Comprehensive Dynamics 365 for Business Operations Training Course
Microsoft Dynamics 365 is a comprehensive suite of cloud-based enterprise resource planning (ERP) and customer relationship management (CRM) applications provided by Microsoft. It integrates various ERP and CRM components with productivity tools and artificial intelligence features.
This instructor-led, live training (available both online and on-site) is designed for intermediate-level business analysts who aim to drive initiatives for continuous business process improvement and system enhancements within their organizations.
By the end of this training, participants will be able to:
- Achieve a thorough understanding of Dynamics 365.
- Set up, configure, and manage different components of Dynamics 365 effectively.
- Evaluate existing business processes and propose optimizations using the functionalities of Dynamics 365.
- Handle migrations and updates within the Dynamics 365 environment.
Format of the Course
- Interactive lectures and discussions.
- A wide range of exercises and practical activities.
- Hands-on implementation in a live-lab setting.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to Microsoft Dynamics 365
- Overview of Dynamics 365
- What is Dynamics 365?
- Key components and capabilities
- Dynamics 365 in the Industry
Materials Management
- Overview of warehouse features in Dynamics 365
- Setup and configuration of warehouse processes
- Material requirements planning (MRP)
- Import and export logistics management
- Inventory management techniques
- Tracking and reporting inventory metrics
Engineering
- Managing product data
- Integration with CAD systems
- BOM setup and management
- Variants and versions in BOM
Purchasing
- Vendor selection and relationship management
- Vendor performance metrics
- Purchase requisitions and orders
- Procurement workflows in Dynamics 365
Finance
- General ledger and accounting
- Financial reporting and analytics
- Budgeting and Control
- Setting up budgets
- Controls and audits in Dynamics 365
Manufacturing
- Overview of manufacturing types
- Production control and management
- Lean principles in Dynamics 365
- Kanban and JIT implementation
Maintenance
- Managing and maintaining equipment
- Preventative maintenance schedules
- Predictive maintenance tools
- Maintenance performance tracking
Understanding the System and Its Scope
- Understanding the full capabilities of Dynamics 365
- Limitations and workarounds
- How similar organizations have integrated Dynamics 365
- Best practices
Coaching Sessions
- Review and Q&A
- Real-world scenarios and challenges
- Tailoring additional functionalities to specific needs
Summary and Next Steps
Requirements
- Basic understanding of business processes
- Familiarity with ERP systems
Audience
- Business analysts
- Operations managers
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