After this day you can find your way around Dynamics 365 Finance and know where the general ledger, bank reconciliation, payables, receivables, expenses, fixed assets and budgets sit in the system. You understand how reporting and integration with Microsoft 365 and Power Platform work, and where Copilot and agents help with reconciliation, forecasting and collections. The course suits accounting and controlling staff, key users on a rollout project, and anyone looking for a compact introduction to the ERP system.
What you’ll take away.
- Understand how Dynamics 365 finance and operations apps are structured, how to navigate them and which features they share
- Place the general ledger, cash and bank management, and payables and receivables processes in context
- Find expense management, fixed assets, budgeting and project accounting in the system
- Judge where Copilot, AI forecasting and agents support reconciliation, collections and reporting
Your training in detail
- Who is it for?
- Staff from accounting and controlling, key users and newcomers to functional consulting who want to get to know Dynamics 365 Finance or support its rollout.
- Prerequisites
- No prior Dynamics 365 knowledge is needed. You should know basic accounting terms such as general ledger, payables and receivables.
- Format & planning
- Standard length: 1 training day. A different length can be arranged for companies.
Agenda: from understanding to application
Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.
Overview of Dynamics 365 finance and operations apps, including Copilot and agents
Shared features: navigation, security, workflows and personalisation
Reporting and integration: electronic reporting, business events, Microsoft 365 and Power Platform
General ledger, financial reporting, allocations, and cash and bank reconciliation
Payables and receivables: settlement, credit management and AI-assisted collections
Expenses, fixed assets, budgeting and project accounting
Using a fictional company, you follow a vendor invoice from entry through payment to the general ledger and note where Copilot or an agent could take over work.
Exams, licences & credentials
There is no exam and no certification for this introductory course. The content follows Microsoft course AB-6002; it is not an official Microsoft course unless the offer states otherwise.
Vendor references & review date
Sources checked on 2026-11-10. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.
Your learning content
These objectives describe the training topic. The specific syllabus, dates and trainer are agreed before booking; the written offer is binding.
Frequently asked questions
Is there an exam for AB-6002?
No. It is an introductory course without a certification exam. If you want to go further, Microsoft offers role-based certifications for Finance.
Is this the same as Business Central?
No. The course covers Dynamics 365 Finance, the ERP system for larger and international organisations. Business Central is a separate product.
Does AB-6002 Introduction to finance in Dynamics 365: getting started with Dynamics 365 Finance include a certificate?
There is no exam and no certification for this introductory course. The content follows Microsoft course AB-6002; it is not an official Microsoft course unless the offer states otherwise.