Target group

This training is intended for implementation consultants who will be using the Project Management and Accounting module and for (Core) users of organisations using the Project Management and Accounting module.

Description

The participant will learn to use the basics of the Project Management and Accounting module in D365FO:

  • Setting up the module
  • Creating and managing the project process
  • Analysing and reporting project transactions

The training will also focus on the integration between the project module and general ledger posting.

Preliminary knowledge

The training Microsoft Dynamics 365 for Finance and Operations Fundamentals (DO-INT)

The training Microsoft Dynamics 365 Finance I training (DO-FF1)

Contents

  • Introduction to projects
  • Main features of the project module in D365FO
  • Design of the module
  • Integration with the general ledger
  • Quotations and contracts
  • Creation of projects
  • Project budget and forecast
  • Project transactions
    • Purchase
    • Article requirements
    • Invoicing
    • Service subscriptions in projects
    • Turnover distribution
  • Closing a project
  • Analysis and reporting in the project module
  • Corrections