Content Provider

Thomsonreuters middlebanner 052120
Msdynamics365 websan


CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateJanuary 12, 2017
Date OfferedJanuary 20, 2017
Expiration DateJanuary 20, 2018
Course Description

Microsoft Dynamics 365 is the next generation of intelligent business applications that enables your organization to grow, evolve and transform to meet the needs of your customers and capture new opportunities.

Dynamics 365 breaks down the artificial silos of ERP and CRM and will deliver new purpose-built applications in the cloud. These applications work seamlessly together to manage specific business processes across Sales, Customer Service, Field Service, Operations and Project Service Automation.

Built for different types users such as accountants, business owners, CFOs and CIOs, Dynamics 365 was created to better connect people to the business processes they use everyday.

This webcast serves to put a spotlight on the solution and offer tips and tricks on how small businesses could maximize the use of Dynamics 365 for Financials.

The webcast will highlight Dynamics 365’s top features and integrations including Power BI and Office 365. We will also delve into common business processes that can easily and seamlessly be completed using Dynamics 365 such as managing your bank reconciliation, accounts receivables and payables, sales orders and creating quotes.

Self-Study Course Instructions:


Download the course document(s) (below) and follow prompts contained in the document.


Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify the essential functions and benefits of Microsoft Dynamics 365 Financials and Power BI.

Not logged
Handout Materials
Presentation Slides
Additional Materials
Glossary of Terms
Review Questions
Review Questions
QUESTION 1: 18:30 minutes
QUESTION 2: 28:00 minutes
QUESTION 3: 43:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Loading ...

Loading ...

Andrew King

WebSan Solutions Inc.
Managing Director
(416) 499-1235 x 214


Andrew King is the Managing Director of WebSan Solutions Inc. and a Microsoft Dynamics GP Partner. WebSan Solutions Inc. is a Toronto based Silver Certified Microsoft ERP Partner specializing in Hosted Dynamics GP and CRM Solutions. He is responsible for the company's business development, sales and marketing. Prior to joining the WebSan team, Andrew has been an independent SAP consultant. Over the years he has successfully managed more than 20 ERP implementations around the world. His projects have ranged from acting as Interim VP Operations and CIO for a global retail sticker distributor, to implementing and supporting Microsoft Dynamics GP in the areas of Payroll, Financials and Project Accounting. Andrew holds a Bachelor of Science in Chemical Engineering from Purdue University in West Lafayette, IN USA. Through his academic and professional training, Andrew has gained extensive knowledge and expertise in ERP Systems, Supply Chain Management, Financial Management, Project Management and Project Accounting.

Logo qas

NASBA Approved (Sponsor Id#: 111889) 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 website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

WebSan Solutions Inc. is a multi-award winning company recognized for its top-notch customer service and software solutions. With offices in both the Greater Toronto Area, Canada, and Indiana, USA, we are a premier Microsoft Dynamics Certified Partner and IT consulting and solutions provider. As the Largest Hosting Provider for Microsoft Dynamics in Canada and with over a decade of experience in Enterprise Software solutions, online business and financial accounting software, the experts at WebSan know how to help you transform your business.