Get started with invoicing in Dynamics 365 Project Operations

  • Module
  • 7 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Project Operations
Finance
Sales

Microsoft Dynamics 365 Project Operations for resource/non-stocked based scenarios offers comprehensive capabilities that are tailored to fit the needs of project managers and Accounts receivable clerk/project accountants.

Learning objectives

In this module, you will:

  • Learn how to manage the billing backlog.
  • Learn how to create proforma invoices.
  • Discover the capabilities of customer-facing invoicing.
  • Practice correcting invoices.

Prerequisites

  • General knowledge of basic navigation within Microsoft Dynamics 365
  • Knowledge of how Dynamics 365 apps are used
  • Basic knowledge of Dynamics 365 Project Operations
  • Basic knowledge of Microsoft Dynamics 365 Sales
  • Basic knowledge of Microsoft Dynamics 365 Finance