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
