Get started with invoicing in Dynamics 365 Project Operations

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

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

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