Collaborate with your project team members with Office 365 Groups (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

With Dynamics 365 for Customer Engagement, you can collaborate with your team members on project documents, view your team’s calendar, and have group conversations.

1. Go to Project Service > Projects.

2. Click the project you’re working on.

3. In the bar across the top of the screen, select the down arrow next to the project name, and then click Office 365 Groups. This displays your project, along with items shared with your group.

4. To open your team’s workspace in Microsoft 365 Groups, click Open Calendar, Open Conversations, Open Notebook, Open Documents, or Open People.

See Also

Time, Expense, and Collaboration Guide