AB-6002: Introduction to finance in Dynamics 365 Course Overview
Duration: 1 Day
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
By the end of this course, participants will be able to:
- Introduction to finance in Dynamics 365
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.
Course Prerequisites
Ideal for those with little to no prior experience, it focuses on building foundational skills for managing core financial processes and system navigation.
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands-on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.
Methods
- Instructor Led (the best training format we offer)
- Live Online Classroom – Online Instructor Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 9/28/2026 | 9/28/2026 | ||||
| 10/19/2026 | 10/19/2026 | ||||
| 11/9/2026 | 11/9/2026 | ||||
| 11/30/2026 | 11/30/2026 | ||||
| 12/21/2026 | 12/21/2026 | ||||
| 1/11/2027 | 1/11/2027 | ||||
| 2/1/2027 | 2/1/2027 | ||||
| 2/22/2027 | 2/22/2027 | ||||
| 3/15/2027 | 3/15/2027 | ||||
| 4/5/2027 | 4/5/2027 | ||||
| 4/26/2027 | 4/26/2027 | ||||
| 5/17/2027 | 5/17/2027 | ||||
| 6/7/2027 | 6/7/2027 | ||||
| 6/28/2027 | 6/28/2027 | ||||
| 7/19/2027 | 7/19/2027 | ||||
| 8/9/2027 | 8/9/2027 | ||||
| 8/30/2027 | 8/30/2027 | ||||
| 9/20/2027 | 9/20/2027 |
Course Curriculum
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
