Monthly Archives: April 2020

How to Create Project With Schedule (WBS)? (Episode 12)

If you have been following the blog post, by now you would be familiar with creating an opportunity and quotation. Now let’s see how you can create project and define schedule or work break down structure. Whenever you are creating … Continue reading

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How to Create Project Opportunities? (Episode 10)

Project Opportunities are warm leads from customers who are interested in contracting your services. Scenario: Adventure Works would like to implement Business Central. Adventure Works contacts Tech Quantum – AU and share their requirements. Add Product based and Project based … Continue reading

Posted in D365 Customer Engagement (CRM), D365 Project Service Automation (PSA), Microsoft Dynamics 365 | Tagged , , , , , , , | Comments Off on How to Create Project Opportunities? (Episode 10)