Webinar:
Expert Session - Projects in Business Central Masterclass
1 Days / Medium
Calendar
| Date | Price | ||
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| Webinar | 14/04/2026 (15:00 - 17:00 CET/CEST) | € 0,00 | |
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Location: Live Virtual Training Date: 14/04 Price : € 0,00 |
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What is covered by this Business Central webinar?
Join our guest speaker, Renato Fajdiga (Business Central MVP), on an exciting journey into the Dynamics 365 Business Central Project Management module (a.k.a Jobs module), where we'll unlock features and capabilities to streamline your project workflows. Together, we'll explore everything from the basics of setup to the integration with sales, purchasing, resource scheduling and advanced work-in-process features that will help you in financial reporting.
Overview of session objectives and what Projects module in Business Central is.
We will dive into:
- Master data needed for successful project planning, what is the setup behind to support project transactions and what documents and journals users have available in Projects module.
- Defining project tasks and scheduling resources are crucial for each project, which allows for meticulous planning and allocation of both human and material resources.
- Managing and monitoring finances is another critical feature, enabling project managers to set up, track, and control project finances, ensuring that projects remain within budgetary constraints. Calculate your WiP to estimate your financials of the project and have better insights into financial statements of the project.
- Monitor which human and material resources are used for which task and pay attention on their work schedule, time sheets, etc.
- Invoice your customers for delivered project phases and resource consumption based on agreed deliverables.
- Integration with purchasing module will provide robust features for managing project supplies, ensuring that all necessary materials and services are accounted for and utilized effectively.
Who should take this course?
Business Central consultants who need to gain a solid understanding of the Project Management module.