Project Estimation and Sales in Dynamics 365 Project Operations

Successfully delivering a project on time and within budget starts long before the actual execution begins. This text-based course guides you through the foundational processes of managing project-based sales, creating accurate estimates, and structuring profitable contracts using Dynamics 365 Project Operations. You will transition from understanding basic project-based sales concepts to confidently executing complex estimation workflows, ensuring sales expectations align perfectly with delivery realities. What you'll learn: Understand the core concepts of project-based service sales and system navigation; Create and manage sales opportunities, quotes, and project contracts; Define detailed cost and sales estimates using standardized pricing dimensions; Configure work breakdown structures to map tasks directly to financial estimates; Apply modern resource-based pricing strategies to ensure accurate project margins; Manage multidimensional pricing models for global or cross-functional teams. This comprehensive guide begins with essential terminology and the structural setup of the platform, before walking you through step-by-step written scenarios for opportunity management, quoting, and contract finalization. This course is designed for business analysts, project managers, sales professionals, and beginners looking to master project-based sales operations. No prior experience with the platform is required. Start building more accurate estimates and driving predictable project success today.