Pricing and Costing in Dynamics 365 Project Operations

Managing project finances effectively is critical to the profitability of any service-driven organization. This course provides a clear, step-by-step path to understanding and setting up financial structures within Dynamics 365 Project Operations. You will transition from understanding basic financial terminology to confidently configuring price lists, cost rates, and billing rules. Through detailed explanations, you will learn how to model real-world pricing scenarios for labor, project expenses, and materials. What you'll learn: • Understand the core concepts of cost and sales prices in project management • Configure price lists and pricing dimensions for time, expense, and materials • Apply transfer pricing and multi-currency setups for global project delivery • Manage roles, labor categories, and custom pricing rules • Track actuals and analyze financial performance against project estimates. The course begins with foundational terminology and pricing structures before guiding you through practical configuration workflows and financial modeling. This course is designed for beginners, functional consultants, and project managers new to Dynamics 365 Project Operations, with no prior configuration experience required. Start building a solid foundation in project financial configuration today.