Description

Introduction
This training provides a comprehensive understanding of Dynamics 365 Project Management & Accounting (PMA) with a focus on project contracts, resource management, and financial control. Participants will learn how to configure, manage, and optimize end-to-end project financials, ensuring accurate execution, billing, and reporting within D365 PMA.

Prerequisites

• Basic knowledge of project management concepts

• Understanding of financial/accounting fundamentals

• Familiarity with Dynamics 365 environment

• Experience in operations, finance, or project delivery is beneficial

Table of Contents

1. Overview of Dynamics 365 PMA
1.1 Understanding PMA Capabilities and Architecture
1.2 PMA Terminology, Structure and Key Concepts
1.3 PMA Integration with Other D365 Modules

2. Project Contracts & Setup
2.1 Types of Project Contracts: Time & Material, Fixed Price
2.2 Creating and Configuring Project Contracts
2.3 Funding Sources, Billing Rules & Contract Terms
2.4 Contract Amendments, Revisions & Validations

3. Resource Management
3.1 Setting Up Resources and Resource Roles
3.2 Resource Allocation, Scheduling & Capacity Planning
3.3 Tracking Resource Utilization & Productivity
3.4 Managing Timesheets, Approvals & Cost Rates

4. Project Planning & Execution
4.1 Creating Work Breakdown Structure (WBS)
4.2 Assigning Tasks, Dependencies & Milestones
4.3 Project Forecasting & Cost Estimation
4.4 Managing Day-to-Day Project Operations

5. Project Financials & Cost Control
5.1 Understanding Project Costs, Expenses & Cost Categories
5.2 Project Journals: Hour, Expense, Item & Fee
5.3 Budget Creation, Tracking & Control
5.4 Cost Accruals, Variances & Financial Adjustments

6. Billing, Invoicing & Revenue Recognition
6.1 Time & Material Billing Setup & Processing
6.2 Fixed-Price Billing Schedules & Milestones
6.3 Revenue Recognition Policies & Methods
6.4 Invoice Generation, Approval & Posting

7. Reporting & Analytics
7.1 Standard PMA Reports & Financial Insights
7.2 Profitability, Utilization & Variance Analysis
7.3 Project KPIs & Dashboard Monitoring
7.4 Exporting and Integrating with Power BI

8. Compliance, Audit & Best Practices
8.1 Data Governance & Audit Trails in PMA
8.2 Financial Controls, Approvals & Role-based Security
8.3 Industry Best Practices for PMA Implementation
8.4 Common Issues & Troubleshooting Techniques

This training equips participants to confidently manage contracts, resources, billing, and project finances using Dynamics 365 PMA. By mastering these capabilities, users will ensure accurate project execution, optimized resource usage, and stronger financial outcomes for their organizations.