Course Objectives
1. What will you learn in the Microsoft Dynamics 365 Finance course?
You will learn how to implement, configure, and manage Microsoft Dynamics 365 Finance for enterprise financial operations. The course covers general ledger, accounts payable, accounts receivable, budgeting, fixed assets, cash and bank management, financial reporting, tax management, workflow automation, and financial compliance using Microsoft Dynamics 365 Finance.
2. How does this course prepare you for real-world finance implementation projects?
The course provides hands-on experience in managing financial transactions, configuring accounting structures, automating financial processes, handling budgets, preparing financial reports, and implementing Microsoft Dynamics 365 Finance solutions for enterprise organizations.
3. What practical skills will you develop during the training?
You will gain expertise in financial management, ledger configuration, accounts payable and receivable, budgeting, cash flow management, fixed asset management, tax configuration, workflow automation, financial reporting, security administration, and ERP implementation.
4. How will real-time projects improve your Microsoft Dynamics 365 Finance skills?
You will work on practical ERP finance projects involving financial accounting, budgeting, invoice processing, payment management, financial closing, compliance reporting, and enterprise finance automation.
5. What career opportunities can you pursue after learning Microsoft Dynamics 365 Finance?
This course prepares you for roles such as Microsoft Dynamics 365 Finance Functional Consultant, Finance Consultant, ERP Functional Consultant, Financial Systems Analyst, Dynamics 365 Consultant, ERP Finance Consultant, Financial Application Consultant, Business Analyst, ERP Solution Consultant, and Finance Implementation Consultant.
Popular Techniques Covered in This Course
Microsoft Dynamics 365 Finance Fundamentals
General Ledger and Financial Accounting
Accounts Payable and Accounts Receivable
Budgeting and Financial Planning
Cash and Bank Management
Fixed Assets and Asset Accounting
Workflow Automation and Financial Approvals
Tax Management and Financial Compliance
Security, Administration, and ERP Best Practices
Financial Reporting and Power BI Integration
Get Hands-on Knowledge about Real-Time Projects
Project 1
Financial Management Implementation Project
Develop accounting workflows, budgeting systems, financial transaction processing, and reporting solutions using Dynamics 365 Finance.
Project 2
Accounts Payable and Receivable Project
Implement vendor payment workflows, customer billing systems, invoice processing, and receivables management solutions.
Project 3
Budgeting and Forecasting Project
Create financial planning and budgeting solutions for enterprise operational and expense management.
Key Features
Edubrights offers Microsoft Dynamics 365 Finance Training in virtual mode with expert trainers. Here are the key features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ Batches
Certification Guidance
Curriculum
Module 1: Introduction to Microsoft Dynamics 365 Finance
- Overview of Microsoft Dynamics 365 and the Finance module
- D365 Finance architecture: cloud-native, SaaS on Azure
- Navigation: workspaces, dashboards, and the Finance module menu
- Legal entities, operating units, and organisational hierarchy
- Integration with other D365 apps: Supply Chain, HR, and Commerce
- D365 Finance licensing and deployment options
Module 2: General Ledger Configuration
- Chart of accounts: structure, main accounts, and account types
- Financial dimensions: departments, cost centres, and business units
- Fiscal calendars, fiscal years, and period configuration
- Ledger configuration: currency, exchange rates, and posting layers
- Journal types: daily, invoice, and payment journals
- Bank accounts and bank transaction reconciliation
Module 3: Accounts Payable
- Vendor master data: creating and managing vendor accounts
- Purchase order to invoice workflow (P2P process)
- Invoice registration, invoice approval, and three-way matching
- Vendor payment processing: payment journals and payment proposals
- Prepayments, advance payments, and vendor rebates
- 1099 reporting and tax compliance for vendors
Module 4: Accounts Receivable
- Customer master data: credit limits and payment terms
- Sales order to cash workflow (O2C process)
- Free text invoices and recurring invoices
- Customer payment processing: payment journals and settlement
- Collections management: ageing reports and dunning letters
- Revenue recognition and deferred revenue configuration
Module 5: Cash & Bank Management
- Bank account setup and bank statement import
- Bank reconciliation: manual and advanced auto-reconciliation
- Cash flow forecasting in D365 Finance
- Electronic payment formats: SEPA, BACs, and SWIFT
- Petty cash management and cash transaction journals
- Treasury management and liquidity reporting
Module 6: Budgeting & Financial Planning
- Basic budgeting: budget models and budget codes
- Budget planning: budget plan workflows and Excel integration
- Budget control: budget checking and budget reservations
- Encumbrance accounting for public sector organisations
- Budget vs actual reporting and variance analysis
- Integration with Power BI for budget dashboards
Module 7: Financial Reporting & Compliance
- Financial Reporter (Management Reporter): row, column, and tree definitions
- Building P&L, balance sheet, and cash flow statements
- Consolidation and elimination for multi-company reporting
- Tax configuration: sales tax groups, item tax groups, and tax codes
- VAT reporting and statutory reporting requirements
- Audit trail and compliance features in D365 Finance
Module 8: Month-End Close & Certification Prep
- Period-end close checklist and workspace
- Accruals, prepayments, and period-end journals
- Intercompany accounting and intercompany settlements
- D365 Finance certification: MB-310 exam overview and structure
- Practice scenarios and mock assessment questions
- Career pathways: D365 Finance Functional Consultant roles
Receive Training From Our Skilled and Effective Trainers
Microsoft Certified Dynamics 365 Finance Consultants Our D365 Finance instructors hold Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate (MB-310) credentials and have implemented Dynamics 365 Finance for multinational organisations across manufacturing, retail, and professional services sectors.
Big Four & Consulting Firm Backgrounds Several trainers have worked as senior ERP consultants at Deloitte, PwC, and Capgemini, delivering D365 Finance implementations for clients with complex multi-entity, multi-currency, and multi-jurisdiction financial requirements.
Finance & Accounting Expertise Unlike purely technical trainers, our instructors combine Microsoft Dynamics expertise with genuine finance and accounting knowledge — CIMA, ACCA, or CPA qualified — ensuring they can explain not just how to configure D365, but why each financial process works the way it does.
Exam-Focused Preparation Instructors know the MB-310 exam inside out, integrating exam-relevant scenarios throughout the course so learners build both practical skills and exam confidence simultaneously.
Post-Implementation Support Experience Trainers have supported organisations through go-live, hypercare, and post-implementation optimisation phases, giving learners realistic expectations about D365 Finance in production environments.
You will succeed with our recognized certification
Our institution offers a recognized Microsoft Dynamics 365 Finance certification. This certification enhances your portfolio and prepares you for collaborative projects in real-world environments. Gain practical skills through hands-on training and assessments.
Course FAQs
1. What is Microsoft Dynamics 365 Finance?
Answer: Microsoft Dynamics 365 Finance is Microsoft's cloud-based ERP application that helps organizations manage accounting, budgeting, financial operations, compliance, and enterprise financial reporting.
2. What is General Ledger in Dynamics 365 Finance?
Answer: The General Ledger is the central accounting module used to record financial transactions, maintain the chart of accounts, and generate financial statements.
3. Does Dynamics 365 Finance support Accounts Payable and Accounts Receivable?
Answer: Yes. It provides complete functionality for vendor management, invoice processing, customer invoicing, payment processing, collections, and financial reconciliation.
4. Can Dynamics 365 Finance automate financial workflows?
Answer: Yes. It supports workflow automation for invoice approvals, purchase approvals, journal approvals, expense management, and financial processes.
5. Does Microsoft Dynamics 365 Finance integrate with Microsoft products?
Answer: Yes. It integrates with Microsoft 365, Excel, Teams, Outlook, Power BI, Power Automate, Azure, and other Microsoft business applications.
6. Which industries use Microsoft Dynamics 365 Finance?
Answer: Manufacturing, retail, healthcare, banking, logistics, construction, education, consulting, government, and multinational enterprises use Microsoft Dynamics 365 Finance.
7. Does the course include practical projects?
Answer: Yes. The course includes enterprise finance implementation projects covering accounting, budgeting, accounts payable, fixed assets, reporting, and compliance.
8. Is this course beginner-friendly?
Answer: Yes. The course starts with ERP and finance fundamentals before progressing to advanced Microsoft Dynamics 365 Finance implementation.
9. Can Dynamics 365 Finance generate financial reports?
Answer: Yes. It provides built-in financial reporting capabilities and integrates with Power BI for advanced analytics and executive dashboards.
10. Why should professionals learn Microsoft Dynamics 365 Finance?
Answer: Microsoft Dynamics 365 Finance is widely adopted for enterprise financial management, making it a valuable skill for ERP consultants, finance professionals, and business analysts.
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