Comprehensive Dynamics 365 for Business Operations Training Course
Microsoft Dynamics 365 is a cloud-hosted suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications delivered by Microsoft. It integrates ERP and CRM components with productivity tools and artificial intelligence capabilities.
This instructor-led live training (available online or onsite) targets intermediate business analysts aiming to spearhead initiatives for continuous business process improvement and system enhancements within their organizations.
Upon completion of this training, participants will be able to:
- Acquire a thorough understanding of Dynamics 365.
- Set up, configure, and manage various Dynamics 365 components.
- Analyze current business processes and recommend optimizations leveraging Dynamics 365 functionalities.
- Handle migrations and updates within the Dynamics 365 ecosystem.
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized version of 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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