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Comprehensive Dynamics 365 for Business Operations

35 godzin
Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications, hosted in the cloud and delivered by Microsoft. It combines components of both ERP and CRM, along with productivity applications and artificial intelligence tools.This instructor-led, live training (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.By the end of this training, participants will be able to:
  • Gain a comprehensive understanding of Dynamics 365.
  • Set up, configure, and manage various components of Dynamics 365.
  • Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
  • Manage migrations and updates within Dynamics 365.
Format of the Course
  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.
Course Customization Options
  • To request a customized training for this course, please contact us to arrange.
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Microsoft Dynamics 365 Customer Insights (MB-220)

21 godzin
Microsoft Dynamics 365 Customer Insights is a customer data platform (CDP) that helps you unify disparate data from multiple sources, gain a single view of customers, and derive intelligent insights that drive key business processes.This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level IT professionals who wish to learn how to use Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, optimize customer experiences, and deliver marketing insights. It is aligned to the MB-220 Exam, which is the certification exam for Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant.By the end of this training, participants will be able to:
  • Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights.
  • Unify, enrich, and analyze customer data using Customer Insights.
  • Create and manage segments, lists, forms, pages, leads, contacts, accounts, email messages, customer journeys, events, webinars, and surveys.
  • Integrate Customer Insights with other applications and services.
  • Monitor and optimize marketing performance and customer satisfaction.
Format of the Course
  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.
Course Customization Options
  • To request a customized training for this course, please contact us to arrange.
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Microsoft Dynamics 365

14 godzin
Microsoft Dynamics 365 is a cloud based CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) hybrid. This instructor-led, live training (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365. By the end of this training, participants will be able to:
  • Use the different modules in Microsoft Dynamics 365 to manage process flows.
  • Integrate the Power Platform into Microsoft Dynamics 365.
  • Structure different common data models such as records, segment charts, and more.
  • Automate processes with Microsoft Flow integration.
Format of the Course
  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.
Course Customization Options
  • To request a customized training for this course, please contact us to arrange.
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MB-300T00: Microsoft Dynamics 365: Core Finance and Operations

14 godzin
About This Course Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your 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
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Microsoft Dynamics 365 Supply Chain Management (szkolenie autoryzowane MB 330)

35 godzin
About This Course This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps. Audience Profile This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers. After completing this course, students will be able to:
  • Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
  • Process most of the Dynamics 365 Supply Chain Management transactions.
  • Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.
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Opinie uczestników(10)

That we got to use a test environment and could do what was trained. Hennie was such a wonderful person and was very welcoming.

Kirsten da Silva - Financial Planning Institute
Szkolenie - Microsoft Dynamics 365 Customer Insights (MB-220)

I learnt that we underutilize the system we work on and enjoyed every apsect.

Tracy Rehman - Financial Planning Institute
Szkolenie - Microsoft Dynamics 365 Customer Insights (MB-220)

Obszerna wiedza prowadzącego, przystępny sposób opowiadania o systemie, chęć niesienia pomocy uczestnikom szkolenia.

Małgorzata Gutowska - FLSmidth MAAG Gear sp. z o.o.
Szkolenie - Customer Relationship Management (CRM)

Możliwość praktycznego zastosowania wiedzy w codziennej pracy

Dominika Kryszyłowicz - FLSmidth MAAG Gear sp. z o.o.
Szkolenie - Customer Relationship Management (CRM)

Joe was great, really engaging and knew his stuff. Great session, thank you again!

Cerys - Urenco
Szkolenie - Customer Relationship Management (CRM)

It was a very informative session and we came away with lots of useful improvement ideas to implement within our business. Joe was engaging and led discussions and activities well - the activities and topics covered were really interesting and we all learned a lot. It was a course that was also applicable to and useful for everyone, as there were a range of people in the room.

Emily Ferris - Urenco
Szkolenie - Customer Relationship Management (CRM)

It gave me a new perspective on CRM the last time I had training on this was 10 years ago and this was a brilliant opportunity to refresh and see some new skills

Marc Wilson - Urenco
Szkolenie - Customer Relationship Management (CRM)

scenariusze zastosowań wprowadzenie

Rachel - 个人
Szkolenie - Salesforce CPQ for Administrators

Przetłumaczone przez sztuczną inteligencję

Exercises, and the fact that the trainer was able to answer all my questions.

Mothibi - National Youth Development Agency
Szkolenie - Odoo for Developers

Trainer knowledge and friendly

Chachchai Tongthavornsuwan - SIAM KUBOTA Corporation Co., Ltd.
Szkolenie - Odoo for Developers

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Microsoft Dynamics 365 Konsultacje
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