Microsoft Dynamics 365 F&O – Development and Technical Support Training Course

Microsoft Dynamics 365 Business Central (BC) is a modern ERP solution that supports end-to-end business operations, including warehouse and inventory management. With enhanced integration capabilities and add-ons like Warehouse Insight, BC enables efficient warehouse operations, license plating, and operational automation across the enterprise.

This instructor-led, live training (online or onsite) is designed for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimise warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and integrated quality workflows.

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

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

Course Format

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

Course Customisation Options

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

This instructor-led, live training in New Zealand (online or on-site) is designed for business analysts seeking to optimise marketing and sales processes using Microsoft Dynamics 365.

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

• Leverage the various modules within Microsoft Dynamics 365 to manage process flows effectively.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and more.
• Automate business processes through Microsoft Flow integration.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organisations.

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.
• Analyse existing business processes and make recommendations for optimisation using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner 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.
• Utilise analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner to intermediate-level treasury and finance professionals who want to strengthen their knowledge, improve report generation, and get the most out of Dynamics 365 for financial operations.

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

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows to improve operational efficiency.

This instructor-led, live training in New Zealand (available online or on-site) is tailored for participants at beginner to intermediate levels who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively leverage the platform to enhance their sales operations.

By the conclusion 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.
• Leverage data and analytics to drive informed sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

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

This instructor-led, live training (available online or on-site) is designed for intermediate-level users who wish 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 the agent workspace.
• Create personalised customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Course Format

• Interactive lectures and discussions.
• Abundant exercises and hands-on practice.
• Practical implementation in a live lab environment.

Course Customisation Options

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

This instructor-led, live training in New Zealand (online or on-site) 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.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner to intermediate-level participants who wish to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and enhance customer engagement.

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to boost sales performance.
• Customise and configure the module to meet specific business needs.
• Leverage insights for lead scoring, relationship health assessment, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

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 (delivered online or on-site) is tailored for intermediate to advanced-level ERP users and internal support teams who need to gain a solid understanding of the functional capabilities of Microsoft Dynamics 365 F&O, specifically within the Finance and Supply Chain modules.

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

• Navigate and configure core functionalities across Finance and Supply Chain Management.
• Manage vendor, customer, and tax-related information within the system.
• Create, track, and process purchase orders, invoices, and payments.
• Execute inventory and logistics workflows using the platform.
• Understand key process flows in procurement and accounting.
• Support business users through effective functional configuration and error resolution.

Course Format

• Interactive lectures and group discussions.
• Numerous hands-on exercises and practical activities.
• Real-world implementation practice in a live lab environment.

Customisation Options

• To request a customised version of this course, please contact us to arrange.