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Create a project opportunity (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Opportunities are warm leads from customers who are interested in contracting your services. Project Service capabilities in Dynamics 365 for Customer Engagement guide you through the steps for opening an opportunity for one of your accounts, preparing a project quote, and working out a project contract with your customer. Start by adding an opportunity. You can add estimates for services and products to the opportunity, as well. When you add an opportunity, you’re in the Qualify phase of your project.

  1. Go to Project Service > Opportunities.

  2. Click New.

  3. In the Summary area, enter your opportunity's company and other information.

  4. Add any notes and activities (for example, phone calls or emails) related to this lead. To learn more about adding notes and activities, see Keep track of notes, tasks, calls, or email with activities.

  5. To add stakeholders, in the Stakeholders area, click +.

  6. To add sales team members, in the Sales Team area, click +.

  7. To add competitors, in the Competitors area, click +.

  8. To add a product to the opportunity, click New under Product-based Lines in the Opportunity Lines area. Select an item under Product Name, and then specify the quantity, sales price, and customer budget.

  9. To add a project estimate to the opportunity, click + under Project-based Lines in the Opportunity Lines area. Enter the name, budget amount, and project, if available. If you need to create a project with a work breakdown structure to come up with an estimate, see Create a project.

  10. When you’re done editing, click the Save button at the bottom right of the screen.

See Also

Account Manager Guide