AB-6002: Introduction to Finance in Dynamics 365

Module 1: Describe Dynamics 365 finance and operations apps

• Introduction
• 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

Module 2: Describe reporting and integration capabilities in Dynamics 365 finance and operations apps

• Introduction
• Describe built-in 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
• Knowledge check

Module 3: Describe shared features in Dynamics 365 finance and operations apps

• Introduction
• Describe security capabilities in finance and operations apps
• Describe workflow capabilities in Dynamics 365 Finance and Operations
• 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
• Knowledge check

Module 4: Describe Dynamics 365 Finance core capabilities

• Introduction
• 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
• Knowledge check

Module 5: Describe general ledger and cash and bank management processes in Dynamics 365 Finance

• Introduction
• 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
• Module assessment

Module 6: Describe accounts payables and receivables in Dynamics 365 Finance

• Introduction
• 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
• Knowledge check

Module 7: Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance

• Introduction
• Describe expense management capabilities
• Describe fixed asset management capabilities
• Describe budgeting capabilities
• Describe project management and accounting capabilities
• Knowledge check