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Course Outline
Introduction to Microsoft Dynamics 365
- Dynamics 365 overview.
- Definition of Dynamics 365.
- Core components and capabilities.
- Dynamics 365 applications across industries.
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
- Product data management.
- Integration with CAD systems.
- BOM setup and management.
- Handling 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
- Equipment management and upkeep.
- Preventative maintenance schedules.
- Predictive maintenance tools.
- Maintenance performance tracking.
Understanding the System and Its 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.
Audience
- Business analysts.
- Operations managers.
35 Hours