Learn Dynamics 365 by actual business needs.

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Hi all,

I am currently learning to be a Dynamics 365 functional consultant all by myself. Basically, I had go through some of training but it appears to me that I only know the dots, not yet the connection between them to apply to real life business. I would appreciate if you guys can share with me a road map to learn how to implement a Dynamics 365 system with business requirement. For example, what i need to know to configure for a medium size company.

I am sorry in advance if my question is too broad or vague or even stupid. Thank you and have a nice day.

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Neil Parkhurst 10,727 User Group Leader on at

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RE: Learn Dynamics 365 by actual business needs.

Hi Anthony

Firstly you may benefit from passing the certifications which relate to functional areas of Dynamics 365 Customer Engagement. So sales and service.

These exams are MB2-717 (Sales) and MB2-718 (Service). I provide some revision material here …

neilparkhurst.com/.../mb2-717-certification-microsoft-dynamics-for-sales-revision-guide

neilparkhurst.com/.../mb2-718-certification-microsoft-dynamics-365-for-customer-service-revision-guide

Although I think your question possibly goes deeper than just theory!

Learning the theory on how Dynamics 365 "should" be used is important. But applying to real-world scenarios is a different level of challenge. You mention "medium sized company". Unfortunately in my experience the size of the company does not always reflect the complexity of the requirements. I have worked with some very complex small companies and some really simple large companies.

A good start point is often to use a standard approach to document the "as is" and "to be" processes. What does the company do now and what would they like to achieve?

Unfortunately how you actually use Dynamics to deliver the "to be" will vary with every customer. My advice to customers is always start small and let the system grow overtime. Try to look for business requirements that are very close to the out of the box solution. Implementing those first will help you learn more about the customer's requirements and also give you (and the customer) valuable insight into how to tackle some of the more complex requirements.

FYI … your question certainly isn't stupid. (far from it.) But it is very broad. I suggest working with your customer on possible requirements. Maybe then you can ask some more specific questions.

Hope this helps

Neil.

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LeoAlt 16,331 Moderator on at

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RE: Learn Dynamics 365 by actual business needs.

Hi Anthony,

Please refer to this link provided by Microsoft.

You could also go to Customer source for more opportunities.

In addition, finding a partner of Dynamics 365 to get training is also available.

Hope it helps.

Best Regards

Leo

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PranavShroti 4,510 on at

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RE: Learn Dynamics 365 by actual business needs.

Hello,

I think great way to start is to have an understanding of products features. Good way of learing is through Microsoft Virtual Academy:

mva.microsoft.com/.../microsoft-dynamics

Once you have a command on that try doing a dummy fit-gap analysis on your own, get it verified from some pro and check where you are lacking.

community.dynamics.com/.../crm-business-analysis-fit-gap-analysis

Hope this helps.

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gdas 50,091 Moderator on at

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RE: Learn Dynamics 365 by actual business needs.

Once you have the requirement you may go through below MS documentation-

docs.microsoft.com/.../customer-engagement

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Adrian Begovich 1,027 Moderator on at

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RE: Learn Dynamics 365 by actual business needs.

Hi Anthony Edgar,

You need to look at the business requirements and legacy systems to work out what the customer needs. Every implementation is different.

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