Set up Finance insights in Dynamics 365 Finance

Intermediate
Functional Consultant
Dynamics 365
Finance

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

By setting up Finance insights, your organization can forecast different aspects of Dynamics 365 Finance, such as customer payments, cash flows, and budget proposals, by using intelligent machine learning.

Learning objectives

In this module, you'll:

  • Set up Finance insights in Dynamics 365 Finance.
  • Modify external data to be used for the creation of cash flow forecasting.
  • Learn how to create a connection between Finance and Power Apps.

Prerequisites

  • General knowledge of Dynamics Lifecycle Services
  • General knowledge of credit and collections procedures
  • General knowledge of Microsoft Entra ID