![]() Applies to Dynamics 365 (online), version 9.x Project Service Automation makes it easier for you to do your project planning including estimates. You can define the work so that costs, effort, and sales value are clear as the final proposal is submitted. Now you can install the Dynamics 365 Project Service Automation Add-in for Microsoft Project and do your planning work in the familiar environment of Microsoft Project. Use the robust planning and management capabilities of Microsoft Project and then update your project plan in Project Service Automation. Important • To use the SharePoint document management feature in Dynamics 365 Customer Engagement to store your Microsoft Project files for Project Service Automation projects, your Microsoft Project admin will need to turn on document management. More information: • The Dynamics 365 Project Service Automation Add-in for Microsoft Project is only compatible with Microsoft Project 2016 Professional Edition. Download and install the add-in Have your Project Service Automation sign-in information ready. You will need this information to connect from Microsoft Project to Project Service Automation. • From the download center you can,. ![]() • Click the download link. • Once the download is complete, click Yes to install the add-in. Configure the add-in • Open Microsoft Project and click the Project Service tab. • Click Connect. • Enter your sign-in information and then click Sign in. Now you can start using the add-in. Read from a template Read from a template that you created in Project Service Automation and copied into Microsoft Project to start your project planning. More information: • From the Project Service tab, click Read > Project Service Automation Project Template. Microsoft Project: Plan Better with Microsoft Project. When planning and executing IT project plans, defaulting to using Excel could impede your progress. Free Project Management Templates, Time tracking templates, Project Plan Templates, Time line templates, tutorials on using Microsoft Excel to manage projects. Create a new project from another project or template. To Microsoft Project. To help you begin planning your project. Use the following sections. Microsoft Project & Portfolio Management helps you get started quickly and execute projects with ease. Built-in templates, familiar scheduling tools, and access across devices increase productivity for project managers and teams. Familiar scheduling features like Gantt charts and. Microsoft Project contains some great planning templates. In this Daily Drill Down, Brian Kennemer gives an overview of templates and the changes you can make to help. • Choose a project template from the list and then click Open. Note By default, the tasks that are copied from the template into Project are set as manually scheduled. Assign Project Service Automation roles to project resources • Open a project and click the Task ribbon. • Click the Gantt Chart menu and then choose Resource Sheet. • On the Resource Sheet, click the Project Service Resource Role drop-down menu and choose a Project Service Automation role. Staff your project with resources • From the Project Service tab, select a row and click Find Resources. • On the Book Resource screen, select the resource that you want to use for the project.
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March 2018
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