Dynamics CRM Online 2016 Update 1 introduces Project Services that enable complex, multi-day engagements and optimize resourcing with intelligent, skills-based assignments. Project service capabilities in Microsoft Dynamics CRM Online provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.
We will introduce you to the Project Services and guide you through the hands-on exercises. Learn how to start converting your CRM sales into billable projects and manage it all using Dynamics CRM. This is a must attend for those who are take part in project deliveries.
Learn how CRM project service helps you:
- Estimate, quote, and contract work
- Plan and assign resources
- Enable team collaboration
- Capture time, expense, and progress data for real-time insights and accurate invoicing
Learning Objectives:
- Manage project-based sales with CRM project service
- Install and customize CRM project service
- Use demo data with CRM project service
- Configure CRM project service
- Time, Expense, and Collaboration in CRM project service
- Reporting for CRM project service
Instructor: George Doubinski
Audience: CRM user, sales, analyst or developer
Level: Beginner
Prerequisites: Students should have a strong working knowledge of Dynamics CRM and basic understanding of project and resource management concepts
Preparation: The detailed instructions for attending the class will be sent few days prior to the class.
Delivery Method: Group Live
