This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises.

Course Objectives

  • Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities
  • Process most of the Dynamics 365 Supply Chain Management transactions
  • Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.
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Upcoming Schedules

Exam and Certification

Exam

MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant

Who Should Attend

  • Dynamics Functional Consultant

Prerequisites

Required

  • Basic knowledge of Dynamics 365, and familiarity with finance, manufacturing, or supply chain processes.
  • Some hands-on experience configuring business apps is recommended.

Recommended

Course Outline

Configure and manage products and inventory in Dynamics 365 Supply Chain Management
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  • Get started with Dynamics 365 Supply Chain Management
    • Learn the benefits of Supply Chain Management.
    • Get an overview of distribution and trade features in Supply Chain Management.
    • Lab: Explore Dynamics 365 Supply Chain Management
  • Get started with inventory management in Dynamics 365 Supply Chain Management
    • Inventory management process
    • How to configure inventory dimensions, storage dimensions, and tracking dimensions
    • How to set up sites and warehouses
    • Inventory policies and how to set up the policies
    • How to configure item groups and item model groups
    • How to allocate batch and serial numbers
    • Consignment inventory
    • Lab: Set up inventory policies for an item model group
    • Lab: Work with inventory management
  • Work with inventory management operations in Dynamics 365 Supply Chain Management
    • Analyze inventory operations scenarios.
    • Work with inventory locations.
    • Review inventory statuses.
    • Configure disposition codes.
    • Review warehouse layouts.
    • Set up bar codes.
    • Configure counting reason codes.
    • Work with inventory journals.
    • Configure inventory approval workflow.
    • Initialize stock levels in the warehouse.
    • Review transfer orders.
    • Create and post an inventory journal.
    • Lab: Create and post an inventory journal
  • Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
    • Outbound operations
    • Outbound setup
    • How to set up default order settings for sales orders
    • Reverse inventory quantities
    • How to reserve sales batch order numbers
  • Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
    • Inbound operations
    • Arrival overview page
    • How to set up an item arrival overview profile
    • How to configure default order settings
    • Lab: Use the item arrival profile
  • Set up and work with inventory control in Dynamics 365 Supply Chain Management
    • Costing methods
    • Inventory closing and adjustments
    • How to archive inventory transactions
  • Use inventory reports in Dynamics 365 Supply Chain Management
    • Understand ABC classification.
    • Use the Physical inventory by inventory dimension report.
    • Use the Inventory value reports, and Inventory on-hand report storage.
    • Use the Inventory on-hand mobile workspace.
    • Lab: Use the ABC classification report
    • Lab: Use the Physical inventory by inventory dimension report
    • Lab: Export a report to Microsoft Excel
  • Create products and product masters in Dynamics 365 Supply Chain Management
    • Create products as type Item and Service.
    • Set up product unit conversions.
    • Set up transfer orders
    • Set up default order settings.
    • Create product masters with predefined variants.
    • Create and set up category hierarchies.
    • Create product attributes.
    • Lab: Create a product and product master
  • Create bill of materials in Dynamics 365 Supply Chain Management
    • Lab: Create a BOM in the BOM Designer

Resources