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Microsoft Dynamics 365 Project Operations

You're reading from  Microsoft Dynamics 365 Project Operations

Product type Book
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Pages 298 pages
Edition 1st Edition
Languages
Author (1):
Robert Houdeshell Robert Houdeshell
Profile icon Robert Houdeshell

Table of Contents (17) Chapters

Preface 1. Section 1: Foundation and Framework of Project Operations
2. Chapter 1: Introducing Project Operations 3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success 4. Chapter 3: The How-Tos of Setting Up Project Operations 5. Section 2: Project Sales through Delivery
6. Chapter 4: The Account Manager – Project Selling 7. Chapter 5: Project Contracts and Pricing 8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now? 9. Chapter 7: Resource Manager – Staffing for Success! 10. Section 3: Project Delivery through Operations
11. Chapter 8: Managing the Project to Success! 12. Chapter 9: Team Member Activities 13. Chapter 10: Approvals and Exceptions 14. Chapter 11: Project Accounting and Operations 15. Assessments 16. Other Books You May Enjoy

Questions

  1. True or False: A lead in Dynamics 365 CE is typically qualified through marketing and becomes an opportunity.
  2. A lead that is qualified results in the creation of three records for a new client. Name the three records.
  3. What is the name given to the widget in the lead that tracks all the interactions and postings conducted, such as phone calls, emails, and documents?
  4. A lead becomes an opportunity when it is ____________?
  5. This tool provides a guided selling experience where a flow of processes guides sellers through a process. What is its name?
  6. What is the lower level of detail in an opportunity that lays out the pricing details for a quote to be generated from?
  7. True or False: When storing a document as part of the Timeline in Dynamics 365 CE, anyone in the firm can access that document.
  8. True or False: Microsoft Team and SharePoint cannot be integrated into Dynamics 365 CE or Project Operations.
  9. To integrate documents in Dynamics 365 Project...
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