This is an introduction training with the basic functionalities for the Microsoft Dynamics 365 Project Services module.

Which topics do we address?

  • Application navigation
  • Search functionality
  • Create projects
  • Schedule project (Work breakdown stucture)
  • Determine project costs and revenue estimates
  • Track project progress and cost
  • Create a project template
  • View project team members and manage bookings
  • Add documents
  • Track a project’s status

Required knowledge

It is important that you are familiar with CRM.


This CRM training is at the office of CRM Partners in Barneveld, online or at your office. Please contact us for details.

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Project management


on request