Sales Quote to Project Contract in D365 Project Ops​

Last Updated 21 Jan 2026

Overview

This course covers the end-to-end process of converting a sales quote into a project contract in Dynamics 365 Project Operations, ensuring accurate scoping, pricing, and project setup.

Duration - 30 Minutes

Level - Intermediate

Style - Self paced

Course Type - Tech Deal Ready

Certification - No

Hands on Labs - No

Solution Areas - AI Business Process, Innovate with Low Code AI and Agents

Scenario

Sales Quote to Project Contract in D365 Project Ops

This module focuses on configuring and executing the quote-to-contract workflow, validating data, and generating project contracts ready for delivery and billing.

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