Project Management Accounting Microsoft Dynamics 365 Operations Course Overview

Project Management Accounting Microsoft Dynamics 365 Operations Course Overview

The Project Management Accounting Microsoft Dynamics 365 Operations course is designed to provide comprehensive training on project management within the Dynamics 365 for Finance and Operations environment. It is tailored for professionals who aim to master the project management and accounting features of Microsoft Dynamics 365.

Starting with Module 1, learners are introduced to the basics of project-based services and managing projects across industries, setting the foundation for understanding the diverse applications of Dynamics 365 Project Operations. As they progress to Module 2, students explore the project lifecycle, quotations, and contract capabilities, gaining insights into the initial stages of project management.

Module 3 delves into managing and implementing projects, covering funding types and project creation. Module 4 focuses on project planning and execution, including work breakdown structures and invoicing. Subsequent modules such as Module 5 and Module 6 cover the intricacies of project expense management and budget forecasting, respectively.

As learners move through the course, they encounter advanced topics like project tracking, resource management, and intercompany processes. Each module is designed to enhance learners' skillset, enabling them to efficiently manage and analyze projects, handle billing and payments, and understand the nuances of project procurement, manufacturing, and advanced accounting.

By the end of the course, participants will have a thorough understanding of Dynamics 365's capabilities for project management and accounting, preparing them to optimize business operations and contribute to their organization's success.

Koenig's Unique Offerings


1-on-1 Training

Schedule personalized sessions based upon your availability.


Customized Training

Tailor your learning experience. Dive deeper in topics of greater interest to you.


4-Hour Sessions

Optimize learning with Koenig's 4-hour sessions, balancing knowledge retention and time constraints.


Free Demo Class

Join our training with confidence. Attend a free demo class to experience our expert trainers and get all your queries answered.

Purchase This Course


  • Live Online Training (Duration : 24 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • date-img
  • date-img

♱ Excluding VAT/GST

Classroom Training price is on request

  • Live Online Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

Request More Information

Email:  WhatsApp:

Winner of the Microsoft’s Asia Superstar Campaign in FY 22

Course Prerequisites

Certainly! The Project Management Accounting Microsoft Dynamics 365 Operations course is designed to provide comprehensive training on the financial and project management capabilities of Dynamics 365. For potential learners to get the most out of this course, the following prerequisites are recommended:

  • Basic understanding of accounting principles and financial operations.
  • Familiarity with project management concepts and terminology.
  • Exposure to Microsoft Dynamics 365 or other ERP systems is beneficial, but not mandatory.
  • General knowledge of business processes within project management and accounting.
  • Proficiency in using Microsoft Office applications, particularly Excel.
  • Basic computer literacy and navigation skills within a Windows environment.

Remember, these prerequisites are intended to ensure that you have a foundational understanding that will help you to effectively absorb the course material. They are not meant to deter you from pursuing your educational goals. If you have a willingness to learn and a commitment to developing your skills, this course can be a valuable step in your professional journey.

Target Audience for Project Management Accounting Microsoft Dynamics 365 Operations

Project Management Accounting with Microsoft Dynamics 365 Operations is designed to enhance the skills of professionals in managing finance and projects within Dynamics 365.

  • Project Managers looking to integrate financial management into their project workflows
  • Financial Analysts interested in specializing in project-based financial analysis within Dynamics 365 environments
  • Accountants aiming to leverage Dynamics 365 for project accounting and budgeting
  • IT Professionals who are responsible for implementing and maintaining Dynamics 365 Project Operations
  • Operations Managers seeking to optimize project planning, execution, and financial tracking
  • Business Analysts who analyze project data and financials for better decision-making
  • Project Controllers responsible for project budgeting, costing, and financial reporting
  • Dynamics 365 Consultants who advise on best practices for finance and operations within the platform
  • ERP Specialists focusing on integrating project management and accounting systems
  • Finance Managers overseeing the financial aspects of projects in Dynamics 365 Operations
  • Solution Architects designing Dynamics 365 solutions for project management and accounting
  • Project Coordinators assisting in the management of project financials and operations
  • Systems Accountants who are tasked with the setup and configuration of financial systems within Dynamics 365
  • CFOs and Finance Directors of organizations that run project-based operations and use Dynamics 365
  • Cross-functional team members involved in project execution and interested in understanding financial implications
  • Management Consultants providing strategic advice on project financial management within Dynamics 365 environments

Learning Objectives - What you will Learn in this Project Management Accounting Microsoft Dynamics 365 Operations?

Introduction to Course Learning Outcomes:

Gain proficiency in the financial aspect of project management using Microsoft Dynamics 365 Operations, covering project lifecycle, accounting, budgeting, and advanced analytics.

Learning Objectives and Outcomes:

  • Understand the integration of project-based services within the Dynamics 365 ecosystem and manage projects across various industries.
  • Learn the project lifecycle phases, including the creation and management of project quotes and contracts.
  • Acquire skills to implement different project types and funding arrangements within Finance and Operations.
  • Develop proficiency in creating and managing Work Breakdown Structures (WBS) and understanding project invoicing and billing rules.
  • Configure and manage the Expense Management module and understand the process of managing and reporting expenses, including intercompany expenses.
  • Allocate project budgets, create forecast models, and handle the transfer of project budgets at the fiscal year-end.
  • Perform project completion tasks, including cash flow and utilization analysis, and review project financial statements.
  • Gain insights into advanced project tracking, budgeting and forecasting, and resource management.
  • Understand the intricacies of project contracts, billing, payment, and advanced invoicing techniques.
  • Explore the procurement, manufacturing, and intercompany aspects of project management, and learn advanced accounting, analysis, and costing for projects.