---
url: "https://xcademia.com/courses/dynamics-365-finance-operations-essentials"
title: "Dynamics 365 Finance & Operations Essentials"
description: "Learn Dynamics 365 F&O finance, procurement, workflows, and reporting in a mentor-led course with practical ERP scenarios and real-world applications."
publishedAt: "2026-03-30T04:10:22.6769+00:00"
updatedAt: "2026-03-30T22:50:53.7265+00:00"
type: course
code: "ITS-0097"
level: Practitioner
duration_days: "4"
track: Microsoft Dynamics 365
category: "IT Service, Governance & Compliance"
credential_tier: tier1
price_gbp: "2199"
---

# Dynamics 365 Finance & Operations Essentials

> Learn core finance and operations processes using Dynamics 365 F&O in real business scenarios. Build practical ERP skills through mentor-led sessions covering workflows, reporting, and integrations.

## Overview

Microsoft Dynamics 365 Finance & Operations is a powerful ERP platform used to manage financials, supply chain, and business processes at scale. This course provides a practical introduction to core finance and operations capabilities, enabling learners to understand how organisations manage transactions, reporting, and workflows.

Delivered in a mentor-led format, the programme focuses on practical scenarios such as managing general ledger, accounts payable and receivable, budgeting, and procurement processes. Learners will gain hands-on experience navigating the platform, configuring workflows, and analysing financial data for decision-making.

By the end of the course, participants will be equipped to support ERP implementations, contribute to finance operations, and work effectively within Dynamics 365 environments. This training is ideal for professionals aiming to build or transition into ERP and business systems roles.

## Prerequisites

- Basic understanding of business processes
- Familiarity with finance concepts preferred
- No prior ERP experience required

## What you will learn

- Design core ERP finance workflows
- Analyse financial and operational data
- Implement procurement and billing processes
- Evaluate ERP reporting outputs
- Communicate business insights effectively
- Lead basic ERP operations tasks

## Skills you will gain

- ERP navigation skills
- Financial process management
- Accounts payable and receivable
- Budgeting and forecasting basics
- Procurement workflows
- Reporting and integration basics

## Career progression

- ERP Consultant
- Finance Analyst
- Business Analyst
- Functional Consultant
- Operations Analyst

## Curriculum

1. **Module 1: Getting Ready**
   - Overview of ERP concepts
   - Introduction to Dynamics 365 F&O
2. **Module 2:  Navigating Dynamics 365 F&O**
   - User interface and workspaces
   - Modules and navigation structure
   - Personalisation and dashboards
3. **Module 3: General Ledger**
   - Chart of accounts
   - Journals and postings
   - Financial dimensions
4. **Module 4: Accounts Payable (AP)**
   - Vendor management
   - Invoice processing
   - Payment workflows
5. **Module 5: Accounts Receivable (AR)**
   - Customer management
   - Invoicing and collections
   - Credit and risk management
6. **Module 6:  Budgeting and Financial Planning**
   - Budget creation and control
   - Forecasting basics
   - Financial tracking
7. **Module 7: Procurement and Sourcing**
   - Procurement lifecycle
   - Purchase orders and approvals
   - Vendor collaboration
8. **Module 8: Workflows and Automation**
   - Workflow configuration
   - Approval processes
   - Process automation basics
9. **Module 9:  Reporting and Integration**
   - Financial and operational reports
   - Power BI integration overview
   - Data export and integration basics
10. **Module 10: AI-Assisted ERP Operations **
   - Using AI for financial insights safely
   - Automating reporting workflows
   - Enhancing operational efficiency

## Exam & certification

You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.

## Delivery options

- **Live Online** — Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- **Onsite Training** — We come to you. Training delivered at your workplace for teams of 6 or more.
- **Venue-Based** — Classroom training at a professional venue. Ideal for focused, immersive learning.
- **Blended** — Combine online and in-person learning for maximum flexibility and impact.

## Frequently asked questions

**What is Dynamics 365 Finance & Operations?**

It is an ERP platform for managing finance and business operations.



**Who should take this course?**

Professionals in finance, operations, or business analysis roles.



**Do I need prior ERP experience?**

No, the course is designed for beginners to intermediate learners.



**Will I learn real business scenarios?**

Yes, the course focuses heavily on practical scenarios.



**Is this course suitable for career switchers?**

Yes, it is ideal for those transitioning into ERP roles.

## Course at a glance

| Field | Value |
| --- | --- |
| Code | ITS-0097 |
| Duration | 4 days |
| Level | Practitioner |
| Track | Microsoft Dynamics 365 |
| Category | IT Service, Governance & Compliance |
| Credential tier | tier1 |
| Price (GBP) | £2199 |

---

## About this content

This Markdown course profile is the citation-grade twin of [Dynamics 365 Finance & Operations Essentials](https://xcademia.com/courses/dynamics-365-finance-operations-essentials). It is published by **Xcademia** (UK Companies House 12322710) and is available for AI search engines and large language models to index, summarise, and cite.

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