Comprehensive Dynamics 365 for Business Operations Training Course
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.
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
Need help picking the right course?
Comprehensive Dynamics 365 for Business Operations Training Course - Enquiry
Upcoming Courses
Related Courses
Dynamics 365 Business Central: Warehouse and Operations Management
21 HoursMicrosoft Dynamics 365 Business Central (BC) is a modern ERP solution that supports end-to-end business operations, including warehouse and inventory management. With enhanced integration capabilities and add-ons like Warehouse Insight, BC enables efficient warehouse operations, license plating, and operational automation across the enterprise.
This instructor-led, live training (online or onsite) is aimed at intermediate-level warehouse operations teams, ERP consultants, and systems professionals who wish to implement or optimize warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and quality integration workflows.
By the end of this training, participants will be able to:
- Set up and manage warehouse operations within Dynamics 365 Business Central.
- Use Warehouse Insight for real-time mobile execution of warehouse tasks.
- Implement license plating and traceability to enhance inventory control.
- Integrate equipment calibration, test requests, and quality control in ERP workflows.
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
14 HoursThis instructor-led, live training in South Africa (online or onsite) is aimed at business analysts who wish to optimize 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.
Microsoft Dynamics 365 Customer Service
14 HoursThis instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.
By the end of this training, participants will be able to:
- Understand 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.
- Utilize analytics to improve service delivery.
- Integrate Dynamics 365 Customer Service with other Microsoft applications.
Dynamics 365 Finance and Operations: Treasury and Accounting
14 HoursThis 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 maximize the use of Dynamics 365 for financial operations.
By the end of this training, participants will be able to:
- Navigate and customize the Dynamics 365 Finance and Operations interface.
- Generate and analyze financial reports efficiently.
- Manage treasury functions, including cash flow and bank reconciliations.
- Enhance financial workflows for better operational efficiency.
Microsoft Dynamics 365 Sales
14 HoursThis 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 (MB-230)
35 HoursMicrosoft Dynamics 365 Customer Service is a comprehensive solution for managing customer support, service operations, and omnichannel engagement.
This instructor-led, live training (online or onsite) is aimed at intermediate-level users who wish to implement and configure customer service solutions using Dynamics 365 Customer Service.
By the end of 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.
- 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 Customer Experience Analyst
14 HoursThis instructor-led, live training in South Africa (online or onsite) is aimed at intermediate-level customer experience analysts and marketing operations professionals who wish 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.
Microsoft Dynamics 365 Sales Insights
14 HoursThis instructor-led, live training in South Africa (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved 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 Fundamentals
7 HoursMicrosoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution that helps small and medium-sized businesses automate and connect their financials, sales, service, and operations. It is built on the Dynamics 365 platform and can be customized to meet the specific needs of a business. Some key features include financial management, supply chain management, project management, and customer relationship management. Additionally, it integrates with other Microsoft products such as Office 365 and Power BI for added functionality. Overall, Business Central aims to provide businesses with a comprehensive and flexible solution to manage their operations and drive growth.
Microsoft Dynamics 365 F&O – Functional Overview for Finance and Supply Chain
21 HoursMicrosoft 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 F&O – Development and Technical Support
21 HoursMicrosoft Dynamics 365 Finance & Operations includes a comprehensive development environment for customizing ERP functionality and integrating with external systems.
This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level developers and technical support personnel who wish to develop, maintain, and support solutions in Microsoft Dynamics 365 Finance & Operations.
By the end of this training, participants will be able to:
- Set up a development environment using Visual Studio and X++.
- Develop forms, classes, tables, and workflows in F&O.
- Implement business logic with events, permissions, and validations.
- Create custom reports and extend existing functionality.
- Integrate external services using REST APIs and OData.
- Test, debug, and optimize performance in the F&O environment.
- Manage data migrations and ongoing system updates.
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.