By size and geography
By complexity and functional depth
By implementation time
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Your finance team went live on Microsoft Dynamics 365.
They're still closing the books in Excel.
That’s not a system problem. That’s a capability gap. And it compounds every month. This bootcamp takes Controllers, AP/AR leads, and CFOs from system navigation to financial control.
Duration
10 days · 4 hours per day
Format
Instructor-led, hands-on sessions
Audience
Controllers, AP/AR leads, CFOs, finance system admins
Delivery
Private cohorts, remote or on-site
Prerequisite
Basic accounting knowledge
What you will achieve
Four capabilities your team leaves with.
Every session is drawn from real post-go-live finance environments. Not textbook examples. Not demo data.
Custom code built using Chain of Command and Event Handlers. Never touching standard Microsoft code. Always update-ready.
Period-end and year-end close runs on schedule. No escalations, no firefighting, no last-minute journal corrections.
Multi-entity financial reports generated directly from the system. Management gets accurate numbers faster.
Bulk data updates, master data corrections, and configuration changes handled by the finance team. No IT ticket required.
Course curriculum
10 days. Built around how the framework actually works.
Every session is drawn from real Microsoft Dynamics 365 implementations and post-go-live environments. Not textbook examples. Not demo data.
| Day | What this covers | Key topics | What this enables |
|---|---|---|---|
| Day 01 | The financial workspace and foundation | UI personalisation, Saved Views, Workspaces, Open in Excel, Chart of Accounts navigation, Main Accounts vs Financial Dimensions, Ledger Setup parameters | Users navigate faster and stop bad data at the source before it posts. |
| Day 02 | Accounts payable automation | Vendor onboarding, Invoice Matching Policies (2-way and 3-way), Vendor Prepayments, Posting Profiles, Recurring AP Invoices, payment runs, vendor settlements, Invoice Register vs Invoice Journal, Invoice Capture | Fewer duplicate payments, faster vendor processing, tighter control over outgoing cash. |
| Day 03 | Accounts receivable and collections | Customer Master Data, Free Text Invoices, Credit Limit management, Collections Coordinator workspace, interest notes, collection letters, bulk payment uploads via Data Entities, auto-settlement | Lower Days Sales Outstanding, real-time visibility into at-risk accounts, high-accuracy auto-reconciliation with less manual effort. |
| Day 04 | Cash and bank management | Cash Flow workspaces, Bank Transaction Types, bank facilities, workflow-based bank master approvals with maker-checker control, Advanced Bank Reconciliation, automatic matching rules, Penny Differences handling | Accurate cash position at all times. Multi-day reconciliation processes reduced to a single session. |
| Day 05 | India statutory compliance: GST and TDS | Global Tax Engine configuration, HSN/SAC code management, CGST/SGST/IGST component setup, E-invoicing and E-Way bills directly from Microsoft Dynamics 365, TDS/TCS certificates, Input Tax Credit adjustments | Full statutory compliance inside Microsoft Dynamics 365. No third-party tax spreadsheets. No reconciliation between systems. |
| Day | What this covers | Key topics | What this enables |
|---|---|---|---|
| Day 06 | Fixed assets and capital expenditure | Asset lifecycles, Acquisitions via AP, Capital Work-in-Progress, Fixed Asset determination rules, Asset Transfers, Asset Disposals and Scrap, Depreciation Books, Companies Act vs Income Tax Act depreciation treatment | Automated depreciation calculations, accurate capex reporting, and statutory compliance across multiple books. |
| Day 07 | Period-end and year-end close | Financial Period Close Workspace, Ledger Allocations, Foreign Currency Revaluation, Exchange Rate Providers, standard period-end reports, Year-End close logic, roll-forward processes, locking financial periods | Faster books closure. CFOs get accurate financial data sooner. The close becomes a process, not a fire drill. |
| Day 08 | Data governance and bulk financial management | Data Management Framework for finance tasks, safe data export and import, Edit in Excel for mass journal entries, data validation, import error handling, Vendor and Customer master data management, day-to-day transactions including PO, SO, and Journals | IT bottleneck removed from standard finance operations. Data integrity maintained without developer dependency. |
| Day 09 | Financial reporting, analytics and Copilot | Custom P&L and Balance Sheets in Management Reporter, embedded Power BI dashboards for Finance, Microsoft Dynamics 365 Copilot for automated collections summaries and data queries, Finance Agents in Excel for reconciliation | Management reports produced faster. Consolidated financial dashboards without external tools or analyst dependency. |
| Day 10 | Bring your own scenario workshop | Live resolution of your team’s top 3 system errors, unbalanced vouchers, or reporting failures from your live environment. Closes with a 30-minute CFO Executive Out-Brief and System Utilisation Scorecard. | Direct resolution of live issues. The CFO leaves with a clear picture of what the system can still do that the team is not yet using. |
Who this is for
Not for teams going live. For teams already live and not in control.
This course is for teams already on Microsoft Dynamics 365 Finance who are not getting the operational control the system was built to deliver.
Finance managers and controllers
Dealing with reconciliation rework, reporting delays, and period close that overruns every month.
AP and AR leads
Managing manual settlements, unmatched payments, and vendor disputes that should never reach them.
Internal system admins
Supporting finance modules without deep functional knowledge of how the system is supposed to work.
CFOs and Finance Directors
Who need visibility into what the system is and is not doing, and want the finance team to stop depending on IT for answers.
Private cohorts only. Your team works through scenarios from your own environment, not a generic demo. Remote or on-site. Structured around your timeline.
Why sa.global
Built from implementation experience, not a training manual.
This curriculum was not built from Microsoft documentation. It was built from nearly two decades of implementation delivery and post-go-live support across Microsoft Dynamics 365 Finance environments.
Microsoft Inner Circle partner
Recognised among the top tier of Microsoft global partners. Earned through sustained delivery results across three decades.
Practitioners in the room
Every session is run by someone actively working on Microsoft Dynamics 365 engagements. The scenarios they teach came from a project that went live this year.
60+ countries of deployment experience
Active across 60+ countries. Our teams have seen the edge cases that don't appear in documentation and built the courses around them.
Content maintained by implementers
Course content is updated when the product changes. Not on an annual schedule. By the same teams running live implementations.
Every scenario in this course came from a real client environment. The posting errors, the unbalanced sub-ledgers, the period-close failures. We have seen them, diagnosed them, and fixed them. That is what we teach.
Get in touch
Tell us what your team is dealing with.
Whether you are looking at this course, exploring a custom engagement, or want to understand what is right for your situation, we will give you a straight answer.
Response within one business day
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No sales pitch. Just an honest conversation.