Comprehensive Dynamics 365 for Business Operations Training Course

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support end-to-end business operations, including comprehensive warehouse and inventory management. With advanced integration capabilities and add-ons such as Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation across the enterprise.

This instructor-led live training, available online or onsite, is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals who wish to implement or optimise warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and quality integration workflows.

Upon completion of this training, participants will be able to:

• Set up and manage warehouse operations within Dynamics 365 Business Central.
• Utilise Warehouse Insight for the real-time mobile execution of warehouse tasks.
• Implement license plating and traceability to enhance inventory control.
• Integrate equipment calibration, test requests, and quality control into ERP workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical sessions.
• Hands-on implementation in a live lab environment.

Customisation Options

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

This instructor-led live training in South Africa (online or on-site) is aimed at business analysts who wish to optimise marketing and sales processes with Microsoft Dynamics 365.

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

• Use the different modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure different common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led, live training in South Africa (online or on-site) is tailored for beginner to intermediate participants who want to optimise their customer service operations using Dynamics 365 Customer Service.

Upon completion of this training, participants will be able to:

• Grasp the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilise analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level to intermediate-level treasury and finance professionals who wish to reinforce their knowledge, improve report generation, and maximise the use of Dynamics 365 for financial operations.

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

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows for better operational efficiency.

This instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

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

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

Microsoft Dynamics 365 Customer Service offers a robust solution for managing customer support, service operations, and omnichannel engagement.

This instructor-led live training (available online or onsite) is designed for intermediate-level users looking to implement and configure customer service solutions using Dynamics 365 Customer Service.

Upon completing this training, participants will be able to:

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools such as chat, SMS, and agent workspace.
• Create personalized customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Format of the Course

• Interactive lecture and discussion.
• Abundant 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.

This instructor-led, live training South Africa (online or onsite) is targeted at intermediate-level customer experience analysts and marketing operations professionals seeking to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to connect and unify data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot results.

This instructor-led live training in South Africa (online or onsite) targets beginner to intermediate-level participants who wish to utilise MS Dynamics 365 Sales Insights for smarter sales strategies and enhanced customer engagement.

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Microsoft Dynamics 365 Business Central is a comprehensive, cloud-based business management solution designed to help small and medium-sized enterprises streamline and unify their financials, sales, customer service, and operational processes. Built on the Dynamics 365 platform, it offers extensive customisation capabilities to address the unique requirements of any organisation. Key capabilities include financial management, supply chain oversight, project handling, and customer relationship management. The solution seamlessly integrates with other Microsoft ecosystems, such as Office 365 and Power BI, to enhance functionality. Ultimately, Business Central provides a robust and adaptable toolset for organisations to manage their day-to-day activities and foster business growth.

Microsoft Dynamics 365 Finance & Operations is an enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules.

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

• Navigate and configure core Finance and SCM functionalities.
• Manage vendor, customer, and tax information within the system.
• Create and track purchase orders, invoices, and payments.
• Operate inventory and logistics workflows through the platform.
• Understand key process flows in procurement and accounting.
• Support business users through functional configuration and error handling.

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.

Microsoft Dynamics 365 Finance & Operations features a robust development environment designed for customising ERP capabilities and facilitating seamless integration with external systems.

This instructor-led training session, available either online or onsite, is tailored for intermediate to advanced developers and technical support professionals seeking to build, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completing this training, participants will be equipped to:

• Configure a development environment utilising Visual Studio and X++.
• Develop forms, classes, tables, and workflows within F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionalities.
• Integrate external services leveraging REST APIs and OData.
• Conduct testing, debugging, and performance optimisation within the F&O environment.
• Manage data migrations and ongoing system updates.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation within a live-lab environment.

Course Customisation Options

• To arrange a customised training programme for this course, please contact us to discuss.