MB 330: Microsoft Dynamics 365 Supply Chain Management (authorized training course) Training Course

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution that facilitates comprehensive business operations, encompassing warehouse and inventory management. Leveraging advanced integration capabilities and add-ons such as Warehouse Insight, BC streamlines warehouse activities, license plating, and operational automation throughout the enterprise.

This instructor-led, live training (available online or onsite) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimise warehouse management in Dynamics 365 Business Central through best practices, mobile device utilisation, and robust integration workflows.

Upon completion of this training, participants will be able to:

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Utilise Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control into ERP workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation in a live-lab environment.

Course Customisation Options

• To request a tailored training session for this course, please contact us to make arrangements.

This instructor-led live training in Botswana (online or onsite) is aimed at business analysts who wish to optimise 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.

This instructor-led live training in Botswana (online or onsite) is designed for intermediate-level business analysts seeking to lead initiatives for continuous business process improvement and system enhancements within their organisations.

Upon completion of this training, participants will be able to:

• Develop a thorough understanding of Dynamics 365.
• Set up, configure, and manage various Dynamics 365 components.
• Analyze current business processes and recommend optimisations using Dynamics 365 functionalities.
• Handle migrations and updates within the Dynamics 365 environment.

This instructor-led, live training in Botswana (online or onsite) targets beginner to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

Upon completion of this training, participants will be able to:

• Grasp the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Efficiently manage customer interactions and cases.
• Utilise analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Botswana (online or onsite) is designed for beginner to intermediate treasury and finance professionals who wish to reinforce their knowledge, improve their report generation capabilities, and maximise the utility of Dynamics 365 for financial operations.

By the end of this training, participants will be able to:

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows for better operational efficiency.

This instructor-led, live training in Botswana (online or on-site) is designed for beginner to intermediate learners who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

By the end of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

About This Course

This course explores the marketing application configuration required to drive business growth. It delves into lead management, marketing forms and pages, segmentation, and email marketing campaigns. These elements are integrated through interactive customer journey design, encompassing event and survey configuration.

Audience Profile

This course is tailored for IT or marketing professionals seeking to learn how to leverage Dynamics 365 Marketing to enhance business operations.

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

Microsoft Dynamics 365 Customer Service offers a robust solution for overseeing customer support, service operations, and omnichannel engagement.

This instructor-led, live training (available online or onsite) targets intermediate-level users looking to implement and configure customer service solutions using Dynamics 365 Customer Service.

By the conclusion of this training, participants will be equipped to:

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools such as chat, SMS, and the agent workspace.
• Develop personalised customer experiences through surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Course Format

• Interactive lectures and discussions.
• Abundant exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request tailored training for this course, please contact us to make arrangements.

About This Course

Microsoft Dynamics 365 Customer Service provides organisations with the tools necessary to achieve customer success. By utilising features 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, particularly through direct engagement with your customers.

Our team of internationally recognised experts will guide you step by step through the entire process, from creating cases and interacting with customers to resolving those cases effectively. Once resolved, you can utilise data analysis to extract key insights that help you resolve similar issues more quickly or prevent new problems from arising altogether.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for conducting discovery sessions, capturing requirements, engaging subject matter experts and stakeholders, translating 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

Upon completing this course, you will be able to:

• Install and configure the Customer Service app
• Identify common customer service scenarios
• Execute the case resolution process
• Analyze customer service data
• Automate case management record processing
• Create and utilise knowledge articles
• Create and utilise 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 organisations to strengthen their market presence by offering a suite of tools that assist in identifying, scheduling resources, and managing workloads for mobile staff. This course equips learners with the skills required to identify and configure the essential components needed to deliver Field Service and mobile solutions. Key areas include understanding the organisational considerations that drive configuration decisions and exploring common configuration aspects. The course helps learners grasp the broader context and end objectives, focusing on implementations that facilitate the design of more efficient solutions aligned with both customer and organisational goals.

Audience Profile

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

After completing this course, you will be able to:

• Identify the key components involved in Field Service Implementations.
• Define the products and services that will be delivered to customers.
• Determine which pricing options to use in specific scenarios.
• Determine which resources are required.

About This Course

Dynamics 365 Finance and Operations applications include, 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 modernise 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 enables 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. Maximise operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernise warehouse management, optimise production performance, maximise 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 programme explores the financial dimensions of Dynamics 365, guiding you through the configuration and utilisation of vital financial elements such as accounts payable, accounts receivable, collections, budgeting, fixed assets, and supplementary features.

Audience Profile

The Dynamics 365 for Finance and Operations Functional Consultant plays a pivotal role in conducting discovery sessions, capturing requirements, collaborating with subject matter experts and stakeholders, translating these needs into actionable specifications, and configuring the solution and applications. This consultant leverages out-of-the-box capabilities, codeless extensibility, and application and service integrations to implement the solution.

At Course Completion

Upon finishing this course, students will be equipped to:

• Understand and execute financial responsibilities within Dynamics 365 Finance

About This Course

This programme comprises six modules and is structured to deliver a comprehensive four-day learning experience. It can be delivered either face-to-face or via virtual sessions. Your instructor(s) will supply you with the specific agenda for this training. Module 1 introduces the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 explores the management of various manufacturing processes in greater depth. Module 3 addresses the implementation of master planning for production activities. Module 4 tackles the implementation of several key manufacturing features. Module 5 focuses on product manufacturing through subcontracting.

Audience Profile

A Dynamics 365 Finance and Operations 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 a solution by utilising out-of-the-box capabilities, codeless extensibility, as well as application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Configure the most critical and commonly utilised features and functionalities within Dynamics 365
• Process the majority of Dynamics 365 Manufacturing transactions
• Explain to others how the features within Dynamics 365 Supply Chain Management, Manufacturing operate

About This Course

This course provides training for developers specialising in Microsoft Dynamics 365 Finance and Operations Apps. Developers learn to implement and extend applications to satisfy business requirements, delivering robust solutions through the application of standardised coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

About This Course

The Solution Architect plays a pivotal role in the successful design, implementation, deployment, and adoption of comprehensive solutions. This professional ensures that the proposed solution aligns with the customer's current requirements and future strategic goals. Through this course, participants will explore the critical decisions a Solution Architect must make during an implementation phase, covering areas such as security, integrations, Power Apps architecture, Power Automate architecture, and more. The course is structured to provide a foundational understanding of the Solution Architect role.

Audience Profile

This course is tailored for senior consultants, whether functional or technical, who aim to transition into Solution Architect roles, as well as existing Solution Architects who are new to the position.