Dynamics 365 Consultant-Dynamics 365 Expertise

Example

Assisting in setting up a new company account, including the configuration of ledgers, currencies, and fiscal calendars.

Scenario

A manufacturing company is transitioning to Dynamics 365 Finance and Operations from an older ERP system. Dynamics 365 Consultant provides step-by-step guidance on how to correctly set up their system to reflect their unique business processes.

Example

Identifying and resolving issues with batch jobs that are not running as scheduled.

Scenario

A retail business discovers that their nightly batch jobs for inventory adjustment are failing. Dynamics 365 Consultant helps diagnose the problem, suggesting specific logs to review and settings to adjust, ensuring the batch jobs run smoothly.

Example

Advising on the best practices for utilizing workflows to automate business processes.

Scenario

A service-based enterprise wants to improve their expense approval process. Dynamics 365 Consultant recommends workflow configurations that streamline approvals while maintaining strict compliance with company policies.

Example

Providing resources and strategies for training staff on using Dynamics 365 efficiently.

Scenario

A non-profit organization implementing Dynamics 365 Finance and Operations seeks to enhance their team's proficiency with the software. Dynamics 365 Consultant outlines a training plan and provides resources to facilitate effective learning and user adoption.