Comprehensive Dynamics 365 for Business Operations Training Course
Microsoft Dynamics 365 represents a cloud-hosted suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications provided by Microsoft. It integrates ERP and CRM components with productivity tools and artificial intelligence capabilities.
This instructor-led, live training session (available online or onsite) targets intermediate-level business analysts looking to spearhead initiatives for continuous business process improvement and system enhancements within their organizations.
Upon completing this training, participants will be equipped to:
- Acquire a thorough understanding of Dynamics 365.
- Establish, configure, and oversee various Dynamics 365 components.
- Evaluate current business processes and propose optimizations using Dynamics 365 functionalities.
- Handle migrations and updates within the Dynamics 365 ecosystem.
Training Format
- Engaging lectures and interactive discussions.
- Extensive exercises and practical sessions.
- Hands-on implementation within a live lab environment.
Training Customization Options
- To arrange customized training for this course, please reach out to us.
Course Outline
Introduction to Microsoft Dynamics 365
- Dynamics 365 overview
- Defining Dynamics 365
- Core components and capabilities
- Role of Dynamics 365 in the industry
Materials Management
- Warehouse features in Dynamics 365
- Configuration of warehouse processes
- Material requirements planning (MRP)
- Logistics management for imports and exports
- Inventory management techniques
- Tracking and reporting inventory metrics
Engineering
- Product data management
- 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
- Types of manufacturing
- Production control and management
- Lean principles in Dynamics 365
- Kanban and JIT implementation
Maintenance
- Equipment management and maintenance
- Preventative maintenance schedules
- Predictive maintenance tools
- Maintenance performance tracking
Understanding the System and Its Scope
- Comprehensive capabilities of Dynamics 365
- Limitations and workarounds
- Integration examples from similar organizations
- Best practices
Coaching Sessions
- Review and Q&A
- Real-world scenarios and challenges
- Tailoring additional functionalities to specific needs
Summary and Next Steps
Requirements
- Foundational knowledge of business processes
- Familiarity with ERP systems
Target Audience
- Business analysts
- Operations managers
Open Training Courses require 5+ participants.
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