Set up, manage, and track project leads, opportunities, quotes, and contracts efficiently to streamline the sales process.

Configure price lists, pricing dimensions, and defaults for accurate project costing and pricing strategies.

Gain insights into project management fundamentals, including project stages, scheduling modes, and task planning using tools like Microsoft Project.

Understand key concepts in project budget management, create and manage project cost budgets, and monitor budget status effectively.

Manage resource modes, schedule assistants, resource recommendations, and administration of resources for efficient project staffing.

Manage subcontractors, vendor price lists, subcontracting project team members, cost estimation, and subcontracted resource assignments seamlessly.

Record time entries, expenses, material usage, and manage approvals efficiently to ensure accurate project billing and cost management.

Gain insights into business transactions, actuals overview, journals, and manage project billing backlog effectively.

Configure and set up expense management, handle personal and intercompany expenses, create and approve expense reports, and manage travel requisitions seamlessly.

Proforma invoicing in Project Operations builds upon the invoicing features available in Dynamics 365 Sales. Set up automated invoice generation, create proforma invoices, and oversee the management of the billing backlog for streamlined financial management.

Understand security measures and approval processes to ensure data integrity and compliance with organizational policies.