Project Service module features in Dynamics 365 Customer Engagement (CE)
In Dynamics 365 CE, Project Service is used to manage service based projects. The below flow explains how a project service flow looks like.
The Steps include are given below.
- Project Sales Management
- Project Leads
- Project Opportunities
- Project Quotes
- Project Contracts
- Owning Company
- Contracting Unit
- Cost Currency
- Sales Currency
- Billing Method
- Project Pricelists
- Transaction Classes
- Time
- Material
- Expense
- Fees
- Work entities and billing entities
- Multi-customer deals
- Invoicing schedules
- Project Management
- project stages
- Resource Management
- Booking & assignments
- resource management modes
- Time Tracking
- Expense Tracking
- Proforma invoicing
- Project accounting
The Project Service in D365 CE has the following capabilities for project-based companies:
- Project planning by using Microsoft Project for the web
- Multi-dimensional pricing and costing for labor resources
- Category-based pricing for expense categories
- Project-based sales management by using Dynamics 365 Sales capabilities
- Universal resource scheduling that integrates with other apps such as Dynamics 365 Field Service and Dynamics 365 Customer Service
- Project progress and time tracking
- Basic expense tracking for project-based expenses
- Proforma invoicing that can be reviewed and sent to a financial system for processing
- Extensibility through Microsoft Power Platform
Features of Project Service Automation in D365 CE
- The ability to manage project-based sales with other types of sales by using the capabilities in the Sales application
- An integrated system that manages internal and billable projects for schedules and financials, from project sales to invoicing
- An ERP/financial accounting system from another source to integrate with Project Operations
- A system from another source to work with sales taxes, exchange rates, expense reimbursements, and non-project expenses
Hope this helps.
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