80643 - Project Management and Accounting - Basic in Microsoft Dynamics AX 2012 R3

Code: 80643
Course duration: 1 days
Price:

80643 - Project Management and Accounting - Basic in Microsoft Dynamics AX 2012 R3 (1 Day)

Description

This Digital Learning course provides you with the knowledge and skills to set up the Project management and accounting module of Microsoft Dynamics AX 2012 R3.

What are the goals for this course?

  • 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

Prerequisites:

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

 

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