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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

Concepts

Project Management

Author (1):

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

The quoting process

If the opportunities we create are the monetary representation of the value of the deal, the quoting process is how we fully monetize the deal.

Creating a quote

Moving to the Quote section, we now want to create a quote from the Opportunity Lines we entered. To do so, select + New Quote and the system will automatically create a quote for you.

The screen the system presents to you next is the Quote screen:

Figure 4.10 – Quote created for this Opportunity

Some key fields to note on this quote are the following:

Potential Customer should be your client record created as part of the lead conversion. However, this could also be an existing client.
Account Manager should be you or whoever the seller is.
Quote Expires On will be when the quote expires for your potential client.
Product Price List is the price list for the products listed in the Opportunity Lines section and the Products subsection.

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Authors (1)

Robert Houdeshell

Robert Houdeshell has over 24 years of project operations experience, with deep knowledge of the end-to-end processes that professional services firms utilize to deliver their projects. Since 2004, Robert has worked with Microsoft Project Server and online versions that were integrating projects and ERP systems before there was a CRM-based PSA solution. In 2013, Robert's years of CRM, project, and ERP/accounting experience came together in the first end to-end professional services automation solution of its kind. Built upon the Microsoft Dynamics technologies, this cloud solution was deployed in enterprise and mid-market companies. Therefore, when Project Services was released by Microsoft in 2016, he quickly saw the value of the solution we now call Project Operations. Robert has worked with the Microsoft Project Operations solution since its beginning and has deployed the solution across multiple enterprise organizations, including a large multi-national Silicon Valley firm and a large Microsoft cloud solution partner. Robert has practical experience in enterprise and mid-size firms, helping them benefit from solution modernization. Excited about Project Operations, Robert passionately writes about his practical experience, offering solution observations and guidance for his readers to enjoy and benefit from.

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