Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
In this video, we’ll explore how you can manage project costs, revenue, and profitability from the very start of a project through to completion. Using live software examples, you’ll see how to track and analyze your projects effectively, so you always know where you stand financially.
Managing profitability isn’t just about reviewing reports after the fact, it’s about monitoring real-time data to make informed decisions throughout a project’s lifecycle. From resource allocation to cost tracking, this video will guide you through the key tools and techniques in Dynamics 365 Project Operations that help you maintain control and maximize profitability.
In this video you’ll learn:
How to set up and use cost and revenue price lists to accurately track project financials.
Techniques for monitoring resource allocation, utilization, and task assignments to optimize project performance.
How to use budgeting, forecasting, and real-time tracking features to maintain profitability throughout the project lifecycle.
Related Videos
How to install and setup Outlook add-in for Dynamics 365 Business Central
Learn how to install and set up the Outlook add-in for Microsoft Dynamics 365 Business Central in this step-by-step overview from Rand Group. This video covers required Microsoft 365 admin permissions, centralized deployment, and how to enable Contact Insights and Document View. See how your team can access customer and vendor data and create documents directly from Outlook.
Top Copilot prompts for Dynamics 365 Business Central analysis views
Copilot is transforming how users analyze data in Dynamics 365 Business Central. In this video, we explore practical prompts for Analysis Views across customers, vendors, items, sales, and general ledger data, along with real-world limitations and optimization tips. Learn how to generate faster insights without relying on Excel.
Getting started with AI agents: real world examples
Discover how AI agents can streamline your business operations from sales to service to finance. In this session, we showcase five real-world examples that demonstrate how organizations are using AI to automate document creation, project handoffs, risk management, support, and payment processing. Get inspired with practical ideas you can adapt to your own business.