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. By leveraging enhanced integration capabilities and add-ons such as Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation across the enterprise.

This instructor-led live training, available online or onsite, is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals looking to implement or optimize warehouse management in Dynamics 365 Business Central. The course focuses on applying best practices, utilizing mobile devices, and establishing robust quality integration workflows.

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

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

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• 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 Mexico (online or onsite) is tailored for business analysts seeking to optimize their marketing and sales workflows using Microsoft Dynamics 365.

By the conclusion of this training, participants will be equipped with the ability to:

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

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

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

• Develop a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various Dynamics 365 components.
• Analyze current business processes and propose optimizations using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Mexico (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 in Mexico (online or onsite) is aimed at beginner-level to intermediate-level 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 instructor-led, live training in Mexico (online or onsite) is aimed at beginner-level to intermediate-level 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.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

Microsoft Dynamics 365 Customer Service is a robust solution designed for managing customer support, service operations, and omnichannel engagement.

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

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

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools such as chat, SMS, and agent workspace.
• Create personalized customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Format of the Course

• Interactive lecture and discussion.
• Ample 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.

This live, instructor-led training in Mexico (online or onsite) targets intermediate-level customer experience analysts and marketing operations professionals who aim 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.

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 with external systems.

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

Upon completing this training, participants will be able to:

• Configure a development environment using Visual Studio and X++.
• Develop forms, classes, tables, and workflows in F&O.
• Implement business logic through events, permissions, and validations.
• Create custom reports and extend existing functionality.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimize performance within the F&O environment.
• Manage data migrations and handle ongoing system updates.

Course Format

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

Customization Options

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