Finance is the backbone of every organization. To fully realize the potential of Dynamics 365 Finance (D365 Finance), it helps to understand how financial transactions are processed, posted, and analyzed within the system. This beginner‑friendly, comprehensive 8‑hour academy provides the foundational knowledge and practical skills needed to confidently navigate D365 Finance and optimize financial operations. 

  We begin with a step-by-step walkthrough of the financial modules in D365 Finance to ensure participants are comfortable with key capabilities and navigation patterns with no assumptions about prior experience. As the day progresses, we build on that foundation with an overview of core accounting processes, including the relationships among the general ledger, subledgers, and voucher transactions. Participants will follow the complete lifecycle of financial transactions, from entry to reporting, gaining insight into the system’s architecture, posting logic, and data flow. 

 Emphasizing practical application, the session shows you how to trace the source of transactions, evaluate their downstream impacts on financial data, and ensure accuracy through validation and controls. We conclude with an overview of reporting options to support analysis, compliance, and decision making. By the end of the academy, newcomers to D365 Finance will feel confident navigating the application and explaining how transactions flow—even with zero prior system background. 

*** This workshop requires a separate registration from the Conference. ***

Program Level: Beginner

Delivery Method: Group Live

CPE Credits: 8

Presented with Mac Mann

Allocation journals are one of the most overlooked tools in Dynamics 365 Finance & Operations—yet they can dramatically simplify recurring entries, improve accuracy, and reduce manual effort across your finance team. This beginner‑level session is designed for users who are new to allocations or who want a clearer understanding of how D365 F&O handles automated distribution of amounts.

We’ll walk step‑by‑step through the fundamentals: what allocation journals are, when to use them, and how they differ from other allocation methods in the system. You’ll learn how to set up allocation rules, build allocation bases, and post allocation journals with confidence. Through simple examples and practical demonstrations, you’ll see how allocations can support common scenarios like spreading expenses across departments, allocating shared costs, or distributing revenue.

By the end of the session, you’ll understand the core building blocks of allocation journals and be ready to start using them in your daily financial processes. No prior allocation experience required—just curiosity and a desire to make your month‑end a little easier.

Presented with Heather Wright

Got D365 F&O Finance questions? Bring them to a live MVP panel and get practical, no‑fluff answers. From posting profiles, sales/use tax, centralized payments, allocations to period close, audit trails, intercompany, and projects—nothing is off‑limits. We’ll share proven patterns, gotchas, and configuration tips you can use immediately. Come ready with questions! No slides—just straight answers and quick demos where it helps.

Presented with Alicia King

Keep cash flowing without burning bridges. This beginner‑friendly session explains how D365 F&O surfaces overdue balances and supports professional follow‑ups using aging, Collections workspaces, credit limits/holds, collection letters, and interest notes. We’ll clarify what each feature does, when to use it, and how to avoid common pitfalls—no prior system knowledge required.

Who it’s for: AR specialists, credit/collections staff, finance managers, and anyone new to D365 F&O.

We’ll laugh. We may even cry. But you’ll walk away with the hard-won insights we wish we’d had before setting up Business Performance Planning (BPP) and getting budgets to write back cleanly to Dynamics 365 Finance & Operations.

This is not a “hello world” demo. It’s the field notes: the gotchas that don’t make it into documentation, the sequence that actually works, and the mapping decisions that prevent late‑night rework. We’ll unpack how to align key information between D365, BPP, and Dataverse, what to do when cubes fail (and when to rebuild vs. reuse),and the exact write‑back path to budget register entries.

We’ll also hit the quiet killers: licensing, environment, and security prerequisites. No fluff—just practical tips, checklists, and troubleshooting patterns you can apply the moment you’re back at your keyboard.

Bring your questions (and your best “why is this failing now?” story). We’ve got you.

Presented with James Torres

Managing payments across multiple legal entities can be complex and time-consuming. Centralized Payments in Dynamics 365 Finance & Operations offers a powerful solution to simplify this process by enabling organizations to process vendor and customer payments from a single legal entity while maintaining accurate intercompany accounting.

In this session, we’ll explore what Centralized Payments are and why they matter and how to configure and implement them in D365 F&O.

Whether you’re a finance professional, system administrator, or solution architect, this session will help you understand how Centralized Payments can reduce operational overhead, improve efficiency, and ensure financial accuracy across your organization.

Thursday, May 14, 2026 @10:15 AM-11:15 AM in Capri 5

Ready to transform your accounting processes? Join us for an exciting walkthrough of posting profiles—the backbone of precision and automation in Dynamics 365 Finance & Operations.

Discover how posting profiles can streamline transactions, eliminate errors, and standardize your financial data for maximum efficiency. We’ll explore the different types of posting profiles, demonstrate how they work, and share best practices for defining profiles that make your accounting faster, smarter, and more reliable.

By the end of this session, you’ll walk away with:

• A clear understanding of how posting profiles work and why they matter.

• Practical strategies to automate and optimize your accounting workflows.

• Actionable steps to elevate your financial management to the next level.

Don’t miss this opportunity to gain insights that will revolutionize your approach to financial operations in Dynamics 365 F&O!

Thursday, May 14, 2026 @4:00 PM-5:00 PM in Capri 3

Superhero Station FSCM where expert users work to solve your specific issues/problems.

Tuesday, 10/15/2024 2:00 - 4:00 PM 

Wednesday, May 13, 2026  1:30- 3:45 PM

Live Q&A

Let's explore the exciting new and upcoming features in Dynamics 365 Finance. As the landscape of D365 F&O continues to evolve, staying ahead of the curve is crucial for optimizing operations and enhancing user experience. In this session, we will discuss five new features introduced in the past year and five upcoming features that will shape the future of how you use D365 F&O, with a focus on features that impact finance.

This session is designed for finance professionals, IT specialists, and anyone interested in leveraging the latest advancements in Dynamics 365 Finance to drive business success. Don't miss this opportunity to gain insights and practical knowledge that will help you navigate the future of financial management.

Join us for an exhilarating dive into the world of posting profiles in Dynamics 365 Finance & Operations! Discover how these powerful tools can revolutionize your organization's accounting processes.

In this session, we'll explore the various types of posting profiles and demonstrate how they can be used to post transactions with precision and efficiency. Learn how to ensure consistency and accuracy across your financial data by automating and standardizing your accounting processes with posting profiles.

We'll guide you through mapping out transactional processes to determine the best posting profile definitions, making your accounting faster, more reliable, and insightful.

By attending, you'll gain a comprehensive understanding of posting profiles and their transformative impact on your accounting practices in Dynamics 365. Walk away with practical insights and actionable steps to optimize your posting profiles and elevate your financial management to new heights.

Join four Microsoft MVPs as they channel the timeless tale of A Christmas Carol to guide you through the haunted halls of testing in Dynamics 365 Finance & Operations implementations. From the Ghost of Testing Past (lessons learned from legacy approaches) to the Ghost of Testing Present (modern best practices and tools) and the Ghost of Testing Future (emerging trends and technologies), this panel will offer insights, anecdotes, and actionable advice to ensure your project avoids the specter of failed deployments. Whether you’re a project manager, developer, or functional consultant, you’ll leave with a fresh perspective on testing strategies that bring clarity and confidence to your next implementation.

Presented with Kelly Gustafson, Beau Schweiso, and Justin Carter

In this session, we will dive into the world of posting profiles in Dynamics 365 F&O and discover how they can unlock the power of accounting in your organization. We will explore the various types of posting profiles and how they can be used to post transactions accurately and efficiently in D365.

You will learn how to ensure consistency and accuracy across your financial data by using posting profiles to automate and standardize your accounting processes. We will demonstrate how to map out transactional processes to determine the best posting profile definitions, making your accounting process faster, more reliable, and more insightful.

By attending this session, you will gain a comprehensive understanding of posting profiles and how they can be used to improve your accounting practices in D365. You will come away with practical insights and actionable steps that you can take to optimize your posting profiles and transform your financial management.

May 14, 2025 @ 3:45 - 4:45 in Grand Ballroom J-East Tower

Learn how to streamline your financial reconciliation process using Microsoft Copilot in Excel. This session is designed for finance professionals, accountants, and anyone involved in financial data management who seeks to enhance efficiency and accuracy in their reconciliation tasks. Enjoy a live demonstration of Copilot in action, showcasing practical examples of financial reconciliation.

May 14, 2025 @ 2:15 - 3:15 PM in Columbian-West Tower

Join a panel of experts and MVP's to get all your questions answered about anything Dynamics 365 F&O. Whether you’re functional or technical, looking to streamline processes, enhance reporting, or integrate new functionalities, our experts are here to answer your questions and provide actionable insights.

May 15, 2025 @ 3:30 - 4:30 PM in Grand Ballroom J-East Tower

Curious about how Copilot can transform your workday? Join our "Ask the Experts: Copilot" session to get all your questions answered by industry professionals. This interactive session will provide you with insights into the capabilities of Copilot, how it can enhance productivity, and best practices for integrating it into your daily tasks. During this session, you will: Learn about the latest features and updates in Copilot Discover practical tips for maximizing Copilot's potential Get personalized advice from experts on using Copilot effectively Explore real-world use cases and success stories Whether you're a new user or an experienced pro, this session is designed to help you make the most of Copilot. Don't miss this opportunity to engage with experts and elevate your Copilot experience!

May 16, 2025 @ 11:30 AM - 12:30 PM

Dynamics 365 Bootcamp – Microsoft Dynamics 365 Training 

In today’s dynamic digital landscape, efficient data management is vital for businesses. In this engaging session, we’ll delve into the powerful data management capabilities D365 F&O.  Whether you’re migrating data, integrating systems, mass updating records, mass creating new data, or exporting data for ad-hoc reporting, understanding these processes is paramount.

By the session’s end, participants will gain a comprehensive understanding of the data import/export process. We’ll explore:

Data Entities: An overview of their role in data management.

Staging Tables: Their significance for data validation and transformation.

Tips and Tricks: Navigating the Data Management workspace effectively.

Creating and Configuring Import/Export Jobs: Practical steps to streamline data movement in and out of D365 F&O.

Armed with the insights from this session, you’ll be well-prepared to tackle data migration, integration, and maintenance tasks within D365 F&O. Let’s empower your data journey! 

In this session we navigate the intricate world of financial transactions within D365 F&O. Whether you’re an experienced accountant or a curious auditor, this session is designed to empower your finance team with practical tools and insights.

During this session, we will explore financial outcomes by identifying, researching, and comprehending the impact of everyday transactions. We’ll take a journey through the end-to-end process of financial transactions in D365 F&O, from their inception to posting and eventual reconciliation. Additionally, we’ll delve into how journals, ledgers, and subledgers play pivotal roles in capturing crucial transaction details.

Furthermore, you’ll discover tips and tricks to swiftly locate key transaction data throughout the system. By the end of this session, you’ll be equipped with actionable strategies to effectively research financial transactions.

In this session, we will dive into the world of posting profiles in Dynamics 365 F&O and discover how they can unlock the power of accounting in your organization. We will explore the various types of posting profiles and how they can be used to post transactions accurately and efficiently in D365.

You will learn how to ensure consistency and accuracy across your financial data by using posting profiles to automate and standardize your accounting processes. We will demonstrate how to map out transactional processes to determine the best posting profile definitions, making your accounting process faster, more reliable, and more insightful.

By attending this session, you will gain a comprehensive understanding of posting profiles and how they can be used to improve your accounting practices in D365. You will come away with practical insights and actionable steps that you can take to optimize your posting profiles and transform your financial management.

Watch the recorded session here: Unlocking the Power of Posting Profiles: How to Improve Your Accounting in D365 F&O - Dynamics Communities 

Join the D365 FO MVP's to learn about hew features of D365 FO, tips, and tricks. This will be an interactive session with the audience in which you will be able to ask questions.

Tech-Medic Help Desks where expert users work to solve your specific issues/problems.

Tuesday, 10/15/2024 2:00 - 4:00 PM 

This advanced course on inventory costing in D365 F&O will cover various configuration steps for costing groups, inventory costing methods, item pricing, production inputs, and how they all interact. This will help attendees gain a thorough knowledge of how to establish and maintain their system efficiently. Participants will learn more about their processes, enabling them to investigate and report on outcomes. This will equip users to improve their inventory costing management.

Are you tired of struggling through a chaotic and stressful financial period close process in D365? Do you want to gain control over your financial data and ensure a smooth and accurate close every time? In this session, we will demonstrate how to take control of your period close process and achieve a streamlined close using the Financial Period Close Workspace in D365. Together we will discover the key features of the Financial Period Close Workspace and how to use them to validate, reconcile, and close your financial data. Attendees will learn best practices for setting up and customizing the workspace, navigating its components, and troubleshooting common issues. Attendees will gain a better understanding of the Financial Period Close Workspace in D365 and how to leverage it for greater control and efficiency in your period close process. You'll leave with practical tips and insights for improving your financial management and reporting and reducing risk.

Does your company struggle with understanding inventory value and what drives these values? Understanding and proper management of the factors that determine physical and financial inventory values are important to both the finance and operations teams of a company. During this session we will walk through the inventory lifecycle in Dynamics 365 F&O and examine the physical and financial values during each stage. From product receipt to sales invoice, attendees will gain a deeper understanding of where inventory values originate in the system, how they are calculated, and how to maintain them. Together we will explore how these values are impactful across different modules and processes within D365 F&O.

Presented with Lauren Wooll

If you've got a burning question about anything finance related, you'll want to bring them to this session where we'll take your questions and get them answered from a panel of experts.

In this round table session, we bring together a panel of experienced Dynamics 365 Finance and Operations Microsoft MVPs to answer audience D365FO questions, offer best practices, and discuss new/upcoming features in D365FO and the industry as a whole. Attendees will have the opportunity to ask questions and participate in a lively discussion with the panelists and fellow attendees so be sure to bring your questions!

Answer community user questions and provide free advice.

Months of hard work, decision, testing, and training have all led you to this point—it is time for Go-live. Now what? The weeks and months after go-live will be full of triumphs and challenges, but the work is far from over. Looking at some common myths about ERP implementations will help to understand how to best manage an ERP implementation for your client or company. Together we will look at personnel and system challenges a company will face in the weeks and months after go-live and discuss the tools we as consultants and businesses have to help overcome these challenges to continue to optimize the ERP system and create efficiencies the system boasts.

Months of hard work, decision, testing, and training have all led you to this point—it is time for Go-live. Now what? The weeks and months after go-live will be full of triumphs and challenges, but the work is far from over. Looking at some common myths about ERP implementations will help to understand how to best manage an ERP implementation for your client or company. Together we will look at personnel and system challenges a company will face in the weeks and months after go-live and discuss the tools we as consultants and businesses have to help overcome these challenges to continue to optimize the ERP system and create efficiencies the system boasts. 

Presented with Benjamin Breeden

Everyone is skeptical of change – especially end-users amid a new ERP implementation. There are certain ways they have always done their jobs, but now that is all changing. Abandoning old methods, adapting to new ones, and learning a new system is intimidating. Successful training focuses on the why and the how, enabling users see the efficiency and benefits of adopting updated processes. By empowering teams with the knowledge to do their jobs and arming them with an understanding of why their process matters to the company, you make users are more likely to embrace the change and drive operational success. Together we will discuss strategies for empowering your end users and setting them (and your company) up for success, such as hands-on workshops, presentations, demos, walkthroughs, and interactive exercises.

Presented with Mac Mann

Of the 7 inventory costing methods (inventory models) in D365 Finance, which is best for an organization? Finance and Accounting professionals will better understand the method(s) utilized by their organization, gain confidence in the accuracy of inventory value reports, and learn about D365-specific nuances. In this session, attendees will learn about key differences between each of the costing methods and important considerations for choosing the best method. Attendees will learn best practices for D365 setup, recalculation, and closing.

Understanding how Dynamics 365 Finance calculates inventory cost is critical to interpreting financial statements and inventory reports. This session will cover the fundamentals of D365’s seven costing methods. Topics discussed include calculation formulas, inputs/outputs, considerations for use, and business process alignment. Each method presents unique challenges for implementation and differing impacts to financial statements that must be considered prior to selecting one for the organization. Making sense of each method is difficult and it starts with understanding the fundamentals. Users will leave the session confident in describing core aspects of each D365 costing method and prepared with the tools needed to assess and determine the right costing method for their business.

Presented with Mac Mann

Going live is not the finish line of implementation, but is one significant milestone in the implementation process. When post-go-live isn’t going the way you planned, what do you do?

In this session, members from the Caf2Code and PolyQuest teams will discuss how they worked together to identify and remediate post-go-live pain points. Together, they will walk through the steps they took to prioritize, design, and develop solutions to stabilize PolyQuest’s implementation of Dynamics 365 Finance and Operations. Attendees will learn how these Partners and Clients can work together to build confidence in a new ERP system.

Presented with  Lauren Wooll and Colin Greenwell

Tech-Medic Help Desks where expert users work to solve your specific issues/problems 

Wednesday, 10/18/2023 10:00 - 11:00 AM 

Thursday, 10/19/2023 2:00 - 3:00 PM

Top navigational tips and tricks for end users covering navigation, customizing views, and more!

Check out the webinar on MSDynamics World: DUG Webinar: Basic Navigational Tips and Tricks to Empower D365 F&O End Users | MSDynamicsWorld.com 

Your team has done the operational work and now it’s your turn to make sure the financials are in order – where do you even start to look? Sometimes you wander aimlessly from screen to screen in hopes of finding a small financial tidbit to start to analyze the results. In this session, we will discuss five tools your finance team can use to identify, research, and understand the financial results of everyday transactions. 

Join the industry titans of F&O as they answer your questions and concerns about upgrading to D365! 

In this hour, we will put our experts to the test. You bring your issues to the ERP Knights of the ERP roundtable and they will do their best to give you some immediate take-aways to help your organization on the spot. At the very least you can bring your most difficult questions and watch the experts sweat!

Answer community user questions and provide free advice.

Manufacturing is difficult enough to navigate without needing to fix mistakes and configurations along the way. Attendees will explore a variety of ways to keep a company’s physical and financial inventory value precise. During this session, users will study common issues found during the manufacturing process, and how to resolve and prevent them from occurring. Attendees will review necessary configurations, and financial impacts to keep inventory values accurate.

Presented with  Lauren Wooll