Dynamics 365 CE – Sales customizations

We are going to begin with the baseline setup of Dynamics 365 CE – Sales. Note that without this information, you will not be able to work through the rest of the system. For example, to sell a contract, you need to have accounts (customers or clients) in the system. Let's begin with some baseline configuration changes, decisions that will help you go forward.

Customizations and configurations

There are a number of customizations and configuration changes that will help to make Project Operations a more friendly environment for your users. Microsoft has made Project Operations somewhat generic, counting on the partner community and the clients of Project Operations to further tailor it to their businesses.

Dynamics 365 Project Operations uses the process of solutioning each group of customizations as a way to perform customization in, for example, a development system, and then transfer into a test system for testing...