Microsoft Dynamics 365 Finance - short courses
Learn in real time with a world-class Microsoft certified trainer
Gain the skills and understanding to perform Microsoft Dynamics 365 Finance tasks with confidence. Choose from our selection of short live-online finance courses to get the knowledge you need.
Interactive Online Classes: led by Microsoft-certified experts, the next best thing to in-person training from the comfort of your home or office.
Comprehensive Learning: Master every aspect of Dynamics 365's finance, including General ledger, vendor invoices and fixed assets..
Hands-On Experience: Don’t just listen – do. With live practical labs, you'll apply what you learn to real-world scenarios.
Flexible & Recorded Sessions: Missed something? No problem. Every session is recorded, so you can replay and review for 30 days.
Learning That Sticks: Our “Prepare-Participate-Practice” method means you won’t just learn—you’ll retain knowledge for real-world application.
Courses Designed for You: Whether you’re learning the basics or diving deep into specific functions like procurement, sales, or warehouse management, there’s a course to meet your needs.
Supportive Learning Journey: It's more than live sessions; we offer a full learning journey with extra resources to boost your understanding and skills.
Courses
- The basics of Microsoft Dynamics 365 Finance
- General Ledger 1
- General Ledger 2
- Sales Tax
- Accounts Payable
- Accounts Receivable & Credit and Collections
- Cash & Bank Management
- Fixed Assets
- Budgeting & Expense Management
Proven learning methodology
Our proven learning methodology “Prepare-Participate-Practice” ensures you the best possible learning experience and a long-term learning journey.
It is not just the live session; the additional learning options elevate your learning intake dramatically.
Read more details about “Prepare-Participate-Practice” in the FAQ
Real Time Support
Connect with the instructor, content & other learners live.
Focused Learning
A set time to study & get real-time feedback. Recordings of all sessions available.
Developed by the experts
Our experts have decades of experience and train within Microsoft, Microsoft Partners as well as end-user companies.
Courses
Dates & Time (CEST)
The basics of Microsoft Dynamics 365 Finance
Discover how Dynamics 365 Finance enables business users to stay in control of finances and manage funds with accurate information for financial planning and forecasting.
This course has multiple demoes, that shows example flows in the various financial modules, including General Ledger, Accounts Payable, Accounts Receivable, and more.
This is giving the fundamental D365 Finance understanding training, the foundation or learning in the other financial courses.
General Ledger 1
General Ledger 2
Procedures are in focus on this course.
General ledger module is the heart of financial management, and in this course, you will learn all the required procedures; Daily and Periodic, including Journal posting, working with templates and other tools (Allocations, Accruals, etc.) to ease the daily chores, period end need and nice, as well as Financial reporting.
Sales Tax
Set-up, configuration as well as daily and periodic tasks are covered in this course.
The D365FO sales tax framework supports many types of indirect taxes, such as sales tax, value-added tax (VAT), goods and services tax (GST), unit-based fees, and withholding tax. These taxes are calculated and documented during purchase and sales transactions. Periodically, they must be reported and paid to tax authorities.
This course covers the Sales Tax framework; apart from a few examples, it is beyond the scope of this course to address all the local requirements across the world.
Accounts Payable
This course covers Set up and configuration, as well as daily and periodic tasks.
Vendor master data, Payment setup, Posting profile, Invoice receipt and posting including invoice matching.
Payment and settelment of vendor invoices, including Payment proposal and payment journals.
Procurement, including Purchase orders, is covered in a separate course.
Accounts Receivable & Credit and Collections
Accounts Receivable
- Customer master data
- Posting profiles
- Set-up free-text invoice templates and recurring invoices
- Set up payments and settlements
- Payment and settlement of customer invoices, free-text invoices
Credit and Collections
- Credit and Collections workspace
- Collection letter sequence
- Interest codes
- Daily and periodic tasks in Credit and Collections
Note: Sales orders, including Quotations, are covered in a separate course
Cash & Bank Management
- Cash flow forecasting
- Bank accounts
- Bank account transactions
- Bank management workspace
- Settlement overview
- Advanced bank reconciliation
Fixed Assets
Set-up and configuration
- Fixed assets, Fixed asset groups, Books, Depreciation profiles, Depreciation methods
- Posting profile
- Parameters
Daily and periodic tasks
- Fixed asset workspace
- Fixed asset Creation, Acquisition, Depreciation, Disposal.
- Reporting
Budgeting & Expense Management
Budgeting
- Budget
- Budget control
- Budget planning
Expense management
- Set-up and configure Policies, Workflows, Delegation, Categories.
- Daily and periodic tasks, incl. Expense reports: Create, Approve, Post.
Frequently Asked Questions
Our proven learning methodology “Prepare-Participate-Practice” (3P) ensures you the best possible learning experience and a long-term learning journey.
The live online sessions are focused 3 hour sessions, with additional pre- and post-training included – at no additional cost to you.
These additional learning options elevate your learning intake dramatically.
Prepare
Before each course, we ask the students to prepare – for example by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training, and the terminology to be used.
Participate
Each live course session is a focused 3 hour live online session, led by one of our experienced, Microsoft and ExFlow-approved instructors.
Practice
Maintain and extend your learning after the live course session:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).
More details about 3P here
Yes. A high-quality VM is available for the course – complete with Microsoft standard Contoso demo data.
It is available during your class, and also for practice after the class.
Your entire course, the Prepare-Participate-Practice sections – including the recorded sessions – are available for 30 days after the course has finished.
Your training environment is availble for 180 days from your activation (typically on or before the first course date).
We try to make each course varied – to keep it lively and to address the various learner types. Some want to watch, some want to read.
Content types may vary per course, but typically include
- Live presentations and demonstrations by your instructor
- Hands-on labs/exercises
- Presentation/PDF
- Infographics
- Quizzes/Test your knowledge questions
- and more
We add courses on a frequent basis.
To stay informed, sign-up for our newsletters here.