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    • GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)
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    • GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)

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    GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)
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    PUR515 – From Compliance to Confidence: Designing a Microsoft Purview Operating Model for the Enterprise
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    PUR513 – Securing Microsoft 365 Copilot and AI Data with Microsoft Purview
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    GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)
    PUR516 – Microsoft Purview: Real-World FAQs, Answers, and Expert Insights
    PUR515 – From Compliance to Confidence: Designing a Microsoft Purview Operating Model for the Enterprise
    PUR514 – Integrating Purview with Defender XDR, Entra ID, and Power Platform
    PUR513 – Securing Microsoft 365 Copilot and AI Data with Microsoft Purview
    PUR512 – Smart Compliance: Using Activity Explorer, Content Explorer, and Compliance Manager Together
    PUR511 – Audit Everything, Investigate Anything: The Role of Microsoft Purview Audit
    PUR510 – Lifecycle Management Made Simple: Retention, Records, and Disposal in Microsoft 365
    D365 F&SCM Project Management and Accounting

    PM509 – Fixed Price Projects: Percentage Completed in Dynamics 365 Finance Project Management and Accounting

    Project Management

    Introduction Managing Fixed Price Projects requires precision and control, particularly when billing and revenue recognition…

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    D365 F&SCM Project Management and Accounting
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    PM508 – How to Manage Time and Material (WIP) Projects in D365 Finance Project Management and Accounting

    Introduction In today's fast-paced business environment, effectively managing Time and Material (T&M) projects is crucial…

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    D365 F&SCM Project Management and Accounting
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    PM507 – How to Manage Time and Material (NO WIP) Projects in D365 Finance Project Management and Accounting

    Introduction In today's fast-paced business world, managing Time and Material (T&M) projects effectively is crucial…

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    D365 F&SCM Project Management and Accounting
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    PM506 – Understanding the Project Lifecycle Workflow in Dynamics 365 Finance – Project Management and Accounting

    Introduction The attached workflow represents the structured Project Lifecycle in Dynamics 365 Finance - Project…

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    D365 F&SCM Project Management and Accounting
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    PM505 – Project Contracts: Driving Project Success with Financial Control in Dynamics 365

    Introduction In today’s fast-paced business landscape, the ability to manage projects efficiently and align them…

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    D365 F&SCM Project Management and Accounting
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    PM504 – Comprehensive Guide to Setting Up Project Stages and Rules in Dynamics 365 Finance

    Introduction In Dynamics 365 Finance - Project Management and Accounting, configuring project stages and rules…

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    D365 F&SCM Project Management and Accounting
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    PM503 – Setting Up the Basics for Project Management and Accounting in D365 Finance

    Introduction To unlock the full potential of Project Management in Dynamics 365 Finance, it’s crucial…

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    D365 F&SCM Project Management and Accounting
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    PM502 – Understanding Project Management and Accounting Project Types in D365 Finance: Use Cases, Billing, and Best Practices

    Introduction Microsoft Dynamics 365 Finance offers six distinct project types that cater to diverse business…

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    Budgeting D365 F&SCM
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    BG507 – Mastering Periodic Tasks in Dynamics 365 Finance: Purpose, Use Cases, and Examples

    Introduction Periodic tasks in Dynamics 365 Finance play a crucial role in ensuring that your…

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    Budgeting D365 F&SCM
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    BG506 – Budget Reporting Options in Dynamics 365 Finance: Use Cases and Examples

    Introduction Dynamics 365 Finance provides various reporting tools tailored for different stages of the budgeting…

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    • SB506 – Setting Up Recurring Contract Billing for a SaaS CRM Model in D365 Finance
    • CP112 – ✨ Copilot in Microsoft Whiteboard: Transforming Visual Collaboration with AI
    • PM501 – Introduction to Project Management and Accounting in D365 for Finance
    • PM507 – How to Manage Time and Material (NO WIP) Projects in D365 Finance Project Management and Accounting
    • DM501 – Using the Composite Inbound ASN V3 Entity in D365FO: A Step-by-Step Guide to Create Inbound Loads via Data Projects (Part-1)
    • DM502 – Simplifying the Inbound ASN V3 XML Process: Converting Excel Data to XML for Non-Technical Users (Part-2)

    Table of ContentsToggle Table of ContentToggle

    • Introduction
    • Scenario in Focus
    • Project lifecycle
    • Initiate Project
      • Create, Send and Confirm Quotation
      • Create Project Contract
      • Create Project and WBS
      • Create Project Forecasts and Budget
        • Setup Forecast
        • Setup Budget
      • Assign Worker and Category
        • Assign Resources
        • Assign Categories
      • Other:  Setup Project Contract Billing Rules
    • Execute Project
      • Manage WBS
      • Record Work
      • Manage Project Budget and Forecast
        • Manage Budget
        • Manage Forecast
      • Procure Product and Services
      • Process Project Invoices
      • Recognize Revenue & Capitalize costs
        • Revenue Recognition:
        • Capitalization of Costs:
      • Close
    • Analyze Project
      • Analyze Cash Flow
      • Review Costs
      • Analyze Performance
      • Review Invoices
      • Analyze Utilization
    • Conclusion

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