Configure 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

Before you can use the Project Service automation capabilities in Dynamics 365 for Customer Engagement to manage your accounts, projects, and resources, you need to complete a few configuration steps to ensure the Project Service solution matches your organization’s needs. These steps include:

See Also

Overview of Project Service Automation
Configure Project Service Automation
Account Manager Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guid