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

This instructor-led, live training in [location] (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes using Microsoft Dynamics 365 for government. By the end of this training, participants will be able to: - Utilize various modules within Microsoft Dynamics 365 to manage process flows. - Integrate the Power Platform into Microsoft Dynamics 365 for enhanced functionality. - Organize common data models such as records, segment charts, and more. - Automate processes through integration with Microsoft Flow.

This instructor-led, live training in [location] (online or onsite) is designed for intermediate-level business analysts who aim 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: - Achieve a thorough understanding of Dynamics 365. - Set up, configure, and manage various components of Dynamics 365. - Analyze existing business processes and provide recommendations for optimization using Dynamics 365 functionalities. - Manage migrations and updates within Dynamics 365, ensuring alignment with public sector workflows and governance standards for government.

About This Course

Microsoft Dynamics 365 Sales is a comprehensive application designed to manage the handling of customers and potential customers. With Dynamics 365 Sales, organizations can track performance against sales goals, automate best practices, derive insights from data, and enhance overall efficiency.

Join our team of globally recognized experts as they guide you step by step through the process of converting leads into opportunities and ultimately closing deals. Through hands-on exercises using the application’s automation and customization features, you will learn how to maximize the productivity of your sales staff.

Audience Profile

A Dynamics 365 Functional Consultant is responsible for conducting discovery sessions, capturing requirements, engaging with subject matter experts and stakeholders, translating business needs into technical solutions, and configuring the application. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, and integration of applications and services.

After completing this course, you will be able to:

This instructor-led, live training (online or onsite) is designed for government IT professionals at the beginner to intermediate levels who wish to learn how to use Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, enhance customer experiences, and deliver valuable marketing insights. It aligns with the MB-220 Exam, which certifies individuals as Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultants. By the end of this training, participants will be able to: - Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights for government use. - 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 to enhance public sector workflows. - Monitor and optimize marketing performance and customer satisfaction to improve governance and accountability.

About This Course

This course will review the marketing application configuration necessary to drive business growth. It will also delve into lead management, marketing forms and pages, segmentation, and email marketing messages. These components are integrated through interactive customer journey design, including event and survey configuration.

Audience Profile

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for government and businesses.

At Course Completion

After 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 provides organizations the tools necessary to achieve customer success. By leveraging features such as automated case creation and queue management, you can allocate more time to direct interactions with your customers, enhancing their experience.

Join our team of globally recognized experts who will guide you step by step through the process of creating cases, engaging with customers, and resolving issues. Upon resolution, data analysis will help you identify key insights that can expedite future case resolutions or prevent new issues from arising.

Audience Profile

The Dynamics 365 Customer Engagement Functional Consultant is responsible for conducting discovery, capturing requirements, engaging with subject matter experts and stakeholders, translating these requirements, and configuring the solution and applications. This role involves implementing a 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 application for government
• 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 capabilities
• Work with Connected Customer Service features
• Work with Customer Service Scheduling tools
• Work with Customer Service Insights

About This Course

Dynamics 365 Field Service is designed to help organizations enhance their market position by providing tools for identifying and scheduling resources, as well as managing workloads for mobile workers. This course will equip participants with the skills necessary to identify and configure key components that are essential for delivering effective Field Service and mobile solutions. Key topics include understanding organizational considerations that drive configuration decisions and common configuration aspects. The course aims to provide a comprehensive view of implementation strategies that align with customer and organizational goals, ensuring more efficient solutions.

Audience Profile

This course is tailored for IT professionals who have experience or an interest in delivering Field Service solutions for large-scale customers, particularly those working within the public sector for government agencies.

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 clients.
• Determine appropriate pricing options for specific scenarios.
• Assess which resources are necessary for successful project execution.

About This Course

The Dynamics 365 Finance and Operations applications, which include but are not limited to Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management for Manufacturing, are designed to enhance various aspects of financial and operational management. Dynamics 365 Finance enables the automation and modernization of global financial operations, allowing real-time performance monitoring, predictive analytics, and data-driven decision-making to drive business growth. It supports strategic financial decisions through artificial intelligence (AI), unifies and automates financial processes, reduces operational expenses, and mitigates global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming manufacturing and supply chain operations by leveraging AI and the Internet of Things (IoT) for planning, production, inventory, warehouse, and transportation management. It maximizes operational efficiency, product quality, and profitability through intelligent manufacturing operations, modernized warehouse management, optimized production performance, extended asset life, and streamlined supply chains. 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 of Dynamics 365 Finance applications that are most commonly used by end users and consultants for government.

Audience Profile

The target audience for this course is a Dynamics 365 for Finance and Operations Functional Consultant. This role involves performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

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

• Navigate and efficiently use search, filtering, and queries
• Utilize operational workspaces effectively
• Manage business documents
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations applications
• Personalize workspaces to meet individual needs
• Determine when to use the Power Platform in Dynamics 365 Finance and Operations applications
• Apply security roles to users
• Run and analyze security reports
• Create and manage workflows for approval processes
• Understand and work with organizational hierarchies
• Utilize personalization features effectively
• Use the Data Management workspace for data management tasks
• Create and use entity templates
• Copy configuration data between legal entities
• Import, export, and manage data using Office Integration
• Utilize the Regression Suite Automation Tool (RSAT)
• Create User Acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Use issue search to identify and resolve issues

About This Course

This course is designed to cover the financial aspects of Dynamics 365, including the configuration and use of essential financial components such as accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality. The curriculum is tailored to ensure that participants gain a comprehensive understanding of these financial tools for government and other sectors.

Audience Profile

The target audience for this course includes Dynamics 365 for Finance and Operations Functional Consultants who are responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. These consultants implement solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

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

• Understand and perform financial duties in Dynamics 365 Finance for government and other organizations.

About This Course

This course consists of six modules and is designed for a four-day learning experience. It can be delivered in-person or virtually. Your instructor will provide you with the detailed agenda for this course. Module 1 introduces the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 delves into managing various manufacturing processes. Module 3 covers implementing master planning for production. Module 4 addresses several key manufacturing features. Module 5 focuses on subcontracting for product manufacturing.

Audience Profile

The target audience for this course is a Dynamics 365 Finance and Operations Functional Consultant, who is responsible for conducting discovery, capturing requirements, engaging with subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Configure essential and frequently used features and functionalities within Dynamics 365 for government.
• Process a wide range of Dynamics 365 Manufacturing transactions.
• Explain the features of Dynamics 365 Supply Chain Management, Manufacturing to others.

About This Course

This course is designed for government professionals who are Microsoft Dynamics 365 Finance and Operations Apps Developers. Participants will learn to implement and extend applications to meet the specific requirements of public sector organizations. The training emphasizes providing fully realized solutions through the use of standardized application coding patterns, extensible features, and external integrations.

Audience Profile

This course is tailored for Microsoft Dynamics 365 Finance and Operations Apps Developers working in government roles.

About This Course

The Solution Architect plays a crucial role in the successful design, implementation, deployment, and adoption of comprehensive solutions. This individual ensures that the solution not only meets the immediate needs of the customer but also remains effective in the long term. In this course, participants will gain insights into the key decisions made by a Solution Architect during an implementation, including areas such as security, integrations, Power Apps architecture, Power Automate architecture, and more. This course is designed to provide an introduction to the responsibilities of a Solution Architect for government and private sector applications.

Audience Profile

This course is tailored for Senior Consultants with both functional and technical expertise who are aspiring to become Solution Architects, as well as current Solution Architects who are new to the role. It aims to equip these professionals with the knowledge and skills necessary to excel in their responsibilities.

This instructor-led, live training in [location] (online or onsite) is designed for government participants at beginner to intermediate levels who wish to leverage the MS Dynamics 365 Sales Insights module for more effective sales strategies and enhanced customer engagement. By the end of this training, participants will be able to: - Understand the features and benefits of the Sales Insights module for government. - Utilize AI-driven analytics to improve sales performance. - Customize and configure the module to meet specific governmental 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 designed to help small and medium-sized organizations automate and streamline their financials, sales, service, and operational processes. Built on the robust Dynamics 365 platform, it offers extensive customization options to align with specific organizational needs. Key features encompass financial management, supply chain management, project management, and customer relationship management. The solution also seamlessly integrates with other Microsoft products like Office 365 and Power BI, enhancing its functionality and versatility. For government agencies, Business Central provides a comprehensive and flexible toolset to manage operations efficiently and support organizational growth while ensuring compliance with public sector workflows, governance, and accountability.