Introduction to finance in Dynamics 365 AB-6002 Training Plan: Detailed Modules
Module 1: Describe Dynamics 365 finance and operations apps
- Describe enterprise resource planning (ERP)
- Describe use cases for using AI tools in finance and operations apps
- Explore the finance and operations user interface
Module 2: Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
- Describe built-in reporting capabilities
- Describe options for analyzing data with Power BI
- Describe integration capabilities with Office 365
- Describe integration options for Microsoft Power Platform
- Describe capabilities and use cases for business events
- Configure and edit business documents
- Use Finance insights for forecasting and anomaly detection
Module 3: Describe shared features in Dynamics 365 finance and operations apps
- Describe security capabilities in finance and operations apps
- Describe workflow capabilities in Dynamics 365 finance and operations apps
- Describe batch jobs in finance and operations apps
- Manage organizations and legal entities
- Create and maintain record templates
- Describe global address book features
- Set up alerts in finance and operations apps
- Describe number sequences in finance and operations apps
- Describe attachment capabilities in finance and operations apps
Module 4: Describe Dynamics 365 Finance core capabilities
- Describe Dynamics 365 Finance capabilities and features
- Describe reporting and accounting currencies
- Describe tax capabilities in Dynamics 365 Finance
- Describe cost accounting concepts in Dynamics 365 Finance
- Describe electronic payment formats in Dynamics 365 Finance
Module 5: Describe general ledger and cash and bank management processes in Dynamics 365 Finance
- Define fiscal and ledger calendars in Dynamics 365 Finance
- Describe charts of accounts and main accounts
- Describe financial dimensions and set concepts
- Describe accounting structures in General ledger
- Describe financial journals in Dynamics 365 Finance
- Describe financial reporting capabilities in Dynamics 365 Finance
- Describe cash and bank management in Dynamics 365 Finance
- Describe use cases for allocations and accruals
- Describe periodic financial processes in Dynamics 365 Finance
Module 6: Describe accounts payables and receivables in Dynamics 365 Finance
- Describe payment setup
- Describe core accounts payable components in Dynamics 365 Finance
- Describe vendor posting profiles in accounting
- Describe vendor payments and settlements
- Describe core accounts receivable components
- Describe customer/vendor netting in Dynamics 365 Finance
- Describe credit management processes in Dynamics 365
- Describe the collections process in Dynamics 365 Finance
- Manage subscription billing in Dynamics 365 Finance
Module 7: Describe expense tracking, asset control, and budgeting processes in Dynamics 365 Finance
- Describe expense management capabilities
- Describe fixed asset management capabilities
- Describe budgeting capabilities
- Describe project management and accounting capabilities
Recommended prerequisite knowledge
A basic understanding of ERP principles, financial management, and Microsoft 365/Power Platform tools is recommended.
Eccentrix Corner Articles: Dynamics 365 Finance AB-6002 Resources
Explore our technical articles on Dynamics 365 Finance AB-6002, published on Eccentrix Corner. These resources dive deep into key concepts, share best practices, and provide practical guides to maximize your learning and success. Our experts offer real-world insights to help you master automation, financial management, and integration with Microsoft 365 and Power Platform.
Finances in Dynamics 365 training – Fundamentals and Automation
The Finances in Dynamics 365 training (AB-6002) prepares participants to master ERP basics, automate financial processes, and leverage advanced tools like Copilot and AI. This learning path focuses on financial reporting, budgeting, AR/AP automation, and process optimization through integration with Microsoft 365 and Power Platform.
Ideal for functional consultants, finance professionals, and ERP users, this course equips you with the essential skills to modernize financial management and optimize decision-making in Dynamics 365 Finance.
Why Choose the AB-6002 Training?
Dynamics 365 Finance is a must-have solution for organizations looking to modernize financial management, automate repetitive tasks, and harness AI for more reliable forecasting. The AB-6002 training ensures participants can configure, customize, and optimize Dynamics 365 Finance to meet the demands of digital transformation.
This course demonstrates your expertise in financial management, automation, and ERP integration, strengthening your career prospects in digital finance and business process transformation.
Skills Developed During the Training
Mastering Dynamics 365 Finance Fundamentals
Learn to navigate the ERP, manage security, and use shared features for effective financial management.Automating Financial Processes with Copilot and AI
Discover how to automate tasks, use AI-powered forecasting, and optimize receivables and payments management.Integrating Dynamics 365 Finance with Microsoft 365 and Power Platform
Develop integrated solutions to connect financial processes with other Microsoft tools.Analyzing and Customizing Financial Reports
Master report creation, budgeting, and using business events for informed decision-making.Optimizing Operations through Customization and Automation
Apply advanced scenarios to improve efficiency and agility in your organization.
Instructor-led Comprehensive Training
This course is delivered by experienced Dynamics 365 Finance experts. Participants benefit from interactive sessions, real-world case studies, and hands-on labs designed to build confidence in advanced ERP use.
Who Should Attend This Training?
- Functional consultants specializing in financial solutions
- Finance professionals and Dynamics 365 ERP users
- Digital transformation leaders seeking to automate and optimize financial management
- Organizations looking to modernize financial processes with Microsoft 365/Power Platform integration
Optimize Your Financial Management with Dynamics 365 Finance
The Microsoft Dynamics 365 Finance – Fundamentals and Automation (AB-6002) training provides you with the skills to modernize financial management, automate tasks, and integrate AI into your operations. Enroll today to strengthen your expertise in Dynamics 365 Finance!
Frequently Asked Questions – Microsoft AB-6002 Training (FAQ)
The course includes Dynamics 365 Finance fundamentals, Copilot automation, financial reporting, budgeting, integration with Microsoft 365/Power Platform, and process customization.
Finance professionals, ERP consultants, digital transformation leaders, and any organization looking to modernize its financial management.
A basic understanding of ERP and Microsoft 365 tools is recommended.
Dynamics 365 Finance, Copilot, AI, Microsoft 365, Power Platform, AR/AP automation, electronic reporting.
It demonstrates your expertise in financial automation, ERP integration, and digital transformation, opening new opportunities in modern finance and business roles.
