Project Sales Management in Dynamics 365 Project Operations

Selling services and project-based work requires a fundamentally different approach than selling standard off-the-shelf products. Longer sales cycles, complex resource estimations, and tailored pricing models demand a specialized system to win deals effectively. This written course guides you through the core principles of managing project-focused sales pipelines using Dynamics 365 Project Operations. You will learn how to transition from initial lead tracking to detailed project estimation, ensuring your proposals are both competitive and profitable. What you'll learn: Understand the key differences between product-based and project-based sales lifecycles; Navigate the Dynamics 365 Project Operations interface to manage leads and opportunities; Create accurate, resource-based cost estimates and customized pricing dimensions; Build and structure professional project quotes and detailed contracts; Utilize cloud data integration patterns to streamline sales-to-delivery handoffs. The course begins with foundational concepts of project sales and terminology, then moves step-by-step through opportunity management, pricing strategies, and contract finalization. You will read clear explanations and review practical scenarios to solidify your understanding. Designed for beginners, sales associates, and project coordinators new to Dynamics 365 Project Operations, this course requires no prior platform experience. Start reading today to transform how your organization estimates, quotes, and wins project-based business.