Project Quotation accelerator for Dynamics 365 Finance and Operations
Streamline your project quote process and align project management and sales
The Project Quotation accelerator alleviates the following challenges in using standard Microsoft Dynamics 365 Finance and Operations functionality:
The integration and subsequent transfer of project quotation information from the sales agreements and project modules is manually carried out; quotation establishment can only be done through the sales price and for services (hours, expenses);
prices are set up in the Project module; items are retrieved from sales trade agreements, plus it isn’t possible to set a total or line discount when preparing quotes.
This lack of integration and flexibility affects productivity and efficiency in managing the commercial side of projects.