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 Sweden through Bilginç IT Academy's live and interactive virtual classroom environment, accessible from your home, office, or any location. Connect with expert trainers in real time and bring the energy of classroom learning into the digital experience.
Experience Introduction to finance in Dynamics 365 in a focused classroom environment in Sweden. Bilginç IT Academy's carefully selected training venues provide a professional setting where delegates can interact directly with expert trainers and peers.
Meet your team's training needs with Bilginç IT Academy's onsite Introduction to finance in Dynamics 365 in Sweden solution, delivered at your office or preferred location. Align your team's development with your business goals through a training experience tailored to your organization.
Join our public courses in our Sweden facilities. Private class trainings will be organized at the location of your preference, according to your schedule.
Sweden is the historic birthplace of global technology legends like Spotify and Ericsson, maintaining its status as a world leader in software engineering and sustainable digital solutions. Stockholm and Gothenburg serve as premier destinations for innovation, fueled by the academic prestige of KTH Royal Institute of Technology and a culture that embraces early technological adoption. The Swedish tech scene is characterized by its leadership in game development, green-tech, and secure communication systems, fostering a highly collaborative and creative professional environment. Our IT training programs in Sweden are tailored to this culture of excellence, focusing on Software Architecture, Cloud-Native development, and Cyber Defense. We support the Swedish workforce in maintaining their competitive edge within a Nordic region that consistently sets the global benchmark for digital integration and social innovation.
