Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment – deal to proforma invoicing Why is my Quote Line showing zeros in Project Operations? Let's walk through a simple scenario and see how we can fix it. When in the process of building a Quote and a Quote Line inside Dynamics 365 Project Operations, two … Continue reading Hack #14 : How to properly use/fix errors in Quote Lines in Dynamics Project Operations?

Applies To: Project Operations for resource/non-stocked based scenarios, and Lite deployment - deal to proforma invoicing Continuing from part one here After linking my project to the Quote Line, I need to Import the tasks from my Project by clicking on Import from Project Estimate under the tab Quote Line Details (note if you did not … Continue reading Hack #9: How to use Quotes in Dynamics 365 Project Operations? – part two

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing Let's look at how you can use the OOTB stages for Quotes with Projects. Dynamics 365 Project Operations allows you to start from different stages in the process. For every Quote you create you could leverage these stages: Start from a … Continue reading Hack #8: How to use Quotes in Dynamics 365 Project Operations? – part one