PMA

What you'll learn

Course content

2 modules 

Project management and accounting
  • Project categories, groups, and billing methods
  • Cost and revenue profiles
  • Project contracts and forecasting
  • Project budgeting and journals (Hour, Fee, Item, Expense)
  • Work Breakdown Structure (WBS) and estimations
  • Project POs, SOs, and item requirements
  • Cost templates and revenue recognition
  • Customer and vendor retentions
  • Invoice proposals and approvals
  • Resource assignment and utilization tracking
  • Cash flow and cost control
  • Journal and invoice accounting entries
  • Project budgeting function
  • Subscription Billing Module
  • Expense management module
  • Service management module
  • Asset management module partially
  • Fixed assets module partially

Trainers

Has 14 years of technical hand-on experience with products like Dynamics AX 2009, AX 2012 & Dynamics 365 for Operations, Power BI, Power Apps and Power Automate. 

As a Microsoft Certified Trainer (MCT), he translates his industry real time customization experience into well design real-time scenario-based training content which involves Coding, Extensions, Reporting and Integrations. Has experience in handling more than 100+ individual batches and 25+ corporate batches.

Prerequisites

  • Basic understanding of Microsoft Dynamics 365 Finance and Operations.
  • Familiarity with project management and accounting principles within Dynamics 365.

Who this course is for:

  • Functional consultants specializing in project management and accounting (PMA) within Dynamics 365.
  • Project managers and accountants looking to enhance their technical skills in Dynamics 365 Finance and Operations.
  • Individuals aiming to optimize project financials and accounting processes using Dynamics 365.

This course includes

Certificate of completion