Course Details

Microsoft Dynamics 365 Training Course

INTRODUCTION

In today's fast-paced business landscape, organizations are constantly seeking integrated solutions to optimize their operations, enhance customer relationships, and drive data-driven decision-making. Microsoft Dynamics 365 stands as a comprehensive suite of cloud-based business applications that brings together Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) functionalities, along with powerful business intelligence tools. It offers a unified platform to manage various aspects of a business, including sales, customer service, marketing, finance, supply chain, and operations. By integrating these critical business functions, Dynamics 365 eliminates data silos, provides a holistic view of the customer journey, automates workflows, and empowers employees with real-time insights. This transformative platform helps businesses adapt to market changes, improve efficiency, foster innovation, and deliver exceptional customer experiences. Without a deep understanding of its diverse modules and capabilities, organizations may struggle to fully leverage its potential, leading to fragmented processes, missed opportunities, and a failure to realize the expected return on investment. Many professionals understand the concept of ERP and CRM but lack the practical skills to navigate, configure, and utilize the specific functionalities within the Dynamics 365 environment.

Conversely, mastering Microsoft Dynamics 365 equips professionals with the essential skills to effectively utilize its powerful suite of business applications, enabling organizations to streamline operations, enhance customer engagement, and make data-driven decisions. This comprehensive platform is crucial for driving efficiency, fostering growth, and maintaining a competitive edge in today's dynamic business environment. Our intensive 10-day "Microsoft Dynamics 365 Training Course" is meticulously designed to equip business analysts, system administrators, functional consultants, project managers, and end-users with the comprehensive theoretical knowledge and extensive practical, hands-on skills required to confidently navigate, configure, customize, and utilize key modules within the Microsoft Dynamics 365 ecosystem.

DURATION

10 Days

TARGET AUDIENCE

The "Microsoft Dynamics 365 Training Course" is ideal for a broad range of professionals and individuals involved in business operations, IT, and system management within organizations utilizing or planning to implement Microsoft Dynamics 365. This includes:

• Business Analysts: Seeking to understand Dynamics 365 capabilities for process improvement.
• System Administrators: Responsible for managing and maintaining Dynamics 365 environments.
• Functional Consultants: Involved in implementing, configuring, and customizing Dynamics 365.
• Project Managers: Overseeing Dynamics 365 implementation projects.
• Key End-Users: Who need to master specific Dynamics 365 applications relevant to their roles (e.g., Sales, Customer Service, Finance).
• IT Professionals: Supporting Dynamics 365 solutions.
• Solution Architects: Designing Dynamics 365 solutions.
• Students and Graduates: Pursuing careers in business systems or enterprise software.
• Developers: Seeking to understand the functional aspects before diving into technical customization.
• Anyone looking to gain a foundational to intermediate understanding of Microsoft Dynamics 365 across its core functionalities.

COURSE OBJECTIVES

Upon successful completion of the "Microsoft Dynamics 365 Training Course," participants will be able to:

• Understand the core architecture and various applications within Microsoft Dynamics 365.
• Navigate the Dynamics 365 interface and personalize user settings.
• Effectively utilize key functionalities within the Sales and Customer Service modules.
• Comprehend the basics of Financial Management (General Ledger, Accounts Payable/Receivable).
• Understand the principles of Supply Chain Management within Dynamics 365.
• Perform basic configurations and customizations for Dynamics 365 applications.
• Create and manage reports and dashboards for data analysis.
• Understand integration capabilities with other Microsoft products (e.g., Office 365, Power Platform).
• Troubleshoot common user issues and optimize system performance.
• Articulate the value proposition of Dynamics 365 for business transformation.

 COURSE MODULES

Module 1: Introduction to Microsoft Dynamics 365 Ecosystem

• Overview of Microsoft Dynamics 365: Unified platform for ERP and CRM.
• Understanding the various applications: Sales, Customer Service, Marketing, Finance, Supply Chain, etc.
• Cloud vs. On-Premise deployment options.
• Core architecture and data model concepts.
• Navigating the Dynamics 365 user interface and personalization options.

Module 2: Core CRM Fundamentals & Data Management

• Common Data Service (CDS) / Dataverse overview.
• Entities, Records, Fields, and Relationships.
• Data import and export functionalities.
• Managing users, security roles, and teams.
• Auditing and data governance best practices.

Module 3: Dynamics 365 Sales Fundamentals

• Managing leads, opportunities, and accounts.
• Working with contacts and activities (tasks, phone calls, appointments).
• Quoting, order processing, and invoicing within Sales.
• Sales reporting and dashboards for performance tracking.
• Mobile application for sales professionals.

Module 4: Dynamics 365 Customer Service Fundamentals

• Managing cases and resolving customer inquiries.
• Utilizing the knowledge base for efficient issue resolution.
• Service Level Agreements (SLAs) and entitlements.
• Queues, routing rules, and customer service dashboards.
• Omni-channel engagement for diverse customer interactions.

Module 5: Introduction to Dynamics 365 Finance

• General Ledger (Chart of Accounts, Journals, Currencies).
• Accounts Payable: Vendor management, purchase orders, vendor invoices.
• Accounts Receivable: Customer management, sales orders, customer invoices.
• Cash and Bank Management.
• Basic financial reporting and analysis.

Module 6: Introduction to Dynamics 365 Supply Chain Management (SCM)

• Inventory management: Item master, warehouses, inventory adjustments.
• Procurement and Sourcing: Purchase requisitions, purchase orders, vendor agreements.
• Sales and Marketing: Sales orders, pricing, customer agreements.
• Production Control: Production orders, BOMs (Bills of Materials), routing.
• Warehouse Management and logistics concepts.

Module 7: Basic Configuration and Customization

• Understanding solution components.
• Creating and modifying forms, views, and dashboards.
• Customizing fields, entities, and relationships.
• Introduction to business rules and calculated fields for automation.
• Managing solutions for deployment.

Module 8: Reporting and Business Intelligence

• Creating personal and system dashboards.
• Developing custom views and advanced find queries.
• Exporting data to Excel for analysis.
• Introduction to Power BI integration for advanced analytics.
• Utilizing built-in reports and creating custom reports.

Module 9: Integration with Microsoft Power Platform and Office 365

• Overview of Power Platform: Power Apps, Power Automate, Power BI, Power Virtual Agents.
• Integrating Dynamics 365 with Power Apps for custom applications.
• Automating workflows with Power Automate.
• Leveraging Power BI for enhanced data visualization.
• Seamless integration with Office 365: Outlook, Teams, SharePoint.

Module 10: Best Practices, System Administration & Future Trends

• Data migration strategies and considerations.
• User adoption strategies and training.
• System updates and maintenance best practices.
• Performance optimization tips.
• Overview of latest features, AI capabilities, and future roadmap of Dynamics 365.