Introduction to Finance in Dynamics 365 is a 1-day foundational course designed to help learners understand how Dynamics 365 Finance transforms financial operations through AI-driven insights, Copilot automation, intelligent reconciliation, and embedded analytics.
Participants explore how to optimize forecasting, collections, reporting, and compliance across global finance operations, while leveraging Microsoft 365 and Power Platform integrations.
Participants should have:
Basic understanding of business processes and financial principles,
Experience using Microsoft 365 applications,
Familiarity with customer engagement concepts.
This course is ideal for:
Finance and accounting professionals,
Business analysts and ERP users,
Teams integrating Microsoft 365 and Dynamics 365 Finance to automate processes.
By the end of the course, participants will be able to:
Understand the role of Dynamics 365 Finance and Operations apps,
Use reporting and integration tools effectively,
Identify shared features for security, compliance, and consistency,
Explore key Dynamics 365 Finance capabilities for automation and efficiency,
Manage general ledger, cash and bank processes,
Navigate accounts payable and receivable,
Apply expense tracking, asset management, and budgeting.
Module 1: Describe Dynamics 365 finance and operations apps
Explore how Dynamics 365 finance and operations apps enhance financial operations through AI-powered agents and Copilot-driven workflows. Intelligent reconciliation and embedded analytics streamline forecasting, collections, and reporting.
Module 2: Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
Utilize reporting and integration features within finance and operations apps and their integration with Microsoft products
Module 3: Describe shared features in Dynamics 365 finance and operations apps
Learn about the shared features in finance apps that ensure consistency, compliance, and efficiency in organizational operations.
Module 4: Describe Dynamics 365 Finance core capabilities
Learn about core Dynamics 365 Finance features to manage financial processes globally, ensure tax compliance, and improve cost efficiency.
Module 5: Describe general ledger and cash and bank management processes in Dynamics 365 Finance
Understand key financial management tools for managing ledgers, financial reporting, allocations, and reconciliations in Dynamics 365 Finance
Module 6: Describe accounts payables and receivables in Dynamics 365 Finance
Learn to navigate accounts payables, receivables, settlements, and credit management features in Dynamics 365 Finance.
Module 7: Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance
Learn how to describe and apply expense management, fixed asset management, budgeting, and project accounting capabilities in Dynamics 365 Finance.
Experience Introduction to finance in Dynamics 365 in Kazakhstan through Bilginç IT Academy's live and interactive virtual classroom environment. Join a Public course as an individual delegate or arrange a dedicated Private / In-house online training program exclusively for your organization.
Experience Introduction to finance in Dynamics 365 through face-to-face Classroom Based training in Kazakhstan. Training can be delivered as a Public course open to individual delegates or as a dedicated Private / In-house class for your organization.
Arrange Introduction to finance in Dynamics 365 in Kazakhstan as a dedicated Onsite training program for your organization. Bilginç IT Academy trainers can deliver the training at your office or another location of your choice, with the program planned around your team's requirements and business objectives.
Join our public courses in our Kazakhstan facilities. Private class trainings will be organized at the location of your preference, according to your schedule.
Kazakhstan stands as the preeminent technological and financial powerhouse of Central Asia, with the dynamic cities of Almaty and Astana serving as global magnets for innovation. The country is home to the Astana Hub, an international tech startup center, and Nazarbayev University, both of which are at the forefront of pioneering research in Artificial Intelligence, Blockchain, and Big Data analytics. Kazakhstan has achieved worldwide recognition for its advancements in digital mining and financial technologies, supported by a national strategy that prioritizes high-quality IT education and continuous professional development. Our comprehensive training programs are strategically designed to empower professionals in Kazakhstan to master complex corporate systems and lead large-scale digital innovation processes. By bridging the gap between local talent and global industry standards, we ensure that the Kazakh workforce remains highly competitive in the rapidly evolving Eurasian digital economy.
