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AB-6002Microsoft · authorised training

Introduction to finance in Dynamics 365

This course provides a foundational overview of the Dynamics 365 Finance module, covering system navigation, security, and shared features across finance and operations apps. Participants explore core financial processes such as general ledger, cash and bank management, accounts payable and receivable, and budgeting. The course also introduces reporting, integration with Microsoft 365 and Power Platform, and automation features powered by Copilot.

Duration
1 day
Level
Beginner
Provider
Microsoft
Topic
Business applications / Business Applications

Course outline

  • Describe Dynamics 365 finance and operations apps
  • Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
  • Describe shared features in Dynamics 365 finance and operations apps
  • Describe Dynamics 365 Finance core capabilities
  • Describe general ledger and cash and bank management processes in Dynamics 365 Finance
  • Describe accounts payables and receivables in Dynamics 365 Finance
  • Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance

Skills you will gain

  • Describing Dynamics 365 finance and operations apps
  • Using reporting and integration capabilities with Power BI, Microsoft 365, and business events
  • Applying shared features in finance apps such as security, workflows, and batch processing
  • Managing core Dynamics 365 Finance processes, including tax and cost accounting
  • Handling general ledger and cash and bank management processes
  • Managing accounts payable and receivable, payments, and credit management
  • Managing expense tracking, fixed assets, and budgeting processes

Who should attend

  • 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