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

• 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.
• Small-group delivery with demonstrations, exercises, and discussion.

Select your preferred cohort in the booking section. If you choose “Next date – TBC,” the dates for that future cohort are still to be confirmed.

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.

What is included?

• Preparation materials to support your learning before the live sessions.
• Five days of instructor-led online training.
• Presentations and practice exercises.
• Session recordings, available for 30 days after the course.
• An individual Dynamics 365 training environment with Contoso demo data, available for 180 days.
• A course home with session links and course materials.

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

Frequently asked questions

When does the December course take place?

The course runs 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.

Can I book for someone else?

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

What if I miss a session?

Session recordings are available for 30 days after the course. Live attendance is recommended so you can ask questions and take part in discussions.

Is this only an exam preparation course?

No. Practical understanding and enablement come first. If certification is your goal, combine the training with guided self-study and review the applicable Microsoft exam requirements.

What does “Next date – TBC” mean?

This option is for a future cohort whose dates have not yet been confirmed. 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.