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Microsoft Dynamics CRM (Archived)

Project Service - Beginner

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Posted on by 195

Hello Techies,

I have to start looking into Project Service Module.

Does any one have any document or link which explains Project Service briefly?

Where should i start ? Can any one give me little introduction about it?

Anything about Project service is a real help. 

Thanks in Advance

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Project Service - Beginner

    Hi Sreeni Pavalla,

    Project Service module in Dynamics is a single end to end solution for customer engagement across project sales,resourcing,delivery and billing.

    The core capabilities of project service are:

    1. Opportunity management (Availability of integrated dashboard with potential opportunities,cost,duration etc)

    2. Project Planning(Visual representation of project task planning,cost information for time and expense)

    3. Resource Management(Provides visibility in to skills,cost and availability details of resources)

    4. Team Collaboration (Provides collaborative environment to project team members to share information and project deliverable)

    5. Time and Expenses Management(Provides project time and expenses tracking related to specific tasks)

    6. Billing(Allows project managers to track,review,update and approve project related cost with invoice generation)

    Here are some useful links :

    [View:https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-for-project-service-automation-user-s-guide.aspx:750:50]

    Project Managers Guide : [View:https://www.microsoft.com/en-us/dynamics/crm-customer-center/project-manager-s-guide-dynamics-365-for-project-service-automation.aspx:750:50]

    Hope this helps

    Regards,

    Soumya

    If found useful, please mark the answer as verified.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Project Service - Beginner

    Neil Parkhurst has some great material, especially his videos:

    neilparkhurst.com/.../psa-complete-guide

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