Managing a company’s finances with modern tools has become essential. Microsoft Dynamics 365 Finance stands out as the reference solution to centralise accounting, treasury and budget control within a single, connected environment. This AB-6002 course lets you understand its fundamentals in just one day, following an official Microsoft curriculum delivered by certified trainers.
In one day, you cover the seven key modules of the platform: from finance and operations applications through to expense tracking and budget control. Each module is designed to give you a concrete, operational understanding of Dynamics 365 Finance. By the end of this training, you will be able to evaluate the solution, present its features and prepare for an upskilling path towards advanced courses.
Module 1: Describe Dynamics 365 finance and operations applications
Module 2: Describe reporting and integration features in Dynamics 365 finance and operations applications
Module 3: Describe shared features in Dynamics 365 finance and operations applications
Module 4: Describe the core features of Dynamics 365 Finance
Module 5: Describe the general ledger and bank management processes in Dynamics 365 Finance
Module 6: Describe accounts payable and accounts receivable in Dynamics 365 Finance
Module 7: Describe expense tracking, resource control and budget processes in Dynamics 365 Finance
Today’s businesses face growing financial demands. Real-time reporting, multi-entity consolidation, tight budget control: traditional tools are no longer enough. Microsoft Dynamics 365 Finance meets these challenges with a cloud-based, integrated and scalable solution. This AB-6002 course gives you the keys to understanding this reference platform in just one day.
Dynamics 365 Finance suits organisations of all sizes. Whether you are a growing SME or a large international group, the solution adapts to your structure. It centralises all financial processes: general ledger, bank management, accounts payable, accounts receivable, expense management and budget control : all accessible from a single environment connected to the Microsoft ecosystem.
One of the key strengths of Dynamics 365 Finance is its native integration with other Microsoft solutions. The connection with Microsoft 365 facilitates collaboration between finance and operations teams. Integration with Power BI enables real-time financial dashboards without manual exports. Data flows seamlessly between Dynamics 365 Finance, Azure and other applications in the suite.
This interoperability is covered from module 2 of the course. You will understand how to leverage built-in reporting tools and how to connect Dynamics 365 Finance to your existing infrastructure : a concrete advantage for teams already working within the Microsoft environment.
The course covers the two main operational financial cycles. The Procure-to-Pay cycle runs from the vendor order through to payment. The Order-to-Cash cycle covers sales, invoicing and customer collection. Both cycles can be automated in Dynamics 365 Finance, reducing data entry errors and accelerating processing times.
The general ledger is at the heart of module 5. You will discover how to manage accounting journals, perform bank reconciliations and monitor cash flow. The chart of accounts in Dynamics 365 Finance is flexible and configurable to local or international standards : a key point for organisations operating across multiple countries.
Module 7 covers expense management and budget control. Dynamics 365 Finance allows you to define budgets by department, track variances in real time and trigger automatic alerts when thresholds are exceeded. Expense reports are also integrated, simplifying the tracking of professional expenses.
Many organisations manage several legal entities with different currencies, regulations and charts of accounts. Dynamics 365 Finance is designed to handle this complexity. Multi-currency management and inter-entity consolidation are native features of the platform, presented in module 4 of this course.
For consultants and project managers, this is essential information. Understanding these capabilities allows you to assess the solution’s fit with a client’s or organisation’s needs : and is also a prerequisite for advanced Dynamics 365 Finance training courses.
What aspects of Dynamics 365 Finance are covered in this course?
The course covers seven areas: finance and operations applications, reporting and integrations, shared features, core Dynamics 365 Finance functions, the general ledger, accounts payable and receivable, and budget control.
Does this course help understand accounting cycles in Dynamics 365?
Yes. Modules 5 and 6 are dedicated to accounting processes: general ledger, bank reconciliation, vendor and customer management, invoicing and settlement.
Does this course cover Power BI reporting in Dynamics 365?
Yes. Module 2 covers built-in reporting tools including Power BI and Financial Reporter, as well as connections with Microsoft 365 and Azure.
What is the difference between Dynamics 365 Finance and other applications in the suite?
Dynamics 365 Finance focuses on accounting, treasury and budget. Other applications such as Supply Chain Management cover different areas but share a common technical base addressed in module 3.
After this course, will I be able to configure Dynamics 365 Finance?
This is a foundational course. It gives you a clear overview of all features. For configuration and implementation, advanced training is recommended.
Are multi-entity and multi-currency processes covered?
Yes. Module 4 covers multi-currency management, multiple legal entities and fiscal periods : key features for international organisations.
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