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Details

Speakers: Christian Ngah Ntanyele (Functional Consultant)
Frederick Anaafi (Data Analyst)

Topic: Dynamics 365 Made Simple: Navigation Basics and legal Entity Setup

This session will look into:

  • Demystify the Dynamics 365 interface by walking through core navigation features and key functional areas.
  • Break down the essential components of a Legal Entity and its role in Finance and Operations.
  • Explore best practices for setting up Legal Entities, including configuration, organizational hierarchy, and data management.

Live Demo: Step-by-step walkthrough of Dynamics 365 navigation and creating a new Legal Entity from scratch.

What You'll Learn:

  • How to confidently navigate the Dynamics 365 workspace, dashboards, and modules.
  • The purpose and structure of Legal Entities in Dynamics 365 and why they’re foundational to system configuration.
  • Hands-on insights into creating and managing Legal Entities to ensure accurate reporting and compliance.
  • Practical tips and shortcuts to improve efficiency while working within the D365 environment.

Target Audience:

  • New and aspiring Functional Consultants or System Administrators working with Microsoft Dynamics 365.
  • Finance and Operations professionals seeking to understand the system setup process.
  • IT teams and business users involved in Dynamics 365 implementation projects.
  • Students and early-career professionals exploring enterprise resource planning (ERP) solutions.

Reasons to Attend:

  • Build a solid foundation in Dynamics 365 navigation and configuration essentials.
  • Gain clarity on how Legal Entities define financial, operational, and reporting boundaries in D365.
  • Learn through a live demo that simplifies complex setup processes into easy, actionable steps.
  • Strengthen your confidence in using Dynamics 365 as a platform for digital transformation.
  • Network with fellow professionals and share strategies for effective D365 adoption.
CRM/Customer Relationship Management
Data Analytics
Data Visualization
Microsoft
Microsoft Dynamics

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