Enterprise Resource Planning (ERP)

Micro-cert: Dynamics 365 Functional Consultant Training Course

Introduction

In today’s digital-first enterprise landscape, Dynamics 365 Functional Consultants play a pivotal role in bridging business needs with technology solutions. Micro-cert: Dynamics 365 Functional Consultant Training Courseis meticulously designed to equip professionals with in-demand skills in Dynamics 365 Finance, Supply Chain, Sales, Customer Service, and Operations. Participants will gain hands-on experience in configuring, customizing, and deploying end-to-end Dynamics 365 solutions, ensuring seamless business processes and enhanced organizational efficiency.

This micro-certification program combines practical learning, real-world case studies, and industry-aligned modules to empower learners with the ability to become certified Dynamics 365 Functional Consultants. By leveraging cutting-edge tools, ERP best practices, and workflow automation techniques, this course positions participants to deliver measurable business outcomes and maximize ROI for organizations embracing digital transformation.

Programme Curriculum

Micro-cert: Dynamics 365 Functional Consultant Training Course

Introduction

Course Duration

10 days

Course Objectives

Master core functionalities of Dynamics 365 Finance & Operations.
Understand customer engagement and CRM best practices.
Gain proficiency in business process automation.
Configure modules for Finance, Sales, and Supply Chain Management.
Implement data migration strategies and integration solutions.
Apply reporting, dashboards, and analytics for informed decision-making.
Develop skills in workflow management and process optimization.
Execute real-world case studies for practical learning.
Explore Power Platform integration with Dynamics 365.
Ensure compliance, governance, and security in ERP deployments.
Learn troubleshooting and issue resolution techniques.
Prepare for Microsoft Dynamics 365 certification exams.
Enhance career growth with high-demand ERP functional consultant skills.

Target Audience

Aspiring Dynamics 365 Functional Consultants
ERP Business Analysts
Finance and Accounting Professionals
Supply Chain and Operations Managers
IT Professionals and System Integrators
Project Managers handling ERP implementations
CRM Specialists
Digital Transformation Enthusiasts

Course Modules

Module 1: Introduction to Dynamics 365

Overview of Dynamics 365 ecosystem
Key differences between CRM & ERP modules
Cloud vs On-premises deployment
Licensing and subscription models
Case Study: Choosing the right Dynamics 365 solution for a mid-size company

Module 2: Dynamics 365 Finance Fundamentals

Chart of Accounts configuration
Ledger, journal entries, and budgeting
Accounts payable and receivable management
Financial reporting and analytics
Case Study: Streamlining finance operations for a retail chain

Module 3: Dynamics 365 Supply Chain Management

Product information management
Inventory and warehouse management
Procurement and sourcing
Production control and planning
Case Study: Optimizing inventory for a manufacturing firm

Module 4: Sales and Marketing

Lead and opportunity management
Sales forecasting and pipeline tracking
Marketing automation tools
Customer segmentation and analytics
Case Study: Enhancing B2B sales conversions

Module 5: Customer Service

Case and service management
Service-level agreements (SLAs)
Knowledge base management
Multi-channel service delivery
Case Study: Improving customer satisfaction in a telecom company

Module 6: Project Operations

Project planning and resource allocation
Timesheet and expense management
Project costing and billing
Performance analytics
Case Study: Delivering IT projects efficiently using Dynamics 365

Module 7: Human Resources

Employee onboarding and management
Leave and absence tracking
Performance and competency management
Payroll integration and compliance
Case Study: Automating HR processes for a global firm

Module 8: Power Platform Integration

Introduction to Power Automate, Power Apps, and Power BI
Workflow automation
Custom app development
Reporting dashboards and KPIs
Case Study: Streamlining reporting with Power BI

Module 9: Data Management

Data import/export processes
Data migration strategies
Data validation and cleansing
Integration with third-party systems
Case Study: Migrating legacy ERP data to Dynamics 365

Module 10: Security and Compliance

Role-based security configuration
GDPR and data privacy considerations
Auditing and monitoring
Access controls and permissions
Case Study: Implementing security for a financial services company

Module 11: Advanced Financial Management

Cost accounting and fixed assets
Budget control and forecasting
Consolidation and intercompany processes
Financial analytics and reporting
Case Study: Enhancing financial accuracy for a multinational

Module 12: Advanced Supply Chain

Demand forecasting and planning
Vendor collaboration and procurement automation
Advanced warehouse operations
Transportation management
Case Study: Reducing supply chain bottlenecks for a manufacturer

Module 13: Workflow and Process Optimization

Business process modeling
Workflow automation
Approval chains and notifications
Performance monitoring
Case Study: Automating approvals in a service organization

Module 14: Troubleshooting and Issue Resolution

Identifying system errors
Log analysis and debugging
Common configuration issues
Escalation processes and resolution best practices
Case Study: Resolving ERP implementation challenges

Module 15: Certification Preparation

Exam structure and syllabus overview
Key focus areas and exam tips
Mock tests and practice scenarios
Knowledge reinforcement through quizzes
Case Study: Preparing a team for Dynamics 365 certification

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

Interactive lectures and presentations.
Group discussions and brainstorming sessions.
Hands-on exercises using real-world datasets.
Role-playing and scenario-based simulations.
Analysis of case studies to bridge theory and practice.
Peer-to-peer learning and networking.
Expert-led Q&A sessions.
Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Programme Fee

Duration: 10 Days

Method: Online or Physical

Online Price: $2,000

Physical Price: $3,000

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 30 Oct 2026

💻 Online / Virtual session

Online $2,000