AB-6002: Introduction to finance in Dynamics 365

Course AB-6002: Introduction to finance in Dynamics 365

In this course you will gain a solid foundation in Microsoft Dynamics 365 Finance, including ERP basics, navigation, security, and shared features.

Explore advanced tools such as Copilot automation, AI forecasting, and smart collections. Hands-on labs cover financial reporting, budgeting, AP/AR, and integration with Microsoft 365 and Power Platform.

Learn how to optimize operations through business events, electronic reports, and personalization to improve decision-making.

Level: Beginner - Role: Business Leader, Business Owner, Professional User, Functional Consultant, Student - Product: Dynamics 365, Finance

Official AB-6002 Course - Finance in Dynamics 365 - Finance Fundamentals - Financial Processes - Dynamics 365 Configuration - Microsoft ERP - Finance Training - Business Accounting

Course aimed at

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 or no prior experience, it focuses on building core skills for managing core financial processes and navigating the system.

AB-6002 Training Objectives

• Gain a solid foundation in Microsoft Dynamics 365 Finance
• Understanding the main financial processes
• Explore advanced ecosystem capabilities
• Learn to optimize operations

Course content AB-6002 Introduction to Finance in Dynamics 365

Module 1 Describes the Finance and Operations Apps

Goals

• Define what an ERP is.
  
• Learn about the applications of Finance & Operations.
  
• Understand their role in financial and operational processes.

Contents

• ERP concept.
  
• Dynamics 365 Finance, SCM, Commerce, HR and Project Operations.
  
• Benefits: automation, real-time analysis, efficiency.

LAB: Lab exercise for Module 1

LAB Objectives

• Become familiar with the Dynamics 365 Finance & Operations interface.
  
• Navigate through modules, forms, and workspaces.

Module 2 Reporting and Integration Capabilities

Goals

• Understanding integrated reporting capabilities.
  
• Learn about the integration with Microsoft 365.
  
• Review Business Events and Finance Insights.

Contents

• SSRS Reports.
  
• Financial Reporting.
  
• Electronic Reporting (ER).
  
• Export and analysis with Excel.
  
• Integration with Office 365.

Module 3 Shared Features

Goals

• Understanding the system's cross-cutting functions.
  
• Introduce security, workflows, and batch jobs.

Contents

• Role-based security.
  
• Roles, duties and privileges.
  
• Workflows.
  
• Batch jobs.
  
• Global Address Book.
  
• Number sequences.
  
• Alerts and attachments.

Module 4 Core Finance Capabilities

Goals

• Learn about the main finance modules.
  
• Understanding subledgers and their integration with the general ledger.
  
• Understanding currencies, taxes, and regulations.

Contents

• Main financial modules (AP, AR, FA, Inventory).
  
• Subledgers and General Ledger.
  
• Accounting and reporting currencies.
  
• Local regulatory functionalities.
  
• Electronic payment formats.

Module 5 General Ledger, Cash & Bank Management

Goals

• Understanding tax and accounting calendars.
  
• Review the Chart of Accounts and the financial dimensions.
  
• Become familiar with journals and financial reports.

Contents

• Fiscal calendar and Ledger calendar.
  
• Main accounts.
  
• Financial dimensions and dimension sets.
  
• Accounting structure.
  
• Financial journals.
  
• Cash & Bank Management.
  
• Periodic processes.

Module 6 Accounts Payable & Accounts Receivable

Goals

• Supplier and customer configuration.
  
• Understanding posting profiles and payment processes.
  
• Review collections, credit, and netting.

Contents

• Payment setup for vendors.
  
• Vendor posting profiles.
  
• Vendor payments and settlements.
  
• AR processes.
  
• Credit and collections management.
  
• Customer/vendor netting.

Module 7 Expense Management, Fixed Assets & Budgeting

Goals

• Understanding expense management processes.
  
• Enter fixed assets and budgets.
  
• Recognize OCR, policies, and payment methods.

Contents

• Expense management: OCR, cards, policies and methods.
  
• Spending categories and their impact on accounts.
  
• Fixed Assets.
  
• Budgeting.

Prerequisites

No prior experience in Dynamics 365 Finance is required.

It is a course designed for beginners and business users with no ERP knowledge.

Language

• Course: English / Spanish