Build practical skills.
Understand Finance.

Description

Build practical Dynamics 365 Finance skills

Understand how financial setup, daily transactions, and period-end processes connect in Dynamics 365 Finance. Build practical skills through live demonstrations, exercises, and small-group discussion.

Practical understanding and enablement come first. Certification preparation is a secondary goal, supported by guided self-study.

Course dates and format

Confirmed to run: The December 14-18, 2026 cohort will run on the confirmed dates below. Places are available to book directly.

• December 14-18, 2026.
• Five live online training days.
• Daily sessions: 09:00-12:00 and 13:00-16:00 CET.
• 30 hours of live training in total.
• Delivered in English.
• Small-group training with demonstrations, exercises, questions, and discussion.
• Sessions are recorded for participants.

Select the December 14-18, 2026 cohort when booking. Choose “Next date – TBC” for a separate future cohort whose dates have not yet been scheduled.

What you get

• Preparation materials to support your learning before the live sessions.
• Five days of instructor-led online training.
• Presentations and practice exercises.
• Access to the participant course home, learning materials, presentations, and session recordings for 180 days from the course start date. Recordings are added after each session.
• An individual Dynamics 365 training environment with Contoso demo data, available for 180 days from the course start date.

Your participant course home brings together session links and learning resources in one place, so you can prepare for the live sessions, revisit demonstrations, and continue practicing afterward.

The course follows AXcademy’s Prepare-Participate-Practice approach: prepare before the sessions, participate actively, and reinforce your understanding through practice.

What you will learn

By the end of the course, you will be better equipped to:

• Explain how core financial processes connect in Dynamics 365 Finance.
• Understand the role of main accounts, financial dimensions, account structures, and posting profiles.
• Work with journals, customer and vendor transactions, payments, and settlements.
• Understand cash and bank processes and bank reconciliation.
• Explain the purpose of budgeting and fixed asset processes.
• Follow transactions through to financial inquiries, reporting, and period-end activities.

Topics covered

Financial foundations

Legal entities, ledgers, fiscal calendars, currencies, chart of accounts, financial dimensions, account structures, and financial tags.

General ledger and journals

Journal names and controls, vouchers, approvals, accruals, allocations, and intercompany accounting. Understand how setup affects posting and financial reporting.

Accounts payable and expenses

Vendors, posting profiles, invoice journals, purchase order invoices, invoice matching, payments, and settlements. Introduction to expense management and approval workflows.

Accounts receivable, credit, and collections

Customers, posting profiles, free text invoices, sales order invoices, payments, and settlements. Credit limits, aging, account statements, and collections.

Cash and bank management

Bank accounts, payment processes, bank reconciliation, and an introduction to cash flow forecasting.

Budgeting and fixed assets

Budget register entries, budget-versus-actual analysis, and an introduction to budget control and planning. Fixed asset setup, acquisition, depreciation, and disposal.

Tax, period-end, and reporting

Core sales tax concepts, currency revaluation, period-end and year-end activities, financial inquiries, and financial reporting. Introduction to consolidation and the connection between inventory and financial accounting.

Who should attend?

This course is for finance professionals, key users, business analysts, and functional consultants who want a practical understanding of Dynamics 365 Finance.

It is relevant whether you are preparing for an implementation, supporting daily operations, or building a broader understanding across finance processes.

Prerequisites

A basic understanding of accounting and common finance processes is recommended. Familiarity with navigating Dynamics 365 Finance and Operations apps will help you get more from the demonstrations and exercises.

You do not need to have passed a Microsoft certification exam.

Frequently asked questions

Is the December course confirmed to run?

Yes. The December 14-18, 2026 cohort is confirmed to run on the dates listed on this page. Places are available to book directly by selecting that cohort when booking.

When does the December course take place?

The confirmed course dates are December 14-18, 2026. Sessions take place each day from 09:00-12:00 and 13:00-16:00 CET, with a lunch break between sessions.

What if the dates do not fit my schedule?

Please contact us before booking so we can discuss your availability. You can also select “Next date – TBC” for a separate future cohort whose dates are not yet confirmed. For participants in the December cohort, session recordings are available for 180 days from the course start date.

Can I book for someone else?

Yes. You can purchase places for yourself and/or other participants. Select the number of places you need and enter the participant details during checkout.

Is this only an exam preparation course?

No. Practical understanding and enablement come first. If certification is your goal, use the training alongside guided self-study and the applicable Microsoft exam requirements. Exam success is not guaranteed.

What if I miss a session?

Sessions are recorded for participants, and recordings are added to the course home after each session. You can access them for 180 days from the course start date. Live attendance is recommended so you can ask questions and take part in discussions.

How long can I access the course and training environment?

You have access to the participant course home, learning materials, session recordings, and your individual training environment for 180 days from the course start date. Recordings are added after each session.

What does “Next date – TBC” mean?

This option is for a separate future cohort whose dates have not yet been confirmed. It does not refer to the confirmed December 14-18, 2026 cohort. Contact AXcademy to discuss your preferred dates before booking that option.

Can I discuss whether the course fits my needs?

Yes. Contact AXcademy with your role, experience, and learning goals, and we can help you assess whether the course is a good fit.