Target group:

  • (Implementation) consultants with domain specialisation financial
  • Core users with focus area financial
  • Finance employees

Preliminary knowledge

  • The training Microsoft Dynamics 365 for Finance and Operations Fundamentals (DO-INT)
  • Basic knowledge of financial processes and concepts (explained in workshop? Finance, how and what?)


  • Basic organisational model, global address book and number ranges
  • Shared financial data
  • Setting up the general ledger and financial dimensions
  • General ledger module set-up
  • Cash, bank and memorandum processing
  • VAT
  • Set up supplier module
  • Processing expenses, purchases and payments
  • Set up customer module
  • Process (free text) invoicing, incoming payments
  • Cost allocation
  • Financial standard reports