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Unlocking Business Excellence Through Dynamics 365

Unlocking Business Excellence Through Dynamics 365

Experience the transformative power of Microsoft Dynamics 365 Project Operations. Delve with us into the deep capabilities of Dynamics 365 Project Management and learn how to elevate project execution. maximize profitability. and streamline supply chain operations.

WEBINAR AGENDA & INTRODUCTION TO THE SOLUTION CONSULTING

Get to know us, our expertise with Microsoft products, our approach to Digital Transformation, our accomplishments in brief, and our vision for businesses in 2023.

AN OVERVIEW OF MICROSOFT DYNAMICS 365

Get a brief idea of Microsoft Dynamics entire suite of solutions and how they enable hyperconnected businesses through automation, agility, and valuable insights, along with the phenomenal Power Platform for unified data and intelligence.

QUICK OVERVIEW OF PREVIOUS SESSIONS

A quick glimpse into our previous sessions from this webinar series and a link to their recording source.

WHY PROJECT OPERATIONS IS CRITICAL FOR YOUR BUSINESS?

An overview of how industries across the world are increasingly inching towards a project-based approach to leverage the advanced capabilities of project management and the benefits that come with it. Discover how Project Operations in today’s business landscape can better position your organization for success.

BRIEF WALKTHROUGH OF D365 FINANCE

A quick rundown of the user interface and workspaces of D365 F&O, a cloud-based environment.

PROJECT MANAGEMENT AND ACCOUNTING MODULE

A brief overview of the key concepts and steps that come under Project Management and Accounting: Project Creation, Definition of WBS and Budget, Resource Scheduling, Project Expense/Cost Booking, and Capitalization of Project.

PROJECT CLASSIFICATIONS

Form a deeper idea of the Types of Projects, Project Groups and Categories, Fixed Projects (WIP) and the different concepts that come under each.

WORK BREAKDOWN STRUCTURE | COST ESTIMATES | BUDGET CONTROL

Defining the WBS is crucial in setting the budget and estimating the cost for a particular project. Learn more about setting up Budget Control, both Category-wise and Activity-wise and also about the Budget Control Sources.

RESOURCE SCHEDULING

This system lets you seamlessly manage and allocate employees and contractors by tracking their project calendars. Find out how planners can effectively schedule resources as per real-time availability.

ITEM TASK

Find out the different types of Item Tasks that form the complete process flow across the timeline of a project: Sales Order, Purchase Order, Production Order, Purchase Requisition, RFQ, Sales Agreement, and Purchase Agreement.

PROJECT COST

Explore the ways in which Cost can be booked through a simple walkthrough.

PROJECT-CONTRACT/ BILLING RULE & REVENUE RECOGNITION

Glean insights on creating different milestones in fixed-price projects and the different billing rules. Find out the various factors involved in the Revenue Recognition process.

INVESTMENT PROJECTS

A brief walkthrough of Investment Projects, the steps and processes involved, Project Balances, Investment Recognition, and Elimination Process.

TIME AND MATERIAL

Explore how this type of project differs in processes like billing and cost booking.

INTERNAL PROJECTS & OTHER KEY CONCEPTS

A quick overview of Internal Projects and the processes involved. Also, get a quick rundown of other concepts that come under Project Operations: Customer Advance, Advance Recovery, Customer Retention, Request for Retention Amount, Back-to-Back Payments, and Vendor Retention.

FINANCE REPORTING

This part of the session gives an idea about what are the reports or insights that we may get out of the projects on Project Types. Learn more about Project Statements, Cash Flow, Project Budget Balances, Project Module Reports, and Project Module Analytics.

Q&A

The speakers address relevant questions from the audience in an engaging interactive session.