Microsoft Dynamics 365 Finance – Financial Management, ERP & Business Process Automation
10 Days1 sessions available Certificate on completion
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
Target Audience: Finance Managers, Finance Officers, Accountants, Financial Controllers, Management Accountants, Chief Financial Officers, Accounts Payable Officers, Accounts Receivable Officers, General Ledger Accountants, Treasury Officers, Budget Officers, Financial Analysts, Internal Auditors, External Auditors, Tax and Compliance Officers, Procurement Officers, Purchasing Managers, Supply Chain Professionals, ERP Managers, ERP Administrators, Microsoft Dynamics 365 Finance Administrators, Systems Administrators, ICT Managers, Business Analysts, Finance Systems Officers, Business Process Improvement Professionals, Digital Transformation Officers, Data and Reporting Officers, Power BI Professionals, Enterprise Applications Managers, ERP Consultants, Project Accountants, Cost Accountants, Fixed Asset Officers, Payroll and HR Finance Professionals, Departmental Managers, Operations Managers, Government Finance Professionals, NGO and Development Organization Finance Professionals, University and College Finance Professionals, Corporate Finance Professionals, and professionals responsible for financial management, ERP implementation and digital finance transformation.
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.
Budgeting: Budget preparation, monitoring, budget control and variance analysis.
Frequently asked questions
Yes. The programme is designed to be highly relevant to accountants and finance professionals while also providing the ERP and system knowledge required to understand how financial transactions are processed digitally.
Microsoft Dynamics 365 Finance is an enterprise financial-management solution used to manage accounting, General Ledger, accounts payable, accounts receivable, cash and bank management, budgeting, fixed assets, financial reporting, tax and other financial processes.
No. The core course is functional and practical. Programming is not required to learn financial processes, configuration concepts, reporting, workflows or ERP administration.
Yes. ICT professionals, ERP administrators and business analysts can learn how financial processes operate and how Dynamics 365 Finance supports them.