Reimagine Project Quotes with Enhanced Experience and Time Phased Estimates in Dynamics 365 Project Operations
Project quotations in Dynamics 365 Project Operations allow users to create and manage detailed estimates for customers before a project begins. The recent update focuses on improving the user experience, leveraging new platform capabilities, and simplifying interactions when creating and managing quotes. The update includes enhancements to the quote form, such as a consolidated summary tab for financial insights and a project lines tab for detailed control over quote lines and estimates. The update also introduces time phasing of project estimates, allowing users to spread estimated costs and revenue over time. These enhancements aim to streamline the quoting process, provide better visibility into financial details, and enable more accurate tracking of sales and cost price fluctuations.
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