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If you'd like an introduction to the key project management and accounting functionality in Microsoft Dynamics SL, these sessions are just what you need. Kim Bateson, a Microsoft Dynamics SL Consultant for Plumbline Consulting, shares her insight on key features, functionality, and more. Instructor | Kim Bateson - Microsoft Dynamics SL Consultant/Plumbline Consulting
Explore process workflow, project cost sources, and related items using Project Controller.
Learn about maintaining project budgets and budget schedules, including revisions. Walk through budget approval, and use inquiries and reports to access project budget information.
Get the details on project roles and the workflow for timecards and expense reports. Explore Time and Expense setup.
Find out what Allocator can do in Microsoft Dynamics SL, get an overview of the functionality available, and see how to use and set up Allocator. And hear about allocation methods and posting options.
Get insight into the Flexible Billings workflow and the invoice process, including entering invoices, and adjusting, reviewing, and approving them.