ON CAREER PATH

For a banking and finance background without much practical experience, Microsoft Learn provides structured, role-based paths that build real, job-ready skills using Microsoft technologies.

Recommended starting points:

1. Build core business and finance application skills with Dynamics 365

• Use Microsoft Learn’s free online classes to gain hands-on skills in financial and operations systems used in many organizations.
• Start with beginner-level Dynamics 365 training focused on:
  • Financial management
  • Cost accounting in finance and operations
  • Customer management and sales processes
• These modules are designed for functional consultants and administrators and help bridge theory (banking/finance) with practical system skills.
• As skills grow, follow the learning paths that lead toward Dynamics 365 fundamentals and Finance certifications, such as:
  • Dynamics 365 fundamentals (for a broad business-apps foundation)
  • Finance and Operations–related learning paths (for deeper finance process skills)

2. Aim for a finance-focused certification path

• Consider targeting the Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate certification.
• The related course “Microsoft Dynamics 365 Finance (MB-310T00)” covers practical finance topics in an enterprise system:
  • Core finance configuration and use
  • General ledger, tax, cost accounting, budgeting
  • Accounts payable and receivable
  • Fixed assets, asset leasing, credit and collections, cash and bank management, expense management
• This path aligns well with a banking and finance diploma and gives concrete, demonstrable skills valued in finance, accounting, and operations roles.

3. Use Microsoft Learn to plan a longer-term career path

• Explore role-based learning paths (for example, functional consultant in finance) and follow the modules and labs step by step.
• Start with beginner-level Dynamics 365 training, then move to associate-level trainings as confidence grows.
• Combine online modules with instructor-led training from Microsoft Learning Partners when ready to prepare for certification exams.

4. Connect learning to career opportunities

• Use tools like Career Coach (if available through institution or organization) to:
  • Explore roles related to finance, operations, and business applications
  • Identify internships, co-ops, or entry-level roles where new Dynamics 365 and Microsoft skills can be applied
  • Connect with alumni or professionals working in finance and business applications to understand real-world paths

Following this path—Dynamics 365 fundamentals → finance-focused modules → MB-310/Dynamics 365 Finance course → certification—builds practical, system-based finance skills that complement a banking and finance diploma and support long-term growth.

References:

• Finance and Operations Skills Needed-Get Certified in Dynamics 365 Now!
• Wherever you are in your career, learning new skills should be on your list
• Microsoft Dynamics 365 Finance
• Your path to success
• Prepare to apply with Career Coach
• Gain real-world experience with Career Coach
• What technology should I master now to stay future ready? - Microsoft Q&A