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.