Account Manager Guide (Project Service)

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Project Service capabilities in Dynamics 365 for Customer Engagement guide you through the sales and contracts process for project-based accounts. In addition to creating accounts, this guide takes you through the sales process, including:

• Create a customer account

• Create a project opportunity

• Create a project quote

• Create a project contract

See Also

Overview of Project Service
Administrator Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guide