Basic guide to quoting, pricing and billing

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 version 3.x

The ability to find the right resources at the right time, book those resources on projects, and keep resources utilized helps organizations meet revenue targets and customer satisfaction goals.

The PDF link that was previously in this article has been removed and the content has been moved to the following articles:

• Quoting, pricing, and billing
• Sales processes
• Quotes and quote lines
• Product-based quote lines
• Pricing
• Product catalog pricing
• Business transactions
• Estimates
• Actuals
• Analyzing project quotes
• Organizational units
• Unit groups and units
• Multi-currency scenarios
• Recording actuals

Note

This article will be removed in a future documentation update.