Microsoft Dynamics and Project Management Terminology

Flashcards covering key terminology related to Microsoft Dynamics and project management concepts.

Dynamics

A cloud-based platform purchased for HR, Finance, Marketing, and Project Management operations, combining Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP).

aec360

A configuration of the Dynamics platform tailored for the Architecture, Engineering, and Construction (A/E/C) industry.

Customer Engagement (CE)

A module in the Dynamics suite that supports business development and project operations, with apps for marketing coordinators and project managers.

Finance & Operations (F&O)

A module in the Dynamics suite that supports financial functionalities like timesheets, expense reports, and project billing.

Project Operations (PO)

An app within CE used to set up and manage projects by project managers and PMO analysts.

Recommended Fields

Fields marked with a blue cross that are system-recommended but not required to save the record.

Required Fields

Fields marked with a red asterisk that must be populated to save the record.

Financial Dimensions

Categories such as KCI practice, regional practice, service line, and sector used in CE for financial reporting.

Dual-Write

Integration technology that facilitates data flow between two applications, like CE and F&O.

Entity

A database table in CE representing various data categories such as Accounts, Contacts, and Employees.

Project Manager (PM)

Responsible for managing project scope, schedule, and fee, and often involved in business development.

Project Management Office Analyst (PMO Analyst)

Responsible for monitoring project health regarding quality, risk, budget, and forecasting.

Project Analyst (PA)

Handles project activation, revenue generation, adjustments, and invoicing, collaborating with project managers.

Lead

Tracks contacts or accounts that are potential customers in the initial sales process.

Qualified Lead

When a lead becomes an opportunity, indicating readiness to track a proposal or project.

Prospect

An account not yet a customer, potentially tracked for business development efforts.

Opportunity

A more viable potential project than a lead, typically initiated through a competitive bid process.

Opportunity ID

A unique auto-generated number assigned to a specific opportunity.

Opportunity Line

Represents a potential project or task order under an opportunity that triggers project creation if won.

Power Business Intelligence (BI)

Microsoft Power BI used for developing custom reports using data from Dynamics.

Pre-Bill Summary

A draft invoice generated for PMs to review expenditures and decide on billing tasks.

Invoice Proposal

The next draft of an invoice formatted for client review after PM adjustments.