Core Functional and Financials Training for Finance and Operations

Duration: 3 days


This instructor-led course provides a key step for Microsoft Dynamics 365 for Finance and Operations application administrators and power users who are beginning or advancing their knowledge of core Functional and Financial areas within Finance and Operations. In this course, you will gain an understanding of the basic setup, features, and core out-of-the-box capabilities of several primary modules within Finance and Operations. Learn these concepts through lecture, system demonstrations, and hands-on-labs.

Special Note: This course is not currently offered publicly but can be scheduled with your organization upon your request.



This course is designed to support individuals who will be administrating or supporting Microsoft Dynamics 365 for Finance and Operations. It provides attendees who have limited or no exposure to Finance and Operations a broad understanding of the solution, as well as a focus on the core Financial and Functional areas. Those who are migrating from a previous version of Microsoft Dynamics AX, ERP, or database solution will find value in learning new features and functionality of the most recent release. This course is not recommended for end users.

Topics Covered
  • Gain an understanding of an ERP system
  • Basic setup, features, and functionality within functional and financial modules
  • Reporting landscape, including generation of basic SSRS reports, financial reports, and Power BI
  • Basic concepts of the General Ledger module, including Chart of accounts, Financial dimensions, and Journals
  • Basic concepts and processes within Accounts Payable and Receivable

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • General knowledge and understanding of basic accounting and financial processes is helpful
  • Exposure to Microsoft Dynamics 365 for Finance and Operations is helpful, but not necessary

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More