Microsoft Dynamics 365 ERP

Introduction:

Microsoft Dynamics 365 ERP is a cloud-based enterprise resource planning (ERP) solution that integrates financials, supply chain, operations, and customer relationship management into one unified platform. This course provides an in-depth understanding of Dynamics 365 ERP, offering the skills to optimize business processes, automate workflows, and gain insights for decision-making. Whether you're involved in finance, manufacturing, or retail, Microsoft Dynamics 365 ERP helps streamline operations for enhanced productivity.

Course Objective:

By the end of this course, participants will:

• Understand the core functionalities and architecture of Microsoft Dynamics 365 ERP.

• Learn how to manage financials, supply chain, operations, and customer data using Dynamics 365.

• Configure, customize, and automate business workflows for efficiency.

• Use Dynamics 365 for real-time analytics and decision-making.

• Explore integration capabilities with other Microsoft products like Office 365, Power BI, and Azure.

Course Outline:

Module 1: Introduction to Microsoft Dynamics 365 ERP

• Overview of Microsoft Dynamics 365 ERP and its features.

• Cloud vs. on-premise deployment options.

• Navigating the Dynamics 365 interface and dashboards.

• Hands-On: Setting up user accounts and roles in Dynamics 365 ERP.

Module 2: Financial Management in Dynamics 365 ERP

• Managing general ledger, accounts payable, and receivables.

• Automating bank reconciliation, budgeting, and financial reporting.

• Real-time insights with financial analytics and dashboards.

• Hands-On: Configuring financial settings and generating reports.

Module 3: Supply Chain and Inventory Management

• Managing product inventory, procurement, and vendor relations.

• Automating purchase orders and inventory replenishment.

• Integrating supply chain management across departments.

• Hands-On: Setting up supply chain processes and tracking inventory in Dynamics 365 ERP.

Module 4: Sales and Customer Relationship Management (CRM)

• Managing customer data, leads, and sales opportunities in Dynamics 365.

• Automating customer communications and sales workflows.

• Integration with marketing and customer service modules.

• Hands-On: Configuring CRM and creating automated sales processes.

Module 5: Manufacturing and Operations Management

• Managing production processes, resources, and planning.

• Tracking work orders, scheduling, and cost management.

• Automation in production workflows and quality control.

• Hands-On: Configuring manufacturing operations in Dynamics 365 ERP.

Module 6: Human Resources (HR) Management

• Managing recruitment, payroll, and employee lifecycle using Dynamics 365 ERP.

• Automating performance reviews, benefits, and time tracking.

• HR analytics and workforce planning insights.

• Hands-On: Managing HR processes in Dynamics 365 ERP.

Module 7: Dynamics 365 ERP Reporting and Analytics

• Real-time business intelligence with Power BI integration.

• Customizing reports and dashboards for different departments.

• Generating operational insights and predictive analytics.

• Hands-On: Creating custom reports and integrating Power BI with Dynamics 365.

Module 8: Dynamics 365 ERP Customization and Automation

• Customizing modules to fit specific business needs.

• Automating workflows for sales, finance, and operations.

• Using Microsoft Power Automate for process automation.

• Hands-On: Setting up and configuring automated workflows.

Module 9: Integration with Microsoft Ecosystem

• Seamless integration with Microsoft Office 365, Outlook, and Teams.

• Leveraging PowerApps and Azure services for extended functionality.

• Integration with third-party applications for advanced use cases.

• Hands-On: Configuring integrations with Microsoft products.

Module 10: Security and Compliance in Dynamics 365 ERP

• Managing user access, roles, and permissions.

• Ensuring data security and regulatory compliance.

• Auditing, encryption, and backup solutions for data protection.

• Hands-On: Configuring security policies and compliance settings.

Module 11: Best Practices for Microsoft Dynamics 365 ERP Implementation

• Steps for successful implementation and customization.

• Managing change and training teams on Dynamics 365 ERP.

• Maximizing ROI and long-term benefits of cloud-based ERP.

• Hands-On: Creating an ERP implementation roadmap.

Capstone Project:
Participants will work on a practical case study, implementing Microsoft Dynamics 365 ERP across various business processes like financials, supply chain, and CRM. This will demonstrate their ability to apply learned concepts to real-world scenarios.

Course Duration: 25-30 hours of instructor-led or self-paced learning.
Delivery Mode: Online live sessions or self-paced modules.
Target Audience: Business analysts, finance professionals, supply chain managers, IT consultants, and project managers looking to enhance their skills in ERP solutions.