Introduction to finance in Dynamics 365

Explore how Dynamics 365 Finance enhances financial operations through AI-powered agents, Copilot-driven workflows, intelligent reconciliation, and embedded analytics to streamline forecasting, collections, and reporting.

Prerequisites

None

Modules in this learning path

Explore how Dynamics 365 finance and operations apps enhance financial operations through AI-powered agents and Copilot-driven workflows. Intelligent reconciliation and embedded analytics streamline forecasting, collections, and reporting.

Utilize reporting and integration features within finance and operations apps and their integration with Microsoft products

Learn about the shared features in finance apps that ensure consistency, compliance, and efficiency in organizational operations.

Learn about core Dynamics 365 Finance features to manage financial processes globally, ensure tax compliance, and improve cost efficiency.

Understand key financial management tools for managing ledgers, financial reporting, allocations, and reconciliations in Dynamics 365 Finance

Learn to navigate accounts payables, receivables, settlements, and credit management features in Dynamics 365 Finance.

Learn how to describe and apply expense management, fixed asset management, budgeting, and project accounting capabilities in Dynamics 365 Finance.