D365 F&O: Project Quotations

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In this video, we'll create a quotation for a project using a work breakdown structure to see how to create a work breakdown structure.

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See the link in the video description. So we'll create a new quotation through the main menu by going to project management and accounting quotations.

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And project quotations, or simply through a bookmark. Project quotations.

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I will add.

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New project quotation. Here we can specify whether it's for an existing customer or prospect, so we'll enter our customer.

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And here we can change the currency. We can enter additional delivery and administration details and we can also specify a predefined template if we desire.

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And we can automatically generate a CRM opportunity.

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And here we have our project quotation created. Details can be seen in the header and amended if necessary.

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And we can now create our lines entering details of the proposed project, timing, duration of the activity, and the resources that are required. Alternatively, we can import a work breakdown structure.

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Which we will do a very simple one we created earlier.

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And we want to apply the.

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Rates for the customer.

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And here we have our hierarchy of tasks.

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Which we will use.

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To generate lines for our project quotation.

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And here we can add and amend as necessary.

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When our quotation is ready, we can submit this to the workflow.

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Adding any necessary comments.

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And we wait for that.

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To be processed and approved.

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Here we can see our totals.

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Our estimates

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And once.

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It's approved.

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We can see by refreshing.

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We'll send the quotation.

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To the customer.

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We wait for the customer to accept the quotation and then we can confirm it.

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As a woman.

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And finally, after signing the contract, we can transfer our quotation into a project.

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Simply by following the project setup Wizard and then we have our project created directly from the project quotation.

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