Create projects in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Budgeting Courses

Course Description

Overview

Module 1: Do you want to learn how to create a new job in Microsoft Dynamics 365 Business Central? This module discusses how to enter all important information on the job card.

In this module, you will:

Create a new job in Business Central.
Configure the posting fields for a job.
Enter information about the job time frame.
Copy a job.

Module 2: Do you want to learn how to assign tasks to a job in Business Central? In this module, you will learn how to create job task lines, which are necessary to post to a job.

In this module, you will:

Learn how to structure a job with job task lines.
Set up job task lines.
Group several job tasks.
Copy job task lines.

Module 3: Do you want to know how to plan resources and items for a job? If so, this module explains how to create job planning lines and how to budget a job.

In this module, you will:

Set up job planning lines.
Budget resources and items.
Reserve items on job planning lines.

Module 4: Do you want to know how to set up jobs for customers in foreign currencies? This module explains how to assign currencies to a job and how to specify the exchange rate calculation for costs and prices.

In this module, you will:

Learn about the available options for setting up jobs in foreign currencies.
Assign currencies to a job.
Specify the exchange rate calculation for costs and prices.

Syllabus

Module 1: Create a new job in Dynamics 365 Business Central

Introduction
Copy a job
Check your knowledge
Summary

Module 2: Set up job task lines in Dynamics 365 Business Central

Introduction
Copy job task lines
Check your knowledge
Summary

Module 3: Set up job planning lines in Dynamics 365 Business Central

Introduction
Set up a job with lump sums
Split planning lines
Change dates
Exercise - Plan a new job
Check your knowledge
Summary

Module 4: Set up jobs in foreign currencies in Dynamics 365 Business Central

Introduction
Set up the exchange rate calculation for a job
Check your knowledge
Summary

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