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Microsoft Dynamics 365 Fundamentals

Microsoft Dynamics 365 Fundamentals

This course is designed to provide learners with a foundational understanding of Microsoft Dynamics 365, a cloud-based suite of business applications that includes ERP, CRM, and other related solutions. The course covers the key features and capabilities of Dynamics 365, including its architecture, functionality, and deployment options. It also explores how Dynamics 365 can be used to improve business processes and enhance organizational performance.

Course Objectives:

Upon completion of this course, learners will be able to:

  • Understand the core concepts and terminology of Dynamics 365.
  • Identify the key components and capabilities of Dynamics 365.
  • Explain the different deployment options available for Dynamics 365.
  • Describe how Dynamics 365 can be used to improve business processes and enhance organizational performance.
  • Identify the key security and compliance considerations for Dynamics 365.
  • Understand the integration options available for Dynamics 365 with other Microsoft and third-party applications.

Prerequisites:

To take the Microsoft Dynamics 365 Fundamentals course, learners should have a basic understanding of business processes and technology concepts. It is also recommended that learners have some familiarity with Microsoft Office applications, such as Excel and Outlook. However, there are no specific technical prerequisites for this course.

Additionally, learners may benefit from some prior knowledge of ERP and CRM systems, although this is not mandatory. The course is designed to provide a foundational understanding of Dynamics 365, so learners with little to no prior experience with the platform should still be able to follow along and understand the material.

Method of Delivery:

Online via Zoom where each participant must use individual audio / video connection with a dual screen system.

Course Outline:

  1. Module 1: Introduction to Dynamics 365
    1. Dynamics 365 overview
    2. Core concepts and terminology
    3. Licensing and pricing options
  2. Dynamics 365 Components and Capabilities
    1. Dynamics 365 modules and applications
    2. Sales and marketing automation
    3. Financial management and accounting
    4. Supply chain management
    5. Customer service and support
    6. Human resources and talent management
  3. Deployment Options for Dynamics 365
    1. Cloud vs. on-premises deployment
    2. Hybrid deployment options
    3. Security and compliance considerations
  4. Business Process Improvement with Dynamics 365
    1. Streamlining processes with automation
    2. Enhancing collaboration with Dynamics 365
    3. Real-time analytics and reporting
  5. Integration Options for Dynamics 365
    1. Integration with other Microsoft applications
    2. Integration with third-party applications
    3. Customization and extension options
  6. Best Practices for Dynamics 365 Implementation and Maintenance
    1. Implementation planning and execution
    2. System customization and configuration
    3. Maintenance and support

Assessment:

The course will be assessed through a combination of quizzes, assignments, and a final exam. The quizzes and assignments will assess learners' understanding of key concepts and their ability to apply them to practical scenarios. The final exam will assess learners' overall comprehension of the course material.

Practical, connected learning

My wider training approach brings hands-on implementation and systems thinking together, connecting technology with real operational needs.