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Introduction to finance in Dynamics 365
Duration
1
Course
MOC-AB-6002
Available Formats
Classroom Training, Online Training
Course Description
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.Objectives
By the end of this course, students will be able to:
- Describe enterprise resource planning (ERP).
- Describe use cases for using AI tools in finance and operations apps, including Copilot and agent capabilities.
- Navigate efficiently within and across finance and operations apps.
- Describe built-in reporting capabilities.
- Describe options for analyzing data by using Power BI.
- Describe Microsoft Office 365 integration capabilities.
- Describe integration capabilities with Microsoft Power Platform.
- Describe use cases and capabilities for business events.
- Describe configurable business documents, including Electronic reporting.
- Describe how Finance insights supports forecasting and anomaly detection.
- Describe security capabilities of finance and operations apps.
- Describe workflow capabilities of finance and operations apps.
- Describe the concept of batch jobs.
- Describe organization and legal entities.
- Create and maintain record templates.
- Describe global address book features and their use cases.
- Describe alerts.
- Describe number sequences.
- Describe attachment capabilities.
- Describe Finance capabilities, features, and use cases.
- Describe reporting currency and accounting currency.
- Describe Dynamics 365 Finance tax capabilities.
- Describe cost accounting concepts.
- Describe electronic payment formats.
- Describe charts of accounts, including main accounts.
- Describe financial dimensions, dimension sets, and financial tags concepts.
- Describe the accounting structure.
- Describe financial journal concepts.
- Describe Financial reporting capabilities.
- Describe cash and bank management concepts.
- Describe use cases for allocations and accruals.
- Describe periodic financial processes.
- Describe payment setup.
- Describe core accounts payable components, including vendors, purchase orders, and vendor invoices.
- Describe posting profiles and how they work with account (and offset account) dimensions in journals.
- Describe vendor payments and settlements, including three-way matching concepts.
- Describe core accounts receivable components, including customers, customer invoices, and free text invoices.
- Describe customer/vendor netting.
- Describe credit management processes.
- Describe the collection process.
- Describe the concept of subscription billing.
- Describe expense management capabilities.
- Describe fixed asset management capabilities.
- Describe budgeting capabilities.
- Describe project management and accounting capabilities.
Audience
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.
Role:
- Business Leader
- Business Owner
- Business User
- Functional Consultant
Prerequisites
-
None
Topics
- Describe Dynamics 365 finance and operations apps
- 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
- Module assessment
- Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
- 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
- Knowledge check
- Describe shared features in Dynamics 365 finance and operations apps
- 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
- Knowledge check
- Describe Dynamics 365 Finance core capabilities
- 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
- Knowledge check
- Describe general ledger and cash and bank management processes 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
- Module assessment
- Describe accounts payables and receivables 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
- Knowledge check
- Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance
- Introduction
- Describe expense management capabilities
- Describe fixed asset management capabilities
- Describe budgeting capabilities
- Describe project management and accounting capabilities
- Knowledge check
Related Courses
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Manage Financial Operations with Dynamics 365 Finance
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- Price: 2,380.00 USD
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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