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A first cut review of the new Microsoft Dynamics 365 Project Service

by Kuldeep Gupta
Consultant, Microsoft MVP, Microsoft MCT
December 13 2019

Microsoft is re-envisioning Dynamics 365 Project Service Automation as Project Service, but what does that mean for end-users? In this article, we'll take a look at the revamped offering and how to get going with it.

Installation and basic requirements

The new Project Service can be installed on the Default environment of Dynamics 365. Now if this confuses you, let me explain. Every D365 environment has a Default CRM Instance associated to it. Want to check it out? Follow these steps:

Step 1:

Ensure you have a Project Plan 3 or Project Plan 5 license procured. Go to your admin portal and assign the license to your login id.

Step 2:

Login to with your admin credentials.

Step 3:

Click on Environments. Before that ensure you toggle the switch to use "Try new admin center."


Step 4:

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About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP. 

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