Intro to Dynamics 365 Project Operations | Project-based sales process

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Project-based sales process

Module 2 introduces you to the project-based sales process in Project Operations. You will learn how to qualify leads to build opportunities and how detailed quotes can be used to offer project-based services to customers. Profitability tracking on quotes will help you identify proposals that can be converted to profitable project contracts.

  • Project-based sales process - video
    16 Minutes