Managing Projects in Dynamics 365

Setting up the Project Service

In this article, we will learn about Dynamics 365 for Project Service Automation (Project Service), an application that can be used like Sales and Customer Service if you have purchased a Dynamics 365 Customer Engagement Plan license.

Create sales proposals from leads in Project Service

Now that we have completed the structure and configuration of Dynamics 365 for Project Service Automation (PSA), let's create a project and start managing it.

Create a project in the Project Service

This is a continuation of the previous article, where we created a sales case from a lead in Dynamics 365 for Project Service Automation (Project Service), and now we are going to create a project.

Plan your project with Project Service

Now that we have completed the creation of the previous project, let's fill in the contents of the project.

Project Service Manage and close projects

In this article, you will learn how to plan a project in Dynamics 365 for Project Service Automation. Once the plan is made, the project will be started. In this section, we will introduce the steps to manage a project.

Project Service resource allocation and shipping units

When you create a project in Dynamics 365 for Project Service Automation and assign team members, the calculation of the assigned time for the assigned members is a bit complicated, so I will show you how it works.

Troubleshoot PSA Schedule Board

As I mentioned when I planned a project in Dynamics 365 for Project Service Automation (PSA), Project Service seems to behave differently depending on the interface and version differences.

Editing WBS in Project Service and Microsoft Project

By integrating Dynamics 365 for Project Service Automation with Microsoft Project, you can edit WBS on a client terminal. In this article, we will show you how to integrate them.

Update the Project Service working template

This section provides instructions on how to update a work template in Dynamics 365 for Project Service Automation.