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Introduction to finance in Dynamics 365

  • Course Code M-AB6002
  • Duration 1 day

Course Delivery

Public Classroom Price

£950.00

excl. VAT

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Course Delivery

This course is available in the following formats:

  • Company Event

    Event at company

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

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Course Overview

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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.

 

Updated Jan2026

Course Schedule

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    • Delivery Format: Virtual Learning
    • Date: 22 October, 2026 | 8:00 AM to 4:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

    • Delivery Format: Virtual Learning
    • Date: 17 November, 2026 | 8:00 AM to 4:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

    • Delivery Format: Virtual Learning
    • Date: 17 March, 2027 | 9:00 AM to 5:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

    • Delivery Format: Virtual Learning
    • Date: 10 May, 2027 | 8:00 AM to 4:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

    • Delivery Format: Virtual Learning
    • Date: 28 June, 2027 | 8:00 AM to 4:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

    • Delivery Format: Virtual Learning
    • Date: 04 August, 2027 | 9:00 AM to 5:00 PM
    • Location: Virtual (GMT Standa)
    • Language: English

    £950.00

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Target Audience

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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.
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Course Content

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Module 1: Introduction to finance in Dynamics 365

  • 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
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Course Prerequisites

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Participants are recommended to have a basic understanding of business finance concepts and familiarity with Microsoft Dynamics 365 or similar business applications before attending this course

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Test Certification

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None

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Follow on Courses

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None

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Related Products

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