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Course Outline

Introduction to Microsoft Dynamics 365

  • Dynamics 365 overview
  • Defining Dynamics 365
  • Key components and capabilities
  • Dynamics 365 in the industry

Materials Management

  • Warehouse features overview in Dynamics 365
  • Warehouse process setup and configuration
  • 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
  • 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 maintenance
  • 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
  • Integration examples from similar organizations
  • Best practices

Coaching Sessions

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

Summary and Next Steps

Requirements

  • Basic understanding of business processes
  • Familiarity with ERP systems

Audience

  • Business analysts
  • Operations managers
 35 Hours

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