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Estimation

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Posted on by BZ-03050753-0

What is the best practice for estimating any inquiry from customers that need a project that covers material, resources, and equipment?
any standard feature can be used.

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Dynamics 365 Business Central

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Ben Baxter 5,819 Super User 2025 Season 1 on at

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Estimation

Within Business Central, the best functionality for estimating and tracking a project is the Jobs module, which may be renamed Projects in the future. It allows you to define the Tasks required and then you associate the labor, materials, subs, expenses, etc. per Task. You can use that Estimate to create a Job Quote to the customer. Once accepted you can track your actual costs against the same project to see how you compare to your Estimate. This gives you a tool to analyze and improve on your estimating going forward.

There are a lot of moving pieces within Jobs, so I would strongly encourage you to reach out to your Partner for more information on how to apply the capability to your business.

P.S. If this was helpful, please mark it as a Verified Answer to help other Users on the forum.

Best Regards,

Ben Baxter

Accent Software Inc
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Gerardo Rentería Ga... 19,937 Most Valuable Professional on at

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Estimation

Hi

If the question is directed at how to estimate the implementation of a project with a certain scope, I will give you a couple of links that I hope will help you or give you some ideas.

Here is a methodology for Dynamics implementations. Microsoft Dynamics Sure Step Methodology: A Complete Guide

Additionally, I found this page that can surely help you get some idea of the scope. Price Calculator: D365 Business Central Implementation - Encore Business Solutions

BR

GR
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Judy Microsoft Employee on at

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Estimation

Hi, the planning system in business central can calculate either Master Production Schedule (MPS) or Material Requirements Planning (MRP) on request, or both at the same time.

The reference MS document:

https://learn.microsoft.com/en-us/dynamics365/business-central/production-how-to-run-mps-and-mrp

Hope it helps.