Exercise – Project sales activities

  • 35 minutes

In this exercise, you will create a new customer account and a new sales quote for this customer. You will create a new sales quote by copying the previous quote and modifying the quote line details. Then, you will convert a sales quote to a project contract.

This exercise uses standard demo data that is available in Project Operations. You can access a trial environment of Project Operations by selecting Get started in the top-right corner of the Dynamics 365 Project Operations page on microsoft.com.

You will find a video at the end of each task that shows you how to perform the exercise.

Task 1: Create new customer accounts

In this task, you will sign in as Molly Clark, Account Manager, and create three customer accounts.

  1. Launch a new web browser (not in InPrivate or Incognito mode) and in the web address box, enter office.com and then press the Enter key.

  2. On the Office webpage, select Sign in and then sign in as mollyc@<yourdomainname>.onmicrosoft.com.

  3. On the Office 365 page, select the waffle icon and then select Dynamics 365.

  4. On the Dynamics 365 Home page, select Project Operations.

  5. At the bottom of the navigation menu, select the Change area menu and then select Sales.

  6. On the My Active Accounts page, on the menu bar, select + New.

  7. On the New Account page, complete the following settings and then select Save & Close.

    Setting Perform the following
    Company Enter USPM (Code for Contoso Robotics USA)
    Account Name Enter Adatum Corporation
    Account Number Enter 99
    Relationship Type Select Customer
    Customer Group ID Select 10
    Product Price List Select US Bill Rates

  8. Repeat step 7, add the following accounts, and then select Save & Close.

    Setting Customer 2 Customer 3
    Company USPM USPM
    Account Name Tracey Robotics Adventure Works
    Account Number 98 97
    Relationship Type Customer Customer
    Customer Group ID 10 10
    Product Price List US Bill Rates US Bill Rates

Watch the following video for a demonstration of how to create a customer account.

Task 2: Create a new sales quote

In this task, you will create a new sales quote for Adatum Corporation that will include custom pricing and quote lines for installation work and expenses. You will then add a supplier, Tracey Robotics, to the quote line that will pay 30 percent of the installation costs if Adatum agrees to use Tracey Robotics equipment.

  1. From the navigation pane, under the Sales section, select Quotes and then select +New.

  2. On the New Quote page, complete the following settings and then select Save.

    Setting Perform the following
    Name Enter PP1 Adatum Corp Installation (Onsite)
    Potential Customer Select Adatum Corporation
    Quote Expires On Select the calendar icon and select two weeks from today’s date

Create custom pricing

To create custom pricing, follow these steps:

  1. On the PP1 Adatum Corp Installation (Onsite) page, select the Project Price Lists tab, select the more commands icon (:), and then select Create Custom Pricing.
  2. After processing has finished, select the US Bill Rates – PP1 Adatum Corp Installation link.
  3. On the US Bill Rates page, select the Category prices tab, select Mileage, and then select Edit.
  4. On the New Transaction Category Price page, in the Price Calculation box, select Price per unit. In the Price box, enter 2.00 and then select Save & Close.
  5. On the US Bill Rates page, select Save & Close.

Add new quote lines

To add new quote lines, follow these steps:

  1. On the PP1 Adatum Corp Installation (Onsite) page, select the Quote Lines tab and then select + Add New Quote Line.

  2. On the New Quote Line page, complete the following settings and then select Save & Close.

    Setting Perform the following
    Name Enter Expense Related
    Billing Method Select Time and Material
    Customer Budget Enter 20,000.00
    Include Time Select No
    Include Expense Select Yes
    Include Fee Select No

  3. Repeat steps 1-2 by using the following settings and then select Save.

    Setting Perform the following
    Name Enter Installation Work
    Billing Method Select Fixed Price
    Quoted Amount Enter 100,000.00
    Customer Budget Enter 100,000.00
    Include Time Select Yes
    Include Expense Select No
    Include Fee Select Yes

Add a new quote line detail

To add a new quote line detail, follow these steps:

  1. On the Installation Work page, select the Quote Line Details tab and then select + New Quote Line Detail.

  2. On the Quick Create: Quote Line Detail pane, complete the following settings, select the down arrow, and then select Save & Create New.

    Setting Perform the following
    Description Enter Network Technician
    Transaction Class Select Time
    Role Select Network Technician
    Quantity Enter 100.00

  3. Repeat the previous step for the following roles and quantity, and then select Save and Close.

    • Optimization Specialist – 100 hours
    • Consulting Lead – 50 hours
    • Robotics Engineer – 50 hours

Add a new quote line customer

To add a new quote line customer, follow these steps:

  1. On the Installation Work page, select the Customers tab and then select New Quote Line Customer.
  2. On the Quick Create: Quote Line Customer pane, in the Account box, select Tracey Robotics. In the Billing Split Percent box, enter 30.00 and then select Save and Close.
  3. On the Installation Work page, select Adatum Corporation and then select Edit.
  4. On the Adatum Corporation page, on the Billing Split Percent box, change it to 70.00 and then select Save & Close.
  5. On the Installation Work page, select Save & Close.

Watch the following video for a demonstration of how to create a new sales quote.

Task 3: Copy and modify a sales quote

In this task, you will copy the previously created sales quote and modify the price. One using offshore pricing and other using onshore pricing.

  1. On the PP1 Adatum Corp Installation (Onsite) page, on the menu bar, select Copy.
  2. On the Copy Quote dialog box, in the Topic box, change (Onsite) to (Offshore). In the Copy Pricing box, select Yes and then select OK.
  3. On the PP1 Adatum Corporation Installation (Offshore) page, select the Quote Lines tab, select Installation Work, and then select Edit.
  4. On the Installation Work page, select the Quote Line Details tab, select Network Technician, and then select Edit.
  5. On the Network Technician Quote Line Detail page, in the Resourcing Company box, enter THPM. In the Resourcing Unit box, select the Contoso Robotics Thailand tab and then select Save & Close.
  6. Repeat steps 4-5 for Optimization Specialist.
  7. On the Installation Work page, select the Customers tab and then select New Quote Line Customer.
  8. On the Quick Create: Quote Line Customer pane, in the Account box, select Tracey Robotics. In the Billing Split Percent box, enter 30.00 and then select Save and Close.
  9. On the Installation Work page, select Adatum Corporation and then select Edit.
  10. On the Adatum Corporation page, on the Billing Split Percent box, change it to 70.00 and then select Save & Close.
  11. On the Installation Work page, select Save & Close.
  12. On the PP1 Adatum Corp Installation (Offshore) page, select Save & Close.
  13. Review the profitability of both quotes from the My Project Service Quotes view.
  14. To view detailed analysis of each quote, select the quote name and then select the following tabs:
    • Quote Analysis
    • Profitability Analysis
    • Comparison to Customer Expectations

Watch the following video for a demonstration of how to copy and modify a sales quote.

Task 4: Convert the sales quote to a project contract

In this task, you will close the offshore sales quote as lost and the onsite sales quote as won. You will then generate periodic milestones for the winning quote.

  1. From the My Project Service Quotes view, select the (Offshore) quote name.
  2. On the Quote page, on the menu bar, select Close as Lost.
  3. Notice that the quote record has changed to read-only, the status is Closed, and the status reason is Lost. When you have finished reviewing, select the left arrow.
  4. From the My Project Service Quotes view, select the (Onsite) quote name.
  5. On the Quote page, on the menu bar, select Close as Won.
  6. Select OK in the dialog box. After processing is complete, the quote has been converted to a project contract.
  7. From the Onsite sales order page, in the Requested Delivery Date box, select three months in the future from today’s date.
  8. Select the Contract Lines tab, select Installation Work, and then select Edit.
  9. On the Installation Work page, in the Project box, select the search icon and then select New Project.
  10. On the Quick Create: Project pane, complete the following settings and then select Save & Close:
    • Name - Adatum Installation Project
    • Project Manager - Admin Account
  11. In the dialog box, review the message and then select OK.
  12. On the Installation Work page, select the Billing Milestones tab. In the Invoice Frequency box, select Monthly-First Monday. In the Billing Start Date box, select the first Monday of the current month and then select Generate Periodic Milestones.
  13. After processing is complete, review the three milestones that were created. When you are finished, select Save & Close.
  14. On the Order page, select Save & Close.
  15. Minimize the web browser.

Watch the following video for a demonstration of how to convert the sales quote to a project contract.