In this blog, you will close the ERP and CRM implementation quote as won. You will then generate periodic milestones for the winning quote.
When it comes to finalizing the ERP and CRM implementation quote as won, it marks a significant achievement in the project lifecycle. By successfully closing the deal, you are not only securing a valuable contract but also setting the stage for the upcoming phases of the implementation process.
Generating periodic milestones for the winning quote is crucial for maintaining project momentum and ensuring that all stakeholders are aligned with the project's progress. These milestones serve as checkpoints to track the implementation's advancement, allowing you to monitor key deliverables, timelines, and resource allocations.
Each milestone represents a critical juncture in the project timeline, signifying key achievements and progress towards the overall goals of the ERP and CRM implementation. By establishing clear and measurable milestones, you can effectively communicate project status, identify potential risks, and make informed decisions to keep the implementation on track.
Furthermore, these milestones provide a structured framework for project management, enabling you to break down the implementation process into manageable phases. This approach helps in identifying dependencies, allocating resources efficiently, and mitigating any potential bottlenecks that may arise during the project execution.
In conclusion, closing the ERP and CRM implementation quote as won and setting up periodic milestones not only signifies a successful sales effort but also lays the foundation for a well-structured and organized implementation process that is essential for achieving project success.
1. From My Project Service Quotes view, click on the ERP and CRM implementation quote name.
2. Navigate to the Quote page, then select Close as Won from the menu bar. Confirm by clicking OK in the dialog box.
After processing is complete, the quote has been converted to a project contract.
3. Choose a future date from today's date in the Requested Delivery Date field on the sales order page for ERP and CRM implementation.
4. Click Contract Lines tab, choose Installation Work and then click on Edit.
5. On the AMS page, locate the Project box and click on the search icon. Then, select New Project.
6. On the Quick Create: Project panel, fill in the required fields as given in the box below and then press Save & Close.
Setting | Perform the following |
Name | Type AMS_Anderson |
Project Manager | Select the admin account |
7. In the dialog box, check the message and then select OK.
8. On the AMS page, select the Invoice Schedule tab. In the Invoice Frequency box, choose Monthly-First Monday. For the Billing Start Date, select the first Monday of the current month, and finally click Generate Periodic Milestones.
9. Once the processing is finished, review the three milestones that have been generated. Once done, click on Save & Close.
10. Click on Save & Close on the Order page.
This concludes "Contract Management" functionalities of D365 Project Ops. Let's deep dive on "Project Execution and Resource Management" Functionality - https://www.learningd365.blog/post/project-and-resource-management-activities
Kommentarer