Enterprise Systems (ERP/Dynamics 365) Training Course

This course equips participants with the knowledge and practical skills required to understand, configure, and use enterprise resource planning (ERP) systems, with a focus on Microsoft Dynamics 365. It covers core ERP concepts, business process integration, finance, supply chain, human resources, sales, and customer service modules. Participants will learn how enterprise systems streamline operations, improve decision-making, and integrate business functions into a unified digital platform.

Target Groups

• ERP consultants and functional analysts
• Business analysts and systems analysts
• Finance, HR, and operations professionals
• Supply chain and procurement staff
• IT administrators and support teams
• Project managers implementing ERP systems
• Students in business information systems or IT
• Organizations transitioning to digital enterprise systems

Course Objectives

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

• Understand ERP concepts and enterprise system architecture
• Navigate and use Microsoft Dynamics 365 modules
• Integrate business processes within ERP systems
• Manage financial, supply chain, and HR operations in ERP
• Configure basic ERP workflows and functionalities
• Improve data-driven decision-making using ERP reports
• Understand system integration across business functions
• Apply ERP best practices for efficiency and control
• Support ERP implementation and user adoption
• Evaluate ERP system performance and optimization

Course Modules

Module 1: Introduction to Enterprise Resource Planning (ERP)

• Overview of ERP systems
• Evolution of enterprise systems
• Benefits of ERP in organizations
• Core ERP components and architecture
• Overview of Microsoft Dynamics 365

Module 2: Dynamics 365 System Overview

• Dynamics 365 ecosystem and applications
• User interface and navigation
• Modules overview (Finance, Supply Chain, HR, Sales)
• Role-based access and security structure
• System customization basics

Module 3: Business Process Integration in ERP

• End-to-end business process integration
• Cross-functional workflows
• Data consistency and centralization
• Process automation in ERP systems
• Real-time business operations

Module 4: Finance and Accounting Module

• General ledger setup and management
• Accounts payable and receivable
• Budgeting and financial reporting
• Cost control and financial analysis
• Financial data integration

Module 5: Supply Chain Management Module

• Procurement and sourcing processes
• Inventory and warehouse management
• Order processing and fulfillment
• Supplier and vendor management
• Demand planning and logistics integration

Module 6: Human Resource Management Module

• Employee records and lifecycle management
• Payroll and benefits administration
• Recruitment and onboarding processes
• Performance management systems
• HR analytics and reporting

Module 7: Sales and Customer Relationship Management (CRM)

• Sales pipeline management
• Customer data management
• Marketing automation basics
• Customer service and support systems
• Sales reporting and forecasting

Module 8: Reporting, Analytics, and Decision Support

• ERP reporting tools and dashboards
• Data visualization in Dynamics 365
• Key performance indicators (KPIs)
• Business intelligence integration
• Data-driven decision-making

Module 9: ERP Implementation and Change Management

• ERP implementation lifecycle
• Requirement gathering and analysis
• System configuration and deployment
• User training and adoption strategies
• Managing ERP change and upgrades

Module 10: Capstone Project and Case Studies

• Real-world ERP implementation scenarios
• Group project: designing an ERP solution for an organization
• Case studies on successful and failed ERP deployments
• Simulation of business processes in Dynamics 365
• Emerging trends in ERP systems, cloud-based enterprise platforms, AI-driven ERP automation, and intelligent business operations systems