Learn the fundamentals of Microsoft® Dynamics 365.
Dynamics 365 is a cloud-based Enterprise Resource Planning (ERP) and Customer Relationship Planning (CRM) framework built on the Azure platform. Dynamics provides high uptime and a comprehensive set of business tools. Whether you are in financing, sales or retail, Dynamics has an app for you. Use the Power Apps and Power BI to understand your sales and customer needs.
Learning Objectives
- You will be able to define what Dynamics 365 is and how it began.
- You will be able to describe the tools and technology used.
- You will be able to discuss the different applications and add-ins available.
- You will be able to explain how Dynamics 365 utilized for financing and sales.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is Dynamics 365? | |
A Brief History of Dynamics | |
Technology | |
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Applications | |
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A Closer Look at Dynamics 365 Finance | |
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
CPE 1.2 including Computer Software & Applications 1.2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.2 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
OnDemand Course
This course was last revised on March 10, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Who should attend?
This live webinar is designed for CPAs, accountants, business and office managers, supervisors, associates, and administrative professionals.
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Jay R. Carlson
FatDAWGS.com
- Principal, and co-owner of FatDAWGS.com, an IT solutions company
- More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software
- Through FatDAWGS.com, co-wrote OfficeFest 2007, a self-published series of training modules that includes Using Microsoft® Excel® for Financial Analysis, Microsoft® Excel® Pivot Tables and Charts, as well as Visual Basic for Applications in Microsoft® Excel® 2007
- Co-developed commercial SQL solutions and well-reviewed iPhone® applications
- Six Sigma, MCSE, MCDBA, ITIL, and SCRUM certified
- Graduate, Southern Illinois University; M.S. Degree in public administration with an emphasis in finance, University of Montana; A.S. Degree in journalism
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Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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