Microsoft Dynamics 365 Finance – Financial Management, ERP & Business Process Automation

Course overview

Microsoft Dynamics 365 Finance – Financial Management, ERP & Business Process Automation is a practical, hands-on course designed to equip finance professionals, accountants, ERP administrators, business analysts and managers with the skills required to use Microsoft Dynamics 365 Finance to manage and control modern financial operations. The course provides a comprehensive understanding of how organizations can use Dynamics 365 Finance to integrate accounting, budgeting, cash management, accounts payable, accounts receivable, fixed assets, tax, financial reporting, procurement and other business processes within an enterprise-wide financial management environment.

Participants learn how financial transactions are created, processed, approved, posted, analyzed and reported within Dynamics 365 Finance. The programme goes beyond basic navigation by examining the configuration of financial structures, chart of accounts, financial dimensions, posting profiles, journals, currencies, fiscal calendars, workflows, bank management, budgeting, fixed assets, tax, financial period closing and financial reporting. Practical business scenarios enable participants to understand how Dynamics 365 Finance supports financial control, accountability, compliance, management reporting and data-driven decision-making.

Course objectives

• Navigate the Dynamics 365 Finance interface and locate financial information efficiently.
• Configure fundamental financial-management structures
• Explain the purpose, architecture and major capabilities of Microsoft Dynamics 365 Finance.
• Understand the relationship between Finance and other Dynamics 365 business applications..
• Understand legal entities, fiscal calendars, currencies and financial periods.
• Create and manage charts of accounts and financial dimensions. .. .
• Manage bank accounts, cash transactions and bank reconciliation.
• Understand account structures and advanced rules for financial transactionsManage accounts payable and supplier transactions.
• Configure and use General Ledger journals and financial postings
• Manage accounts receivable and customer transactions
• Configure and manage fixed assets and depreciation
• Process invoices, payments, settlements and financial adjustments.

Who should attend

Course content

• Module 1: Introduction to Microsoft Dynamics 365 Finance and Modern ERP This module introduces Microsoft Dynamics 365 Finance as an enterprise financial-management platform and explains its role within a modern ERP environment. Participants explore how F
• Module 2: Dynamics 365 Finance Navigation and User Workspace Participants develop practical skills for navigating the Dynamics 365 Finance environment. The module covers workspaces, modules, menus, forms, lists, records, inquiries and search functionalit
• Module 4: Fiscal Calendars, Financial Periods and Currencies Participants learn how Dynamics 365 Finance manages fiscal calendars, financial years, accounting periods and currencies. The module covers period structures, open and closed periods, transacti
• Module 5: Accounts Receivable, Customers and Revenue Management Manage customer records, sales invoices, credit notes, customer payments, settlements, statements and outstanding receivables. Follow the complete order-to-cash process from customer transac
• Module 6: Cash, Bank Management and Reconciliation Manage organizational bank accounts, receipts, payments, deposits and bank transactions. Process payment journals and perform bank reconciliation by comparing ERP transactions with bank statements, ident
• Module 7: Procurement, Purchasing and Finance Integration Examine how procurement transactions affect financial management. Follow the procure-to-pay process from purchase requisition and purchase order through goods receipt, invoice matching, approval,
• Module 8: Sales, Revenue and Finance Integration Explore the relationship between sales operations and financial management through the order-to-cash process. Process customer orders, deliveries, invoices, receipts and settlements while examining how sal
• Module 9: Fixed Assets and Asset Accounting Manage the complete fixed-asset lifecycle, including asset creation, asset groups, acquisition, capitalization, depreciation, transfers, adjustments and disposal. Understand how fixed assets affect the general
• Module 10: Budgeting, Budget Control and Financial Planning Create and manage organizational budgets and monitor actual expenditure against approved financial plans. Explore budget registers, revisions, allocations, commitments, budget control and varian
• Module 11: Tax, Period Close and Financial Control Understand tax configuration and transaction processing, including tax codes, tax groups and tax calculations within the organization's financial structure. Perform financial period-end and year-end acti
• Module 12: Financial Reporting, Analysis and Management Information Generate and interpret key financial information including trial balances, income statements, balance sheets, cash-flow information, account analysis and management reports. Use financia
• Module 13: Power BI, Excel, Automation and Intelligent Finance Connect financial information to Microsoft Excel, Power BI and Power Platform tools to support analysis, dashboards, workflow automation and management reporting. Explore practical applicatio
• Module 14: Financial Security, Data Governance and ERP Administration Manage users, roles, permissions and segregation of duties within Dynamics 365 Finance. Examine financial data quality, master-data governance, auditability, transaction controls and a
• Module 15: D365 Finance Implementation and Integrated Business Project Bring the course together through an end-to-end organizational finance scenario. Map business requirements, configure key financial structures, establish customers and vendors, proces

General notes

• Participants will gain practical exposure to: General Ledger: Chart of accounts, financial dimensions, journals, posting, allocations, accruals and financial transactions.
• Accounts Payable: Vendors, purchase invoices, payment processing, settlements, vendor balances and supplier financial management.
• Accounts Receivable: Customers, sales invoices, receipts, settlements, collections and receivables analysis.
• Cash and Banking: Bank accounts, payments, receipts, reconciliation and cash management.
• Fixed Assets: Asset records, acquisitions, depreciation, transfers and disposals.
• Tax: Tax configuration concepts, tax codes, tax calculations and tax-related transactions.
• Budgeting: Budget preparation, monitoring, budget control and variance analysis.

Frequently asked questions

Schedule & fees