AB-6002-A: Introduction to Finance in Dynamics 365

Course structure

Module 1: Describe Dynamics 365 Finance and Operations Apps

• 1.1 Introduction 
• 1.2 Describe Enterprise Resource Planning (ERP) 
• 1.3 Describe Use Cases for Using AI Tools in Finance and Operations Apps 
• 1.4 Explore the Finance and Operations User Interface 
• 1.5 Summary 

Module 2: Describe Reporting and Integration Capabilities in Dynamics 365 Finance and Operations Apps

• 2.1 Introduction 
• 2.2 Describe Built-In Reporting Capabilities 
• 2.3 Describe Options for Analyzing Data with Power BI 
• 2.4 Describe Integration Capabilities with Microsoft 365 
• 2.5 Describe Integration Options for Microsoft Power Platform 
• 2.6 Describe Capabilities and Use Cases for Business Events 
• 2.7 Configure and Edit Business Documents 
• 2.8 Describe How Copilot-based Insights Support Finance and Operations Apps 
• 2.9 Summary 

Module 3: Describe Shared Features in Dynamics 365 Finance and Operations Apps

• 3.1 Introduction 
• 3.2 Describe Security Capabilities in Finance and Operations Apps 
• 3.3 Describe Workflow Capabilities in Dynamics 365 Finance and Operations Apps 
• 3.4 Describe Batch Jobs in Finance and Operations Apps 
• 3.5 Manage Organizations and Legal Entities 
• 3.6 Create and Maintain Record Templates 
• 3.7 Describe Global Address Book Features 
• 3.8 Set Up Alerts in Finance and Operations Apps 
• 3.9 Describe Number Sequences in Finance and Operations Apps 
• 3.10 Describe Attachment Capabilities in Finance and Operations Apps 
• 3.11 Summary 

Module 4: Describe Dynamics 365 Finance Core Capabilities

• 4.1 Introduction 
• 4.2 Describe Dynamics 365 Finance Capabilities and Features 
• 4.3 Describe Reporting and Accounting Currencies 
• 4.4 Describe Tax Capabilities in Dynamics 365 Finance 
• 4.5 Describe Cost Accounting Concepts in Dynamics 365 Finance 
• 4.6 Describe Electronic Payment Formats in Dynamics 365 Finance 
• 4.7 Summary 

Module 5: Describe General Ledger and Cash and Bank Management Processes in Dynamics 365 Finance

• 5.1 Introduction 
• 5.2 Define Fiscal and Ledger Calendars in Dynamics 365 Finance 
• 5.3 Describe Charts of Accounts and Main Accounts 
• 5.4 Describe Financial Dimensions and Set Concepts 
• 5.5 Describe Accounting Structures in General Ledger 
• 5.6 Describe Financial Journals in Dynamics 365 Finance 
• 5.7 Describe Financial Reporting Capabilities in Dynamics 365 Finance 
• 5.8 Describe Cash and Bank Management in Dynamics 365 Finance 
• 5.9 Describe Use Cases for Allocations and Accruals 
• 5.10 Describe Periodic Financial Processes in Dynamics 365 Finance 
• 5.11 Summary 

Module 6: Describe Accounts Payables and Receivables in Dynamics 365 Finance

• 6.1 Introduction 
• 6.2 Describe Payment Setup 
• 6.3 Describe Core Accounts Payable Components in Dynamics 365 Finance 
• 6.4 Describe Vendor Posting Profiles in Accounting 
• 6.5 Describe Vendor Payments and Settlements 
• 6.6 Describe Core Accounts Receivable Components 
• 6.7 Describe Customer/Vendor Netting in Dynamics 365 Finance 
• 6.8 Describe Credit Management Processes in Dynamics 365 
• 6.9 Describe the Collections Process in Dynamics 365 Finance 
• 6.10 Manage Subscription Billing in Dynamics 365 Finance 
• 6.11 Summary 

Module 7: Describe Expense Tracking, Asset Control, and Budgeting Processes in Dynamics 365 Finance

• 7.1 Introduction 
• 7.2 Describe Expense Management Capabilities 
• 7.3 Describe Fixed Asset Management Capabilities 
• 7.4 Describe Budgeting Capabilities 
• 7.5 Describe Project Management and Accounting Capabilities 
• 7.6 Summary