“The Microsoft Fabric implementation program gave our data engineering team a structured path from legacy pipelines to a modern lakehouse architecture.”
Microsoft Official Curriculum
Introduction to finance in Dynamics 365
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.
Duration
1 day
Level
Beginner
Format
Virtual, On-site, or Hybrid
Language
English
Microsoft
Microsoft Dynamics 365 & Power Platform SolutionsIntroduction to finance in Dynamics 365
Dynamics 365
On this page
Ideal for
Audience Profile
Built for these roles
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.
Overview
Executive overview
Official Microsoft Learn-aligned instructor-led program for Introduction to finance in Dynamics 365.
Readiness
Prerequisites
- Relevant foundational experience in the target technology area.
- Comfort with hands-on labs in a cloud or GPU-accelerated environment.
Program Outcomes
Capabilities your teams will gain
Strengthen capability in microsoft dynamics 365 & power platform solutions scenarios
Strengthen capability in dynamics 365 scenarios
Strengthen capability in role-based scenarios
Curriculum
Curriculum roadmap
Microsoft Dynamics 365 & Power Platform Solutions
Dynamics 365
Role-Based
1Module 1
Introduction to finance in Dynamics 365
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Module 1
Introduction to finance in Dynamics 365
Explore how Dynamics 365 Finance enhances financial operations through AI-powered agents, Copilot-driven workflows, intelligent reconciliation, and embedded analytics to streamline forecasting, collections, and reporting.
- 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
Delivery Models
Delivery models
Engagement Fit
Engagement fit
Enterprise Customization
Enterprise customization
Tailor this program to your organization's priorities: Builds current Microsoft credential readiness for Introduction to finance in Dynamics 365 using the official Microsoft Learn outline.
- •Align labs to your production environment and platform priorities
- •Add readiness reviews and instructor-led practice sessions
- •Extend into project-specific architecture or delivery coaching
Credentials
Certification & official source
- •AB-6002
Aligned to the official Microsoft Learn course and learning path for this program.
View Official Microsoft Learn PageResources
Program resources
Yes. Most enterprise clients prefer private delivery scoped to role mix, timezone, and rollout timeline. We align lab environments and scenarios to your tenant context where applicable.
Enterprise Proof
Trusted delivery outcomes
“We needed a partner who understood both the technical depth of Azure OpenAI and the governance requirements of an enterprise.”
Delivery Capability
Enterprise-grade instruction
MCT-led delivery
Programs led by Microsoft Certified Trainer practitioners
Enterprise program oversight
Founder-led specialist delivery with structured rollout planning
Global delivery
APAC · EMEA · Americas · Virtual & Onsite
Implementation-focused
Hands-on labs aligned to production scenarios
