Your learning path for functional consultant: End to End Guide

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:

  1. Customer Engagement (CRM) – Sales, Customer Service, Marketing, Field Service
  2. Finance and Operations (ERP) – Finance, Supply Chain, Manufacturing
  3. 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 TitleVideo Link
Part-1: Learning Path to Become Microsoft Dynamics 365 Finance and Operations Functional Consultanthttps://youtu.be/khirT2j2iYI
Part-2: How To Choose Learning Path for Microsoft Dynamics 365 F & O Functional Consultanthttps://youtu.be/rpf6XPcMBrs
Part-3: What to Learn: Learning Path to Become Functional Consultanthttps://youtu.be/2sQmdmqsDeg
Part-4: How to Learn: Learning Path to Become Functional Consultanthttps://youtu.be/ggN5QStwVkU
Part-5: Where to Learn: Learning Path to Become Functional Consultanthttps://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: TopicVideo Link
Overview : A Day in Life of functional consultanthttps://youtu.be/JlUd9bcATTs
Part-1: Project Phases and Methodology overviewhttps://youtu.be/77yeMCkxAoA
Part-2: Solution Design Pillars, Learn about defining ERP solutionhttps://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 gatheringhttps://youtu.be/hqq4yHy6qIM
Part-5: Gather and Document Requirementshttps://youtu.be/gbZHYsN9Ltk
Part-6: Perform Fit-Gap Analysishttps://youtu.be/B8X5ZGXv8rA
Part-7: Learn about [FDD]Functional Design Document for Gaps https://youtu.be/Q829zlJLTjo
Part-8: Learn about [IDD]Integration Design Documenthttps://youtu.be/TRXUJyU6MPQ
Part-9: Learn about [RDD]Reporting Design Documenthttps://youtu.be/eXo7qzGyQjA
Part-10: [Testing]Test strategy componentshttps://youtu.be/mW9wfuMdRzs
Part-11: Learn about [Testing]Test typeshttps://youtu.be/lFYYk7QoEUY
Part-12: Learn about Test plans and Test cases in Azure DevOpshttps://youtu.be/bQQp9uu0-y0
Part-13: Test cases using BPM Library and Task Recorder in Azure DevOpshttps://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 !!!

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