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Introduction to finance in Dynamics 365 (AB-6002)

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

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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.

This course includes
  • intructor-icon Instructor-led training
  • intructor-icon Personal Learning Path
  • intructor-icon Email, chat and phone support


Who is this course for?

Who is the Introduction to finance in Dynamics 365 (AB-6002) 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

What you will learn during our Introduction to finance in Dynamics 365 (AB-6002) course.

  • Explore how Dynamics 365 finance and operations apps enhance financial operations through AIpowered agents and Copilotdriven workflows. Intelligent reconciliation and embedded analytics streamline forecasting, collections, and reporting.
  • Describe enterprise resource planning (ERP)
  • Describe use cases for using AI tools in finance and operations apps
  • Explore the finance and operations user interface
  • Module assessment
  • Utilize reporting and integration features within finance and operations apps and their integration with Microsoft products
  • Describe builtin reporting capabilities
  • Describe options for analyzing data with Power BI
  • Describe integration capabilities with Office 365
  • Describe integration options for Microsoft Power Platform
  • Describe capabilities and use cases for business events
  • Configure and edit business documents
  • Use Finance insights for forecasting and anomaly detection
  • Learn about the shared features in finance apps that ensure consistency, compliance, and efficiency in organizational operations.
  • Describe security capabilities in finance and operations apps
  • Describe workflow capabilities in Dynamics 365 finance and operations apps
  • Describe batch jobs in finance and operations apps
  • Manage organizations and legal entities
  • Create and maintain record templates
  • Describe global address book features
  • Set up alerts in finance and operations apps
  • Describe number sequences in finance and operations apps
  • Describe attachment capabilities in finance and operations apps
  • Learn about core Dynamics 365 Finance features to manage financial processes globally, ensure tax compliance, and improve cost efficiency.
  • Describe Dynamics 365 Finance capabilities and features
  • Describe reporting and accounting currencies
  • Describe tax capabilities in Dynamics 365 Finance
  • Describe cost accounting concepts in Dynamics 365 Finance
  • Describe electronic payment formats in Dynamics 365 Finance
  • Understand key financial management tools for managing ledgers, financial reporting, allocations, and reconciliations in Dynamics 365 Finance
  • Define fiscal and ledger calendars in Dynamics 365 Finance
  • Describe charts of accounts and main accounts
  • Describe financial dimensions and set concepts
  • Describe accounting structures in General ledger
  • Describe financial journals in Dynamics 365 Finance
  • Describe financial reporting capabilities in Dynamics 365 Finance
  • Describe cash and bank management in Dynamics 365 Finance
  • Describe use cases for allocations and accruals
  • Describe periodic financial processes in Dynamics 365 Finance
  • Learn to navigate accounts payables, receivables, settlements, and credit management features in Dynamics 365 Finance.
  • Describe payment setup
  • Describe core accounts payable components in Dynamics 365 Finance
  • Describe vendor posting profiles in accounting
  • Describe vendor payments and settlements
  • Describe core accounts receivable components
  • Describe customer/vendor netting in Dynamics 365 Finance
  • Describe credit management processes in Dynamics 365
  • Describe the collections process in Dynamics 365 Finance
  • Manage subscription billing in Dynamics 365 Finance
  • Learn how to describe and apply expense management, fixed asset management, budgeting, and project accounting capabilities in Dynamics 365 Finance.
  • Describe expense management capabilities
  • Describe fixed asset management capabilities
  • Describe budgeting capabilities
  • Describe project management and accounting capabilities

Preparation

How to best be prepared for our Introduction to finance in Dynamics 365 (AB-6002) course.

Meet our instructors

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

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.

  • Specialist in Dynamics 365, Power Platform & Azure

  • Developer of Microsoft courseware
  • Speaker & mentor at Microsoft community events

Ready to build solutions with one of the best in the field?

Explore upcoming courses with Julian Sharp to get started.

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Andrew Driver

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.
 

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FAQ

FAQs for the Introduction to finance in Dynamics 365 (AB-6002) course.

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.

Reviews

Feedback from our delegates.

Johan Andersson

Johan Andersson

Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.

Stephen Ridgway

Readynez is the best training provider I've used for many years. Their customer service is first class, prices are very competitive and instruction excellent.

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