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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Need Step-by-Step Guid...
Finance | Project Operations, Human Resources, ...
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Need Step-by-Step Guidance for Setting Up and Running Project Accounting in D365

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Posted on by RK-23100719-0 14

Hello D365 Community,

I am looking for detailed guidance on setting up and running project accounting in Dynamics 365. Specifically, I need help with the following:

  1. Initial Setup: What are the necessary configurations and setups required to start using project accounting in D365?
  2. Running the Process: How do I run the project accounting module in a D365 environment? What are the key steps involved?
  3. Accounting Entries: What are the typical accounting entries generated during the project accounting cycle?
  4. Complete Cycle: I want to understand and execute the entire project accounting cycle myself. Can someone provide a step-by-step guide or point me to relevant resources?

Any help, including tutorials, documentation, or personal insights, would be greatly appreciated!

Thank you in advance for your assistance.

Best regards,

Ravi Karnatak

I have the same question (0)
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,620 Super User 2025 Season 2 on at
    Need Step-by-Step Guidance for Setting Up and Running Project Accounting in D365
    Hi Ravi,
     
    Refer this link, you will get a lot of material around project accounting published by Microsoft.
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 4,800 Super User 2025 Season 2 on at
    Need Step-by-Step Guidance for Setting Up and Running Project Accounting in D365

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