Exploring Project Service Automation with Dian Taylor

Episode 80: Markus Erlandsson talks to Dian Taylor from RSM about Project Service Automation and what the functionality is. Dian starts with explaining what PSA can do and how to use it, she then continues to describe how to use it both for waterfall as well as agile projects. Dian explains how to use the sales module as a forecasting tool for PSA and how to use scheduling and billing. The talk ends with how the future for PSA might be.

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Bio:

Dian Taylor specializes in Dynamics 365 for Customer Engagement technology and process at RSM in West Palm Beach, Florida. In this role as a Presales Consultant, she designs custom demonstrations for RSM prospects. Her prior experience in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors has helped her build relevant customer demos. She has the unique ability to clarify D365 strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective D365 solutions

Links:

https://d365goddess.com/

https://twitter.com/D365Goddess

https://www.linkedin.com/in/diantaylor/

2019 release wave 2 for Project Service Automation

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