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Dynamics 365 Project Management & Accounting – Course Scope
Comprehensive Hands-On Training for Project Management & Accounting in Dynamics 365 Finance
This course offers practical, hands-on training across all modules within Project Management & Accounting in Dynamics 365 Finance. Participants will gain in-depth knowledge and skills to effectively manage projects, resources, and financial transactions using Dynamics 365.
📌 Course Focus
• Interactive training covering all essential modules
• Real-world scenarios and guided exercises
• Emphasis on system configuration and operational efficiency
🧩 Module 1: Workspaces Overview
• مفهوم Workspaces في Dynamics
• Project Manager Workspace
• Accounting Workspace
• KPIs & Dashboard Navigation
Outcome: Understand how to monitor projects using dashboards
📁 Module 2: Projects
• Project Creation & Types
• Project Groups
• Work Breakdown Structure (WBS) and Budget
• Project Categories
Outcome: Ability to create and structure projects
👥 Module 3: Project Resources
• Resource Setup
• Assigning Workers to Projects
• Resource Cost & Rates
• Capacity Planning
Outcome: Manage project teams and costing
📦 Module 4: Item Tasks
• Item Requirements in Projects
• Linking Inventory to Projects
• Item Consumption
• Project Item Forecast
Outcome: Handle materials within project execution
⏱️ Module 5: Timesheets
• Timesheet Entry
• Approval Workflow
• Hour Costing
Outcome: Track employee effort and cost
💳 Module 6: Transactions
• Hour Transactions
• Expense Transactions
• Item Transactions
• Fee Transactions
Outcome: Understand all financial postings in projects
🧾 Module 7: Project Invoices
• Invoice Proposals
• Billing Methods (Fixed, T&M)
• Milestone Billing
• Posting Invoices
Outcome: Generate and manage project billing
💼 Module 8: Quotations
• Project Quotations Setup
• Estimation & Costing
• Converting Quotation to Project
Outcome: Handle pre-sales project lifecycle
🏛️ Module 9: Grants (Optional)
• Grant Management Basics
• Funding Sources
• Budget Control for Grants
Outcome: Understand public sector/project funding
📒 Module 10: Journals
• Hour Journals
• Expense Journals
• Item Journals
• Posting & Validation
Outcome: Manual financial control over projects
📊 Module 11: Inquiries and Reports
• Project Reports
• Cost Control Reports
• Profitability Analysis
• Real-Time Inquiry
Outcome: Analyze project performance
🔄 Module 12: Periodic Processes
• Accruals
• Revenue Recognition
• Period-End Closing
• WIP Processing
Outcome: Handle monthly financial closing
⚙️ Module 13: Setup (VERY IMPORTANT 🔥)
• Project Parameters
• Posting Setup
• Cost Categories
• Project Groups Configuration
Outcome: Full system configuration capability
🎯 Final Outcome of Course
Upon completion, participants will possess the skills to fully manage projects, configure system parameters, oversee financial transactions, and analyze project performance within Dynamics 365 Finance. The course is designed to ensure learners are job-ready and confident in applying their knowledge to real-world project management scenarios.
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Dynamics 365 Project Management & Accounting – Course Scope
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هذا المجتمع مخصص لمتخصصي أنظمة تخطيط الموارد، والاستشاريين والمحاسبين وأصحاب الأعمال الراغبين في احتراف نظام مايكروسوفت دينامكس 365 ERP .
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