Rafael Ansino and Jose Manuel Gonzalez will present on understanding Project Service Automation in Microsoft Dynamics 365. They will demonstrate the key capabilities of Dynamics 365 PSA for project management, including project planning, resource management, team collaboration, customer billing, and analytics integration. They will also provide a live demo of some of the Dynamics 365 PSA functionality, such as project planning, resource management, and a PowerApps time entry application.

2. Presenter: Rafael Ansino & Jose Manuel Gonzalez
Topic: Understand Project Service Automation in Microsoft
Dynamics 365

3. Thanks to the
Sponsors!

4. #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.

6. Microsoft Dynamics 365
Application Platform (PowerApps, Power BI Embedded, Flow) and Common Data Model
Office 365 | Azure IOT | Power BI | Cortana Intelligence | AppSource

7. What’s top of mind for
service delivery leaders
Deepen engagement
Empower professionals
Optimize growth

8. 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

10. ‘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

11. 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

12. 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

13. 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

14. 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

15. 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

16. ‘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

17. 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

18. Roadmap: Suggested time entries from Exchange calendar

19. 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

20. 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

21. Solution templates
Power BI
Desktop
Power Bl
Azure
SQLDynamics CRM
CRM DSF/
CRM EDW
https://bpsolutiontemplates.com/?name=Microsoft-PSA#/progress

22. Try Project Service Automation now!
https://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx

23. 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

24. 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

26. Project Planning - DEMO

41. Recursos – DEMO

56. PowerApps TimeEntry DEMO

57. 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

58. Aplicación definitiva funcionando

65. Primeros pasos y funcionalidades a mejorar

73. Implementación de funcionalidades
Filtrar el conjunto de datos en un listado
Las relaciones
Los optionset
Cuadro de búsqueda

74. Filtrar el conjunto de datos en un listado

75. Las relaciones

82. 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