Microsoft Dynamics 365 course in Mianwali

Course Overview:

1. Introduction to Microsoft Dynamics 365:
   • Overview of Microsoft Dynamics 365 and its core functionalities.
   • Understanding the different Dynamics 365 modules (e.g., Sales, Customer Service, Field Service, Finance, Supply Chain Management).
   • Comparing Dynamics 365 with other ERP and CRM platforms.
2. Getting Started with Dynamics 365:
   • Setting up a Dynamics 365 environment and navigating the user interface.
   • Understanding the data structure and core entities (e.g., Accounts, Contacts, Leads, Opportunities).
   • Configuring user roles, permissions, and security settings.
3. Dynamics 365 Sales Module:
   • Managing leads, opportunities, and accounts within the Sales module.
   • Customizing sales processes, stages, and workflows.
   • Using sales forecasting, pipeline management, and analytics tools.
4. Dynamics 365 Customer Service Module:
   • Setting up and managing customer service processes and case management.
   • Implementing service level agreements (SLAs) and workflows.
   • Using knowledge base articles, customer self-service portals, and support analytics.
5. Dynamics 365 Field Service Module:
   • Managing field service operations, including work orders, scheduling, and dispatching.
   • Using mobile applications and real-time communication tools for field service.
   • Implementing inventory management and service agreements.
6. Dynamics 365 Finance Module:
   • Setting up and managing financial operations, including general ledger, accounts payable, and accounts receivable.
   • Managing budgeting, forecasting, and financial reporting.
   • Implementing compliance and regulatory features.
7. Dynamics 365 Supply Chain Management Module:
   • Managing supply chain operations, including procurement, production, and inventory.
   • Using tools for demand forecasting, supply planning, and logistics.
   • Implementing quality management and asset management.
8. Dynamics 365 Marketing Module:
   • Setting up and managing marketing campaigns, lead generation, and customer engagement.
   • Using marketing automation, email campaigns, and event management tools.
   • Analyzing marketing performance and ROI.
9. Customization and Configuration:
   • Customizing Dynamics 365 entities, forms, views, and dashboards.
   • Creating and managing custom fields, workflows, and business rules.
   • Using Power Apps and Power Automate for additional customization and automation.
10. Integration with Other Systems:
    • Integrating Dynamics 365 with other Microsoft products (e.g., Office 365, Power BI) and third-party applications.
    • Using Dynamics 365 APIs and connectors for data integration and automation.
    • Managing integrations and ensuring data consistency.
11. Data Management and Security:
    • Importing and exporting data within Dynamics 365.
    • Managing data quality, backup, and recovery.
    • Implementing security measures and compliance with data protection regulations.
12. Advanced Analytics and Reporting:
    • Creating and customizing reports and dashboards using Power BI and Dynamics 365’s reporting tools.
    • Analyzing business performance and generating actionable insights.
    • Leveraging AI and machine learning features for predictive analytics.
13. User Adoption and Training:
    • Strategies for user adoption and training within Dynamics 365.
    • Creating training materials and support resources for end-users.
    • Monitoring user engagement and addressing adoption challenges.
14. Course Review and Practical Exercises:
    • Hands-on labs for configuring Dynamics 365 modules, managing data, and setting up automation.
    • Practical exercises for creating reports, customizing entities, and integrating with other tools.
    • Final review of key concepts and practical applications.

Advanced Topics (Optional):

• Dynamics 365 Artificial Intelligence:
  • Overview of AI features and tools in Dynamics 365.
  • Using AI for predictive analytics, customer insights, and process automation.
• Dynamics 365 Finance and Operations Integration:
  • Detailed exploration of advanced features in Dynamics 365 Finance and Supply Chain Management.
  • Implementing enterprise-level solutions and complex workflows.