End User Training for Microsoft Dynamics 365 Finance Course Overview

End User Training for Microsoft Dynamics 365 Finance Course Overview

The End User Training for Microsoft Dynamics 365 Finance is designed to equip learners with the knowledge and skills necessary to effectively use the finance module of Dynamics 365. This comprehensive course covers a wide range of financial processes and functionalities within the Dynamics 365 platform.

Beginning with Module 1, users will learn how to create a Chart of Accounts, a critical component for financial reporting and analysis. As the course progresses through Module 2 to Module 16, participants will gain hands-on experience in creating main accounts, processing general journals, reversing entries, and utilizing allocations to distribute costs and revenues efficiently.

Further modules guide users through invoicing processes, vendor management, customer payments, and handling various types of invoices. The course also delves into fixed assets management, including acquisition, depreciation, disposal, and budgeting procedures.

Upon completion, learners will be able to navigate the Dynamics 365 Finance system confidently, ensuring accurate financial data management, and enabling informed decision-making within their organizations. This training is crucial for end users who require a robust understanding of the financial operations within Dynamics 365 to perform their day-to-day activities.

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1,000

  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Including Official Coursebook
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Including Official Coursebook

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure that participants can fully benefit from the End User Training for Microsoft Dynamics 365 Finance course, the following minimum prerequisites are recommended:


  • Basic understanding of financial concepts and accounting principles.
  • Familiarity with business processes related to finance, such as invoicing, payments, and budgeting.
  • Experience with Microsoft Windows operating system and proficiency in using a personal computer.
  • Basic knowledge of Microsoft Office applications, particularly Excel.
  • An interest in learning how to utilize financial applications within the Dynamics 365 platform.

These prerequisites are designed to provide a foundation upon which the course content can effectively build. They are not intended to be barriers to entry but rather to ensure a successful learning experience. Participants with these foundational skills are more likely to thrive in the course and apply the knowledge in their professional roles.


Target Audience for End User Training for Microsoft Dynamics 365 Finance

Learn essential skills in managing financial operations with the End User Training for Microsoft Dynamics 365 Finance. Perfect for professionals in finance and accounting roles.


  • Financial Analysts
  • Accountants
  • Finance Managers
  • Accounts Payable/Receivable Clerks
  • Budget Coordinators
  • Financial Controllers
  • ERP Consultants specializing in finance
  • Financial Systems Analysts
  • Dynamics 365 Administrators with a finance focus
  • CFOs and Finance Executives looking to understand Dynamics 365 capabilities
  • IT Professionals who support financial software systems
  • Business Analysts seeking understanding of financial processes in Dynamics 365
  • Project Managers involved in finance system migration or upgrades
  • End Users of Microsoft Dynamics 365 Finance within their organizations


Learning Objectives - What you will Learn in this End User Training for Microsoft Dynamics 365 Finance?

Introduction to Course Learning Outcomes

In the End User Training for Microsoft Dynamics 365 Finance course, participants will acquire hands-on skills for managing financial operations, from basic entries to complex asset management.

Learning Objectives and Outcomes

  • Understand the structure and creation of the Chart of Accounts essential for financial reporting and analysis.
  • Learn to create and manage Main accounts for accurate financial record-keeping.
  • Gain proficiency in processing General Journals and understanding their impact on financial statements.
  • Master the skill to reverse General Ledger entries to correct financial transactions.
  • Acquire the ability to set up and use allocation rules to distribute expenses or revenues across various accounts or dimensions.
  • Develop the competency to create and manage Invoice Journals, essential for tracking invoicing transactions.
  • Learn to establish and maintain an Invoice Register for streamlined invoice management and approval processes.
  • Understand the process of creating vendor records for effective payables management.
  • Gain knowledge on processing vendor payments, including payment setup, execution, and reconciliation.
  • Learn to create Sales Order (SO) invoices to manage the sales process from order to cash.
  • Understand how to create Free Text Invoices for non-standard billing scenarios.
  • Develop the ability to process customer payments and manage receivables efficiently.
  • Learn to create and manage Fixed Assets, including acquisition, depreciation, and disposal procedures.
  • Acquire skills to process Budget Register entries for maintaining financial control and ensuring compliance with budgetary constraints.