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Fundamentals of Project Management & Accounting Microsoft Dynamics 365 Beginner

The Fundamentals of Project Management & Accounting Microsoft Dynamics 365 course equips project accountants, finance analysts, and project managers with skills to streamline project financials, solve inaccurate revenue recognition, and close projects faster. With 73% of organizations using ERP systems like Dynamics 365 for financial management (Microsoft, 2023), this training bridges critical gaps in project cost tracking, billing, and integration with finance workflows.

This course prepares learners for the Microsoft Dynamics 365 Fundamentals (ERP) exam (MB-920), enhancing career pathways in ERP consulting and financial operations. Koenig Solutions provides official vendor-authorized courseware and 30-day lab access, ensuring hands-on mastery of project contracts, revenue recognition, and financial reporting for real-world impact.

8 Hours (1 Days)
Live Online / Classroom
3+ professionals trained

Training Formats & Pricing

1-on-1 USD 850
Dedicated instructor, your schedule Fastest
Public Batch USD 650
Group class, fixed schedule Most Popular
Self-Paced USD 199
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Course Overview

The Fundamentals of Project Management & Accounting Microsoft Dynamics 365 course is designed for functional consultants and finance managers seeking to master project-centric financial operations. This training prepares learners for the MB-310 Dynamics 365 Finance Functional Consultant certification, equipping them with skills to manage project lifecycles. Professionals with these skills are in high demand across consulting and manufacturing industries.

Participants will gain:

Hands-on experience with Dynamics 365 Finance and Project Operations.

Configuration of end-to-end project accounting workflows.

Setup of financial dimensions and cost profiles.

Implementation of revenue recognition models.

This course supports career advancement toward roles such as Dynamics 365 Functional Consultant or Project Operations Specialist, with certified professionals earning median salaries of 110,005 dollars in the U.S., based on 2023 industry salary benchmarks. Koenig Solutions provides official Microsoft courseware and live labs. By mastering these tools, graduates are positioned to lead digital transformation initiatives and drive profitability in project-based organizations.

What You'll Learn

Configure project accounting in Microsoft Dynamics 365 to accurately track costs, revenues, and financial data for your projects, ensuring compliance and better financial control.
Implement billing methods in Microsoft Dynamics 365 Project Operations to streamline invoicing, improve cash flow, and enhance client satisfaction through flexible billing options.
Manage project costs and revenue profiles in Dynamics 365 to gain real-time insights, reduce overruns, and maximize profitability across your projects.
Design comprehensive project plans in Microsoft Dynamics 365 Project Operations to improve scheduling, resource allocation, and project delivery success.
Track project progress and resource utilization in Dynamics 365 to identify bottlenecks early, optimize resource use, and ensure timely project completion.
Optimize revenue recognition using Dynamics 365 Project Operations to comply with accounting standards, improve financial accuracy, and support strategic decision-making.

Prerequisites

Recommended knowledge before taking this course
  • This course requires basic knowledge of financial accounting, basic Project Management concepts, and a working knowledge of Microsoft applications such as Microsoft Excel, Word, and Outlook. It is recommended that learners have prior experience with a basic familiarity of CRM software such as Microsoft Dynamics 365 for Customer Engagement and a basic understanding of financial and Project Management concepts.
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Certification Exam

Everything you need to know about the Fundamentals of Project Management & Accounting Microsoft Dynamics 365 certification exam

Exam Details
Exam Name
Fundamentals of Project Management & Accounting Microsoft Dynamics 365
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Not applicable
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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Fundamentals of Project Management & Accounting Microsoft Dynamics 365 Overview
Master Dynamics 365 Project Operations architecture Navigate project lifecycles: Initiate, Execute, Analyze Apply project-based services across diverse industries Evaluate deployment types and technical architecture Leverage key benefits of Project Operations Integrate Dynamics 365 Finance workflows seamlessly Define project accountant and manager roles Validate knowledge of core project concepts
2
Day 2– Project Sales and Contract Management Mastery
Generate accurate project quotations efficiently Streamline end-to-end project sales processes Define precise billing terms and agreements Execute professional project contract creation Compare fixed price vs. time and material Manage complex retainer-based project contracts Link project contracts to sales quotes Exercise: Map project to sales quote
3
Day 3– Advanced Project Planning and Execution
Build detailed work breakdown structures (WBS) Configure project stages and operational calendars Estimate project labor and operational costs Establish robust project budgets and forecasts Request and assign skilled project resources Optimize enterprise resource scheduling efficiency Monitor and track real-time project progress Update project plans and delivery timelines
4
Day 4– Time, Expense, and Cost Tracking Excellence
Configure automated time tracking for projects Implement standardized expense tracking policies Record accurate time and expense entries Streamline time and expense approval workflows Define strategic project categories for reporting Configure precise cost and revenue profiles Set up essential financial dimensions correctly Lab: Process time and expense approvals
5
Day 5– Project Accounting and Revenue Recognition
Configure accounting for billable project cycles Manage internal project accounting structures Define standard revenue recognition rules Process professional proforma invoicing cycles Generate accurate project invoices automatically Perform detailed project cash flow analysis Review comprehensive project financial statements Analyze utilization and project margin data

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of Fundamentals of Project Management & Accounting Microsoft Dynamics 365 certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the Fundamentals of Project Management & Accounting Microsoft Dynamics 365 certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Dynamics 365 Functional Consultant
  • Project Management and Accounting Consultant
  • ERP Business Analyst
  • Finance and Operations Consultant
  • Project Operations Consultant
  • Dynamics 365 Solution Specialist

Companies Hiring

5,000+
Microsoft Accenture Deloitte Infosys Wipro TCS Capgemini PwC EY KPMG

and 5,000+ organizations worldwide seeking Fundamentals of Project Management & Accounting Microsoft Dynamics 365 certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

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    Carlos R.

    Engineering Manager

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  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
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