Need Step-by-Step Guidance for Setting Up and Running Project Accounting in D365

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Posted on by RK-23100719-0

Hello Dynamics Community,

I hope this message finds you well.

I am currently in the process of learning how to run the full project accounting cycle in Dynamics 365, which includes creating project quotations, contracts, work breakdown structures, forecasts, budgets, projects, and assigning workers, categories, and resources. Despite reading the Microsoft documentation and watching various tutorial videos, I am still struggling to piece everything together into a cohesive process.

I would greatly appreciate it if anyone could provide a comprehensive document or guide that outlines the necessary setups and navigation paths for these tasks. Any step-by-step instructions, best practices, or resources that could help me understand and execute this cycle effectively would be incredibly helpful.

Thank you in advance for your support and assistance.

Best regards,

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Frank Hamelly | MVP... 46,615 Super User 2025 Season 2 on at

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Need Step-by-Step Guidance for Setting Up and Running Project Accounting in D365

I think your best resource for a comprehensive learning syllabus is to use the Microsoft Learn resources - Get started with project accounting in Dynamics 365 Project Operations - Training | Microsoft Learn. This will provide you with a good baseline knowledge of all the features and capabilities of the module, which is extensive.

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