Get started with project sales management in Dynamics 365 Project Operations

Business User
Functional Consultant
Dynamics 365
Project Operations
Finance and Operations

The sales processes that are used in a project-based organization differ from the sales processes that are used in a product-based organization. The reason is because the sales cycles for project-based organizations are longer and require customized estimate techniques to analyze and create quotes for each deal.

Learning objectives

In this module, you will:

  • Learn how to create price lists.
  • Create project leads and opportunities.
  • Learn how to create quotes on project contracts.


  • Basic understanding of the project management processes
  • General knowledge of basic navigation within Microsoft Dynamics 365
  • Knowledge of how Dynamics 365 apps are used
  • Basic knowledge of Dynamics 365 Project Operations