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Course Outline

Introduction to Microsoft Dynamics 365

  • Overview of Dynamics 365
  • Understanding Dynamics 365
  • Core components and capabilities
  • Industry applications of Dynamics 365

Materials Management

  • Warehouse features overview in Dynamics 365
  • Configuration of warehouse processes
  • Material requirements planning (MRP)
  • Logistics management for imports and exports
  • Inventory management strategies
  • Tracking and reporting inventory metrics

Engineering

  • Product data management
  • CAD system integration
  • BOM setup and management
  • BOM variants and versions

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
  • Budget setup
  • 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

  • Equipment management and maintenance
  • Preventative maintenance schedules
  • Predictive maintenance tools
  • Maintenance performance tracking

System Understanding and Scope

  • Grasping the full capabilities of Dynamics 365
  • Limitations and workarounds
  • Case studies of similar organizations integrating Dynamics 365
  • Best practices

Coaching Sessions

  • Review and Q&A
  • Real-world scenarios and challenges
  • Adapting additional functionalities to specific needs

Summary and Next Steps

Requirements

  • Foundational knowledge of business processes
  • Familiarity with ERP systems

Target Audience

  • Business analysts
  • Operations managers
 35 Hours

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