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Learn moreAccount Manager Guide (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 in Dynamics 365 for Customer Engagement guide you through the sales and contracts process for project-based accounts. In addition to creating accounts, this guide takes you through the sales process, including:
Overview of Project Service
Administrator Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guide
Additional resources
Training
Module
Get started with project sales management in Dynamics 365 Project Operations - Training
The sales processes that are used in a project-based organization differ from the sales processes that are used in a product-based organization. The reason is because the sales cycles for project-based organizations are longer and require customized estimate techniques to analyze and create quotes for each deal.
Certification
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate - Certifications
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.