The Microsoft Dynamics 365 is a powerful tool that allows organizations to manage their project-based services from start to finish. It provides a comprehensive set of features that help organizations plan projects, create estimates and work schedules, estimate and track project cost and revenue, forecast resource requirements, track project progress and cost consumption, manage quoting, pricing, and billing for projects, assign and manage resources, and use reports and interactive dashboards to monitor key performance indicators for successful projects.

One of the key features of PSA is the ability for individual consultants to easily enter and track project time and expenses either on mobile or using a web browser, this allows to monitor and control costs for your project-based work.

In this webinar we will demonstrate all aspects of project management, from sales and estimates to resource planning and billing and finish with Project Reporting and Dashboards

Agenda

1. Overview of Technology

2. Projects and Project Structure

3. Planning and purchasing

4. Time Entry

5. Costing

6. Billing

7. Reporting