Install and customize (Project Service Automation)

Applies to Dynamics 365 (online), version 9.x

Project Service Automation capabilities in Dynamics 365 is an end-to-end solution that you need to install before users can start using the capabilities to manage and deliver project-based sales. While it's an end-to-end solution, you can still make customizations as needed to suit your organization.

Install Project Service Automation

Project Service Automation is a preferred solution. There are several ways to purchase the solution. More information: Onboard your organization and users.

Customize Project Service Automation forms and reports

If you want to customize any of the Project Service Automation forms, dashboards, or reports, you can find more information about customizing Dynamics 365 in the following links:

See Also

Administrator Guide
Account Manager Guide
Project Manager Guide
Resource Manager Guide
Time, Expense, and Collaboration Guide