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You're reading from  Microsoft Dynamics 365 Project Operations

Product typeBook
Published inMay 2021
PublisherPackt
ISBN-139781801072076
Edition1st Edition
Tools
Dynamics 365Dynamics 365
Concepts
Project Management
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Author (1)
Robert Houdeshell
Robert Houdeshell
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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.
Read more about Robert Houdeshell

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Understanding the lead to opportunity workflow

Congratulations! You are now ready to begin selling new projects! Note that new projects come from a multitude of sources and work through the project processes as new client projects, existing client projects, project change orders, and a number of other variations.

We will work through the end-to-end processes as they exist in the Dynamics 365 Project Operations system with the configuration and customization changes we have made. We are going to begin with leads in the system. A lead in the system can represent a new business lead for either existing clients or new clients.

The approach we will take will be to create a new client lead for this very reason. A new client lead will qualify and create three different but related records:

  • Client record: Representing the account information
  • Contact record: The person you are working with at the client's firm
  • Opportunity record: Representing the project and monetary...
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Microsoft Dynamics 365 Project Operations
Published in: May 2021Publisher: PacktISBN-13: 9781801072076
© 2021 Packt Publishing Limited All Rights Reserved

Author (1)

author image
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.
Read more about Robert Houdeshell

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