Udemy

Artificial Intelligence In Consulting & Project Management

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  • 6,938 Students
  • Updated 8/2025
4.2
(42 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
8 Hour(s) 6 Minute(s)
Language
English
Taught by
Masters Academy
Rating
4.2
(42 Ratings)

Course Overview

Artificial Intelligence In Consulting & Project Management

From Chaos to Control: Master Project Management in Odoo,Stay on Top of Your Finances with Odoo 18

Boost Productivity and Gain a Competitive Edge ,Streamline Your Business Operations Effortlessly

Step into the future of consulting and project management with Artificial Intelligence in Consulting & Project Management. This course is designed to equip professionals with the knowledge, tools, and strategies to revolutionize how they sell consulting services, manage projects, and optimize business operations using AI, Odoo, Zoho CRM, and Microsoft Dynamics 365.

Whether you’re a consultant looking to close more deals, a project manager aiming for flawless execution, or a business leader seeking operational efficiency, this course gives you actionable insights that deliver real results. Learn to leverage AI to identify client needs, automate repetitive tasks, and make data-driven decisions that maximize revenue and minimize errors.

You will gain mastery over project management in Odoo, including creating tasks and subtasks, managing dependencies, and planning budgets with precision. Dive deep into Odoo 18 accounting to streamline invoicing, manage budgets, track costs, and automate financial processes for consulting services. Boost your business efficiency using Zoho CRM, ensuring every client interaction is strategic and every workflow is optimized. Finally, explore Microsoft Dynamics 365 to navigate complex business operations and make technology work for you.

By the end of this course, you will be able to:

  • Sell consulting services more effectively using AI-driven strategies.

  • Plan, track, and deliver projects with precision and confidence.

  • Manage accounting and financial processes effortlessly in Odoo 18.

  • Optimize client relationship management and operational workflows with Zoho CRM.

  • Navigate and master Microsoft Dynamics 365 to streamline business operations.

This course is perfect for consultants, project managers, business owners, and ambitious professionals ready to transform their consulting business and embrace the power of AI and enterprise software tools. Step in, level up, and let technology amplify your success.

Who This Course is For:

  • Consultants looking to increase sales and optimize client services.

  • Project managers seeking effective tools for task, subtask, and budget management.

  • Business professionals aiming to master Odoo 18 accounting and financial processes.

  • Entrepreneurs and managers wanting to maximize efficiency with Zoho CRM and Microsoft Dynamics 365.

  • Anyone interested in applying AI to consulting and project management.

Why You Should Join:

  • Learn to sell consulting services with AI-driven strategies.

  • Master project planning, task management, and budget tracking in Odoo.

  • Gain expertise in Odoo 18 accounting, including invoices, budgets, and automation.

  • Optimize business operations using Zoho CRM and Microsoft Dynamics 365.

  • Combine consulting knowledge with advanced AI applications for measurable results.

Course Modules:

1. Artificial Intelligence in Sales: How to Use AI to Sell More

  • How to sell consulting services to clients

  • Selling AI services and cloud AI in Odoo

  • AI consulting company integration with Odoo

2. Manage Projects in Odoo: Tasks, Subtasks & Budget Planning

  • Understanding project management phases

  • Track and manage tasks for effective teams

  • Creating new tasks from sales orders with scheduled workflows

  • Task relationship dependencies in project management

  • Subtasks in Odoo projects

  • Project budget planner

  • Role of costs in project expense tracking

3. Odoo 18 Accounting Guide: Invoices, Budgets & Consulting Services

  • Odoo 18 accounting essentials: accounts, taxes, journals & terms

  • Advanced financial management: ledgers & reporting

  • Budgeting, WIP, and deferred entries

  • Invoices, payments & reconciliation

  • Balances, automatic transfers & budgets

  • Efficient accounting: user rights, reports & assets

  • Organizing and optimizing consulting services chart of accounts

  • Debits and credits for consulting services

  • Consulting services taxes

  • Automating your consulting services accounting system

4. Maximize Business Efficiency Using Zoho CRM

  • Boost business efficiency

  • Gain competitive edge

  • Revolutionize your operations

5. Microsoft Dynamics 365: Learn, Navigate & Master

  • Learn Microsoft Dynamics 365 with expert guidance

  • Navigate Microsoft Dynamics 365 effectively

Course Content

  • 6 section(s)
  • 35 lecture(s)
  • Section 1 Transform Your Consulting Sales with AI and Odoo
  • Section 2 Manage Projects in Odoo: Tasks, Subtasks & Budget Planning
  • Section 3 Odoo 18 Accounting Guide: Invoices, Budgets & Consulting Services
  • Section 4 Odoo CRM Essentials: Manage Leads, Tasks & Drive Revenue
  • Section 5 Maximize Business Efficiency Using Zoho CRM
  • Section 6 Microsoft Dynamics 365: Learn, Navigate & Master

What You’ll Learn

  • How do you sell Consulting services to clients? Odoo 17 AI
  • Artificial Intelligence in Sales: How to Use AI to Sell More - Odoo 17
  • How to Sell AI Services and Cloud- AI Odoo 17
  • How to sell my Consulting services project? - Odoo 17
  • AI Consulting Company with AI Odoo 17
  • Understanding the Project Management Phases
  • Track and Manage Tasks for Effective Teams
  • Create new tasks from sales orders with scheduled workflow
  • Task Relationship Dependencies in Project Management
  • Subtasks in odoo Projects
  • Projects Budget planner
  • The role of costs in project expense tracking
  • The key of successful Consulting Services accounting jobs?
  • How to Organize and Optimize Your Consulting Services Chart of Accounts?
  • Debits and Credits for Consulting Services!
  • Consulting Services Taxes
  • How to Automate Your Consulting Services Accounting System?
  • How to leverage CRM to improve your sales performance
  • How to Lead a High-Performing Sales Team
  • Opportunity Management in CRM with AI Odoo 17
  • How to automate lead enrichment (& drive more revenue)
  • Odoo CRM: Generate leads and Increase your Sales
  • Manage Your Tasks, Events, and Email
  • Sales Forecasting Software


Reviews

  • M
    Mian Ameer Muhammad
    4.0

    good

  • F
    Firooz
    3.0

    good

  • S
    Samra Fatima
    4.5

    Good

  • M
    Muhammad Nasir
    5.0

    Great 😃👍

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