Project Management and Accounting - Basic in Microsoft Dynamics AX 2012 R3

Duration : 3 Days

Course Contents

Module 00: Course Introduction
Module 1: Introduction to Project Management and Accounting
Module 2: Project Planning
Module 3: Resource Management  
Module 4: Using Microsoft Project
Module 5: Basic Project Accounting  
Module 6: Project Quotations
Module 7: Project Contracts
Module 8: Time Management
Module 9: Project Timesheets
Module 10: Mobile Apps
Module 11: Expense Management

At course completion:

Understand the Project management and accounting module
Understand the lifecycle of a project
Understand the basic attributes of a project
Be able to view, edit, create, and copy projects
Understand basic planning concepts
Estimate work using the work breakdown structure
Configure basic elements that drive estimation
Create reusable templates
Form a project team and staff a project plan
View available capacity
Setup resources, competencies, and scheduling parameters
Create a new project and project plan
Create work breakdown structure templates for use in Microsoft Dynamics AX
Create the work breakdown structure for a project quotation using Microsoft Project
Collaborate on integrated projects by creating collaboration workspaces in SharePoint Online
Describe the built-in project types
Describe project group setup
Describe post to general ledger setup
Describe project journals and setup
Explore cost and sales price setup
Explore project types
Understand, view, and create project quotations
Commit resources for the quotation
Approve, confirm, and print the quote
Transfer the quote to a new or an existing project
Create basic contracts in Microsoft Dynamics AX
Describe different billing terms and creation of billing terms
Negotiate fixed rate agreements
Create, edit, and submit timesheets
Approve and manage timesheets
Use timesheet audit trails and absence reporting
Configure timesheet functionality
Invoice time and material contracts
Set up invoice format and print settings
Invoice contracts based on fixed price milestones, on progress, and on unit delivery
Invoice prepayments and reconcile against the prepayments
Describe Dynamics AX apps
Describe the features of Windows 8 apps
Describe the features of mobile apps
Examine the architecture and configuration of apps
Create expense reports using unreconciled expenses
Add guests and attach receipts
Create policies on expense categories
Itemize expenses and create Intercompany expenses


General knowledge of Microsoft Windows.
General knowledge of Microsoft Dynamics AX 2012
The ability to use Microsoft Dynamics AX 2012 for basic processing

Regular Price : $1350.00
Special Price :$900.00

Upcoming Schedules

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For any custom schedule, please email us at or Call us at +1 951.821.5678

This course includes:

  • 24x7 Lab Access during your Training
  • Official Courseware
  • Free retake upto 6 months
  • Post Training Support
  • Experienced Instructors
  • Train from AnyWhere