web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Unable to link a Sales...

Finance | Project Operations, Human Resources, ...

Unanswered

Unable to link a Sales Opportunity Owner once converted to a Project

(0) Share

Report

Report

Posted on by EC-27040907-0

2

Hi,

My company used Project Operations and I am trying to work out how they manage to compensate their sales staff when there is no link (that I can find) between the Opportunity Owner (so as at Qualify Stage) once it becomes a Project (they close win the Quote (Propose Stage) when a PO is received and then move it to Order (Contract Stage) - after this, the sales person no longer has visibility and I am unable to link the net value field on the project invoice section back to the owner of the opportunity.

Does anyone have an idea how I can relate back?

thanks

All responses Img

All responses (0)

Answers Img

Answers (0)

Join the conversation

Helpful resources

Quick Links

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1

Martin Dráb 511 Most Valuable Professional

#2

André Arnaud de Cal... 426 Super User 2026 Season 2

#3

CU-1234529-002 159

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans