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Presenter: Rafael Ansino & Jose Manuel Gonzalez
Topic: Understand Project Service Automation in Microsoft
Dynamics 365
Thanks to the
Sponsors!
#SQLSatMadrid
Rafael Ansino Lara
Architect Cloud Plataform
http://cronicasdeungeek.azurewebsites.net/
@ransino
Digital Adv...
Microsoft Dynamics 365
Application Platform (PowerApps, Power BI Embedded, Flow) and Common Data Model
Office 365 | Azure ...
What’s top of mind for
service delivery leaders
Deepen engagement
Empower professionals
Optimize growth
Microsoft Dynamics 365
Single end-to-end solution for customer engagement
across project sales, resourcing, delivery and b...
‘Dynamics 365 for Sales’ integration
Account
Manager
Project
planning
Resource
management
Team
collaboration
Customer
bill...
Customer collaboration portal
Account
Manager
End
Customer
Project
planning
Resource
management
Team
collaboration
Custome...
Time and materials and fixed fee projects
Account
Manager
Project
Manager
End
Customer
Project
planning
Resource
managemen...
Microsoft Project client integration
Project
Manager
End
Customer
Project
planning
Resource
management
Team
collaboration
...
Automated and self-selection resourcing
Project
Manager
Resource
Manager
Project
planning
Resource
management
Team
collabo...
Roadmap: Unified Resource Scheduling
Project
Manager
Resource
Manager
Project
planning
Resource
management
Team
collaborat...
‘One Microsoft’ experience
Team
Member
End
Customer
Project
planning
Resource
management
Team
collaboration
Customer
billi...
Time and expense management
Team
Member
Project
Manager
Project
planning
Resource
management
Team
collaboration
Customer
b...
Roadmap: Suggested time entries from Exchange calendar
Billing and integration into other systems
Project
Manager
Project
planning
Resource
management
Team
collaboration
Custome...
Deep analytics with PowerBI integration
Practice
Director
Project
planning
Resource
management
Team
collaboration
Customer...
Solution templates
Power BI
Desktop
Power Bl
Azure
SQLDynamics CRM
CRM DSF/
CRM EDW
https://bpsolutiontemplates.com/?name=...
Try Project Service Automation now!
https://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx
Planificación de
Proyectos
Gestión de
recursos
Colaboración en
equipo
Finanzas y
Contabilidad
Analítica e
Integración
Gest...
Factores clave en la toma de decisión
• * Orientado a PMO 
Project Online
• Orientado a empresa de
servicios  Dyn 365 PS...
Project Planning - DEMO
Recursos – DEMO
PowerApps TimeEntry DEMO
Paso a Paso
• Aplicación definitiva funcionando
• Primeros pasos y funcionalidades a mejorar
• Implementación de funcional...
Aplicación definitiva funcionando
Primeros pasos y funcionalidades a mejorar
Implementación de funcionalidades
Filtrar el conjunto de datos en un listado
Las relaciones
Los optionset
Cuadro de búsque...
Filtrar el conjunto de datos en un listado
Las relaciones
Project Service Automation Resources
Install and customize Project Service Automation
Configure Project Service Automation...
Crm saturday madrid 2017   rafa-jose - dynamics psa
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Crm saturday madrid 2017   rafa-jose - dynamics psa
Crm saturday madrid 2017   rafa-jose - dynamics psa
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Crm saturday madrid 2017 rafa-jose - dynamics psa

  1. 1. Presenter: Rafael Ansino & Jose Manuel Gonzalez Topic: Understand Project Service Automation in Microsoft Dynamics 365
  2. 2. Thanks to the Sponsors!
  3. 3. #SQLSatMadrid Rafael Ansino Lara Architect Cloud Plataform http://cronicasdeungeek.azurewebsites.net/ @ransino Digital Advisor over Azure & Office 365 Platform. Fully expert in Cloud Microsoft Technologies (PPM, EMS and Security) Focus on Data, analytics and Business Solutions. Dynamics NAV/ CRM, Office 365 & SharePoint. Jose Manuel Gonzalez Data Platform & BI Team Leader http://www.josemanuelgonzalez.net @jmgonzalez_ Cloud Architect over Azure Data Platform. Fully expert in Cloud Microsoft Technologies (IaaS, PaaS, SaaS) Focus on Data, analytics and Business Solutions. Dynamics NAV/ CRM, Office 365 & SharePoint.
  4. 4. Microsoft Dynamics 365 Application Platform (PowerApps, Power BI Embedded, Flow) and Common Data Model Office 365 | Azure IOT | Power BI | Cortana Intelligence | AppSource
  5. 5. What’s top of mind for service delivery leaders Deepen engagement Empower professionals Optimize growth
  6. 6. Microsoft Dynamics 365 Single end-to-end solution for customer engagement across project sales, resourcing, delivery and billing. Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses COO / Practice Director Account Manager Resource Manager Project Manager Team Member End Customers Partner Manager
  7. 7. ‘Dynamics 365 for Sales’ integration Account Manager Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Opportunity management
  8. 8. Customer collaboration portal Account Manager End Customer Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Opportunity management
  9. 9. Time and materials and fixed fee projects Account Manager Project Manager End Customer Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Project planning
  10. 10. Microsoft Project client integration Project Manager End Customer Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Project planning
  11. 11. Automated and self-selection resourcing Project Manager Resource Manager Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Resource management
  12. 12. Roadmap: Unified Resource Scheduling Project Manager Resource Manager Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Resource management Partner
  13. 13. ‘One Microsoft’ experience Team Member End Customer Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Team collaboration
  14. 14. Time and expense management Team Member Project Manager Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Time and expenses
  15. 15. Roadmap: Suggested time entries from Exchange calendar
  16. 16. Billing and integration into other systems Project Manager Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Customer billing
  17. 17. Deep analytics with PowerBI integration Practice Director Project planning Resource management Team collaboration Customer billing Analytics and integration Opportunity management Time and expenses Analytics and integration
  18. 18. Solution templates Power BI Desktop Power Bl Azure SQLDynamics CRM CRM DSF/ CRM EDW https://bpsolutiontemplates.com/?name=Microsoft-PSA#/progress
  19. 19. Try Project Service Automation now! https://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx
  20. 20. Planificación de Proyectos Gestión de recursos Colaboración en equipo Finanzas y Contabilidad Analítica e Integración Gestión de Oportunidades Tiempos y Gastos Planificación de Proyectos Gestión de recursos Colaboración en equipo Finanzas y Contabilidad Analítica e Integración Gestión de Oportunidades Tiempos y Gastos Planificación de Proyectos Gestión de recursos Colaboración en equipo Finanzas y Contabilidad Analítica e Integración Gestión de Oportunidades Tiempos y Gastos
  21. 21. Factores clave en la toma de decisión • * Orientado a PMO  Project Online • Orientado a empresa de servicios  Dyn 365 PSA • Integración con procesos contables  ERP • 100 % PPM • Integración Ventas • Integración Contabilidad • Medio  Project Online • Medio  Dyn 365 PSA • Alto  ERP • La empresa usa Dynamics CRM? • La empresa hace uso intensivo de MS Project? • La empresa cuenta con un ERP modular? Situación Actual Costes EstrategiaFuncional
  22. 22. Project Planning - DEMO
  23. 23. Recursos – DEMO
  24. 24. PowerApps TimeEntry DEMO
  25. 25. Paso a Paso • Aplicación definitiva funcionando • Primeros pasos y funcionalidades a mejorar • Implementación de funcionalidades • Filtrar el conjunto de datos • Las relaciones • Los optionset • Cuadro de búsqueda
  26. 26. Aplicación definitiva funcionando
  27. 27. Primeros pasos y funcionalidades a mejorar
  28. 28. Implementación de funcionalidades Filtrar el conjunto de datos en un listado Las relaciones Los optionset Cuadro de búsqueda
  29. 29. Filtrar el conjunto de datos en un listado
  30. 30. Las relaciones
  31. 31. Project Service Automation Resources Install and customize Project Service Automation Configure Project Service Automation Manage project-based sales Account Manager Project Manager Resource Manager Time, Expense, and Collaboration Basic guide to quoting, pricing, and billing Advanced guide to quoting, pricing, and billing Guide to project planning and tracking Resource management Reporting External system integration

Crm saturday madrid 2017 rafa-jose - dynamics psa

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