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Summary and resources

Completed

In this module, you learned about project sales, project contracts, project pricing capabilities, and project invoicing. You also learned how to estimate a sale, work with quotes, manage funding and billing rules, and work with project quotations.

Project Operations offers revenue recognition capabilities for transactions by using the time and material billing method, and for those accounted by using the fixed-price billing method. With Project Operations, you can also manage revenue estimates and calculate the cost to complete a project.

Now that you have reviewed this module, you should be able to:

• Describe Project Operations capabilities

• Describe project-based services and project types.

• Describe how Project Operations supports different industries.

• Describe the project life cycle, including project invoicing and revenue recognition.

• Describe project sales capabilities.

• Describe project contract capabilities.

• Describe project pricing capabilities.

• Describe project purchase orders.

Resources

You can find relevant resources here:

• Determine deployment type

• Time overview

• Project management overview

• Project stages

• Sales process overview

• Manage project contracts

• Set up price lists

For further study:

• Get started with project management in Dynamics 365 Project Operations

• Get started with project sales management in Dynamics 365 Project Operations

• Identify project lifecycle management capabilities in Microsoft Dynamics 365 Project Operations

• Project stages

• Price lists

• Examine the core capabilities of the Microsoft Dynamics 365 customer engagement apps

• Manage projects across industries

• Explore project sales capabilities

• Project sales management

• Project contracts

• Describe project pricing capabilities

• Track the progress of a project

• Project accounting

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