Microsoft Dynamics 365 Business Central : Introduction to Project Management Course Overview

Microsoft Dynamics 365 Business Central : Introduction to Project Management Course Overview

The "Microsoft Dynamics 365 Business Central: Introduction to Project Management" course is an essential training program for individuals looking to leverage the comprehensive project management features within the Business Central platform. The course is structured to provide a deep dive into managing projects effectively using the platform's tools.

Module 1 offers an overview of the project management capabilities, setting the stage for more detailed learning.

In Module 2, learners will explore the Managing of Jobs, gaining skills in creating jobs, Utilizing Resources, Managing Time Sheets, Budgeting, Recording Job Usage, and Managing Job Supplies.

Module 3 delves into WIP Methods, teaching participants to understand different work-in-progress methods, monitor job progress and performance, and handle Job Invoicing.

By the end of this course, those who engage in Microsoft Dynamics training and Business Central training will be equipped with practical skills to manage projects efficiently within the Business Central environment, preparing them for successful project execution and management.

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Course Prerequisites

To ensure that participants have the best learning experience and are able to grasp the concepts in the Microsoft Dynamics 365 Business Central: Introduction to Project Management course effectively, the following minimum prerequisites are recommended:


  • Basic understanding of business processes and project management concepts.
  • Familiarity with basic accounting principles and financial operations within a business.
  • Working knowledge of Microsoft Dynamics 365 Business Central or experience with other ERP software is helpful, but not mandatory.
  • General proficiency with computers and navigating software applications.
  • Ability to use Microsoft Office applications, particularly Excel, for data analysis and reporting tasks.

These prerequisites are intended to provide a foundation that will help students to fully engage with the course content and apply the lessons to practical scenarios. No prior technical expertise in software development or advanced IT skills are required to undertake this course.


Target Audience for Microsoft Dynamics 365 Business Central : Introduction to Project Management

This course provides foundational knowledge in managing projects using Microsoft Dynamics 365 Business Central, tailored for professionals in project management and accounting.


  • Project Managers
  • Project Coordinators
  • Project Analysts
  • Accountants and Financial Analysts involved in project accounting
  • IT Professionals seeking to learn about project management features within Dynamics 365 Business Central
  • Business Analysts looking to understand the software's project management capabilities
  • Operations Managers overseeing project-based work
  • Dynamics 365 Consultants and Implementers
  • ERP Specialists seeking to expand their knowledge in Dynamics 365 Business Central's project modules
  • Professionals in construction, engineering, IT services, and consulting firms where project management is crucial


Learning Objectives - What you will Learn in this Microsoft Dynamics 365 Business Central : Introduction to Project Management?

Introduction to Course Learning Outcomes

Gain foundational knowledge and skills to manage projects efficiently in Microsoft Dynamics 365 Business Central, covering job creation, resource allocation, budgeting, work in progress, and performance monitoring.

Learning Objectives and Outcomes

  • Understand the core concepts of project management within Dynamics 365 Business Central.
  • Learn how to set up and create new jobs for project tracking.
  • Master the allocation and management of resources for various projects.
  • Utilize Time Sheets effectively to record and manage project time.
  • Develop skills to create, maintain, and manage job budgets.
  • Record and monitor usage accurately for job costing and analysis.
  • Manage supplies and inventory associated with specific jobs.
  • Comprehend various Work in Progress (WIP) methods and their applications.
  • Monitor job progress and evaluate project performance effectively.
  • Learn to invoice jobs and manage cash flow related to project work.

Technical Topic Explanation

Managing of Jobs

Managing jobs in technology involves overseeing and coordinating the tasks and workflows within a team or project to ensure efficient execution and completion of objectives. This process includes planning, assigning responsibilities, tracking progress, and evaluating performance. Effective job management helps organizations align their resources with their strategic goals, optimize productivity, and enhance collaboration among team members. Employing specific management tools and methodologies can also support this function, ensuring that projects remain on schedule and within budget while accommodating any necessary adjustments in real-time.

Job Invoicing

Job invoicing involves the process of creating and sending an invoice to request payments for services rendered or products provided as a part of a job or project. This document specifies the work completed, details costs, and sets terms for payment. It's crucial for businesses to manage job invoicing efficiently to ensure timely payments and maintain cash flow. Using systems like Microsoft Dynamics 365 can streamline this task through automation, enhancing accuracy and reducing manual efforts. Training in Microsoft Dynamics AX, or other Dynamics systems, helps professionals manage invoicing more effectively within integrated business environments.

Utilizing Resources

Utilizing resources effectively in a professional setting involves strategically optimizing the use of tools, personnel, and time to maximize productivity and achieve organizational goals. This includes the management of financial resources, human capital, and technological assets. In technology, for example, leveraging advanced systems and software like Microsoft Dynamics 365 enhances operational efficiency. Training in Microsoft Dynamics AX online or engaging in Dynamics 365 training can significantly enhance skills, enabling professionals to better configure and use these systems to manage business processes, data, and relationships more effectively.

Managing Time Sheets

Managing time sheets involves tracking and recording the amount of time an employee spends on different tasks and projects. This process helps in ensuring accurate payroll processing, improving work efficiency, and managing project costs effectively. Time sheets can be managed manually or through software. Using tools like Microsoft Dynamics 365 for Time Management ensures precision and integrates this data with other business functions for comprehensive work management and reporting.

Budgeting

Budgeting is a process where businesses and individuals prioritize their spending by planning future income and expenses over a set period. This helps in allocating resources efficiently, ensuring that funds are available for necessary projects and investments while saving for future needs. Effective budgeting is critical for managing finances responsibly and can be significantly enhanced by mastering tools like Microsoft Dynamics 365. Dynamics 365 training provides hands-on experience, equipping professionals with the skills needed for accurate financial planning, forecasting, and analysis. Learning Microsoft Dynamics 365 can streamline budgeting processes, making them more precise and less time-consuming.

Recording Job Usage

Recording job usage involves tracking and documenting the resources and time utilized for specific tasks or projects within a business process or software system. This is crucial in environments like Microsoft Dynamics 365, where understanding resource allocation and optimizing operations are key. Properly recording job usage helps in analyzing performance, improving efficiency, and managing costs effectively. This data collection is instrumental in refining processes, forecasting, and making informed decisions, especially when leveraging sophisticated systems in dynamics training and Microsoft Dynamics AX training online.

Managing Job Supplies

Managing job supplies involves overseeing the procurement, storage, and distribution of materials and resources necessary for specific tasks or projects. It requires effective coordination to ensure timely availability while minimizing waste and costs. The management process includes tracking inventory levels, predicting future needs based on project timelines, and maintaining relationships with suppliers to secure quality goods at optimal prices. Crucial to this management is the use of advanced tools like Microsoft Dynamics 365, which helps streamline these processes through automation and real-time data insights, enhancing overall efficiency and decision-making in supply chain operations.

Target Audience for Microsoft Dynamics 365 Business Central : Introduction to Project Management

This course provides foundational knowledge in managing projects using Microsoft Dynamics 365 Business Central, tailored for professionals in project management and accounting.


  • Project Managers
  • Project Coordinators
  • Project Analysts
  • Accountants and Financial Analysts involved in project accounting
  • IT Professionals seeking to learn about project management features within Dynamics 365 Business Central
  • Business Analysts looking to understand the software's project management capabilities
  • Operations Managers overseeing project-based work
  • Dynamics 365 Consultants and Implementers
  • ERP Specialists seeking to expand their knowledge in Dynamics 365 Business Central's project modules
  • Professionals in construction, engineering, IT services, and consulting firms where project management is crucial


Learning Objectives - What you will Learn in this Microsoft Dynamics 365 Business Central : Introduction to Project Management?

Introduction to Course Learning Outcomes

Gain foundational knowledge and skills to manage projects efficiently in Microsoft Dynamics 365 Business Central, covering job creation, resource allocation, budgeting, work in progress, and performance monitoring.

Learning Objectives and Outcomes

  • Understand the core concepts of project management within Dynamics 365 Business Central.
  • Learn how to set up and create new jobs for project tracking.
  • Master the allocation and management of resources for various projects.
  • Utilize Time Sheets effectively to record and manage project time.
  • Develop skills to create, maintain, and manage job budgets.
  • Record and monitor usage accurately for job costing and analysis.
  • Manage supplies and inventory associated with specific jobs.
  • Comprehend various Work in Progress (WIP) methods and their applications.
  • Monitor job progress and evaluate project performance effectively.
  • Learn to invoice jobs and manage cash flow related to project work.