Finance is the backbone of every organization. To fully realize the potential of Dynamics 365 Finance (D365 Finance), it helps to understand how financial transactions are processed, posted, and analyzed within the system. This beginner‑friendly, comprehensive 8‑hour academy provides the foundational knowledge and practical skills needed to confidently navigate D365 Finance and optimize financial operations.

We begin with a step-by-step walkthrough of the financial modules in D365 Finance to ensure participants are comfortable with key capabilities and navigation patterns with no assumptions about prior experience. As the day progresses, we build on that foundation with an overview of core accounting processes, including the relationships among the general ledger, subledgers, and voucher transactions. Participants will follow the complete lifecycle of financial transactions, from entry to reporting, gaining insight into the system’s architecture, posting logic, and data flow.

Emphasizing practical application, the session shows you how to trace the source of transactions, evaluate their downstream impacts on financial data, and ensure accuracy through validation and controls. We conclude with an overview of reporting options to support analysis, compliance, and decision making. By the end of the academy, newcomers to D365 Finance will feel confident navigating the application and explaining how transactions flow—even with zero prior system background.

*** This workshop requires a separate registration from the Conference. Registration is avaliable here. ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

_{DCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.}

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D365 F/SCM (FO) Finance Essentials

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