Microsoft Dynamics 365 F&O – Functional Overview for Finance and Supply Chain 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.

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.

This instructor-led, live training in Botswana (online or onsite) is aimed at intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and unify data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot results.

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 is tailored to strengthen your expertise in the Dynamics 365 Supply Chain Management application. It addresses the critical features and capabilities required by Dynamics 365 Supply Chain Management functional consultants, including: product information configuration, creation, and management; supply chain configuration and operational processing; transportation and warehouse management features; quality management and control functions; and master planning configuration and processing. The course comprises instructional sessions and practical exercises. These exercises are framed as case studies for a Dynamics 365 Supply Chain Management functional consultant. Each scenario is followed by questions or discussion points, then provides step-by-step guidance for executing the relevant system tasks.

Audience Profile

This course is intended for Dynamics 365 Supply Chain Management functional consultants. This role involves designing and configuring applications to meet client requirements. Functional consultants analyse business needs and translate them into comprehensive business processes and solutions that adhere to industry-recommended best practices. They specialise in one or more Dynamics feature sets, such as finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that meet or surpass customer expectations.

After completing this course, students will be able to:

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

This instructor-led, live training in Botswana (online or onsite) targets participants with beginner to intermediate skills who wish to utilize the MS Dynamics 365 Sales Insights module to formulate smarter sales strategies and enhance customer engagement.

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Microsoft Dynamics 365 Business Central is a cloud-based, integrated business management solution that enables small and medium-sized enterprises to automate and link their financial, sales, service, and operational processes. Built on the Dynamics 365 platform, it offers extensive customisation capabilities to address specific business requirements. Key functionalities encompass financial management, supply chain management, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft ecosystems, such as Office 365 and Power BI, to enhance capabilities. Ultimately, Business Central provides a robust and adaptable solution for businesses seeking to streamline operations and foster growth.

Microsoft Dynamics 365 Finance & Operations provides a robust development environment tailored for customising ERP functionality and facilitating integration with external systems.

This instructor-led live training (available online or onsite) is designed for intermediate to advanced developers and technical support professionals seeking to develop, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

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

• Configure a development environment using Visual Studio and X++.
• Develop forms, classes, tables, and workflows in F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionalities.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimise performance within the F&O environment.
• Manage data migrations and ongoing system updates.

Course Format

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

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.