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Microsoft Official Curriculum

Role-Based Certification PrepTrack: AB-6002Official Source: Microsoft Learn
MicrosoftBeginner

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

Ideal for

Business LeaderMicrosoft Dynamics 365 & Power Platform SolutionsCertification ReadinessTailored Team Delivery

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

1

Microsoft Dynamics 365 & Power Platform Solutions

2

Dynamics 365

3

Role-Based

1

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

Virtual ILTOnsiteHybridExecutive WorkshopBootcampWeekend

Engagement Fit

Engagement fit

Certification readinessImplementation-focused labsPrivate cohort deliveryBeginner practitioner depth

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 Page

Resources

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

The Microsoft Fabric implementation program gave our data engineering team a structured path from legacy pipelines to a modern lakehouse architecture.

Head of Data Engineering

Global Financial Services Firm

Financial Services
We needed a partner who understood both the technical depth of Azure OpenAI and the governance requirements of an enterprise.

VP of Technology

Large Healthcare Organization

Healthcare

Delivery Capability

Enterprise-grade instruction

View delivery capability profile

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

Engagement Confidence

A direct, founder-led review before scope, delivery model, and commercial terms are proposed.

Response window

< 1 business day

Client coverage

India + global teams

Engagement format

Virtual, on-site, hybrid