Get started with Finance insights in Dynamics 365 Finance

Beginner
Business User
Functional Consultant
Finance
Dynamics 365

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Finance insights is an intelligent tool that your organization can use to handle customer payments by using predictive models. From predicting when customers might pay their outstanding balance, to your potential future cash flows, Finance insights uses AI Builder to build these models. Because the tool provides the most accurate projections of what to expect across different processes in your organization, it helps you make better decisions.

Learning objectives

In this module, you:

  • Discover how Finance insights works with Dynamics 365 Finance.
  • Learn about the three main components that Finance insights offers.

Prerequisites

  • Previous knowledge of the Accounts receivable and Budgeting modules in Dynamics 365 Finance
  • Tier 2 environment for setup
  • Historical data for accurate models