You're reading from Microsoft Dynamics 365 Project Operations Deliver profitable projects with effective project planning and productive operational workflows

Product type Paperback

Published in May 2021

Publisher Packt

ISBN-13 9781801072076

Length 298 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

Project Management

Author (1):

Robert Houdeshell

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Table of Contents (17) Chapters

Preface

1. Section 1: Foundation and Framework of Project Operations

2. Chapter 1: Introducing Project Operations FREE CHAPTER

3. Chapter 2: Using the Microsoft Dynamics 365 Framework for Success

4. Chapter 3: The How-Tos of Setting Up Project Operations

5. Section 2: Project Sales through Delivery

6. Chapter 4: The Account Manager – Project Selling

7. Chapter 5: Project Contracts and Pricing

8. Chapter 6: Practice Manager Functions – We Won the Contract! What Now?

9. Chapter 7: Resource Manager – Staffing for Success!

10. Section 3: Project Delivery through Operations

11. Chapter 8: Managing the Project to Success!

12. Chapter 9: Team Member Activities

13. Chapter 10: Approvals and Exceptions

14. Chapter 11: Project Accounting and Operations

15. Assessments

16. Other Books You May Enjoy

Chapter 4: The Account Manager – Project Selling

In the previous chapter, we learned how to set up Dynamics 365 CE and Project Operations. In this chapter, we will get into the selling of projects by starting with the lead to opportunity workflow. This will lead us into how to collaborate with our team members and win new business.

All good business begins with sales! Just ask around and you will get that response! Business development, customer acquisition, customer management, and client management. There are many names for the process of bringing new projects into the firm but they all have one thing in common: the client!

Sometimes called the customer, the client is the lifeblood of the firm. Clients bring in new projects. New projects result in team members facing new challenges and opportunities. Successful completion of tasks and reporting of the work performed results in revenue for the firm and the firm gains a reputation in their industry, geography, or specific...