Microsoft Dynamics 365 Sales Insights 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 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.

Microsoft Dynamics 365 Customer Service offers a robust platform for overseeing customer support, service operations, and omnichannel interactions.

This guided, live training session (available online or at your location) is designed for intermediate-level users aiming to deploy and configure customer service solutions via Dynamics 365 Customer Service.

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

• Set up and oversee case automation, queues, and routing logic.
• Deploy omnichannel capabilities such as chat, SMS, and the agent workspace.
• Develop tailored customer experiences through surveys and analytics.
• Leverage AI assistants and IoT devices to facilitate proactive support.

Course Format

• Engaging lectures and interactive discussions.
• Extensive practical exercises.
• Practical implementation within a live-lab environment.

Customization Options

• To request a tailored training program for this course, please reach out to us to make arrangements.

This instructor-led, live training in Serbia (online or on-site) targets intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and unify data sources, create segments and metrics, build and publish journeys, and monitor and troubleshoot results.

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 is designed for developers. Professionals working as Microsoft Dynamics 365 Finance and Operations Apps Developers are responsible for implementing and extending applications to satisfy business needs. They deliver complete solutions by leveraging standardized coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

Microsoft Dynamics 365 Finance & Operations is a robust enterprise ERP platform engineered to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (available online or onsite) targets intermediate to advanced ERP users and internal support teams seeking to master the functional capabilities of Microsoft Dynamics 365 F&O within the Finance and Supply Chain modules.

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

• Navigate and configure core Finance and SCM functionalities.
• Manage vendor, customer, and tax information within the system.
• Create and track purchase orders, invoices, and payments.
• Operate inventory and logistics workflows through the platform.
• Understand key process flows in procurement and accounting.
• Support business users through functional configuration and error handling.

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft Dynamics 365 Finance & Operations provides a robust development environment designed for customizing ERP functionalities and integrating with external systems.

This instructor-led live training, available online or onsite, targets intermediate to advanced developers and technical support professionals seeking to create, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completion of this training, participants will be capable of:

• Configuring a development environment using Visual Studio and X++.
• Developing forms, classes, tables, and workflows in F&O.
• Implementing business logic through events, permissions, and validations.
• Developing custom reports and extending existing functionalities.
• Integrating external services via REST APIs and OData.
• Testing, debugging, and optimizing performance within the F&O environment.
• Handling data migrations and managing ongoing system updates.

Course Format

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

Customization Options

• To request customized training for this course, please contact us to make arrangements.