Beginner’s Guide to D365 Project Accounting Setup

Dynamics 365 Project Management Accounting Training Course (D365 PMA) is a powerful solution for organizations managing projects and financial transactions. Proper setup and configuration ensure efficiency and accuracy in project financials. This article provides a step-by-step guide to setting up and configuring D365 PMA. 1. Understanding D365 Project Management Accounting D365 PMA is designed to streamline project planning, execution, and financial control. It integrates seamlessly with other D365 modules, providing a unified platform for managing project costs, revenue, and billing. The module is beneficial for organizations handling complex projects, enabling them to track time, expenses, and invoicing. Proper configuration ensures compliance with financial policies and enhances project profitability. D365 Project Management Accounting Online Training 2. Setting Up Project Management Accounting in D365 2.1 Define Project Categories Project categories are essent...