Business process mapping for Dynamics 365

  • Module
  • 7 Units
Beginner
Business Analyst
Business User
Student
Functional Consultant
App Maker
Dynamics 365
Finance
Sales
Customer Insights - Journeys
Supply Chain Management
Business Central
Field Service
Customer Service
Project Operations
Human Resources
Intelligent Order Management
Power Apps
Power Automate
Microsoft Dataverse

Business processes are part of how customers accomplish their work. To be successful in implementing a business application solution, you’ll need to identify, understand, and translate the business solution onto the new solution that you’re deploying. In this module, you’ll learn how to use techniques, such as shadowing, to discover a customer’s business process. Additionally, you’ll explore how to map the business process into Dynamics 365.

Learning objectives

In this module, you will:

  • Learn about the processes by using the shadowing technique.
  • Learn how to identify the milestones in a process.
  • Explore the different options for mapping a process into Dynamics 365.
  • Learn from industry professionals about their experiences with customer business processes.

Prerequisites

  • Basic understanding of the software and automation needs of businesses
  • Fundamental knowledge of the function and value of Dynamics 365 and Business Applications