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Microsoft Dynamics 365 Project Operations

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

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Product type Paperback
Published in May 2021
Publisher Packt
ISBN-13 9781801072076
Length 298 pages
Edition 1st Edition
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Author (1):
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Robert Houdeshell Robert Houdeshell
Author Profile Icon Robert Houdeshell
Robert Houdeshell
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Toc

Table of Contents (17) Chapters Close

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

  1. True. The result of a lead generates the monetary opportunity.
  2. Client (Account), Contact, and Opportunity.
  3. The Timeline tracks the activities in a lead and carries it forward into the Opportunity records as well.
  4. Qualified.
  5. The business process flow.
  6. Opportunity Lines.
  7. False. You need to have a Dynamics 365 CE license.
  8. False. You can use a custom field to integrate into a logical library format, which can then be used either with a CE license or without to access the documents.
  9. Use a Text field with a URL format and expand the field size to 4,000. Add it to the form of your choice.
  10. Click on the Close as Won button.
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