D365 Business Central Project Management - Part 1: Project Setup and Overview

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In this video we will show you how our Project Management tool within Microsoft Dynamics 365 Business Central works to give you more ease of use when it comes to managing projects. We dive deep into setting up projects, managing projects, scheduling and billing for projects, and how our project reminders can help facilitate project tasks.

Part 1 of this multi-part Project Management will include many of the above areas in detail. From setting up team members on projects and tracking their time, to how the project dimension can work in your favor to more seamlessly track project revenue and expenses. This tool is intended to be an alternative to the jobs module in Business Central with its easy setup and intuitive day to day use for project management both from a scheduling and financial viewpoint.


For full details on all of our extensions in our Business Central toolbox please visit our website or reach out to [email protected] to get a personalized demonstration from our sales team.

We look forward to hearing from you and helping optimize your Business Central experience.

0:00 Introduction and Setup
0:30 Project Management Setup Overview
3:40 Project Team Member Setup
4:45 Creating a Sample Project
8:20 Project Phases and Tasks
9:00 Gantt Chart Overview
10:07 Assigning Task Owners (Team Members)
11:27 Project Billing
14:54 Project Schedule. Summary, and Document Attachments
16:40 Project Dashboard
17:10 Adding Time to a Project (3 Options)
22:50 Send Project Task Reminders via Email
23:50 Send Email to Project Team
24:30 Project Management Part 1 Review
25:52 What's Next?