Intercompany Pricing and Invoicing in Dynamics 365 Project Operations

Managing transactions across different legal entities can quickly become complex without a structured system. This text-based course guides you through the foundational concepts of setting up intercompany pricing and invoicing within Dynamics 365 Project Operations. You will gain the skills to establish seamless cross-organizational workflows, ensuring accurate internal cost distribution and automated billing between borrowing and lending units. What you'll learn: 1. Understand the core concepts of intercompany lending and borrowing organizational units. 2. Configure transfer price rules based on resource categories and expense types. 3. Set up intercompany cost rates and sales price lists for cross-entity projects. 4. Generate intercompany customer invoices and vendor invoices to reconcile internal balances. 5. Apply modern best practices for testing and validating transaction flows. The course begins with essential terminology and structural setup before walking you through step-by-step configuration scenarios. You will practice applying these concepts through written exercises designed to simulate real-world business structures. This course is designed for beginners, functional consultants, system administrators, and finance professionals who are new to intercompany configurations in Dynamics 365 Project Operations. No prior experience with multi-entity setup is required. Start reading today to master multi-entity project accounting and streamline your organization's internal billing.