AB-6002: Introduction to Finance in Dynamics 365 Training

Overview

Learn Microsoft Dynamics 365 Finance,  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.

Audience Profile:

Business Leaders, IT professionals and ERP users 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.

Introduction to Dynamics 365 Finance ERP using AI to enhance your business

Module 1: Dynamics 365 Finance Fundamentals

• Overview of ERP concepts and financial processes in Dynamics 365 Finance

• User interface navigation, workspaces, and role-based experiences

• Security roles, duties, privileges, and financial data access

Module 2: Core Financial Operations

• General ledger structure, chart of accounts, and financial dimensions

• Accounts payable and accounts receivable lifecycle management

• Budgeting, allocations, and financial period management

Module 3: Financial Insights, Reporting, and AI

• Financial reporting, account schedules, and analysis workspaces

• Copilot, AI forecasting, and intelligent collections

• Embedded analytics with Power BI and Microsoft Excel integration

Module 4: Automation, Integration, and Optimization

• Business events, workflows, and electronic reporting frameworks

• Integration with Microsoft 365 and Power Platform (Power Automate & Power Apps)

• Personalization, compliance, and continuous financial process improvement

Hands-On Labs (Integrated Across Modules)

• Navigating workspaces and securing financial roles

• Posting journal entries, managing AP/AR transactions, and budgets

• Building reports, automating workflows, and leveraging Copilot insights