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Course Outline

Introduction to Microsoft Dynamics 365

  • Overview of Dynamics 365
  • Definition of Dynamics 365
  • Core components and capabilities
  • Role of Dynamics 365 in the Industry

Materials Management

  • Overview of warehouse features in Dynamics 365
  • Configuration of warehouse processes
  • Material requirements planning (MRP)
  • Import and export logistics management
  • Inventory management strategies
  • Monitoring and reporting inventory metrics

Engineering

  • Product data management
  • Integration with CAD systems
  • Bill of Materials (BOM) setup and management
  • Handling variants and versions in BOM

Purchasing

  • Vendor selection and relationship management
  • Assessing vendor performance
  • Purchase requisitions and orders
  • Procurement workflows in Dynamics 365

Finance

  • General ledger and accounting
  • Financial reporting and analytics
  • Budgeting and control
  • Creating and managing budgets
  • Audits and controls within Dynamics 365

Manufacturing

  • Types of manufacturing processes
  • Production control and management
  • Application of lean principles in Dynamics 365
  • Implementing Kanban and Just-In-Time (JIT) methods

Maintenance

  • Equipment management and upkeep
  • Scheduling preventative maintenance
  • Utilizing predictive maintenance tools
  • Tracking maintenance performance

Understanding the System and Its Scope

  • Comprehensive view of Dynamics 365 capabilities
  • Recognizing limitations and available workarounds
  • Cases of Dynamics 365 integration in similar organizations
  • Industry best practices

Coaching Sessions

  • Review and Q&A
  • Analysis of real-world scenarios and challenges
  • Adapting additional functionalities to specific requirements

Summary and Next Steps

Requirements

  • Fundamental knowledge of business processes
  • Knowledge of ERP systems

Target Audience

  • Business analysts
  • Operations managers
 35 Hours

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