Get started with project sales management in Dynamics 365 Project Operations
Note
You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.
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.
Prerequisites
- 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