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 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.

About This Course

This course examines the marketing application configuration required to drive business growth. It provides an in-depth look at lead management, marketing forms and pages, segmentation, and email marketing campaigns. All these components are integrated through interactive customer journey design, which includes the configuration of events and surveys.

Audience Profile

This course is intended for IT or marketing professionals seeking to understand how to leverage Dynamics 365 Marketing to enhance business operations.

At Course Completion

Upon completing this course, you will be able to:

• Configure advanced settings
• Manage marketing content, templates, and integrations
• Create and manage 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

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

This instructor-led, live training (available online or onsite) is designed for intermediate-level users looking to implement and configure customer service solutions using Dynamics 365 Customer Service.

By the conclusion of this training, participants will be capable of:

• Configuring and managing case automation, queues, and routing logic.
• Implementing omnichannel tools such as chat, SMS, and the agent workspace.
• Creating personalized customer experiences using surveys and analytics.
• Integrating AI assistants and IoT devices for proactive support scenarios.

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 customized training for this course, please contact us to arrange.

About This Course

Microsoft Dynamics 365 Customer Service empowers organisations with the tools necessary to drive customer success. By leveraging features like automatic case creation and queue management, you can reclaim valuable time and focus on high-impact interactions directly with your customers.

Guided by a team of globally recognised experts, this course walks you through the end-to-end process—from creating and managing cases to engaging with customers and achieving resolution. You will also learn how to analyse data to extract key insights, enabling you to resolve similar issues more efficiently or prevent them altogether in the future.

Audience Profile

This course is intended for Dynamics 365 Customer Engagement Functional Consultants who are responsible for discovery, requirement gathering, and collaboration with subject matter experts and stakeholders. These professionals translate business requirements into configurations and implement solutions using out-of-the-box capabilities, codeless extensibility, and application or service integrations.

At Course Completion

Upon finishing this course, you will be able to:

• Install and configure the Customer Service application
• Identify common customer service scenarios
• Execute a complete case resolution process
• Analyze customer service data for insights
• Automate the processing of case management records
• Create and utilise knowledge articles
• Create and manage entitlements and service level agreements (SLAs)
• Utilise Omnichannel capabilities
• Work with Connected Customer Service
• Apply Customer Service Scheduling
• Leverage Customer Service Insights

About This Course

Dynamics 365 Field Service empowers organisations to strengthen their market position by offering a suite of tools that help identify, schedule, and manage resources and workloads for mobile workers. This course provides participants with the competencies needed to identify and configure the essential components for delivering Field Service and mobile solutions. Key areas cover organisational considerations influencing configuration decisions and standard configuration elements. The course helps participants grasp the broader context and final objectives, focusing on implementations that support the design of efficient solutions aligned with customer and organisational goals.

Audience Profile

This course is tailored for IT professionals who have experience or an interest in delivering Field Service solutions for large-scale customers.

After completing this course, you will be able to:

• Identify the key components involved in Field Service Implementations.
• Define the products and services that will be delivered to customers.
• Determine which pricing options to use in specific scenarios.
• Determine which resources are required.

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 programme explores the financial dimensions of Dynamics 365, guiding you through the configuration and utilisation of essential financial components such as accounts payable and receivable, collections, budgeting, fixed assets, and other advanced functionalities.

Audience Profile

This course is designed for Dynamics 365 for Finance and Operations Functional Consultants. These professionals are tasked with conducting discovery phases, gathering requirements, collaborating with subject matter experts and stakeholders, translating business needs into technical specifications, and configuring the solution. Functional Consultants leverage out-of-the-box capabilities, codeless extensibility, and application and service integrations to implement effective solutions.

At Course Completion

Upon finishing this course, students will be able to:

• Understand and execute financial duties within Dynamics 365 Finance

About This Course

This course comprises six modules and is structured as a four-day learning experience. It can be delivered both in-person and virtually. Your instructor(s) will share the detailed agenda for this course. Module 1 introduces the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 delves into managing various types of manufacturing processes. Module 3 addresses implementing master planning for production. Module 4 tackles the implementation of several manufacturing features. Module 5 focuses on subcontracting for product manufacturing.

Audience Profile

A Dynamics 365 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 using 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 important and commonly used features and functionalities within Dynamics 365
• Process the majority of Dynamics 365 Manufacturing transactions
• Explain to others how the features of Dynamics 365 Supply Chain Management, Manufacturing work

About This Course

Developer training. Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

Course Overview

As a Solution Architect, you are responsible for the successful design, implementation, deployment, and adoption of comprehensive solutions. You ensure that these solutions continue to meet customer needs both currently and in the future. In this course, participants will explore the critical decisions made by Solution Architects during implementation, including topics such as security, integrations, Power Apps architecture, Power Automate architecture, and more. This course is designed to provide an introduction to the Solution Architect role.

Target Audience

Senior Consultants (both functional and technical) who aspire to become Solution Architects, as well as current Solution Architects who are new to the role.