#13 - D365 Project Operations Advent Calendar: How to enhance Quote Quality with Project Estimates

Dynamics 365 Project Operations

Project Estimates can impact quotations and contracting in Project Operations.
Quotes can be enriched with a detailed Project Plan created by the future Project Manager.
Quotes can be connected to new or existing Projects at the Quote Line level.
Resource Roles are crucial for cost and sales estimation on Quotes.
Project Managers can create detailed Project Plans with named Resources and placeholders.
Estimations from the Project Manager can be imported to the Quote Line for cost and sales estimates.
Not-to-exceed limits and budget tracking can be set at the Quote Line and Quote level.
Quotes can be split with multiple customers, with billing and limits split accordingly.

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