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Introduction to Microsoft Dynamics 365 for Finance and Operations

August 28, 2017 @ 09:00 - 16:00

|Recurring Event (See all)

One event on November 25, 2019 at 09:00

(Last Updated On: November 11, 2019)

This one-day course Introduction to Microsoft Dynamics 365 for Finance and Operations is for everyone, who wants to get a solid fundamental understanding of the general functionality in Microsoft Dynamics 365 for Finance and Operations

Typical participant profiles:

Anyone interested in or going to work with Microsoft Dynamics 365 for Finance and Operations.


It is an advantage to have knowledge of an ERP system in order to understand some of the principles in Dynamics 365 for Finance and Operations.; but it is not essential.
It would also be beneficial with working experience with Windows programs.


100 (Introduction)

Get a vital understanding of the basics in Microsoft Dynamics 365 for Finance and Operations.

This is important, before joining the more role/job specific courses i.e. Finance Daily, Accounts Receivable, Product Receipt, Manufacturing etc. After this Introduction to Microsoft Dynamics 365 for Finance and Operations, you will be ready for the specifics! Financial Management, Distribution and Trade etc.

During this 1-day class, you will earn about the general functionality and help tools, as well as mastering navigation and working with data; search, filter, edit, create and delete data.

  • Introduction
  • Overview – the D365FO “DNA”
  • An example of a typical workflow in D365FO
  • What goes on in the User Interface; overview
  • Navigation: Dashboard, Workspace, Navigation Pane, Navigation Search, and more
  • Working with data
  • Daily used functionality and tools; Office integration, Help
  • Advanced functionality and tools (overview only)
  • Reports and Queries.

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Operations training environment (with standard Contoso demo data) free of charge.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world-class instructor with loads of real-life technical experience in D365FO, as well as AX 2012 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Morning break
•Lunch of high quality and variety
•Morning break
•Water, coffee/tea, soft drinks, fruits through-out the day

(Actual offerings and variety depending on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Any certification exams

Introduction to Microsoft Dynamics 365 for Finance and Operations