Introduction
Dynamics 365 Project Operations uses some of the following functionality that is used in a sales process:
- A lead record is used to track the sales process.
- Qualifying leads are tracked as opportunities.
- All related artifacts for an opportunity are accessible. These artifacts include the sales team, stakeholders, probability, rating, sales stages, and business processes.
- Multiple quotes are created for an opportunity.
- A quote is given the status of Closed as Won to create a sales order. In Project Operations, the sales order is customized and called a project contract.