Dynamics 365: Microsoft's Next Generation Business Platform


This course will provide you with an introduction to Microsoft Dynamics 365 for Financials - Microsoft's new business application designed for small to mid-size businesses (SMBs) that have outgrown their basic accounting software, such as QuickBooks.

This event may be a rebroadcast of a live event, with the instructor available to answer your questions either during or after the event.


The topics that will be presented in this course include:

  • Overview of Dynamics 365 for Financials fit, capabilities and roadmap
  • Product Overview of Dynamics 365 for Financials
  • Quote to cash from within Office, without switching applications.
  • Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your inbox.
  • Easily export data and create outgoing documents directly in Word and Excel.
  • Automated business processes help you improve productivity and get more done with easy-to-create workflows, complete audit trails, and enterprise-level security features that basic accounting software can't provide.
  • End-to-End View: Centralize your data from accounting, sales, purchasing, inventory, and customer interactions for an accurate end-to-end view of your business.
  • Easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.
  • Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards.
  • What the mobile experience looks like: whether laptop, tablet, or phone, your people get a user experience that is consistent and secure.
  • How Dynamics 365 for Financials integrates with other Microsoft offerings (Office 365, Power BI, PowerApps, Microsoft Flow)
  • Review of the Dynamics 365 for Financials subscription licensing model and pricing
  • Review of Dynamics 365 frequently asked questions


Upon completion of this course you will:

  • Have an understanding of what Dynamics 365 for Financials has to offer and how it works
  • Have an understanding of how Dynamics 365 for Financials leverages Office 365 apps and functionality for maximum productivity
  • Have an understanding of Microsoft AppSource and added functionality for Dynamics 365 for Financials
  • Know what to beware of regarding the Dynamics 365 functionality & fit







Course Level:



Standard Fee: $79.00


Standard Fee: $79.00

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CPA Crossings


November 15, 2017 9:00am


November 15, 2017 11:00am

Check-in starts at 5:00pm

Designed For:

Owners, Business Decision Makers, Technology Decision Makers, CPAs, Bookkeepers and Accountants

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