Install and customize (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 are an end-to-end solution that you need to install before users can start using the capabilities to manage and deliver project-based sales. While it's an end-to-end solution, you can still make customizations as needed to suit your organization.

Install Project Service

Project Service is a preferred solution. There are several ways to purchase the solution. More information: Onboard your organization and users.

Customize Project Service forms and reports

If you want to customize any of the Project Service forms, dashboards, or reports, you can find more information in the following links:

• Get started with app making and customization

• Create and design forms

• Create and edit dashboards

• Create and edit processes

• Introduction to reporting & analytics

See Also

Administrator Guide
Account Manager Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guide