Managing Projects and Resources in Dynamics 365 Business Central

Efficient project management and resource planning are critical for keeping businesses profitable and on schedule. If you are new to enterprise resource planning (ERP) systems, navigating project and resource management can feel overwhelming. This text-based course guides you through the foundational concepts of managing projects and allocating resources within Dynamics 365 Business Central. You will transition from understanding basic terminology to confidently setting up and tracking projects, managing resource capacity, and analyzing costs. What you'll learn: 1. Understand core concepts of project management and resource allocation within a modern ERP system. 2. Create and configure detailed project cards to track timelines, tasks, and budgets. 3. Set up resource cards to manage personnel, equipment, and capacity planning. 4. Track project costs, usage, and prices to ensure accurate financial reporting. 5. Apply modern cloud ERP workflows to streamline resource scheduling and task assignments. 6. Practice recording resource usage against specific project tasks through step-by-step written exercises. The course begins with essential terminology and the setup of basic project and resource cards before moving into cost tracking and resource allocation workflows. You will read clear explanations and work through practical scenarios designed to build your confidence. This course is designed for beginners, project coordinators, and ERP users who are new to Dynamics 365 Business Central. No prior experience with the platform is required. Start reading today to master the essentials of project and resource management.