How to do split billing in Microsoft Dynamics 365 Project Operations

October 26 2020

Often there is a need to split a bill for a project so it can be paid by two parties. For example, if we are executing a project and there are two organizations funding it jointly, they can decide on who should pay what percentage of the bill.

Project Operations comes with a functionality known as split billing to give you the ability to meet these customer needs. The following steps illustrate how to achieve that.

Step 1:

Login to your Project Operations CE environment.

Step 2:

Create an Opportunity by Navigating to Sales-->Opportunities Module and by clicking on +New button from Ribbon control.

Step 3:

Create a Quote, by clicking on the Quote Tab and then click on +New Quote as shown in the screenshot below:

A Quote filled with all the details from the opportunity form is created.

Step 4:

About Kuldeep Gupta

Kuldeep Gupta is a Microsoft MVP and serves as Project Delivery Head at CloudFronts Technologies Pvt. Ltd. and manages our PMO department. As Project Delivery Head, Kuldeep is responsible for delivering complex Projects and working with global teams. His deep technical expertise along with working knowledge of various project methodologies, allows Kuldeep to address project challenges creatively.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts’ commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-https://www.cloudfronts.com/customer-success/

Stay updated on our LinkedIn page: https://www.linkedin.com/company/cloudfronts/

More about Kuldeep Gupta