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

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support comprehensive business operations, including warehouse and inventory management. With advanced integration capabilities and specialized add-ons like Warehouse Insight, BC facilitates efficient 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 aiming to implement or optimize warehouse management in Dynamics 365 Business Central by leveraging best practices, mobile devices, and robust integration workflows.

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

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Leverage Warehouse Insight for real-time, mobile execution of warehouse tasks.
• Implement license plating and traceability mechanisms to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control processes into ERP workflows.

Course Format

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

Course Customization Options

• To request customized training for this course, please contact us to arrange your specific needs.

This instructor-led live training in Serbia (online or onsite) targets business analysts aiming to optimize marketing and sales processes with Microsoft Dynamics 365.

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

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform within Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and other elements.
• Automate processes through Microsoft Flow integration.

This instructor-led, live training in Serbia (online or onsite) is designed for intermediate-level business analysts aiming to drive continuous business process improvement and system enhancements within their organizations.

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

• Develop a thorough understanding of Dynamics 365.
• Install, configure, and manage various Dynamics 365 components.
• Evaluate current business processes and recommend optimizations using Dynamics 365 features.
• Handle migrations and updates within the Dynamics 365 environment.

This instructor-led, live training in Serbia (online or onsite) is designed for 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.
• Leverage analytics to enhance service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Serbia (online or onsite) targets treasury and finance professionals at the beginner to intermediate levels who wish to reinforce their knowledge, improve report generation, and maximize the use of Dynamics 365 for financial operations.

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

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze 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 Serbia (online or onsite) is designed for beginner to intermediate learners aiming to gain a comprehensive understanding of Dynamics 365 Sales and effectively utilize the platform to improve 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.

About This Course

Microsoft Dynamics 365 Sales is a comprehensive application designed to manage interactions with both existing and prospective customers. By leveraging Dynamics 365 Sales, organizations can monitor progress against sales targets, automate industry best practices, derive insights from data, and achieve much more.

Join our team of globally recognized experts as they guide you step by step through the journey from lead generation to opportunity development and final deal closure. By utilizing the application’s extensive automation and customization capabilities, you will learn how to empower sales teams to maximize their productivity.

Audience Profile

A Dynamics 365 Functional Consultant is responsible for conducting discovery processes, capturing requirements, collaborating with subject matter experts and stakeholders, translating those requirements into technical specifications, and configuring the solution and applications. Functional Consultants implement solutions by leveraging out-of-the-box features, codeless extensibility, and application and service integrations.

After completing this course, you will be able to:

About This Course

This program explores the configuration of marketing applications essential for driving business growth. It delves into key areas such as lead management, marketing forms and web pages, audience segmentation, and email marketing campaigns. These components are interconnected through interactive customer journey design, which also includes the setup and configuration of events and surveys.

Audience Profile

This course is tailored for IT specialists and marketing professionals seeking to understand how to utilize Dynamics 365 Marketing to benefit their organizations.

At Course Completion

Upon finishing this course, you will gain the ability to:

• Configure advanced settings
• Manage marketing content, templates, and integrations
• Create and handle 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 empowers organizations to achieve customer success. By leveraging tools like automatic case creation and queue management, you can free up valuable time to focus on high-impact activities and direct interactions with your customers.

Join our team of globally recognized experts as they guide you step-by-step through the entire customer service lifecycle—from creating cases and interacting with customers to resolving issues effectively. After resolving cases, you will learn to analyze data to identify key insights, enabling you to resolve similar issues faster or prevent new problems entirely.

Audience Profile

This course is intended for Dynamics 365 Customer Engagement Functional Consultants who are responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring solutions and applications. The Functional Consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

After completing this course, you will be able to:

• Install and configure the Customer Service app
• Identify common customer service scenarios
• Complete the 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
• Work with Connected Customer Service
• Work with Customer Service Scheduling
• Work with Customer Service Insights

About This Course

Dynamics 365 Field Service empowers organizations to strengthen their market position by offering a comprehensive suite of tools designed to identify, schedule, and manage resources for mobile workforces. Through this course, learners will acquire the competencies needed to recognize and set up the essential components that drive Field Service and mobile solutions. Core topics cover the organizational factors influencing configuration choices, alongside typical configuration elements. This program enables participants to grasp the broader strategic context and end objectives, fostering the design of efficient solutions that align with both customer needs and organizational goals.

Audience Profile

This course is tailored for IT professionals who have experience or a strong interest in implementing Field Service solutions for large-scale enterprise clients.

After completing this course, you will be able to:

• Identify the critical components involved in Field Service implementations.
• Define the products and services delivered to customers.
• Determine the appropriate pricing options for various scenarios.
• Identify the necessary resources required for execution.

About This Course

Dynamics 365 Finance and Operations applications encompass, 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 modernize global financial operations. Monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. Facilitate strategic financial decisions through artificial intelligence (AI), unify and automate financial processes, reduce operational costs, and mitigate global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform your manufacturing and supply chain operations. Leverage predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, extend asset lifespan, and automate and streamline your supply chain. Note: For additional information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will concentrate on the core features and functionality of Dynamics 365 Finance apps that are most utilized by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution leveraging out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Navigate and efficiently utilize search, filtering, and queries.
• Utilize operational workspaces.
• Work with Business Document Management.
• Work with record templates.
• Integrate Power BI with Dynamics 365 Finance and Operations apps.
• Personalize workspaces.
• Identify appropriate scenarios for using Power Platform within Dynamics 365 Finance and Operations apps.
• Apply security roles to users.
• Run and analyze security reports.
• Create and use workflows for approval.
• Work with Organization Hierarchy and understand its purposes.
• Utilize the personalization feature.
• Use the Data Management workspace.
• Create and use entity templates.
• Copy configuration data between legal entities.
• Import and export data and manage data using Office Integration.
• Use the 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 training provides a comprehensive overview of the financial capabilities within Dynamics 365. Participants will learn to configure and utilize core financial elements, including accounts payable and receivable, collections, budgeting, fixed asset management, and supplementary features.

Audience Profile

This course is designed for Dynamics 365 for Finance and Operations Functional Consultants. These professionals are tasked with conducting discovery sessions, gathering requirements, collaborating with subject matter experts and stakeholders, translating those needs into actionable solutions, and configuring the application. Functional Consultants leverage native functionalities, codeless extensibility, and application and service integrations to implement effective solutions.

At Course Completion

Upon finishing this course, students will be equipped to:

• Comprehend and execute financial responsibilities within Dynamics 365 Finance

About This Course

This course comprises six modules and is structured to provide a comprehensive four-day learning experience. It is available in both in-person and virtual delivery formats. Your instructor(s) will supply you with the detailed agenda for this program. Module 1 introduces the necessity of configuring Dynamics 365 Supply Chain Management for manufacturing operations. Module 2 delves into the management of various manufacturing process types. Module 3 focuses on implementing master planning for production. Module 4 addresses the implementation of key manufacturing features. Module 5 concentrates on subcontracting strategies for product manufacturing.

Audience Profile

The target audience for this course is Dynamics 365 Finance and Operations Functional Consultants. These professionals are responsible for conducting discovery sessions, capturing business requirements, engaging subject matter experts and stakeholders, translating those requirements, and configuring the solution and applications. Functional Consultants implement solutions leveraging 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 the most critical and frequently used features and functionalities within Dynamics 365
• Process the majority of Dynamics 365 Manufacturing transactions
• Explain the functionalities and benefits of Dynamics 365 Supply Chain Management for Manufacturing to others

About This Course

This course provides developer training for Microsoft Dynamics 365 Finance and Operations Apps. Developers learn to implement and extend applications to fulfill business needs. Candidates will deliver complete solutions by leveraging standardized coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

About This Course

As a Solution Architect, you are tasked with ensuring the successful design, implementation, deployment, and adoption of comprehensive solutions. Your role is critical in guaranteeing that the proposed solution addresses current customer requirements while remaining scalable for future needs. This course introduces students to the decision-making processes employed by Solution Architects during implementation phases, encompassing security protocols, integration strategies, Power Apps architecture, Power Automate architecture, and other essential topics. The curriculum is specifically designed to provide an introductory overview of the Solution Architect role.

Audience Profile

This course is intended for senior consultants (both functional and technical) who aim to transition into Solution Architect roles, as well as current Solution Architects who are new to the position.