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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.
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 DiscoveryKnow what ad-hoc workflows are, and how chapter 8 covers sales and project work.3 minScript ready
- 02PrerequisitesConfirm the modules and configuration are in place for ad-hoc workflows.2 minScript ready
- 03Use case with Service OrdersRecognize the service-order loop as the template for every other ad-hoc workflow.3 minScript ready
Sales Orders
- 04Dime.Scheduler Sales Planning — demoSee the full sales-order planning loop end to end.5 minScript ready
- 05Sending your sales orders to Dime.SchedulerConfigure and trigger the sales-order send to Dime.Scheduler.3 minScript ready
- 06Sync with Business CentralUnderstand the date fields that flow back from sales-order planning.3 minScript ready
- 07Put into practice (sales orders use cases)Recognize sales-order use cases beyond installation, like rentals and hospitality.3 minScript ready
Ad-hoc Project Planning
- 08Dime.Scheduler Project Planning — demoSee the ad-hoc project planning loop end to end.5 minScript ready
- 09Sending your jobs to Dime.SchedulerConfigure and trigger the job send to Dime.Scheduler.3 minScript ready
- 10Planning with budgetsUse a budget layout to track planned hours against the budget on a job task.4 minScript ready
- 11Sync with Business Central (jobs)Understand the budget, billable, planning level, and budget level options that govern the job sync.4 minScript ready
- 12Alternative planning levelsChoose between Job-level and Job-Planning-Lines-level planning for projects.4 minScript ready
- 13Put into practice (project use cases)Recognize ad-hoc project use cases that fit Dime.Scheduler.3 minScript ready