AI Business Process
ERP Transformation with AI
Intermediate
Dynamics 365ERP Transformation with AI and agents in Dynamics 365
In this series of episodes, we will discuss the AI transformation of ERP processes enabled by Agentic ERP capabilities in Dynamics 365 to help customers across all segments to modernize or replace their current legacy ERP systems. In this series designed for sellers, they can pick the episode that discussed the ERP process that matches their customer requirements to gain more insights into the AI transformation for that process and pitch better. We would suggest all sellers to view Episode 1 though as a must watch before they proceed to other episodes.
11 hours(Suggested: 1 days, 11h/day)PresalesTech Deal Ready
MS Course ID: 00998
Last Updated: Feb 18, 2026
Course Syllabus
1
Episode 1: ERP Transformation with AI and Dynamics 365
• Challenges and barriers for the Frontier firm
• Why Dynamics 365? The most agent ready Business apps platform
• Key pillars of agentic ERP
• Dynamics 365 ERP MCP server
• Customer conversation starters
• 2-Tier deployment scenarios
• Customer examples
60 mins
Lecture
2
Episode 2: Acquire to Dispose transformation with AI and Dynamics 365
• Acquire to dispose overview
• Define asset strategy
• Acquire assets
• Manage active assets
• Perform asset maintenance
• Dispose of assets
• Analyze assets
• Customer evidence
60 mins
Lecture
3
Episode 3: Design to Retire transformation with AI and Dynamics 365
• Design to retire overview
• Develop product strategy
• Introduce new products
• Manage active products
• Retire obsolete products
• Analyze product performance
• Demo
• Customer evidence
60 mins
Lecture
4
Episode 4: Forecast to Plan transformation with AI and Dynamics 365
• Forecast to plan overview
• Develop business strategy
• Develop sales and marketing strategy
• Conduct financial planning
• Conduct supply chain planning
• Conduct operational planning
• Analyze business performance
• Customer evidence and demo
60 mins
Lecture
5
Episode 5: Hire to Retire transformation with AI and Dynamics 365
• Hire to retire overview
• Develop people strategy
• Recruit and onboard talent
• Manage performance and growth
• Manage compensation and benefits
• Manage time and attendance
• Manage workplace compliance
• Offboard talent
• Analyze HR programs
• Customer evidence and demo
60 mins
Lecture
6
Episode 6: Order to Cash transformation with AI and Dynamics 365
• Order to cash overview
• Develop sales policies
• Streamline the approval process with Approvals Agent
• Manage sales orders
• Manage accounts receivable
• Manage credit and collections
• Accelerate sales processes with Sales Order Agent
• Analyze sales performance
• Customer evidence and demo
60 mins
Lecture
7
Episode 7: Inventory to Deliver transformation with AI and Dynamics 365
• Inventory to deliver overview
• Manage warehouse operations
• Process inbound goods
• Maintain inventory levels
• Process outbound goods
• Manage inventory quality
• Manage freight and transportation
• Analyze warehouse management with AI summaries and Insights using Copilot
• Customer evidence and demo
60 mins
Lecture
8
Episode 8: Plan to Produce transformation with AI and Dynamics 365
• Plan to produce overview
• Develop production strategies
• Plan production operations
• Run production operations
• Control production quality
• Analyze production operations
• Customer evidence and demo
60 mins
Lecture
9
Episode 9: Project to Profit transformation with AI and Dynamics 365
• Project to profit overview
• Develop project strategy
• Manage project contracts
• Plan projects
• Manage project delivery
• Manage project financials
• Analyze project performance
• Customer evidence and demo
60 mins
Lecture
10
Episode 10: record to Report transformation with AI and Dynamics 365
• Record to report overview
• Define accounting policies
• Manage cash
• Boost project profitability with the Time and Expense Agent
• Manage budgets
• Record financial transactions
• Reconcile financial data with Account Reconciliation Agent
• Unlock AI-assisted competencies with Finance Agents
• Close financial periods
• Analyze financial performance
• Customer evidence and demo
60 mins
Lecture
11
Episode 11: Source to Pay transformation with AI and Dynamics 365
• Source to pay overview
• Develop procurement, sourcing strategy
• Automate vendor communication with Supplier Communications Agent
• Source and contract goods and services
• Procure goods and services
• Manage accounts payable
• Analyze procurement and sourcing
• Customer evidence and demo
60 mins
Lecture
What You'll Learn
Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources
Course Details
- Duration
- 11 hours
- Level
- Intermediate
- Role
- Presales
- Course Type
- Tech Deal Ready
- Course Stage
- Available
- Hands-on Labs
- No