AB-6002: Introduction to finance in Dynamics 365

Gain a solid foundation in Microsoft Dynamics 365 Finance, including ERP basics, navigation, security, and shared features with this one-day course. 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 optimise operations through business events, electronic reporting, and personalisation for better decision-making.

• Business Managers
• Dynamics Functional Consultant
• Students at the college and university level

Ideal for those with little to no prior experience, this course focuses on building foundational skills for managing core financial processes and system navigation.

After completing this course, students will be able to:

• Understand core ERP and financial management concepts in Microsoft Dynamics 365 Finance
• Navigate the Dynamics 365 Finance interface and manage security roles and permissions
• Perform key financial processes including AP, AR, budgeting, and financial reporting
• Use AI-powered features such as Copilot, forecasting, and intelligent collections
• Integrate Dynamics 365 Finance with Microsoft 365 and Power Platform to improve efficiency

• Describe enterprise resource planning (ERP)
• Describe use cases for using AI tools in finance and operations apps, including Copilot and agent capabilities
• Navigate efficiently within and across finance and operations apps
• Describe built-in reporting capabilities
• Describe options for analysing data by using Power BI
• Describe Microsoft Office 365 integration capabilities
• Describe integration capabilities with Microsoft Power Platform
• Describe use cases and capabilities for business events
• Describe configurable business documents, including Electronic reporting
• Describe how Finance insights supports forecasting and anomaly detection
• Describe security capabilities of finance and operations apps
• Describe workflow capabilities of finance and operations apps
• Describe the concept of batch jobs
• Describe organisation and legal entities
• Create and maintain record templates
• Describe global address book features and their use cases
• Describe alerts and number sequences
• Describe attachment capabilities
• Describe Finance capabilities, features, and use cases
• Describe reporting currency and accounting currency
• Describe Dynamics 365 Finance tax capabilities
• Describe cost accounting concepts
• Describe electronic payment formats
• Describe charts of accounts, including main accounts
• Describe financial dimensions, dimension sets, and financial tags concepts
• Describe the accounting structure
• Describe financial journal concepts
• Describe Financial reporting capabilities
• Describe cash and bank management concepts
• Describe use cases for allocations and accruals
• Describe periodic financial processes
• Describe payment setup
• Describe core accounts payable components, including vendors, purchase orders, and vendor invoices
• Describe posting profiles and how they work with account (and offset account) dimensions in journals
• Describe vendor payments and settlements, including three-way matching concepts
• Describe core accounts receivable components, including customers, customer invoices, and free text invoices
• Describe customer/vendor netting
• Describe credit management processes
• Describe the collection process
• Describe the concept of subscription billing
• Describe expense management, fixed asset management and budgeting capabilities
• Describe project management and accounting capabilities