Step 1: Understand the Role of a Microsoft Dynamics 365 Functional Consultant and Define Your Learning Path
Before jumping into certifications, hands-on experience, or tools, it’s crucial to understand what a Dynamics 365 Functional Consultant actually does. This clarity will help you determine whether the role aligns with your interests and strengths, and it will guide your learning journey effectively.
The 3 Main Categories:
- Customer Engagement (CRM) – Sales, Customer Service, Marketing, Field Service
- Finance and Operations (ERP) – Finance, Supply Chain, Manufacturing
- Business Central (SMB ERP) – Small and medium-sized business operations
Here is the List of Video’s to create your learning path with an example of Dynamics 365 Finance and Operations: Entire Playlist Here
| Video Title | Video Link |
| Part-1: Learning Path to Become Microsoft Dynamics 365 Finance and Operations Functional Consultant | https://youtu.be/khirT2j2iYI |
| Part-2: How To Choose Learning Path for Microsoft Dynamics 365 F & O Functional Consultant | https://youtu.be/rpf6XPcMBrs |
| Part-3: What to Learn: Learning Path to Become Functional Consultant | https://youtu.be/2sQmdmqsDeg |
| Part-4: How to Learn: Learning Path to Become Functional Consultant | https://youtu.be/ggN5QStwVkU |
| Part-5: Where to Learn: Learning Path to Become Functional Consultant | https://youtu.be/eN5XZTrE-TQ |
Step 2: Apply the 30-70 Rule — Focus More on Consulting Than Just Product Knowledge
Now since you have decided your learning path and your role as functional consultant. One of the biggest misconceptions for new learners is thinking that mastering the product alone makes you a successful Functional Consultant. In reality, only 30% of the role is about product knowledge, while the remaining 70% is about consulting skills.
Core Consulting Skills:
- Business Process Analysis
- Requirements Gathering
- Documentation & Communication
- Stakeholder Management
- Problem-Solving & Critical Thinking
- Change Management & Training
- Project Delivery Methodologies
Now Here is the video catalog to improve your consulting skills as functional consultant (Entire Playlist Here):
| Video Title: Topic | Video Link |
| Overview : A Day in Life of functional consultant | https://youtu.be/JlUd9bcATTs |
| Part-1: Project Phases and Methodology overview | https://youtu.be/77yeMCkxAoA |
| Part-2: Solution Design Pillars, Learn about defining ERP solution | https://youtu.be/lc3DdEc42rc |
| Part-3: Prepare for requirement Gathering: Learn how to gather requirement | https://youtu.be/gYZJy4h5lrI |
| Part-4: Learn Azure DevOps for requirement gathering | https://youtu.be/hqq4yHy6qIM |
| Part-5: Gather and Document Requirements | https://youtu.be/gbZHYsN9Ltk |
| Part-6: Perform Fit-Gap Analysis | https://youtu.be/B8X5ZGXv8rA |
| Part-7: Learn about [FDD]Functional Design Document for Gaps | https://youtu.be/Q829zlJLTjo |
| Part-8: Learn about [IDD]Integration Design Document | https://youtu.be/TRXUJyU6MPQ |
| Part-9: Learn about [RDD]Reporting Design Document | https://youtu.be/eXo7qzGyQjA |
| Part-10: [Testing]Test strategy components | https://youtu.be/mW9wfuMdRzs |
| Part-11: Learn about [Testing]Test types | https://youtu.be/lFYYk7QoEUY |
| Part-12: Learn about Test plans and Test cases in Azure DevOps | https://youtu.be/bQQp9uu0-y0 |
| Part-13: Test cases using BPM Library and Task Recorder in Azure DevOps | https://youtu.be/9ekuRyObmuE |
Step 3: Learn the Core Product – Create a Structured Learning Plan
Now that you understand your role and know what consulting skills to work on, it’s time to dive into the 30% product knowledge part—but do it with a focused and structured plan.
Sample Learning Path:
Now in Step-1 We have learn how you can learn and create path based on your functional consultant role product knowledge like Finance, SCM etc..
But Here you go with Bonus !!!! We have a Product training Live for you !!
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Good Luck for you Journey !!!