Friday, October 1, 2021

Dynamics 365 Project Service

Project Service

Important terminology:

    - Project Contract
    - Project template

    - Projects

    - Invoices 

    - Resources 

    - Time entries

    - Expenses

    - Schedule board

Other terms are the same as the Sales Module.

Project service process flow:

Opportunity/quote -> project planning -> project contracts-> resourcing->record time/expense -> invoicing-> send to the customer for payment