Learn how to use project management module in Business Central to effectively manage your tasks, set timelines, track progress, & many more!

Today we will learn how to use Microsoft Dynamics 365 Business Central to manage your projects and deliver them on time and within budget. This module will teach you how to set up and configure Business Central for project management, create and assign tasks, and track and report on project progress. You will also learn how to use Business Central to manage project finances, including budgeting, invoicing, and cost tracking. By the end of this module, you will be able to use Business Central to manage your projects from start to finish. 

What is Project Management by 365 Business Central? & Its Features

Microsoft Dynamics 365 Business Central is a complete business management solution that helps you connect your finances, sales, service, and operations to streamline processes, improve customer interactions, and enable growth. The Project Management Module is a powerful tool to help your company manage projects and resources better. 

With the Project Management Module, you can:

  1. Set up projects and track project progress 
  1. Assign and track project tasks 
  1. Control project costs 
  1. Analyze project data to identify trends and optimize performance 

If you’re looking for a way to improve your company’s project management, the Project Management Module by Microsoft Dynamics 365 Business Central is a great solution. 

Improve Your Skill of Project Management  

How to Use Module:

The following table describes different types of tasks that you can perform by using different topics

Sr No Types of Elements Useful for performing different types of tasks
Create Jobs Create jobs, assign job tasks, and plan job lines 
Use Resources for Jobs Manage resource prices and allocate resources to jobs. 
Manage Job Budgets Allocate budget for job-related resources and compare actual item and resource usage to improve project quality and cost efficiency 
Record Usage for Jobs Examine and record usage on various aspects of your job from job planning lines to job journals 
Manage Job Supplies Use purchase orders or invoices feature and keep track of item and time usage. 
Understanding WIP Methods Discover WIP (Work in Process), a feature that ensures correct financial statements and allows you to estimate the financial value of ongoing jobs. 
Monitor Job Progress and Performance Post the consumption of materials, resources, and other expenses of job work in process (WIP) to monitor its financial value & maintain correct financial statements 
Invoice Jobs On an ongoing basis, record job costs for resource usage, materials, and job-related purchases and invoice the customer 

Also Read: What is the Cost of Microsoft Dynamics ERP: Pricing Guide

How to Use Project Management Module?

Project Management with Microsoft Dynamics 365 Business Central

As shown in the above image you can simply use the navigation list & click on jobs to create Jobs and in similar manner you can click on more to access above mentioned features. 

Looking Out for a Trainer for Your Business Central? 

How To Get Business Central?

If you’re looking for Business Central, your best bet is to contact a Microsoft Gold Partner. Microsoft Gold Partners are the most qualified and experienced providers of Microsoft Business Central solutions. They can help you assess your business needs and find the best solution for your company. 

But with so many Microsoft Gold Partners out there, how do you know which one to choose? Here are a few things to look for when choosing a Business Central by Microsoft Gold Partner: 

  • Make sure the partner has experience with the software. You want to be sure they know what they’re doing and can help you get the most out of the product.  
  • Ask about customer support. You’ll want to know that you can count on the partner for help if you run into any problems. 
  • Always try a free demo  

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