1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Working with Advanced project management
  4. Create and manage project quotations

Manage customer interaction

The sales representative manages the customer interaction with regards to the project quotation.


Sales representative Sales representative Start Start Send project quotation to customer Send project quotation to customer Send a project quotation to a customer and update the quotation status from Approved to Sent. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. In the list, mark the selected row. 4. On the Action Pane, click Quote. 5. Click Send WBS quotation. 6. Click OK. Negotiate with customer Negotiate with customer Negotiate the project quotation with the (potential) customer. Register customer response Register customer response As a result of the negotiations with the customer, you can register these responses: Confirm - The customer accepts the project quotation, and the project can be started. Revise - The customer requires changes to the project quotation. Lost quotation - The quotation does not lead to a sale. You can update the status to Lost. This ends the project quotation process. For more information, refer to Update project quotation. End End

Activities

Name Responsible Description

Send project quotation to customer

Sales representative

Send a project quotation to a customer and update the quotation status from Approved to Sent.

Negotiate with customer

Sales representative

Negotiate the project quotation with the (potential) customer.

Register customer response

Sales representative

As a result of the negotiations with the customer, you can register these responses:

  • Confirm - The customer accepts the project quotation, and the project can be started.
  • Revise - The customer requires changes to the project quotation.
  • Lost quotation - The quotation does not lead to a sale. You can update the status to Lost. This ends the project quotation process.

For more information, refer to Update project quotation.

Provide feedback