Project Management and Accounting Essentials in Microsoft Dynamics 365 FO

This 3-day class Project Management and Accounting in Microsoft Dynamics 365 for Finance and Operations, gives you a fundamental understanding of this module.

Related

Project Management and Accounting Advanced in Microsoft Dynamics 365 FO

Typical participant profiles:

Prerequisites:

Level:

200 (Intermediate).

Introduction
An example of a workflow in D365FO: project creation -> project transactions -> invoicing
Create and maintain projects
Understanding Project types
Project hierarchy
Categories
Project groups
Work breakdown structures (WBS) and WBS templates
Resource management
Time registration
Contracts, essentials
Invoicing and payments
Budgets and forecasts
Quotations
Expense management
Purchase for projects
Production for projects
Finance integration
Parameter setup
Advanced functions and help tools (overview only)
Project inquiries and reports

Not covered in this class:
Advanced topics/advanced level (for this, please refer to our course Project Management and Accounting – Advanced)

We think that your options should be flexible and cost-efficient. Don't pay for services that you don't really need.

Choose between

• Standard – the cost-efficient option
  • Price for this course includes training manuals, training environment, food and beverages during the training.
• All-Inclusive – the hassle-free option
  • All of the Standard benefits as above plus
    • Transport service from and to the airport, hotel accommodation, other meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)

Standard

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge. Your training environment is available 24 hours a day even outside the classroom, should you want to study outside normal class hours.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world-class technical instructor and solution architect with loads of real-life technical experience in D365FO, D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Morning break
•Sumptuous lunch buffet of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits throughout the day.

(Actual offerings and vary depending on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation

All-Inclusive

As above Standard plus

• Transport service from and to the airport
• Superior hotel room accommodation within walking distance of the training location
• Meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)

Methodology

On top of our training methodology, Problem-Principle-Procedure, we apply a proven track to ensure a successful certification exam training:

• GateQuiz – to align skills level and suggest pre-study
• Pre-training webinar – meet the instructor and get ready
• The training class itself – plenty of hands-on in-class and optional homework

Courseware / training materials used

This course includes all or part of the topics of below listed Microsoft Courseware