Convert Oportunity to Project? themurf 2/14/2007 8:42:07 PM I have been looking for a way to convert an Oportunity into a project. Any Oportunity I might close will become a project. All of the tracking emails and other documents need to be associated then with the project. It seems to me there swhould be a way to make a simle conversion from one BCM type to another. Does anyone know how I might do this? If not I suggest that that feature be incorporated. Thanks, Jim

Re: Convert Oportunity to Project? Ed Marmon <unlisted[ at ].com.com> 2/28/2007 4:43:09 AM Is there not an answer to this? Ive created many new opportunities, and they are precipitating many project tasks now, and I'm not sure how to convert an oppty into a project either. How do these two work together? =?Utf-8?B?dGhlbXVyZg==?= <themurf[ at ]discussions.microsoft.com> wrote in news:4D01A297-E3FE-4012-BD45-E998559BDE2E[ at ]microsoft.com: [Quoted Text] > I have been looking for a way to convert an Oportunity into a project. > Any Oportunity I might close will become a project. All of the > tracking emails and other documents need to be associated then with > the project. It seems to me there swhould be a way to make a simle > conversion from one BCM type to another. Does anyone know how I might > do this? If not I suggest that that feature be incorporated. Thanks, > Jim >

Re: Convert Oportunity to Project? "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> 2/28/2007 6:50:05 PM Current version of BCM doesn't allow converting a opp into the project. We have gotten this feature request and added to list of things we are planning to do for next version. Thanks for your feedback. -- Mukesh Agarwal [MSFT] Visit team blog at http://blogs.msdn.com/bcm This posting is provided "AS IS" with no warranties, and confers no rights "Ed Marmon" <unlisted[ at ].com.com> wrote in message news:Xns98E4F1341637Aedmarmailcom[ at ]207.46.248.16... [Quoted Text] > Is there not an answer to this? Ive created many new opportunities, and > they are precipitating many project tasks now, and I'm not sure how to > convert an oppty into a project either. How do these two work together? > > =?Utf-8?B?dGhlbXVyZg==?= <themurf[ at ]discussions.microsoft.com> wrote in > news:4D01A297-E3FE-4012-BD45-E998559BDE2E[ at ]microsoft.com: > >> I have been looking for a way to convert an Oportunity into a project. >> Any Oportunity I might close will become a project. All of the >> tracking emails and other documents need to be associated then with >> the project. It seems to me there swhould be a way to make a simle >> conversion from one BCM type to another. Does anyone know how I might >> do this? If not I suggest that that feature be incorporated. Thanks, >> Jim >> >

Re: Convert Oportunity to Project? Ed Marmon <unlisted[ at ].com.com> 2/28/2007 9:20:54 PM Super. I know you dont release a guaranteed roadmap, but what a good guess as to when the next release will come? I mean a v3.1 which (may?) have things such as this updated, not a v4 which I assume will be late 2007/early 2008 (??) "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> wrote in news:OGJQDl2WHHA.5068[ at ]TK2MSFTNGP03.phx.gbl: [Quoted Text] > Current version of BCM doesn't allow converting a opp into the > project. We have gotten this feature request and added to list of > things we are planning to do for next version. > > Thanks for your feedback. >

Re: Convert Oportunity to Project? S Myers 4/12/2007 9:28:01 PM Any new information on this question???? Seems like it would be common sense to add this feature so as to keep the history from start to finish. Why even bother adding the "Opportunities" at all unless you can convert them to "Projects". "Mukesh Agarwal [MSFT]" wrote: [Quoted Text] > Current version of BCM doesn't allow converting a opp into the project. We > have gotten this feature request and added to list of things we are planning > to do for next version. > > Thanks for your feedback. > > -- > Mukesh Agarwal [MSFT] > Visit team blog at http://blogs.msdn.com/bcm > > This posting is provided "AS IS" with no warranties, and confers no rights > "Ed Marmon" <unlisted[ at ].com.com> wrote in message > news:Xns98E4F1341637Aedmarmailcom[ at ]207.46.248.16... > > Is there not an answer to this? Ive created many new opportunities, and > > they are precipitating many project tasks now, and I'm not sure how to > > convert an oppty into a project either. How do these two work together? > > > > =?Utf-8?B?dGhlbXVyZg==?= <themurf[ at ]discussions.microsoft.com> wrote in > > news:4D01A297-E3FE-4012-BD45-E998559BDE2E[ at ]microsoft.com: > > > >> I have been looking for a way to convert an Oportunity into a project. > >> Any Oportunity I might close will become a project. All of the > >> tracking emails and other documents need to be associated then with > >> the project. It seems to me there swhould be a way to make a simle > >> conversion from one BCM type to another. Does anyone know how I might > >> do this? If not I suggest that that feature be incorporated. Thanks, > >> Jim > >> > > > >

Re: Convert Oportunity to Project? Dean 6/13/2007 3:42:00 AM It would still be helpful if we can at least link an opportunity to a project. This is the part of the work flow which I do not understand: there is function to convert opportunity to quote, but I thought most people would already be sending out quotes during "opportunity stage", otherwise what is the Product and services section for? For recording verbal quotes?! Instead of having that, we'd rather have a "convert to project" function (SugarCRM does exactly that, you might want to take a look). Just my 2 cents worth. "S Myers" wrote: [Quoted Text] > Any new information on this question???? Seems like it would be common sense > to add this feature so as to keep the history from start to finish. Why even > bother adding the "Opportunities" at all unless you can convert them to > "Projects". > > "Mukesh Agarwal [MSFT]" wrote: > > > Current version of BCM doesn't allow converting a opp into the project. We > > have gotten this feature request and added to list of things we are planning > > to do for next version. > > > > Thanks for your feedback. > > > > -- > > Mukesh Agarwal [MSFT] > > Visit team blog at http://blogs.msdn.com/bcm > > > > This posting is provided "AS IS" with no warranties, and confers no rights > > "Ed Marmon" <unlisted[ at ].com.com> wrote in message > > news:Xns98E4F1341637Aedmarmailcom[ at ]207.46.248.16... > > > Is there not an answer to this? Ive created many new opportunities, and > > > they are precipitating many project tasks now, and I'm not sure how to > > > convert an oppty into a project either. How do these two work together? > > > > > > =?Utf-8?B?dGhlbXVyZg==?= <themurf[ at ]discussions.microsoft.com> wrote in > > > news:4D01A297-E3FE-4012-BD45-E998559BDE2E[ at ]microsoft.com: > > > > > >> I have been looking for a way to convert an Oportunity into a project. > > >> Any Oportunity I might close will become a project. All of the > > >> tracking emails and other documents need to be associated then with > > >> the project. It seems to me there swhould be a way to make a simle > > >> conversion from one BCM type to another. Does anyone know how I might > > >> do this? If not I suggest that that feature be incorporated. Thanks, > > >> Jim > > >> > > > > > > >