How Service Organizations can use D365 PSA to Deliver Successful Projects and Drive Growth

Dynamics 365 PSA or Project Service Automation is a fully functional Project Management application for services organizations. Whether you are doing Fixed Priced/Milestone based projects or Time & Materials projects, D365 PSA is the right platform for any organization already using D365.

In this session, you will learn the entire life cycle of PSA right from leads to quotations to contracts (Time & Materials, Fixed Bids). You will also learn how to manage projects effectively by deploying robust power BI that helps us take critical organizational decisions across departments including accounts, HR, Delivery teams etc.

The speaker is Kuldeep Gupta, Delivery Head of CloudFronts, who has written one of the first e-books on PSA and has published several articles on the Dynamics community and publications like MSDynamicsWorld. Kuldeep has not only done successful deployments of PSA but also uses D365 PSA every day as our Project Management platform at CloudFronts.