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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

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