Microsoft Dynamics 365 Finance documentation

Discover how to make the most of Dynamics 365 Finance with training, documentation, and videos covering product capabilities. Learn how to use Dynamics 365 Finance to monitor your global financial operations in real time, predict outcomes, and make data-driven decisions to drive business agility and growth.

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Welcome to Dynamics 365 Finance

What's new

What's new

Training

Training

Reference

Troubleshoot

Implement

Guidance

• Dynamics 365 implementation guidance
• Implementation lifecycle management
• Implementation FAQ
• Security

Try/Buy/Deploy

• Try Dynamics 365 Finance
• Buy Dynamics 365 Finance
• Deploy Dynamics 365 Finance

Set up

• Lifecycle Services (LCS) user guide
• Project onboarding
• Prepare for go-live

Administer and develop

Platform development

• Develop and customize your environment
• Deploy and access development environments
• Application stack and server architecture

Manage environments

• Dynamics 365 Lifecycle Services resources
• Continuous delivery
• Upgrades, updates, and hotfixes

Manage data storage

• Data management overview
• Data import and export
• Database movement operations
• Data entities overview

System administration

• System administration overview
• Process automation
• Batch processing overview

Organization administration

• Organization administration overview
• Organizational hierarchies
• Workflow system
• Number sequences overview
• Global address book overview

Manage user access

• Role-based security
• Create users
• Assign users to security roles

Develop integration

• Integration between finance and operations apps and third party apps
• Data management REST API
• Service endpoint overview
• Design principles and best practices for data entities

Microsoft Office integration

• Office integration overview
• Configure and send email
• Customize the Open in Microsoft Office menu

Microsoft Power Platform integration

• Power Platform integration overview
• Dual-write overview
• Virtual entities overview
• Dual-write mapping reference

Azure Data Lake integration

• Export to Azure Data Lake overview
• Export to Azure Data Lake in finance and operations apps

Developer reference

• API references
• X++ language reference
• Service endpoint overview
• Open Data Protocol (OData)

Developer tools

• Development tools in Visual Studio
• Version control, metadata search, and navigation
• Build automation using Azure

Extend and customize

• Extensibility overview
• Application extensibility roadmap
• Write extensible code

Develop the user interface

• User interface development
• General form guidelines
• Build extensible controls

Use

General ledger

• Plan your chart of accounts
• Main account types
• Financial dimensions

Accounts payable

• Overview
• Configure Accounts payable
• Invoice matching
• Invoice capture solution

Accounts receivable

• Overview
• Subscription billing
• Customer payments
• Credit and collections

Budgeting

• Overview
• Budget planning
• Budget control
• Postition forecasting

Cash and bank management

• Overview
• Cash flow forecasting
• Advanced bank reconciliation

Cost accounting

• Overview
• Map a cost element dimension
• Overhead calculation

Fixed assets

• Overview
• Set up fixed assets
• Depreciation conventions

Asset leasing

• Overview
• Manage asset leases
• Lease workflows

Reporting

• Financial reporting
• Reporting and Power BI integrations
• Electronic reporting

Finance insights

• Overview
• Configure Finance insights
• Customer payment predictions

Public sector

• Overview
• Plan for public sector functionality
• Security roles in the public sector

Globalization studio

• Globalization resources
• Globalization services
• Regulatory configuration service
• Electronic invoicing
• Tax Calculation

Mobile apps

• Overview
• Available mobile workspaces
• Publish mobile workspaces

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