Skip to main Content

Introduction to finance in Dynamics 365

  • Course Code M-AB6002
  • Duration 1 day

Course Delivery

Virtual Learning Price

$450.00

excl. VAT

Request Group Training Add to Cart

Jump to:

Course Delivery

This course is available in the following formats:

  • Company Event

    Event at company

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

Request this course in a different delivery format.

Course Overview

Top

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.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Schedule

Top
    • Delivery Format: Virtual Learning
    • Date: 16 July, 2026 | 9:00 AM to 5:00 PM
    • Location: Virtual (Arabian St)
    • Language: English

    $450.00

    • Delivery Format: Virtual Learning
    • Date: 08 November, 2026 | 10:00 AM to 6:00 PM
    • Location: Virtual (Arabian St)
    • Language: English

    $450.00

    • Delivery Format: Virtual Learning
    • Date: 12 July, 2027 | 9:00 AM to 5:00 PM
    • Location: Virtual (Arabian St)
    • Language: English

    $450.00

    • Delivery Format: Virtual Learning
    • Date: 17 November, 2027 | 10:00 AM to 6:00 PM
    • Location: Virtual (Arabian St)
    • Language: English

    $450.00

View Entire Schedule Dates in Other Countries

Target Audience

Top
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.
Show me more

Course Content

Top

Module 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
Show me more