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Introduction to finance in Dynamics 365

Gain a solid foundation in Microsoft Dynamics 365 Finance, including ERP basics, navigation, security, and shared features. Explore advanced tools like Copilot automation, AI forecasting, and...

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By Request
$675 USD
Duration 1 day
Course Code AB-6002
Available Formats Classroom

Overview

Gain a solid foundation in Microsoft Dynamics 365 Finance, including ERP basics, navigation, security, and shared features. Explore advanced tools like Copilot automation, AI forecasting, and intelligent collections. Hands-on labs cover financial reporting, budgeting, AP/AR, and integration with Microsoft 365 and Power Platform. Learn to optimize operations through business events, electronic reporting, and personalization for better decision-making.

Audience Profile

This course is designed for finance professionals, business users, and ERP beginners who want to learn the fundamentals of Microsoft Dynamics 365 Finance. Ideal for those with little to no prior experience, it focuses on building foundational skills for managing core financial processes and system navigation.

Course Details

Outline

  • Describe Dynamics 365 finance and operations apps
    • Describe enterprise resource planning (ERP)
    • Describe use cases for using AI tools in finance and operations apps
    • Explore the finance and operations user interface
    • Module assessment
  • Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
    • Describe built-in reporting capabilities
    • Describe options for analyzing data with Power BI
    • Describe integration capabilities with Office 365
    • Describe integration options for Microsoft Power Platform
    • Describe capabilities and use cases for business events
    • Configure and edit business documents
    • Use Finance insights for forecasting and anomaly detection
    • Knowledge check
  • Describe shared features in Dynamics 365 finance and operations apps
    • Describe security capabilities in finance and operations apps
    • Describe workflow capabilities in Dynamics 365 finance and operations apps
    • Describe batch jobs in finance and operations apps
    • Manage organizations and legal entities
    • Create and maintain record templates
    • Describe global address book features
    • Set up alerts in finance and operations apps
    • Describe number sequences in finance and operations apps
    • Describe attachment capabilities in finance and operations apps
    • Knowledge check
  • Describe Dynamics 365 Finance core capabilities
    • Describe Dynamics 365 Finance capabilities and features
    • Describe reporting and accounting currencies
    • Describe tax capabilities in Dynamics 365 Finance
    • Describe cost accounting concepts in Dynamics 365 Finance
    • Describe electronic payment formats in Dynamics 365 Finance
    • Knowledge check
  • Describe general ledger and cash and bank management processes in Dynamics 365 Finance
    • Define fiscal and ledger calendars in Dynamics 365 Finance
    • Describe charts of accounts and main accounts
    • Describe financial dimensions and set concepts
    • Describe accounting structures in General ledger
    • Describe financial journals in Dynamics 365 Finance
    • Describe financial reporting capabilities in Dynamics 365 Finance
    • Describe cash and bank management in Dynamics 365 Finance
    • Describe use cases for allocations and accruals
    • Describe periodic financial processes in Dynamics 365 Finance
    • Module assessment
  • Describe accounts payables and receivables in Dynamics 365 Finance
    • Describe payment setup
    • Describe core accounts payable components in Dynamics 365 Finance
    • Describe vendor posting profiles in accounting
    • Describe vendor payments and settlements
    • Describe core accounts receivable components
    • Describe customer/vendor netting in Dynamics 365 Finance
    • Describe credit management processes in Dynamics 365
    • Describe the collections process in Dynamics 365 Finance
    • Manage subscription billing in Dynamics 365 Finance
    • Knowledge check
  • Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance
    • Describe expense management capabilities
    • Describe fixed asset management capabilities
    • Describe budgeting capabilities
    • Describe project management and accounting capabilities
    • Knowledge check
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Schedule

Upcoming Course Dates

There are currently no scheduled dates for this course. If you are interested in this course, contact us with the form below.

Contact Information
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FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

Fantastic and great training. Tons of hands-on labs to really make you understand the material being thought.

The instructor really took his time and made sure I was able to understand the concepts.

I thought the course was informative and the tools to go over the material were very nice.

Quick to sign-up to course, and was able to garner some information from the course.

Concise and good to follow along. Although it is a lot to take in under a short period of time.