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Part 3: Business Central Modules
intermediate
Ad-hoc Workflow
Sales orders and ad-hoc project planning - the loop of create-in-BC, plan-in-DS, sync-back-to-BC.
Part of paths:Functional consultant
13 lessons
Start with a short demo, then show what's possible (setup & sync options), and end with examples and use cases. Practical orientation throughout - link to docs for deep dives.
What you'll cover
- Overview3 lessons
- Sales Orders4 lessons
- Ad-hoc Project Planning6 lessons
Lessons
13 lessonsOverview
- 01Chapter DiscoveryAfter this lesson you can define ad-hoc work and name the sales-order and ad-hoc-project sections in this chapter.Quiz3 min
- 02PrerequisitesConfirm Fast Track Wizard modules and sample Business Central data are ready for the ad-hoc workflow lessons.Quiz2 min
- 03Use case with Service OrdersUse the five-step service-order loop as the template for sales-order and ad-hoc-project workflows.Quiz3 min
Sales Orders
- 04Dime.Scheduler Sales Planning - demoWalk through a product-plus-installation sales order from Business Central creation to completed appointment write-back.Quiz5 min
- 05Sending your sales orders to Dime.SchedulerConfigure which sales order lines sync and trigger immediate or per-line sends from Business Central.Quiz3 min
- 06Sync with Business CentralDistinguish sales-order date fields and explain default planned-date write-back versus configurable alternatives.Quiz3 min
- 07Put into practice (sales orders use cases)Recognize rental and hospitality sales-order patterns - and what Dime.Scheduler does not replace.Quiz3 min
Ad-hoc Project Planning
- 08Dime.Scheduler Project Planning - demoWalk through a consultancy job from Business Central job tasks to scheduled appointments and write-back.Quiz5 min
- 09Sending your jobs to Dime.SchedulerSend jobs and individual job tasks from Business Central and configure status filtering for Open Tasks.Quiz3 min
- 10Planning with budgetsBuild a Budget layout on Open Tasks to compare budget, planned, and remaining hours on job tasks.Quiz4 min
- 11Sync with Business Central (jobs)Explain budget versus billable write-back, planning level, budget level, and planning status filtering for jobs.Quiz4 min
- 12Alternative planning levelsChoose Job-level versus Job Planning Lines-level planning based on how work is structured in Business Central.Quiz4 min
- 13Put into practice (project use cases)Decide whether a project fits ad-hoc task planning or needs Gantt-based planning.Quiz3 min