Training Course: Microsoft Dynamics 365 ERP & AI-Driven Business Operations

Introduction

Enterprise Resource Planning (ERP) systems play a central role in integrating financial, operational, supply chain, project, and workforce processes across modern organizations. Microsoft Dynamics 365 provides an integrated environment that enables organizations to manage these processes while improving visibility, coordination, and decision-making.

This training program, designed and presented by Global Horizon Training Center, provides participants with a structured understanding of ERP concepts and their application specifically within Microsoft Dynamics 365. It builds on the core Dynamics 365 ERP areas of Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations.

The program also introduces the use of Artificial Intelligence specifically within the Microsoft Dynamics 365 environment, focusing on Microsoft Copilot, AI-supported insights, forecasting, process automation, and intelligent decision support. The course is designed to help participants understand how ERP and AI capabilities can work together to improve business efficiency and support digital transformation.

Course Objectives

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

• Understand the fundamentals and business value of ERP systems.

• Identify the main ERP capabilities within Microsoft Dynamics 365.

• Understand the integration of finance, supply chain, projects, commerce, and workforce processes.

• Explore the core capabilities of Dynamics 365 Finance.

• Understand procurement, inventory, warehouse, manufacturing, and asset management within Dynamics 365.

• Explore Dynamics 365 Project Operations and Human Resources capabilities.

• Understand AI capabilities available within the Microsoft Dynamics 365 ecosystem.

• Explore the role of Microsoft Copilot in supporting ERP-related activities.

• Recognize opportunities for AI-supported forecasting, analysis, automation, and decision-making.

• Understand the importance of data quality, security, governance, and responsible AI use within Dynamics 365.

Target Audience

This program is suitable for:

• ERP Users and Key Users

• ERP Coordinators

• Business Analysts

• Finance Professionals

• Supply Chain and Procurement Professionals

• Operations Professionals

• Project Management Professionals

• Human Resources Professionals

• IT Professionals

• Digital Transformation Teams

• Business Process Owners

• Department Managers and Supervisors

Detailed 5-Day Training Outline

Day 1 – ERP Fundamentals & Microsoft Dynamics 365 Ecosystem

• Understanding Enterprise Resource Planning (ERP)

• Role and business value of integrated ERP systems

• Introduction to Microsoft Dynamics 365

• Overview of Dynamics 365 Finance and Operations applications

• Dynamics 365 Finance

• Dynamics 365 Supply Chain Management

• Dynamics 365 Commerce

• Dynamics 365 Human Resources capabilities

• Dynamics 365 Project Operations

• Integration of business functions within Dynamics 365

• Understanding end-to-end ERP business processes

• Introduction to intelligent ERP

• Overview of AI capabilities within Microsoft Dynamics 365

• Introduction to Microsoft Copilot within the Dynamics 365 ecosystem

Day 2 – Dynamics 365 Finance & AI-Enabled Financial Management

• Overview of Dynamics 365 Finance

• General ledger and financial dimensions

• Accounts payable and accounts receivable

• Expense management

• Fixed asset management

• Budgeting and financial control

• Financial reporting and business visibility

• Using ERP information to support financial decisions

• AI-supported financial insights within Dynamics 365

• Forecasting and predictive insights

• Identifying financial trends and exceptions

• Microsoft Copilot capabilities supporting financial activities

• AI-assisted information summarization and analysis

• Human oversight of AI-supported financial decisions

Day 3 – Dynamics 365 Supply Chain Management & AI

• Overview of Dynamics 365 Supply Chain Management

• Procurement and sourcing

• Product and inventory management

• Warehouse management

• Manufacturing and production capabilities

• Asset management

• Demand and supply planning

• Connecting procurement, inventory, warehouse, and finance processes

• Using Dynamics 365 data for supply chain visibility

• AI-supported demand forecasting and planning

• Identifying operational exceptions and supply chain risks

• AI-supported inventory and resource optimization

• Microsoft Copilot capabilities in supply chain processes

• Using AI-generated insights to support operational decisions

Day 4 – Dynamics 365 Project Operations, HR & Integrated Business Processes

• Introduction to Dynamics 365 Project Operations

• Project lifecycle management

• Project planning and execution

• Resource planning and utilization

• Project costing and financial management

• Time and expense management

• Project performance visibility

• Overview of Human Resources capabilities within Dynamics 365

• Personnel and workforce information management

• Connecting workforce information with business operations

• AI-supported project and resource planning

• Identifying project performance trends and potential risks

• AI-assisted summaries and managerial insights

• Integrating Finance, Supply Chain, Projects, and Human Resources

• Cross-functional ERP information for management decision-making

Day 5 – Dynamics 365 Copilot, Intelligent Automation & AI Governance

• Understanding Microsoft Copilot within Dynamics 365

• Generative AI concepts in the Dynamics 365 context

• Natural-language interaction with enterprise information

• AI-assisted summaries and business insights

• Using Copilot to support productivity and decision-making

• Identifying repetitive ERP processes suitable for automation

• Intelligent workflow and process automation concepts

• AI-supported recommendations and exception management

• Importance of ERP data quality for effective AI

• Data security and access considerations

• Responsible use of AI within enterprise systems

• Human validation of AI-generated outputs

• AI governance and accountability

• Identifying suitable AI use cases within Dynamics 365

• Establishing priorities for AI-enabled ERP improvement

• Developing an organizational roadmap for intelligent Dynamics 365 adoption