MB 320: Microsoft Dynamics 365 Supply Chain Management, Manufacturing Training Course

About This Course

This course examines the marketing application configuration required to drive business growth. It explores lead management, marketing forms and pages, segmentation, and email marketing messages. These components are integrated through interactive customer journey design, covering event and survey configuration.

Audience Profile

This course is tailored for IT or marketing professionals seeking to leverage Dynamics 365 Marketing for business purposes.

At Course Completion

Upon completing this course, you will be able to:

• Configure advanced settings
• Manage marketing content, templates, and integrations
• Create and manage leads
• Design and create marketing forms and pages
• Create and manage segments
• Set up and launch customer journeys
• Create and manage events
• Distribute and analyze surveys

About This Course

Microsoft Dynamics 365 Customer Service empowers organisations to achieve customer success. By leveraging tools such as automatic case creation and queue management, you can free up valuable time to focus on areas where you can make a greater impact through direct engagement with your customers.

Join our team of globally recognised experts as they guide you step by step, from creating cases and interacting with customers to resolving those issues. Once resolved, you will learn how to use data analysis to identify key insights that help you resolve similar cases faster or prevent new issues from arising.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for conducting discovery sessions, capturing requirements, engaging subject matter experts and stakeholders, translating those requirements, and configuring the solution and applications. The Functional Consultant implements the solution using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

After completing this course, you will be able to:

• Install and configure the customer service app
• Identify common customer service scenarios
• Complete a case resolution process
• Analyze customer service data
• Automate case management record processing
• Create and use knowledge articles
• Create and use entitlements and service level agreements
• Work with Omnichannel
• Work with Connected Customer Service
• Work with Customer Service Scheduling
• Work with Customer Service Insights

About This Course

Dynamics 365 Field Service empowers organizations to strengthen their market position by offering a comprehensive suite of tools that aid in locating, scheduling, and managing the workloads of mobile personnel. This training provides participants with the essential skills to identify and configure the core components required to deliver effective Field Service and mobile solutions. Key areas of focus include understanding the organizational factors that influence configuration choices and exploring standard configuration elements. The course helps learners grasp the broader context and strategic objectives, enabling them to design efficient solutions that align with both customer expectations and organizational goals.

Audience Profile

This course is tailored for IT professionals who have experience with or a strong interest in delivering Field Service solutions for large-scale enterprise customers.

After completing this course, you will be able to:

• Identify the fundamental components involved in implementing Field Service.
• Define the products and services that will be provided to customers.
• Determine the appropriate pricing options for specific business scenarios.
• Identify the necessary resources required for implementation.

About This Course

The Dynamics 365 Finance and Operations applications encompass, among others, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernize global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

At Course Completion

After completing this course, students will be able to:

• How to navigate and efficiently use search, filtering and queries
• How to use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• How to personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• How to apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• How to use personalization feature
• Use Data Management workspace
• Create and use and entity templates
• Copy configuration data between legal entities
• Import and Export data and manage data by using Office Integration
• Use Regression Suite Automation Tool (RSAT)
• Create User acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Understand how to use Issue search

About This Course

This course explores the financial dimensions of Dynamics 365, focusing on how to configure and utilise essential financial components. Participants will learn to manage accounts payable and receivable, handle collections, develop budgets, oversee fixed assets, and leverage additional functional capabilities.

Audience Profile

Designed for Dynamics 365 for Finance and Operations Functional Consultants, this course supports professionals responsible for conducting discovery, capturing business requirements, engaging with subject matter experts and stakeholders, translating needs into technical solutions, and configuring the application. The Functional Consultant utilises out-of-the-box features, codeless extensibility, and application and service integrations to implement effective solutions.

At Course Completion

Upon finishing this course, students will be able to:

• Understand and execute financial responsibilities within Dynamics 365 Finance

About This Course

This programme is crafted to establish a robust understanding of the Dynamics 365 Supply Chain Management application. It covers essential features and capabilities required by Dynamics 365 Supply Chain Management functional consultants, including: configuring, creating, and managing product and inventory information; supply chain configuration and processing; transportation and warehouse management features; quality management and control functionalities; and master planning configuration and processing. The course comprises lectures alongside practical exercises designed as case studies for a Dynamics 365 Supply Chain Management functional consultant. Each exercise addresses a specific business scenario, followed by a question or discussion, and provides step-by-step guidance on executing system-related tasks.

Audience Profile

This course targets Dynamics 365 Supply Chain Management functional consultants. These consultants play a pivotal role in designing and configuring applications to meet customer requirements. They analyse business needs and translate them into comprehensive business processes and solutions that adhere to industry best practices. Functional consultants specialise in one or more of the following Dynamics feature sets: finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed customer expectations.

After completing this course, students will be able to:

• Configure the most critical Dynamics 365 Supply Chain Management functionalities.
• Process most Dynamics 365 Supply Chain Management transactions.
• Explain how Dynamics 365 Supply Chain Management features and functionalities operate to others.

About This Course

This developer training programme focuses on equipping Microsoft Dynamics 365 Finance and Operations Apps Developers to implement and extend applications in alignment with business requirements. Candidates will learn to deliver comprehensive solutions by leveraging standardized application coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

About This Course

A Solution Architect bears the responsibility for the effective design, implementation, deployment, and adoption of a comprehensive solution. This role ensures that the final product aligns with the customer’s current requirements and future aspirations. In this course, participants will explore the critical decisions made by Solution Architects during implementation, covering security, integrations, Power Apps architecture, Power Automate architecture, and additional key areas. The curriculum is structured to provide a foundational introduction to the Solution Architect profession.

Audience Profile

This course is tailored for Senior Consultants (both functional and technical) who aspire to transition into Solution Architect roles, as well as current Solution Architects who are newly appointed to the position.