configure the CRM solution; check out the Configuring the Project Service Automation Solution video, available on the Success Portal. Thanks for watching this video by xRM!

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