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.
Course Objectives
Explore how Dynamics 365 Finance enhances financial operations through AI-powered agents, Copilot-driven workflows, intelligent reconciliation, and embedded analytics to streamline forecasting, collections, and reporting.
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.
1 - 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
2 - 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
3 - 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
4 - 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
5 - 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
6 - 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
7 - 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
