Comprehensive Dynamics 365 for Business Operations

• Basic understanding of business processes
• Familiarity with ERP systems

Audience

• Business analysts
• Operations managers

Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications, hosted in the cloud and delivered by Microsoft. It combines components of both ERP and CRM, along with productivity applications and artificial intelligence tools.

This instructor-led, live training (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

By the end of this training, participants will be able to:

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

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