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AB-6002 Introduction to finance in Dynamics 365
Reading and managing financial data is a core competency in modern organizations. Dynamics 365 Finance provides the tools needed for structured financial management, clear reporting, and reliable decision-making.
Key topics
- Understanding the structure of financial processes in Dynamics 365 environments.
- Setting up and using accounting functions, budgets, and financial reports.
- Analyzing financial metrics and preparing them for decision-making.
- Connecting finance modules with other business apps.
- Applying automated workflows and AI-powered analytics.
Prerequisite
Participants with a basic understanding of business concepts and an interest in ERP systems will find this course easy to follow.
Target group
This course is designed for anyone who wants to understand and manage Finance processes in Dynamics 365: controlling, IT-adjacent business roles, and those responsible for digital operations.
Solid financial knowledge in Dynamics 365 environments creates transparency, improves data quality, and strengthens the foundation for strategic decisions in the digital business world.
course content
Getting to know Dynamics 365 apps for finance and operations
- Gaining an overview of enterprise resource planning (ERP).
- Recognizing and applying AI tools in finance and operations apps.
- Exploring the Dynamics 365 Finance user interface.
Reporting and integration capabilities in Dynamics 365 Finance
- Exploring built-in reporting features and how to use them.
- Leveraging data analysis options with Power BI.
- Applying integration capabilities with Office 365.
- Incorporating Microsoft Power Platform as an integration option.
- Understanding business events and their use cases.
- Configuring and editing business documents.
- Using financial information for forecasting and anomaly detection.
Shared capabilities across Dynamics 365 finance and operations apps
- Understanding security features in finance and operations applications.
- Setting up and using workflow functions in Dynamics 365 apps.
- Configuring and monitoring batch jobs.
- Managing organizations and legal entities.
- Creating and maintaining record templates.
- Working with the global address book and its features.
- Configuring notifications in finance and operations applications.
- Setting up and managing number sequences.
- Applying attachment functions in finance and operations applications.
Core capabilities of Dynamics 365 Finance at a glance
- Exploring the functions and features of Dynamics 365 Finance.
- Setting up and understanding reporting and accounting currencies.
- Applying tax functions in Dynamics 365 Finance.
- Understanding and working with cost accounting concepts.
- Configuring and using electronic payment formats.
General ledger, cash, and bank management in Dynamics 365 Finance
- Setting up financial and general ledger calendars in Dynamics 365 Finance.
- Creating and managing charts of accounts and main accounts.
- Understanding and applying financial dimensions and set concepts.
- Configuring accounting structures in the general ledger.
- Creating and managing financial journals.
- Making targeted use of financial reporting functions.
- Building a structured approach to cash and bank management.
- Understanding and applying allocations and accruals.
- Planning and executing periodic financial processes.
Accounts payable and receivable in Dynamics 365 Finance
- Configuring and understanding payment settings.
- Getting to know the core functions of accounts payable.
- Setting up vendor posting profiles in accounting.
- Processing vendor payments and settlements.
- Setting up the core functions of accounts receivable.
- Reconciling customer and vendor balances in Dynamics 365 Finance.
- Understanding and managing credit management processes.
- Mapping collections processes in Dynamics 365 Finance.
- Configuring and managing subscription billing.
Expense tracking, asset management, and budgeting in Dynamics 365
- Setting up and applying expense management.
- Managing and controlling fixed assets.
- Understanding and using budgeting functions.
- Getting to know project management and project accounting.
Up to 100% funding for your continuing education
Attractive funding opportunities are available for numerous continuing education programs – depending on the funding program, up to 100% funding is possible.
The requirement is that you live or work in Germany. Our funding opportunities are not available outside of Germany.
Funding opportunities are available for career starters, job seekers, career changers, startups, experienced professionals, those seeking career advancement, and specialists.
What does AB-6002 cover in the Finance area?
- Dynamics 365 Finance maps financial processes such as accounting, budgeting, reporting, and controlling in a structured way within an integrated Microsoft platform.
Who is this training best suited for?
- The training is aimed at professionals in finance, controlling, and accounting as well as IT-adjacent business roles who want to digitally map and understand financial processes.
Which financial areas are in focus?
- The course covers general ledger, accounts payable, accounts receivable, cost accounting, budget control, and real-time financial analysis.
What prior knowledge is helpful for getting started?
- A foundational understanding of financial processes is an advantage. In-depth IT or programming knowledge is not required, as the focus is on practical application and workflows.
What does Dynamics 365 Finance bring to finance departments?
- Automated workflows, transparent data, integrated reports, and solid decision-making foundations through centrally managed financial information.
How does Dynamics 365 contribute to enterprise management?
- Through current financial data, flexible evaluations, and tight integration with other business areas such as procurement, sales, and project management.
Why are digital finance systems growing so rapidly in importance?
- Cloud-based finance solutions are a central success factor – organizations are increasingly adopting digital systems to drive efficiency, ensure compliance, and enable scalability.
