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    • ES504 – Why ERP Governance Matters More Than Features
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    • ES502 – ERP Architects Must Think Like Product Owners
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      PP103 – Automated PO Confirmation Notifications in D365FO

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    ES504 – Why ERP Governance Matters More Than Features
    ES503 – The Hidden Cost of ERP Technical Debt
    ES502 – ERP Architects Must Think Like Product Owners
    ES501 – Why Most ERP Transformations Fail After Go-Live
    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
    PUR514 – Integrating Purview with Defender XDR, Entra ID, and Power Platform
    ES504 – Why ERP Governance Matters More Than Features
    ES503 – The Hidden Cost of ERP Technical Debt
    ES502 – ERP Architects Must Think Like Product Owners
    ES501 – Why Most ERP Transformations Fail After Go-Live
    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
    D365 F&SCM Project Management and Accounting

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

    Project Management

    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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    Budgeting D365 F&SCM
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    BG505 – Top-Down Budgeting in Dynamics 365 Finance: Real-World Scenarios from Planning to Control (Part-4: Budget Register Entry)

    Introduction With the budget plan finalized and budget control activated, the next step in the…

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    Learn how to configure and implement Budget Control in Dynamics 365 Finance. Prevent overspending, enforce budget rules, and track real-time financial compliance with structured control mechanisms.
    Budgeting D365 F&SCM
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    BG504 – Top-Down Budgeting in Dynamics 365 Finance: Real-World Scenarios from Planning to Control (Part-3: Budget Control)

    Introduction Welcome to Part 3 of our series, "Top-Down Budgeting in Dynamics 365 Finance: Real-World…

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    Learn how to streamline budget planning in Dynamics 365 Finance with workflows, approvals, and automation. Optimize financial management through structured and collaborative budgeting processes.
    Budgeting D365 F&SCM
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    BG503 – Top-Down Budgeting in Dynamics 365 Finance: Real-World Scenarios from Planning to Control (Part-2: Budget Planning)

    Introduction Budget planning is the cornerstone of effective financial management, bridging the gap between strategy…

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    Learn how to set up top-down budgeting in Dynamics 365 Finance, from budget planning to approvals and financial control. Streamline financial processes with structured workflows and automation.
    Budgeting D365 F&SCM
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    BG502 – Top-Down Budgeting in Dynamics 365 Finance: Real-World Scenarios from Planning to Control (Part-1: Basic Budgeting)

    Introduction Effective budgeting is the backbone of an organization’s financial health, ensuring that resources are…

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    Discover how Budgeting in Dynamics 365 Finance streamlines financial planning, forecasting, and budget control with automation, real-time insights, and data-driven decision-making.
    Budgeting D365 F&SCM
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    BG501 – Introduction to Budgeting in Dynamics 365

    Introduction Budgeting is a cornerstone of effective financial management. In today’s fast-paced business environment, organizations…

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    Discover automation options for rebate management in Dynamics 365 SCM, including automatic calculations, financial postings, reporting, and real-time rebate settlements.
    D365 F&SCM Rebate Management
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    RM508 – Unlocking Efficiency: Automation Options for Rebate Management in D365 Supply Chain Management SCM

    Introduction The Rebate Management module in Dynamics 365 Supply Chain Management (SCM) introduces powerful automation…

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    • ES504 – Why ERP Governance Matters More Than Features
    • ES503 – The Hidden Cost of ERP Technical Debt
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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
    • Why Proper Setup Matters
    • Basic Setup
      • Project Calendar
      • Category Groups
      • Line Properties
      • Shared Categories
      • Project Categories
      • Cost Price and Sales Price (Optional)
      • Work Breakdown Structure (WBS) Templates
      • Journal Setup
      • Ledger Posting Profile
        • Cost Account
        • Revenue Account
    • Tips for a Smooth Setup
    • Conclusion

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