AB-6002: Introduction to finance in Dynamics 365

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AB-6002: Introduction to finance in Dynamics 365

AB-6002: Introduction to finance in Dynamics 365

The AB-6002: Introduction to Finance in Microsoft Dynamics 365 is a foundational course designed to help learners understand how modern finance processes are enabled and executed within the Dynamics 365 ecosystem. This course provides a high-level introduction to Microsoft Dynamics 365 Finance and the broader family of finance and operations apps, making it ideal for those who are new to enterprise resource planning (ERP) systems or Dynamics 365. The course begins by introducing the core architecture and shared capabilities of Dynamics 365 finance and operations apps, helping learners understand how these applications work together to support enterprise-wide business processes. With no prerequisites, AB-6002 lowers the entry barrier to enterprise finance systems and prepares learners to participate meaningfully in finance discussions. By the end of this course, learners will be able to:


  • Understand the role of ERP systems and where Dynamics 365 Finance fits in the enterprise landscape.
  • Identify the core components of Dynamics 365 finance and operations apps.
  • Explain how key finance processes are handled in Dynamics 365 Finance.
  • Navigate finance concepts with confidence when working with consultants or ERP teams.
  • Build a strong foundation for advanced Dynamics 365 Finance or functional consultant training.

Advance Your Skills with Flexmind (Microsoft Partner)

Who should attend AB-6002: Introduction to finance in Dynamics 365 course ?

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For Professionals

This course is ideal for professionals who need a foundational understanding of finance processes in Dynamics 365, including Finance Executives, Finance Managers, Accountants, Finance Analysts, Business Users, Functional Consultants, Students and ERP newcomers

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For Businesses

Organizations should nominate employees who are new users of Dynamics 365 Finance.

Prerequisites for the "AB-6002: Introduction to finance in Dynamics 365" Certification Course

There are no prerequisites for attending this course.

Key Features of Flexmind AB-6002 Training

This training is delivered by Flexmind through flexible online and offline formats and is designed to align with the most current certification exam requirements. The key features of this training are as follows:

1 Day · 8 Hours
Microsoft Certified Trainer
Official Courseware
Courseware Life Time Free Upgrade
Cloud Lab

Course Duration

The course has a total duration of 8 hours and is completed over 1 day.

Instructor-Led Training

Delivered by a senior Microsoft Certified Trainer with real-world, enterprise-scale experience in Microsoft Dynamics 365.

Microsoft Official Curriculum

Delivered by Flexmind using official Microsoft Official Curriculum, this program blends study material, hands-on labs, and applied workshops with instructor-led guidance throughout.

Cloud Lab

Cloud lab access will be provided during the training for hands-on lab exercises.

Course Completion Certificate


Course completion includes certification, formally validating the skills gained and reinforcing professional credibility.

Course Outline

Module 1: Describe the foundations of Dynamics 365 customer engagement apps

  • Overview of Dynamics 365 customer engagement apps
  • Core customer engagement applications and their purpose
  • Customer Insights – Data and Journeys capabilities
  • Dynamics 365 Sales core features and use cases
  • Dynamics 365 Customer Service and Contact Center overview
  • Dynamics 365 Field Service capabilities
  • Cross-solution capabilities across customer engagement apps
  • Navigating Dynamics 365 apps and user interface
  • Working with views, forms, customers, and activities
  • Managing activities using the Timeline
  • Copilot capabilities and prompting fundamentals
  • Role-based security concepts in Dynamics 365
  • Lab – Manage customers and activities in Dynamics 365
  • Lab – Explore prompting in Dynamics 365 with Copilot

Module 2: Explore self-service capabilities in Dynamics 365

  • Self-service capabilities in Dynamics 365 Contact Center
  • Knowledge articles and their role in self-service
  • Self-service portals for customer case management
  • Virtual agents for automated customer support
  • Knowledge management capabilities in Dynamics 365 Customer Service
  • Knowledge article lifecycle and creation methods
  • External knowledge search providers integration
  • Connecting Copilot to organizational knowledge
  • Knowledge Management Agent for automated article creation
  • Lab – Create and configure knowledge in Dynamics 365

Module 3: Explore case management in Dynamics 365 Contact Center

  • Dynamics 365 Contact Center capabilities overview
  • Case lifecycle and automated case creation
  • Case management tools and AI-assisted agents
  • Autonomous agents for case and intent management
  • Service-level agreements (SLAs) and enforcement
  • Customer engagement channels configuration
  • Workstreams and channel deployment
  • Basic and unified routing concepts
  • Skills, shift, capacity, and intent-based routing
  • Reporting and analytics for contact center operations
  • Supervisor capabilities in Dynamics 365 Contact Center
  • Agent Hub for managing and deploying AI agents
  • AI agent rollout plans and performance insights
  • Lab – Manage cases in Dynamics 365 Customer Service

Module 4: Describe workforce management in Dynamics 365 Contact Center

  • Workforce management concepts in Dynamics 365 Contact Center
  • Core workforce management components and benefits
  • Forecasting interaction volumes and demand patterns
  • Short-term and long-term forecasting models
  • Capacity planning based on service levels and concurrency
  • Shift planning and shift plan configuration
  • Manual and automatic scheduling of service representatives
  • Intraday management and adherence tracking
  • Microsoft 365 Copilot for Service capabilities
  • Lab – Workforce management forecasting, planning, and scheduling

Module 5: Utilize onsite service capabilities in Dynamics 365 Field Service

  • Field Service use cases and industry scenarios
  • Key Field Service terminology and concepts
  • Dynamics 365 Field Service core capabilities
  • Work order creation and lifecycle management
  • Incident types and standardized service processes
  • Service tasks and inspections for onsite execution
  • Dynamics 365 Field Service mobile app capabilities
  • Copilot-assisted field service operations
  • Resource scheduling and qualification processes
  • Schedule board and automated scheduling tools
  • Customer assets and Connected Field Service concepts
  • Lab – Create and schedule a work order in Dynamics 365 Field Service

Module 6: Describe shared capabilities in Dynamics 365 customer engagement apps

  • Tailoring Dynamics 365 customer engagement apps
  • Microsoft Dataverse fundamentals and benefits
  • Forms, views, business rules, dashboards, and charts
  • Enhancing apps using Microsoft Power Platform
  • Out-of-the-box reporting and Power BI integration
  • Microsoft 365 integrations (Excel, Word, SharePoint, Teams, Outlook)
  • Copilot capabilities across Dynamics 365 apps

Class Schedule

Instructor‑Led Training

  • 8 Hours of Instructor‑Led Training
  • One‑to‑one doubt‑resolution sessions
  • Microsoft Official Lab Access

Learning Objectives

After completing the AB-6002 course, learners will be able to:

  • Explain the role of Dynamics 365 Finance and Operations apps.
  • Navigate core Dynamics 365 Finance concepts.
  • Describe key finance processes.
  • Identify reporting and analytics capabilities.
  • Recognize how Microsoft 365, Power Platform, and Copilot enhance finance operations.

How do our AB-6002: Introduction to finance in Dynamics 365 Course Work?

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FAQ's About AB-6002: Introduction to finance in Dynamics 365 Course

AB‑6002 is a beginner‑level course that introduces learners to core finance concepts and processes within Microsoft Dynamics 365 Finance. The course focuses on understanding how enterprise finance operations such as general ledger, budgeting, accounts payable, and accounts receivable are executed using Dynamics 365 Finance, rather than on deep configuration or customization.

This course is intended for finance professionals, business users, students, business owners, and functional consultants who are new to Dynamics 365 Finance and want to build a foundational understanding of finance processes in an ERP environment. It is especially suitable for learners with little or no prior experience in Dynamics 365.

There are no prerequisites for attending this course. No prior experience with Dynamics 365 Finance or ERP systems is required. A basic understanding of business or finance concepts is helpful but not mandatory.

AB‑6002 is a 1‑day instructor‑led training program. The course combines conceptual explanations with demonstrations and guided walkthroughs to help learners understand finance processes in Dynamics 365 Finance.

Yes. Learners will be provided with access to a cloud lab environment during the training to complete hands‑on lab exercises covering finance scenarios such as reporting, budgeting, and basic finance operations.

The training will be delivered by a Microsoft Certified Trainer (MCT) with real‑world experience in Microsoft Dynamics 365 and enterprise finance solutions.

There is no certification associated with this course. However, it provides a strong foundation for learners planning to pursue further Dynamics 365 Finance or ERP‑related certifications.

After completing this course, learners will understand how Dynamics 365 Finance supports real‑world finance operations, enabling them to work more confidently with finance teams, ERP systems, and Dynamics 365 Finance environments.

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