Who should attend
Finance functional consultants, accountants, business analysts, ERP users and QA professionals.
Prerequisites
Basic accounting and business-process concepts are recommended. Prior Dynamics 365 experience is not required.
Learning outcomes
- Understand the Dynamics 365 Finance application and organisation setup.
- Explain chart of accounts, ledgers and financial dimensions.
- Execute core general ledger and subledger processes.
- Understand accounts payable, accounts receivable, cash and bank workflows.
- Explain budgeting, fixed assets and period-end close concepts.
- Prepare finance process scenarios and functional test cases.
Detailed curriculum
8 modules01ERP finance overview and navigation
- ERP finance processes and financial control objectives
- Dynamics 365 Finance navigation, workspaces and modules
- Legal entities, currencies, fiscal calendars and periods
- Organisation administration and number sequences concepts
- Role-based access and segregation of duties overview
02General ledger foundations
- Chart of accounts and main accounts
- Account structures and advanced rules concepts
- Financial dimensions and dimension combinations
- Journals, journal names, posting and voucher review
- Ledger setup, currencies and exchange-rate concepts
03Accounts payable
- Vendor master, groups and payment terms
- Purchase invoice entry and invoice matching
- Vendor invoice journals and pending invoices
- Payment proposal, payment journal and settlement
- Withholding tax and vendor balance review where configured
04Accounts receivable
- Customer master, groups and credit terms
- Free-text and sales-order invoice touchpoints
- Customer payments, settlements and collections
- Credit management and dunning concepts
- Customer ageing and balance reconciliation
05Cash and bank management
- Bank accounts and payment methods
- Bank journals and payment processing
- Bank reconciliation and statement import concepts
- Cash flow forecasting overview
- Controls and exception handling
06Budgeting and fixed assets
- Budget models, budget register entries and control concepts
- Budget planning and budget control overview
- Fixed asset groups, books and acquisition
- Depreciation, transfers, disposal and proposals
- Asset reconciliation and reporting
07Tax, period close and financial reporting
- Tax configuration concepts and transaction tax calculation
- Period close checklist and ledger settlement
- Accruals, allocations and recurring journals
- Financial reports and trial balance review
- Audit trail, corrections and close controls
08Integration, security and testing project
- Subledger-to-ledger reconciliation
- Data management framework and import/export concepts
- Security roles, duties and privileges
- End-to-end procure-to-pay and order-to-cash finance scenarios
- Test cases, defect evidence and close-cycle validation
How you will practise
Learn through instructor-led sessions using realistic, live applications. Then apply each concept through guided assignments on a separate hands-on practice application, with feedback to help you build practical skills and confidence.
Practical exercises and labs
- Create sample chart-of-account and financial dimension combinations in a sandbox.
- Process vendor invoice, payment and settlement scenarios.
- Process customer invoice, receipt and ageing checks.
- Record a fixed asset acquisition and depreciation scenario.
- Perform a sample period-end reconciliation checklist.
Capstone project
Demonstrate a controlled finance cycle in an authorised Dynamics 365 Finance environment, covering master data, journal/subledger transactions, settlement, reconciliation and functional test evidence.
Tools and technologies
Dynamics 365 Finance sandbox or demo environment. Tax, localisation, advanced budgeting and reporting features depend on country configuration, licensing and enabled modules.
Assessment approach
- Module-wise knowledge checks or short practical tasks.
- Hands-on exercise review using an agreed checklist or rubric.
- Final project demonstration and explanation of design decisions, test evidence or outputs, as applicable.
- Completion criteria, attendance requirements and any certificate conditions must be separately approved and published by TrainingRite.
Schedule and fees
Upcoming batch schedules are shared by our TrainingRite team. Please submit an enquiry and our team will contact you by email or phone with the latest schedule. TrainingRite does not publish course fees or discounts on the website. Our counselling team will share the applicable course fee and other details with you by email or phone after you submit an enquiry.
Frequently asked questions
Who should join this course?
Finance functional consultants, accountants, business analysts, ERP users and QA professionals.
Do I need prior experience?
Basic accounting and business-process concepts are recommended. Prior Dynamics 365 experience is not required.
Is the training online?
TrainingRite programmes are delivered online.
Will I get hands-on practice?
Sessions are instructor-led and use realistic applications. You then apply each concept through guided assignments on a separate practice application.
How can I enquire about fees and the next batch?
Fees and batch schedules are not published on the website. Submit the enquiry form on this page and our counselling team will share them with you by email or phone.