Asset Management in Dynamics 365 Finance and Operations Course Overview

To successfully undertake the Asset Management in Dynamics 365 Finance and Operations course, it is beneficial for students to have the following minimum prerequisites:

• Basic understanding of enterprise resource planning (ERP) concepts and principles.
• Familiarity with the Microsoft Dynamics 365 interface and navigation.
• Knowledge of supply chain management and the typical asset lifecycle within an organization.
• Exposure to finance or operations within a business setting, which will aid in comprehending asset management's financial impacts.
• Some experience with Dynamics 365 Finance and Operations or a similar ERP system is helpful but not mandatory.

Please note that while these prerequisites are recommended, they are not strict requirements. Koenig Solutions offers comprehensive training, and our instructors are skilled at bringing all participants up to speed, regardless of their starting skill level.

Target Audience for Asset Management in Dynamics 365 Finance and Operations

The Asset Management in Dynamics 365 Finance and Operations course equips professionals with key skills to manage and maintain assets effectively.

Target audience for the course includes:

• IT professionals specializing in asset management solutions
• Asset Managers and Analysts within organizations using Dynamics 365
• Dynamics 365 Consultants focusing on supply chain management
• Maintenance Planners and Managers overseeing asset lifecycle
• Financial Controllers managing asset-related finances
• Supply Chain Managers who integrate asset management in operations
• Operations Managers looking to optimize asset usage and maintenance
• ERP Specialists aiming to implement or manage Dynamics 365 Asset Management
• Procurement Officers involved in asset purchasing and setup
• Maintenance Technicians and Engineers who execute maintenance plans
• IT Project Managers overseeing Dynamics 365 implementations
• Business Analysts seeking to understand asset management workflows
• Dynamics 365 Developers customizing asset management modules
• Technical Support Staff for Dynamics 365 Supply Chain Management
• Professionals aiming for a career in enterprise asset management
• CFOs and Finance Managers interested in asset-related cost control and reporting

Learning Objectives - What you will Learn in this Asset Management in Dynamics 365 Finance and Operations?

Introduction to Learning Outcomes:

Explore the essentials of Asset Management in Dynamics 365 Supply Chain Management, mastering concepts from asset creation to maintenance and reporting for effective asset lifecycle management.

Learning Objectives and Outcomes:

• Understand asset management terminology and fundamental concepts for effective utilization within Dynamics 365 Supply Chain Management.
• Learn to create and manage functional locations, install assets, and comprehend their lifecycle states.
• Acquire skills to create and structure multi-level assets, including those based on purchase orders, and set up asset management parameters.
• Develop the ability to create and manage work orders, from initiation through procurement and billing to reporting.
• Gain proficiency in the maintenance request process, including creation, management, and reporting within the maintenance workspace.
• Learn to schedule work orders efficiently, dispatch maintenance tasks, and assess capacity load for optimized resource utilization.
• Understand cost control mechanisms for assets, work orders, and fault management, and learn to calculate Key Performance Indicators (KPIs) for asset management.
• Master the setup of preventive and reactive maintenance processes, including maintenance plans, rounds, and schedules, to minimize asset downtime.
• Become adept at generating various maintenance and work order reports to aid in decision-making and performance analysis.
• Learn to manage maintenance budgets effectively, from creation to updates, ensuring fiscal responsibility in asset-related expenditures.