Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications. It integrates various business functions, allowing organizations to streamline their operations and improve customer engagement. With the growing demand for skilled professionals in this field, the MS Dynamics 365 Course syllabus is designed to provide a comprehensive understanding of the platform's capabilities, functionalities, and best practices.
Course Overview
The MS Dynamics 365 Course
is structured to cover various modules that cater to different aspects of the platform. The course is typically divided into several sections, each focusing on specific areas such as CRM, ERP, and advanced functionalities.
Below is a detailed breakdown of the latest syllabus for the MS Dynamics 365 course:
1. Introduction to Dynamics 365
- Overview of Dynamics 365: Understanding the architecture and components of Dynamics 365.
- History and Evolution: Tracing the development of Dynamics 365 from earlier versions.
- Platform Capabilities: Exploring the capabilities and applications within the Dynamics 365 suite.
- Navigating the Interface: Familiarization with the user interface and key navigation elements.
2. Dynamics 365 CRM Modules
Sales:
- Sales Management: Understanding the sales process, from lead generation to closing deals.
- Lead and Opportunity Management: Managing leads and opportunities, and tracking sales activities.
- Sales Forecasting: Techniques for sales forecasting and pipeline management.
- Product Catalog: Setting up and managing the product catalogue.
Customer Service:
- Case Management: Creating and managing customer service cases.
- Service Level Agreements (SLAs): Configuring and managing SLAs.
- Knowledge Management: Setting up and utilizing knowledge bases.
- Customer Service Insights: Leveraging analytics for better service delivery.
Field Service:
- Work Orders: Creating and managing work orders.
- Scheduling and Dispatch: Efficiently scheduling and dispatching field service agents.
- Inventory Management: Managing inventory for field service operations.
- Mobile Field Service: Using mobile apps for field service management.
3. Dynamics 365 ERP Modules
Finance and Operations:
- Financial Management: General ledger, accounts payable, accounts receivable.
- Budgeting: Setting up and managing budgets.
- Fixed Assets: Managing fixed assets and depreciation.
- Financial Reporting: Generating financial reports and statements.
Supply Chain Management:
- Procurement and Sourcing: Managing purchase orders, and vendor contracts.
- Inventory Management: Tracking and managing inventory levels.
- Production Control: Managing production orders and schedules.
- Warehouse Management: Optimizing warehouse operations.
Human Resources:
- Employee Management: Managing employee records and HR tasks.
- Payroll: Configuring and managing payroll processes.
- Talent Management: Recruiting, on-boarding, and managing employee performance.
- Benefits Administration: Setting up and managing employee benefits.
4. Advanced Functionalities
Power Platform Integration:
- Power BI: Creating and embedding Power BI reports in Dynamics 365.
- Power Automate: Automating workflows using Power Automate.
- Power Apps: Building custom applications with Power Apps.
Artificial Intelligence:
- AI Builder: Leveraging AI models to enhance business processes.
- Customer Insights: Using AI for customer segmentation and analysis.
- Sales Insights: Utilizing AI to provide actionable sales insights.
Customization and Configuration:
- Entity and Field Customization: Customizing entities and fields to meet business requirements.
- Form and View Customization: Designing forms and views for a better user experience.
- Business Rules and Workflows: Setting up business rules and workflows for automation.
- Security Roles and Permissions: Configuring security roles and permissions to control access.
5. Implementation and Deployment
Solution Management:
- Solution Architectures: Understanding different solution architectures in Dynamics 365.
- Data Migration: Techniques and best practices for data migration.
- Integration with Other Systems: Integrating Dynamics 365 with other business systems.
Deployment:
- On-Premises vs. Cloud Deployment: Comparing deployment options.
- Deployment Strategies: Planning and executing Dynamics 365 deployment.
- Post-Deployment Activities: Activities to ensure a smooth transition post-deployment.
Certification Preparation
- Exam Overview: Understanding the certification exams available for Dynamics 365.
- Exam Preparation Tips: Tips and strategies for effective exam preparation.
- Practice Tests: Taking practice tests to assess knowledge and readiness.
The MS Dynamics 365 Course syllabus is meticulously crafted to provide learners with the essential skills and knowledge needed to proficiently use and manage the Dynamics 365 platform. By encompassing a broad spectrum of topics, ranging from CRM and ERP modules to advanced functionalities and deployment strategies, the course guarantees that participants are thoroughly prepared to tackle the challenges of the contemporary business landscape. Whether you are an aspiring Dynamics 365 professional or seeking to upgrade your existing skills, this course offers a thorough learning path to help you achieve your objectives.
