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Course Outline

Introduction to Microsoft Dynamics 365

  • General overview of Dynamics 365
  • Defining Dynamics 365
  • Core components and capabilities
  • Industry applications of Dynamics 365

Materials Management

  • Overview of warehouse functionalities in Dynamics 365
  • Configuring warehouse processes
  • Material requirements planning (MRP)
  • Managing import and export logistics
  • Inventory management strategies
  • Monitoring and reporting inventory metrics

Engineering

  • Managing product data
  • Integration with CAD systems
  • Setup and management of Bills of Materials (BOM)
  • Handling variants and versions within BOMs

Purchasing

  • Vendor selection and relationship management
  • Evaluating vendor performance metrics
  • Processing purchase requisitions and orders
  • Implementing procurement workflows in Dynamics 365

Finance

  • General ledger and accounting principles
  • Financial reporting and analytics
  • Budgeting and control mechanisms
  • Establishing budgets
  • Auditing and controls within Dynamics 365

Manufacturing

  • Overview of manufacturing methodologies
  • Production control and management
  • Applying Lean principles in Dynamics 365
  • Implementing Kanban and Just-In-Time (JIT) systems

Maintenance

  • Equipment management and upkeep
  • Preventative maintenance scheduling
  • Leveraging predictive maintenance tools
  • Tracking maintenance performance

Understanding the System and Its Scope

  • Comprehensive grasp of Dynamics 365 capabilities
  • Recognizing limitations and workarounds
  • Case studies of similar organizations integrating Dynamics 365
  • Industry best practices

Coaching Sessions

  • Review and Q&A
  • Exploration of real-world scenarios and challenges
  • Customizing additional functionalities to meet specific needs

Summary and Next Steps

Requirements

  • Fundamental knowledge of business processes
  • Existing familiarity with ERP systems

Target Audience

  • Business analysts
  • Operations managers
 35 Hours

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