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AB-6002-A: Introduction to Finance in Dynamics 365
Build a solid foundation in Microsoft Dynamics 365 Finance, from ERP basics and navigation to general ledger, accounts payable and receivable, budgeting and financial reporting. This beginner-friendly, self-paced course also shows how Copilot and AI tools support everyday finance work, with no prior ERP experience needed.
Available in Instructor-Led or Virtual formats.
Duration
8 hours | 1 day
Modules
7 Modules
Course type
Microsoft
Course Overview
This course provides a comprehensive foundation in Microsoft Dynamics 365 Finance and Operations, covering ERP fundamentals, navigation, security, reporting, and integration. Learners explore core financial processes including general ledger, cash and bank management, accounts payable and receivable, budgeting, expense tracking, and asset control. The course also introduces AI-driven forecasting, Copilot automation, intelligent collections, workflows, personalization, business events, and electronic reporting. Hands-on learning helps participants apply these capabilities to streamline financial operations, improve reporting, and support data-driven business decisions.
Before You Begin
- Basic understanding of financial and accounting concepts
- Experience with business or ERP systems
- General knowledge of Microsoft Office 365 applications
Key outcomes
- Understand the purpose, structure, and business value of Dynamics 365 Finance and Operations applications.
- Explore core finance capabilities, including budgeting, financial reporting, compliance, and automation.
- Learn how reporting, analytics, Microsoft 365, Power Platform, and external system integrations support financial operations.
- Work with general ledger, journal entries, cash flow, bank accounts, and reconciliation processes.
- Use workflows, personalization, business events, and electronic reporting to streamline finance processes.
- Explore Copilot automation and AI-driven forecasting to support smarter, data-backed financial decisions.
Tools you’ll use
Microsoft Dynamics 365 Finance
Dynamics 365 Finance and Operations apps
Microsoft 365 Copilot
Copilot Agent Configuration Tools
Power Platform integration
Skills you’ll gain
- Dynamics 365 Finance and Operations fundamentals
- General ledger and cash management
- Accounts payable and receivable management
- Microsoft 365 and Power Platform integration
- AI-driven forecasting and Copilot capabilities
- Financial decision-making and process optimization
What You’ll Learn
7 modules
1Module 1: Describe Dynamics 365 Finance and Operations Apps
1.1 Introduction
1.2 Describe Enterprise Resource Planning (ERP)
1.3 Describe Use Cases for Using AI Tools in Finance and Operations Apps
1.4 Explore the Finance and Operations User Interface
1.5 Summary
1.2 Describe Enterprise Resource Planning (ERP)
1.3 Describe Use Cases for Using AI Tools in Finance and Operations Apps
1.4 Explore the Finance and Operations User Interface
1.5 Summary
2Module 2: Describe Reporting and Integration Capabilities in Dynamics 365 Finance and Operations Apps
2.1 Introduction
2.2 Describe Built-In Reporting Capabilities
2.3 Describe Options for Analyzing Data with Power BI
2.4 Describe Integration Capabilities with Microsoft 365
2.5 Describe Integration Options for Microsoft Power Platform
2.6 Describe Capabilities and Use Cases for Business Events
2.7 Configure and Edit Business Documents
2.8 Describe How Copilot-based Insights Support Finance and Operations Apps
2.9 Summary
2.2 Describe Built-In Reporting Capabilities
2.3 Describe Options for Analyzing Data with Power BI
2.4 Describe Integration Capabilities with Microsoft 365
2.5 Describe Integration Options for Microsoft Power Platform
2.6 Describe Capabilities and Use Cases for Business Events
2.7 Configure and Edit Business Documents
2.8 Describe How Copilot-based Insights Support Finance and Operations Apps
2.9 Summary
3Module 3: Describe Shared Features in Dynamics 365 Finance and Operations Apps
3.1 Introduction
3.2 Describe Security Capabilities in Finance and Operations Apps
3.3 Describe Workflow Capabilities in Dynamics 365 Finance and Operations Apps
3.4 Describe Batch Jobs in Finance and Operations Apps
3.5 Manage Organizations and Legal Entities
3.6 Create and Maintain Record Templates
3.7 Describe Global Address Book Features
3.8 Set Up Alerts in Finance and Operations Apps
3.9 Describe Number Sequences in Finance and Operations Apps
3.10 Describe Attachment Capabilities in Finance and Operations Apps
3.11 Summary
3.2 Describe Security Capabilities in Finance and Operations Apps
3.3 Describe Workflow Capabilities in Dynamics 365 Finance and Operations Apps
3.4 Describe Batch Jobs in Finance and Operations Apps
3.5 Manage Organizations and Legal Entities
3.6 Create and Maintain Record Templates
3.7 Describe Global Address Book Features
3.8 Set Up Alerts in Finance and Operations Apps
3.9 Describe Number Sequences in Finance and Operations Apps
3.10 Describe Attachment Capabilities in Finance and Operations Apps
3.11 Summary
4Module 4: Describe Dynamics 365 Finance Core Capabilities
4.1 Introduction
4.2 Describe Dynamics 365 Finance Capabilities and Features
4.3 Describe Reporting and Accounting Currencies
4.4 Describe Tax Capabilities in Dynamics 365 Finance
4.5 Describe Cost Accounting Concepts in Dynamics 365 Finance
4.6 Describe Electronic Payment Formats in Dynamics 365 Finance
4.7 Summary
4.2 Describe Dynamics 365 Finance Capabilities and Features
4.3 Describe Reporting and Accounting Currencies
4.4 Describe Tax Capabilities in Dynamics 365 Finance
4.5 Describe Cost Accounting Concepts in Dynamics 365 Finance
4.6 Describe Electronic Payment Formats in Dynamics 365 Finance
4.7 Summary
5Module 5: Describe General Ledger and Cash and Bank Management Processes in Dynamics 365 Finance
5.1 Introduction
5.2 Define Fiscal and Ledger Calendars in Dynamics 365 Finance
5.3 Describe Charts of Accounts and Main Accounts
5.4 Describe Financial Dimensions and Set Concepts
5.5 Describe Accounting Structures in General Ledger
5.6 Describe Financial Journals in Dynamics 365 Finance
5.7 Describe Financial Reporting Capabilities in Dynamics 365 Finance
5.8 Describe Cash and Bank Management in Dynamics 365 Finance
5.9 Describe Use Cases for Allocations and Accruals
5.10 Describe Periodic Financial Processes in Dynamics 365 Finance
5.11 Summary
5.2 Define Fiscal and Ledger Calendars in Dynamics 365 Finance
5.3 Describe Charts of Accounts and Main Accounts
5.4 Describe Financial Dimensions and Set Concepts
5.5 Describe Accounting Structures in General Ledger
5.6 Describe Financial Journals in Dynamics 365 Finance
5.7 Describe Financial Reporting Capabilities in Dynamics 365 Finance
5.8 Describe Cash and Bank Management in Dynamics 365 Finance
5.9 Describe Use Cases for Allocations and Accruals
5.10 Describe Periodic Financial Processes in Dynamics 365 Finance
5.11 Summary
6Module 6: Describe Accounts Payables and Receivables in Dynamics 365 Finance
6.1 Introduction
6.2 Describe Payment Setup
6.3 Describe Core Accounts Payable Components in Dynamics 365 Finance
6.4 Describe Vendor Posting Profiles in Accounting
6.5 Describe Vendor Payments and Settlements
6.6 Describe Core Accounts Receivable Components
6.7 Describe Customer/Vendor Netting in Dynamics 365 Finance
6.8 Describe Credit Management Processes in Dynamics 365
6.9 Describe the Collections Process in Dynamics 365 Finance
6.10 Manage Subscription Billing in Dynamics 365 Finance
6.11 Summary
6.2 Describe Payment Setup
6.3 Describe Core Accounts Payable Components in Dynamics 365 Finance
6.4 Describe Vendor Posting Profiles in Accounting
6.5 Describe Vendor Payments and Settlements
6.6 Describe Core Accounts Receivable Components
6.7 Describe Customer/Vendor Netting in Dynamics 365 Finance
6.8 Describe Credit Management Processes in Dynamics 365
6.9 Describe the Collections Process in Dynamics 365 Finance
6.10 Manage Subscription Billing in Dynamics 365 Finance
6.11 Summary
7Module 7: Describe Expense Tracking, Asset Control, and Budgeting Processes in Dynamics 365 Finance
7.1 Introduction
7.2 Describe Expense Management Capabilities
7.3 Describe Fixed Asset Management Capabilities
7.4 Describe Budgeting Capabilities
7.5 Describe Project Management and Accounting Capabilities
7.6 Summary
7.2 Describe Expense Management Capabilities
7.3 Describe Fixed Asset Management Capabilities
7.4 Describe Budgeting Capabilities
7.5 Describe Project Management and Accounting Capabilities
7.6 Summary
Certification & Credentials
Certificate track
8 hours | 1 day
High-Quality Video Lessons
Digital courseware, e-books & audio access
Recorded sessions, accessible on tablet & phone
AI mentor support & module quizzes
Target Audience
Intended roles
- Dynamics 365 Finance Consultant
Learning Resources
Videos & Engaging Visual Content
Podcasts & Audiobooks
Expert discussions and audio episodes covering key topics
E-Books
Downloadable guides
Module-Wise Quizzes
Interactive quizzes after each module to reinforce learning.
Additional Resources
Study materials, exam prep guides, sandbox labs, and community tutorials.
Frequently asked questions
What is Dynamics 365 Finance and Operations?
It is a suite of business applications that helps organizations manage financial operations, supply chains, commerce, human resources, and project operations.
How does Copilot support finance and operations?
Copilot provides AI-driven insights, guidance, automation, and decision support. It can assist with tasks such as collections, reconciliation, forecasting, and operational analysis.
How can Power BI be used with Dynamics 365 Finance and Operations?
Power BI enables users to create interactive reports, dashboards, visualizations, and analytics to understand business performance and support data-driven decisions.
What are business events in Dynamics 365 Finance and Operations?
Business events notify external systems when specific activities occur, such as purchase order confirmations, journal postings, or record changes. They can trigger automated workflows and integrations.
What financial processes are covered in the course?
The course covers general ledger, cash and bank management, accounts payable and receivable, credit management, collections, expense management, fixed assets, budgeting, and project accounting.
| Duration | 8 hours / 1 day |
|---|---|
| Modules | 7 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Intended roles | Dynamics 365 Finance Consultant |
| Prerequisites | Basic understanding of financial and accounting concepts, Experience with business or ERP systems, General knowledge of Microsoft Office 365 applications |
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