Managing estimation and sales process using Dynamics 365 Project Operations
You can use Project Operations to manage estimation and sales processes, including creating, updating, or deleting a quote customer record to identify components of work. This module covers unique concepts of project-based quotes, differences between Project Operations quotes and Dynamics 365 Sales quotes, and how project quotes are closed as Win or Lose. Additionally, all information that's necessary for effective project management is included.
Learning objectives
In this module, you will:
- Learn how to manage project quotes in finance and operations apps.
- Learn how to manage multiple customers.
- Learn how to create, update, or delete a quote customer record.
Prerequisites
- Basic understanding of Project Operations
- Basic understanding of finance and operations apps
- Basic knowledge of quotes and project management