Microsoft Dynamics 365 Customer Service (MB-230) Training Course

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to streamline end-to-end business operations, encompassing both warehouse and inventory management. Through enhanced integration capabilities and specialized add-ons such as Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation throughout the enterprise.

This instructor-led, live training (available online or onsite) is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimize warehouse management within Dynamics 365 Business Central. The course focuses on best practices, mobile device utilization, and robust quality 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 make arrangements.

This instructor-led live training in Kenya (online or onsite) is tailored for business analysts seeking to optimize marketing and sales processes via Microsoft Dynamics 365.

Upon completing this training, participants will be able to:

• Utilize diverse Microsoft Dynamics 365 modules to oversee process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure various common data models, such as records and segment charts.
• Automate operational tasks using Microsoft Flow integration.

This instructor-led, live training in Kenya (online or onsite) targets intermediate-level business analysts who wish 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:

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Kenya (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

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

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training Kenya (online or onsite) is designed for beginner to intermediate treasury and finance professionals 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 live, instructor-led training in Kenya (available online or on-site) is designed for beginner to intermediate participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance 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.
• Utilise data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in Kenya (online or onsite) is aimed at 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 measures, build and publish journeys, and monitor and troubleshoot results.

About This Course

Dynamics 365 Finance and Operations apps encompass, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance enables you to: Automate and modernize global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use 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, maximize the life of your assets, and automate and streamline your supply chain. Note: 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 for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

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

At Course Completion

After completing this course, students will be able to:

• How to navigate and efficiently use search, filtering and queries
• How to use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• How to personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• How to apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• How to use personalization feature
• Use Data Management workspace
• Create and use and entity templates
• Copy configuration data between legal entities
• Import and Export data and manage data by using Office Integration
• Use 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 course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

After completing this course, students will be able to:

• Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
• Process most of the Dynamics 365 Supply Chain Management transactions.
• Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

This instructor-led, live training in Kenya (online or onsite) is designed for beginner to intermediate-level learners eager to adopt MS Dynamics 365 Sales Insights to drive smarter sales strategies and elevate customer engagement.

Upon completing this training, participants will be equipped to:

• Grasp the key features and benefits of the Sales Insights module.
• Apply AI-driven analytics to improve sales outcomes.
• Tailor and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Seamlessly integrate Sales Insights with other Dynamics 365 modules and third-party applications.

Microsoft Dynamics 365 Business Central is a comprehensive, cloud-based business management solution designed to help small and medium-sized enterprises automate and integrate their financial, sales, service, and operational processes. Built on the Dynamics 365 platform, it offers extensive customization options to align with specific business requirements. Key capabilities include financial management, supply chain oversight, project management, and customer relationship management. Furthermore, it seamlessly integrates with Microsoft products like Office 365 and Power BI to enhance functionality. In summary, Business Central provides a robust and adaptable platform for businesses to streamline operations and foster growth.

Microsoft Dynamics 365 Finance & Operations is an enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules.

By the end 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.
• Lots of 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 offers a robust development environment designed for customizing ERP functionalities and integrating seamlessly with external systems.

This instructor-led live training, available both online and onsite, is tailored for developers and technical support professionals at intermediate to advanced levels who aim to develop, maintain, and support solutions within the Microsoft Dynamics 365 Finance & Operations ecosystem.

Upon completing this training, participants will be equipped to:

• Configure a development environment utilizing Visual Studio and X++.
• Build forms, classes, tables, and workflows in F&O.
• Execute business logic through events, permissions, and validations.
• Generate custom reports and enhance existing functionalities.
• Connect external services using REST APIs and OData.
• Test, debug, and optimize system performance within the F&O environment.
• Handle data migrations and manage continuous system updates.

Course Format

• Engaging lectures and interactive discussions.
• Extensive exercises and practical application.
• Practical implementation in a live-lab setting.

Customization Options

• For personalized training requests, please reach out to us to arrange accordingly.