AB-6002: Introduction to finance in Dynamics 365

About this course

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. Audience Profile 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.

Instructor-led training for professionals and companies in Chile. Request dates, schedules, seats and commercial terms. Training hours and daily scheduling follow Netsolutions planning and are confirmed in the commercial proposal.

Course syllabus

1. Introduction to finance in Dynamics 365
2. Describe Dynamics 365 finance and operations apps
3. Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
4. Describe shared features in Dynamics 365 finance and operations apps
5. Describe Dynamics 365 Finance core capabilities
6. Describe general ledger and cash and bank management processes in Dynamics 365 Finance
7. Describe accounts payables and receivables in Dynamics 365 Finance
8. Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance