Get started with project sales management in Dynamics 365 Project 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.
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