Bill Time to Projects in Microsoft Dynamics 365 for Finance and Operations

In this post we’ll walk through the steps to set up a project and bill time in Microsoft Dynamics 365 for Finance and Operations.

Setup

a. Worker Setup

i. Make sure user is associated with Worker

Click edit and select the applicable resource in the person field. If the value is populated, this can also be adjusted by clicking the maintain versions button.

ii. Worker must have a period

On the Project tab, in the Set up group, click Project setup



Click edit and select the applicable period code.

iii. Ensure Employee has proper financial dimensions

On the employment tab, select the applicable financial dimensions

B. Project Setup

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Setup Task Recorder to Save to Lifecycle Services

Dynamics 365 for Finance and Operations has powerful enhancements to the task recorder functionality. Particularly the ability to save task recordings specific processes in the Business Process Modeler of Lifecycle Services.

Task Recording Setup

Saving task recordings to LCS is a great way to confirm testing of business processes, as well as create clear documentation that is easily available to all system users through Task recorder’s “Open from Lifecycle Services” playing functionality

To do this, however, it is first necessary for each user’s system to be linked to LCS.

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