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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field Service and Proj...
Microsoft Dynamics CRM (Archived)

Field Service and Project Automation Service Guide

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Posted on by Community Member

Hi, 

i'm pretty new to Dynamics 365 and have been asked to look at setting up both Fields Services and Project Automation Services for my company and am wondering if there are any detailed guides explaining both services and their initial setups?

Thanks,

Seb

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  • Suggested answer
    Shayan Soheili Profile Picture
    Shayan Soheili 940 on at

    Hi Sebg,

    I share you two useful links that provide all info regarding Field Service and Project Service Automation.

    In these links, you can also download the PDF version of the contents for both FieldService and Project Service Automation.

     For the Field Service you can go to the following link, which covers these topics:

    • Overview
    • What’s new: new features
    • Administrator Guide, which tells also how to configure default setting
    • User Guide
    • Field Resource Hub User Guide

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/overview

    And for the Project Service Automation go the following link that covers these topics:

    • Overview
    • What's new
    • Administrator Guide, which tells also how to configure project service
    • Resource Manager Guide
    • Project Manager Guide
    • Account Manager Guide
    • Time, Expense, and Collaboration Guide
    • Project Resource Hub Guide

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/project-service/overview

     

    In addition, if you have access to Microsoft Dynamics Learning portal there are some online courses provided by Microsoft that explain how to configure Field Service and may some courses for PSA.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Thanks i will look over these and find out if i have access to the learning portal.

    much appreciated Shayan Soheili for the help :) 

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