Course Description

Dynamics 365 Expert

Course curriculum

  • 1

    DXC PSA Accelerator Overview

  • 2

    Deployment

    • Installing the DXC PSA Accelerator

    • Upgrading the DXCPSA Accelerator from pre PSA v3 releases

    • Solutions & other deployment artefacts

    • DXC PSA Accelerator Managed Solution - Release 1.1.1.1 (based on PSA v3.7.0.59)

    • DXC PSA Accelerator Unmanaged Solution - Release 1.1.1.1 (based on PSA v3.7.0.59)

    • DXC PSA Accelerator Unmanaged Solution - Release 1.1.1.2 (based on PSA v3.8.0.57) on 26/06/2019

    • DXC PSA Accelerator Managed Solution - Release 1.1.1.2 (based on PSA v3.8.0.57) on 26/06/2019

    • DXC PSA Accelerator Unmanaged Solution - Release 1.1.1.6 (based on PSA v3.8.0.57) on 26/09/2019

    • DXC PSA Accelerator Managed Solution - Release 1.1.1.6 (based on PSA v3.8.0.57) on 26/09/2019

    • DXC PSA Accelerator Flows Unmanaged Solution 1.1.0.3 for PSA Accelerator 1.1.1.5 (based on PSA v3.8.0.57) on 9/08/2019

    • DXC PSA Accelerator Unmanaged Solution - Release 1.1.1.7(based on PSA v3.10.4.21) on 20/01/2019

    • DXC PSA Accelerator Managed Solution - Release 1.1.1.7(based on PSA v3.10.4.21) on 20/01/2019

    • DXC PSA Accelerator Unmanaged Solution - Release 1.1.1.8(based on PSA v3.10.5.28) on 30/01/2019

    • DXC PSA Accelerator Managed Solution - Release 1.1.1.8(based on PSA v3.10.5.28) on 30/01/2019

    • DXC PSA Accelerator Managed Solution- Release 1.1.1.9 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Managed Solution- Release 1.1.1.10 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Flows Unmanaged Solution 1.1.0.5 for PSA Accelerator 1.1.1.8 (based on PSA v3.10.5.28) on 30/01/2020

    • DXC PSA Accelerator Managed Solution- Release 1.1.1.11 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Managed Solution- Release 1.1.2.1 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Managed Solution- Release 1.1.3.0 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Managed Solution- Release 1.1.3.4 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Managed Solution- Release 1.1.5.0 (Based on PSA V.3.10.5.28)

    • DXC PSA Accelerator Managed Solution Release 1.1.6.0

    • DXC PSA Accelerator Flows Unmanaged and Managed Solutions Release 1.1.4.1
  • 3

    Accelerator Settings

  • 4

    Change Requests

  • 5

    Portfolio

  • 6

    Weekly Timesheet Entry Reminder

  • 7

    Resource Work Hour Generation

  • 8

    Project Snapshot

  • 9

    Time Units for Timesheet recording

  • 10

    Close Quote dialog

  • 11

    Quick Quoting

    • Quick Quoting

      FREE PREVIEW

    • Prerequisites

    • Example - Quick Quote – Standard Product – Qty = 1

    • Example - Quick Quoting - Standard Product - Qty = greater than 1

    • Example - Bundle Product – Single Product associated to a Project Template

    • Example - Bundle Product – Multiple Product associated to a Project Template
  • 12

    Multi-Stage Project Approvals

    • Overview

      FREE PREVIEW

    • Prerequisites

    • Rules Setup

    • Project Approvals via standard PSA Unified Interface

    • Project Approvals via Flow

    • Solution Artifacts
  • 13

    Project RAID items (Risks, Assumptions, Issues and Dependencies)

  • 14

    Invoice Date Window

  • 15

    Split Billing

  • 16

    Non-Consolidated Billing

  • 17

    Revenue Transactions

  • 18

    Project Purchase Orders and Budgets

    • Purchase Budgets Overview

    • Purchase Budgets - Details

    • Purchasing Approval Rules

    • Creating a Purchase Order

    • Submit Purchase Order for Approval

    • Completing a Purchase Order

    • Solution Artefacts
  • 19

    Enhanced Schedule Board - Split Booking