Opportunity management with D365 Project Operations empowers organizations to effectively identify, track, and capitalize on business opportunities. Leveraging the robust features of Microsoft Dynamics 365 Project Operations, teams can seamlessly manage the entire opportunity lifecycle, from initial identification to closure.
The platform offers a centralized repository for storing and tracking opportunities, allowing users to capture important details such as opportunity value, stage, and probability of closure. Customizable workflows streamline the opportunity management process, ensuring consistent and efficient handling of opportunities across the organization.
With integrated collaboration tools, teams can collaborate effectively on opportunity pursuits, sharing relevant information and coordinating efforts to maximize success. Real-time analytics provide insights into opportunity performance and pipeline health, enabling proactive decision-making and resource allocation.
By leveraging opportunity management capabilities within D365 Project Operations, organizations can improve visibility into their sales pipeline, optimize resource allocation, and drive better business outcomes through more effective opportunity pursuit and management.
Let's try this hands on. In this task, you will create a new sales opportunity for Anderson consulting firm called ERP and CRM Implementation. You will then add the Opportunity details, Stakeholders and Competitors
1. From the navigation pane, under Sales section, click Opportunities and then click +New.
2. On the New Opportunity page, complete the settings below and click Save.
Setting | Perform the following |
Topic | Type ERP and CRM implementation |
Owning Company | Select the Owning Company |
Contact | Select the Contact |
Account | Select Anderson Consulting Firm |
Account Manager | Select the Account Manager |
Account Name | Select Anderson consulting firm |
Contracting Unit | Select the Contracting Unit |
Currency | Select the Currency |
This concludes "Opportunity Management" functionalities of D365 Project Ops. Let's deep dive on "Quote Management" Functionality - https://www.learningd365.blog/post/blog-3-opportunity-management-with-d365-project-operations https://www.learningd365.blog/post/blog-4-create-and-manage-sales-quote-in-d365-project-operations
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