Course Catalog
Introduction to finance in Dynamics 365 (AB-6002)
Code: AB-6002
Duration: 1 Day
$675 USD

OVERVIEW

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.

DELIVERY FORMAT

This course is available in the following formats:

Virtual Classroom

Duration: 1 Day
Classroom

Duration: 1 Day

CLASS SCHEDULE

Delivery Format: Virtual Classroom
Date: Jun 22 2026 - Jun 22 2026 | 09:00 - 17:00 EDT
Location: Online
Course Length: 1 Day

$ 675

Delivery Format: Virtual Classroom
Date: Sep 14 2026 - Sep 14 2026 | 09:00 - 17:00 EDT
Location: Online
Course Length: 1 Day

$ 675

Delivery Format: Virtual Classroom
Date: Dec 07 2026 - Dec 07 2026 | 09:00 - 17:00 EST
Location: Online
Course Length: 1 Day

$ 675

GOALS
OUTLINE

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

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
LABS

Will Be Updated Soon!
Will Be Updated Soon!
WHO SHOULD ATTEND

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.

PREREQUISITES

None