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Microsoft

Create projects in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

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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