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AB-6002: Introduction to finance in Dynamics 365 Training

Get Started with Financial Management in Dynamics 365 – AB-6002 Training!

If you're new to Microsoft Dynamics 365 Finance, this course is a solid place to start. It covers the basics of ERP and financial management—how to navigate the application, understand security roles, and use the shared features that run across finance operations.

📘 Dynamics 365 👥 348 Enrolled ⏱️ 1 Day 💼 Foundation Level ⭐ 5 | 189 Reviews

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| AB-6002: Introduction to finance in Dynamics 365

Course Overview

If you're new to Microsoft Dynamics 365 Finance, this course is a solid place to start. It covers the basics of ERP and financial management—how to navigate the application, understand security roles, and use the shared features that run across finance operations.

But it doesn't stop at the basics. You'll also explore some of the newer capabilities baked into Dynamics 365 Finance, like Copilot automation, AI-based forecasting, intelligent collections, and financial insights. The course includes guided labs where you'll work hands-on with accounts payable, accounts receivable, budgeting, and financial reporting. You'll also learn how Dynamics 365 Finance connects with Microsoft 365 and Power Platform to extend what you can do.

By the time you wrap up, you'll know how to use Dynamics 365 Finance to support smarter, more efficient financial processes in your organization.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

Upcoming Schedules

Start Date Time Duration Mode Price
Apr 10, 2026 9:00 am - 5:00 pm 1 Day online
$599
Apr 24, 2026 9:00 am - 5:00 pm 1 Day online
$599
May 08, 2026 9:00 am - 5:00 pm 1 Day online
$599
May 22, 2026 9:00 am - 5:00 pm 1 Day online
$599
Jun 05, 2026 9:00 am - 5:00 pm 1 Day online
$599
+ View more schedules

What you will learn

  • By completing this course, learners 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

Who Should Attend This Course?

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

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📘 AB-6002: Introduction to finance in Dynamics 365 Outline

  • Introduction
  • Describe enterprise resource planning (ERP)
  • Describe use cases for using AI tools in finance and operations apps
  • Explore the finance and operations user interface
  • Introduction
  • 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
  • Introduction
  • 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
  • Introduction
  • 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
  • Introduction
  • 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
  • Introduction
  • 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
  • Introduction
  • Describe expense management capabilities
  • Describe fixed asset management capabilities
  • Describe budgeting capabilities
  • Describe project management and accounting capabilities

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