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The Introduction to Finance in Dynamics 365 (AB-6002) course provides a practical foundation in how Microsoft Dynamics 365 supports modern financial operations. It introduces participants to core finance capabilities, helping them understand how organizations manage accounting, budgeting, and financial reporting using Dynamics 365. This course focuses on real-world financial processes rather than technical configuration, making it ideal for professionals who need to work with financial data, workflows, and insights within Dynamics 365 environments.
course: Introduction to finance in Dynamics 365 (AB-6002)
Duration: 1 day
Format: Virtual or Classroom
Overview
This course explores the essential finance features of Dynamics 365 and how they support day-to-day financial operations across organizations. Participants will learn how financial data flows through the system, how key finance modules work together, and how Dynamics 365 enables better visibility, control, and compliance. You’ll gain an understanding of core finance concepts such as general ledger, accounts payable and receivable, budgeting, and financial reporting, while also learning how Dynamics 365 integrates finance with other business functions. The course emphasizes practical understanding, enabling participants to confidently navigate finance-related processes and collaborate effectively with finance teams.
Who is this course for?
This course is designed for professionals who work with or support financial processes in Dynamics 365, including finance team members, business users, functional consultants, analysts, and managers. It is also well suited for professionals transitioning into finance-related roles or those who need a clear understanding of how Dynamics 365 supports financial operations without diving into deep technical configuration.
Curriculum
Preparation
Meet some of the Readynez Instructors you can meet on your course. They are experts, passionate about what they do, and dedicated to give back to their industry, their field, and those who want to learn, explore, and advance in their careers.
Julian Sharp delivers high-quality, LIVE instructor-led training in Microsoft Dynamics 365 and Power Platform for professionals seeking real-world skills and certification readiness. With decades of industry experience and deep technical expertise, he helps learners master complex solutions efficiently.
Meet the Instructor: Julian Sharp
MCT | Former MVP | Solution Architect | Dynamics 365 & Power Platform Expert
With 20+ years of experience and over 16 years specializing in Dynamics CRM/365, AI and Power Platform, Julian has trained thousands of professionals and helped organizations solve real business challenges using Microsoft technologies.
A Microsoft Certified Trainer since 2007 and a former Microsoft MVP, Julian brings a rare combination of deep technical knowledge and a practical, business-first mindset.
He’s not just an instructor - he’s a community leader, consultant, and solution architect trusted by enterprises across the globe.
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Andrew Driver is a highly experienced Microsoft trainer delivering LIVE instructor-led training in cybersecurity, cloud, AI and Microsoft Copilot. With decades of hands-on experience working with and alongside Microsoft, he helps professionals strengthen security, prepare for certifications, and adopt modern cloud and AI tools with confidence and clear, practical guidance.
Meet Andrew Driver – a veteran Microsoft Trainer, and one of our most experienced Cybersecurity, Cloud and Copilot instructors.
Andrew has been a Microsoft Trainer since 1997, and for most of that time has worked for and alongside Microsoft across roles, including technology evangelist, partner consultant, IT architect and designer.
Today, he specialises in Cybersecurity, AI, Cloud and Microsoft Copilot, helping individuals and organisations navigate the complexities of modern IT and security, while unlocking productivity through tools like Microsoft 365, Cloud services, and AI-powered transformation.
He has for example delivered a number of Microsoft-sponsored Copilot events for partners, sharing practical guidance on adopting and using Copilot effectively.
Andrew has a unique talent for turning complex concepts into something practical and accessible, empowering people to work smarter, faster and with greater confidence.
As a trainer, he is dedicated to delivering exceptional learning experiences and helping every student get the most out of their tools, skills and potential.
If you’re ready to build stronger security, cloud or AI capabilities, Andrew offers the experience and perspective that make a real difference.
Discover Andrew’s upcoming courses with Readynez and take a step toward being future-ready.
FAQ
Introduction to Finance in Dynamics 365 (AB-6002) is a foundational training course that explains how organizations use Dynamics 365 to manage core financial operations. The course focuses on financial processes, system capabilities, and real-world usage rather than technical configuration or certification preparation.
Preparation involves revisiting basic finance concepts such as accounting principles, invoicing, budgeting, and financial reporting. No technical preparation is required, but familiarity with general business finance workflows will help you better understand how Dynamics 365 supports financial operations.
There are no formal prerequisites. However, a basic understanding of finance, accounting, or business operations is beneficial. Prior experience with Microsoft business applications is helpful but not required.
The Introduction to Finance in Dynamics 365 (AB-6002) course costs €790, which includes instructor-led training and all course materials. There are no additional fees for exams or certifications.
Topics include financial management concepts, general ledger basics, accounts payable and receivable, budgeting, financial reporting, and how finance integrates with other Dynamics 365 business processes.
Yes. The course provides a strong foundation for professionals working with financial data or finance teams in Dynamics 365 environments. It is particularly valuable for improving cross-functional collaboration and understanding enterprise finance workflows.
The course is delivered as a 1-day intensive training, designed to provide a clear and practical introduction to Dynamics 365 finance capabilities in a short timeframe.
Yes. The course can be taken online through instructor-led sessions, offering interactive learning and real-world examples without the need for in-person attendance.
The course is designed to be accessible for beginners. Concepts are explained clearly with practical examples, making it suitable for both finance professionals and business users new to Dynamics 365.
There is no exam and no passing score associated with this course. It is a knowledge-based training designed to build understanding rather than assess certification readiness.
You can maintain your knowledge by working with Dynamics 365 finance modules, staying updated on Microsoft feature releases, and applying finance concepts in real business scenarios.
Salaries vary by role and experience. Professionals working in finance operations, business analysis, or functional consulting roles typically earn between €50,000 and €90,000 annually, depending on location and responsibilities.
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