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Microsoft Dynamics 365 Project Team Training Course
Successful ERP implementations rely not just on technology, but on a project team that understands the system. We prepare teams to engage confidently with Microsoft Dynamics 365, understand core processes, and make informed pre-implementation decisions. Our flexible approach allows clients to select the modules most relevant to their project.
800+
Global Projects
25
Training Consultants
150+
Languages
27
Years’ Experience
OUR OFFERING
Offering a System Introduction to D365 Project Teams
Microsoft Dynamics 365 is a powerful platform that integrates finance, operations, sales, manufacturing, supply chain management, retail and human resources into a single application. Without a clear understanding of its structure and capabilities, project teams may struggle to plan effectively, communicate requirements, and support a smooth implementation.
At Optimum, we deliver expert-led Microsoft Dynamics 365 Project Team Training courses designed to be both comprehensive and flexible. Workshops provide a hands-on overview of D365, combining demonstration, discussion, and practice to ensure delegates gain a broad understanding of the system’s modules, navigation, capabilities and configuration.
The course covers core D365 modules including interface navigation, configuration settings, financial management, procurement, sales and marketing, human resources, payroll, supply chain, and manufacturing. Delegates explore processes such as general ledger posting, order to cash, purchase to pay, project management, inventory management, and production operations. Practical demonstrations using Microsoft’s D365 demo environment allow participants to see how modules interact and how workflows support organisational processes.
The modular course creation enables clients to tailor the content to their project, selecting only the modules that are relevant to their team. Modules can be delivered in any order, virtually or in-person, ensuring sessions are aligned with the project’s priorities and the team’s specific learning needs. Small class sizes, capped at eight delegates, provide personalised attention, allowing time for hands-on exercises, questions, and in-depth discussion of business processes.
By completing this course, project teams will understand the components of D365, explain how modules interact, discuss configuration requirements, and engage knowledgeably with implementation partners. This flexibility ensures your team learns exactly what is needed to support a successful ERP implementation.
THE MODULES
Course Content: D365 Project Team Modules
Here is a breakdown of the modules available, including their duration.
Modules; navigation; favourites; forms; filtering; the grid; sorting data; main table linking; dashboards and workspaces; customising the interface; tiles; lists and links.
Number sequences; introduction to the chart of accounts; organisation hierarchy; financial dimensions; end of period adjustments; period control; workflow.
Posting a general journal; reversing journals; periodic journals; time saving techniques.
Supplier creation; purchase order processing; workflow; goods receipting; invoice receipt; payment processing.
Customer and invoice creation; sales order processing; payment receipt; collections; write-off.
Creation of an asset; asset acquisition; asset depreciation; asset disposal, value models.
Project hierarchy; projects; work breakdown structure; activities; project contracts; project journals; timesheets; expenses; project purchasing; project invoicing.
Product setup, inventory management, purchase orders, sales orders, quality management, inventory journals stock control.
Customer and Supplier agreements, item arrival and registration, quarantine management, supplier returns, sales quotes, item reservations, sales order picking, customer returns, transfer orders.
Product set up, suppliers, catalogues, request for quotes, purchase requisitions, purchase orders, vendor returns, purchase agreements.
CRM, prospects, contact activities, telemarketing, campaigns, leads and opportunities, case management.
Organisation hierarchy; workers, employee and contractor setup, position setup personnel details; mass hire project; transfer workers; terminate workers; absence; payments and deductions; overtime handling; worker cost price; security considerations;
Implementing payroll; payments and deductions; variable deductions; processing P11D, P45 and P60; processing payroll.
Set up and core concepts, BOMs, calendars and resources, operations and routes, parameters, production orders and life cycle, production scheduling, sub-contracting, control and end production, inquiries and reports.
Formula management, batch orders, master planning, containerised packaging, catch weights, Lot and batch control, vendor information, commodity pricing, product compliance, integration with advanced warehousing.
Kanban and pull based manufacturing.
Quality and quarantine management, goods receipt and putaway, stock control, movement journals.
Ready to support your D365 project team. Let’s talk!Contact Us
“ERP is 90% about people, process, culture and politics and 10% about IT. Misunderstand that and you are heading for failure.”
ERP Experts Online Forum
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We’re ready to upskill your project team team!
Book your tailored Microsoft Dynamics 365 training today and give your project team the knowledge and confidence to drive a successful D365 implementation.
