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Introduction to finance in Dynamics 365

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,...

  • 4.6 out of 5 rating
  • Last updated : 23/07/2026
  • English

Available as Instructor Led Training, Live Online & In Person at your Offices or Ours.

Introduction to finance in Dynamics 365
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Duration:

8.00 hours

6.5 CPD hours

Overview:

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.

Description:

- 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
- Manage general ledger and cash and bank management processes in Dynamics 365 Finance
- Gain insights into accounts payables and receivables in Dynamics 365 Finance
- Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance
DURATION 8.00 Hours

No scheduled classes available at this time.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable.

To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.