AB-6002 Introduction to finance in Dynamics 365

Price
Net €
VAT €

Price
Price on Request

Duration
1 day

For companies and job seekers:
this course is 100% fundable!
 

Location

Course Language
English

Training Solutions
Online Live

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Financial processes are rapidly gaining importance in digital business apps. Modern ERP solutions combine transparency, automation, and data intelligence to form a stable basis for sound decisions in everyday business life.

Key topics

  • Financial fundamentals in Dynamics 365 environments.
  • Accounting, budgeting, and reporting.
  • Financial data, analyses, and key figures.
  • Integration of financial processes into business apps.
  • Automation and AI-supported evaluations.

Prerequisites
Basic understanding of business processes and interest in digital financial systems and ERP structures.

Target group
Specialists from finance, controlling, IT-related business roles, and those responsible for digital business processes.

Solid financial knowledge in Dynamics 365 landscapes boosts efficiency, data quality, and strategic capacity in an increasingly AI-supported business world.
 

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course content
  • Explanation of enterprise resource planning (ERP).
  • Explaining use cases for AI tools in finance and operations apps.
  • Exploration of the user interface for finance and operations.
  • Describe integrated reporting features.
  • Describe options for data analysis with Power BI.
  • Describe integration features with Office 365.
  • Describe integration options for Microsoft Power Platform.
  • Describe features and use cases for business events.
  • Configure and edit business documents.
  • Use financial information for forecasting and anomaly detection.
  • Describe security features in finance and operations applications.
  • Describe workflow features in Dynamics 365 finance and operations applications.
  • Describe batch jobs in finance and operations applications.
  • Manage organizations and legal entities.
  • Create and maintain record templates.
  • Describe global address book features.
  • Set up notifications in finance and operations applications.
  • Describe number sequences in financial and operational applications.
  • Describe attachment functions in financial and operational applications.
  • Describe the functions and features of Dynamics 365 Finance.
  • Describe reporting and accounting currencies.
  • Describe the tax functions in Dynamics 365 Finance.
  • Describe the concepts of cost accounting in Dynamics 365 Finance.
  • Describe the electronic payment formats in Dynamics 365 Finance.
  • Define financial and general ledger calendars in Dynamics 365 Finance.
  • Describe charts of accounts and general ledger accounts.
  • Describe financial dimensions and set concepts.
  • Describe accounting structures in the general ledger.
  • Describe financial journals in Dynamics 365 Finance.
  • Describe financial reporting functions 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.
  • Describe payment settings.
  • Describe the core components of accounts payable in Dynamics 365 Finance.
  • Describe vendor posting profiles in accounting.
  • Describe vendor payments and settlements.
  • Describe core components of accounts receivable.
  • Describe customer/supplier balance reconciliation in Dynamics 365 Finance.
  • Describe credit management processes in Dynamics 365.
  • Describe the collection process in Dynamics 365 Finance.
  • Manage subscription billing in Dynamics 365 Finance.
  • Describe functions for expense management.
  • Describe functions for managing fixed assets.
  • Describe budgeting functions.
  • Describe project management and accounting functions.

Frequently asked questions

  • The focus is on financial processes such as accounting, budgeting, reporting, and controlling, mapped in an integrated business platform from Microsoft.
  • Suitable for professionals in finance, controlling, accounting, IT-related business roles, and anyone who wants to digitally map and understand financial processes.
  • Key topics include general ledger, accounts payable, accounts receivable, cost accounting, budget control, and real-time financial analysis.
  • A basic understanding of financial processes is helpful. In-depth IT or programming knowledge is not required, as the focus is on application and processes.
  • Automated processes, transparent data, integrated reports, and better decision-making based on centralized financial information.
  • Through up-to-date financial data, flexible evaluations, and close links to other business areas such as purchasing, sales, and project management.
  • Digital financial systems are a key success factor. Companies are increasingly turning to cloud-based solutions for efficiency, compliance, and scalability.
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