Course Duration
1 Day
Microsoft
Authorized Training
IT
Course cost:
was £965
£647
IT Certification Overview
Explore how Dynamics 365 Finance enhances financial operations through AI-powered agents, Copilot-driven workflows, intelligent reconciliation, and embedded analytics to streamline forecasting, collections, and reporting.
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The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
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Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
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Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
Prerequisites
Participants should have:
- Basic familiarity with business processes and customer engagement concepts.
- Experience using Microsoft 365 applications in a professional environment.
Target audience
This course is designed for:
Professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to support customers efficiently through AI-driven Dynamics 365 Customer Service, improve customer experience with AI-first omnichannel communication in Dynamics 365 Contact Center, and boost first-time resolution rates for on-site workers using AI-driven Dynamics 365 Field Service.
Learning Objectives
By the end of this course, learners will be able to:
- Understand the role of Dynamics 365 finance and operations apps
- Master reporting and integration capabilities
- Identify shared features for consistency and compliance
- Explore core Dynamics 365 Finance capabilities
- Manage general ledger and cash/bank processes
- Navigate accounts payables and receivables
- Apply expense tracking, asset control, and budgeting
Introduction to finance in Dynamics 365 Course Content
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.
- 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
- Summary
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
- 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
- Summary
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.
- Introduction
- 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
- Knowledge check
- Summary
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.
- 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
- Summary
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
- 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
- Summary
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.
- 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
- Summary
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.
- Introduction
- Describe expense management capabilities
- Describe fixed asset management capabilities
- Describe budgeting capabilities
- Describe project management and accounting capabilities
- Knowledge check
- Summary
Introduction to finance in Dynamics 365 Dates
Next 1 available training dates for this course
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VIRTUAL
QA On-Line Virtual Centre
1 DAYS
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ALL DAY
Tue 02 Jun 2026
AVAILABLE
was £965
£647
Advance Your Career with Introduction to finance in Dynamics 365
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