Web Age Solutions Inc
Providing Technology Training and Mentoring For Modern Technology Adoption
Web Age Aniversary Logo
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887
Course #:MB-330T00

Microsoft Dynamics 365 Supply Chain Management Training

This course discusses supply chain management in the Dynamics 365 suite of apps

Objectives

Manage inventory and warehousing in Dynamics 365

Audience

A Dynamics 365 Finance Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Duration

Four days

 

 

Outline of Microsoft Dynamics 365 Supply Chain Management Training

Module 1: Supply Management

To configure the inventory, you should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations.

 

This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.

 

Lessons

Introduction

Configure serial and batch numbers

Configure inventory breakdown

Configure inventory and warehouse journals

Configure inventory dimensions

Inventory closing and adjustment

Practice Labs

Module summary

Perform inbound and outbound inventory operations

 

Configure Inventory parameters

Configure Tracking number groups

Configure inventory breakdown

Configure inventory and warehouse Journals

Configure units

Module 2: Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.

 

Lessons

Introduction

Use inventory journals

Practice labs

Module summary

Use movement journals

 

Use inventory adjustment journals

Use transfer journals

Use counting and tag counting journals

Use item arrival journals

Use consignment journals

Module 3: Use Inventory Reports

This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

 

Lessons

Introduction

Understand ABC classification

Use other inventory inquiries and reports

Practice Labs

Module summary

Understand ABC Classification

 

Use Inventory inquires and reports

Module 4: Create Products and Product Masters

Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository.

 

This topic explains how to configure products for supply chain management processes in Finance and Operations.

 

Lessons

Introduction

Create products

Create product masters with variants

Create and configure attributes and category hierarchies

Configure item pricing

Practice Labs

Module summary

Create products as type item and service

 

Configure default order settings

Create Product masters with predefined variants

Create and configure category hierarchies

Create product attributes

Module 5: Create Bill of Materials

A bill of materials is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product.

 

This module explains how create bill of materials and BOM versions by using BOM designer in Finance and Operations.

 

Lessons

Introduction

Use BOM designer

Practice lab

Module summary

Create Bill of materials and BOM versions by using BOM designer

 

Module 6: Configure and Perform the Procure-to-Purchase Process

This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.

 

Lessons

Introduction

Procurement and sourcing business scenario

Create purchase requisition workflow

Create purchase requisitions

Create request for quotation

Use procurement policies

Practice Labs

Module summary

Apply the procurement and sourcing processes in a business scenario

 

Use procurement policies

Create and maintain vendors

Create purchase requisitions

Create request for quotes

Module 7: Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and Operations.

 

Lessons

Introduction

Configure vendor collaborators

Use vendor collaboration

Practice labs

Module summary

Configure the Vendor Collaborations

 

Work with vendor collaboration workspace

Use vendor collaboration as part of procure-to-pay process

Module 8: Configure and Perform the Purchase-to-Pay Process

The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.

 

Lessons

Introduction

Create purchase orders

Use purchase order change management

Use item orders and arrival

Manage over and under delivery and charges

Create vendor returns

Practice labs

Module summary

Understand overview of the purchase-to-pay scenario

 

Use purchase order change management

Create a Purchase order

Use Item arrivals and Arrival overview

Generate and Post the Invoice

Create an invoice journal

Generate and post the vendor payments

Create vendor returns

Module 9: Configure and Use Agreements

This topic explains how to configure and use agreement in Finance and Operations.

 

Lessons

Introduction

Maintain trade agreements

Create sales agreements

Create purchase agreements

Configure trade allowance

Configure brokerage

Configure royalties

Configure rebates

Practice Labs

Module summary

Maintain trade agreements

 

Configure smart rounding

Create Sales agreements

Use procurement policies

Create Purchase agreements

Configure trade allowance

Configure brokerage

Configure royalties

Configure rebates

Module 10: Configure and Use the Order-to-Cash Process

This topic explains how to configure and use the order-to-cash process in Finance and Operations.

 

Lessons

Introduction

Understand the order-to-cash scenario

Configure and use commissions

Configure customer and item search

Create and confirm sales quotations and orders

Configure order promising

Configure order hold codes

Print and post picking lists

Process customer returns

Practice Lab

Module Summary

Perform the order-to-cash process

 

Configure and use commissions

Configure customer and item search

Create and confirm Sales quotations

Create and confirm Sales orders

Print and post picking lists

Generate and post the invoice

Configure order hold codes

Process customer returns

Module 11: Configure and Use Quality Control and Management Processes

In this module, we describe how to configure and use quality control in Finance and Operations, how you can use quality control functionality, how to define and maintain nonconformances, and how to handle corrections.

 

But let’s first get familiar with the quality management overall processes.

 

Lessons

Introduction

Perform quality control and management processes

Apply inventory blocking

Perform quarantine management

Practice labs

Module summary

Perform Quality Control and Quality Management Processes

 

Apply inventory blocking

Perform quarantine management

Module 12: Configure and Use Intercompany Trade Relations

The Intercompany functionality in Dynamics 365 for Finance and Operations provides a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database.

 

Intercompany Trade enables globally dispersed manufacturing sites, distribution centers, and sales subsidiaries to act as one unified organization.

 

This topic explains how to configure and use the intercompany trade relations and process intercompany orders in Finance and Operations.

 

Lessons

Introduction

Understand intercompany trading

Setup intercompany trade relations

Process intercompany chain orders

Setup intercompany agreements and direct deliveries

Practice labs

Module summary

Configure products for Intercompany trade relations

 

Configure intercompany trade relationships

Configure intercompany agreements

Process Intercompany orders

Process Intercompany direct deliveries

Process Intercompany charges

Understand intercompany return order chain

Module 13: Configure and Use Master Planning

This topic explains how to configure and use the master planning in Finance and Operations.

 

Lessons

Introduction

Master planning considerations and setup

Create master plans

Learn about demand and supply forecasts

Configure item coverage

Brief introduction to intercompany planning

Run plans and firm planned orders

Practice labs

Module summary

Define master planning Policies

 

Learn about Demand and Supply Forecasts

Configure calculated delays

Configure Item coverage

Understand brief introduction to intercompany master planning

Run plans and firm planned orders

Module 14: Configure Warehouse Management

The Warehouse management module for Dynamics 365 for Finance and Operations lets you manage warehouse processes in manufacturing, distribution, and retail companies.

 

It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

 

Lessons

Introduction

Configure warehouse management setup

Understand reservation hierarchies

Location directives and work templates

Practice Labs

Module summary

Configure Warehouse management parameters

 

Create warehouses and locations

Configure work pools, zones, location format, and profiles

Create reservation hierarchies

Configure location directives

Configure Waves

Configure Loads

Configure Inventory statuses

Configure cycle counting

Configure packing and containerization

Set up and generate labels

Module 15: Configure Mobile Devices for Warehouse Management

This topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.

 

Lessons

Introduction

Configure mobile devices

Practice Lab

Module summary

Create new work classes

 

Configure mobile devices

Configure menu items for activities and inquiries

Configure menu items to create work for another worker or process

Configure menu items to process existing work

Define the layout of mobile device menus

Configure the basic look and feel of mobile devices

Create mobile device users

Set up label layouts and define settings for printing labels

Module 16: Use Warehouse Management

Before you can use the Mobile device for Warehouse management you need to install the application. This topic explains how to use warehouse management processes in Finance and Operations.

 

Lessons

Introduction

Configure mobile device

Inbound operations

Cycle counting

Transfers and replenishment

Outbound operations

Cluster picking

Packing and containerization

Practice Labs

Module summary

Inbound operations

 

Outbound operations

Cluster Picking

Packing and containerization

Cycle counting

Transfers and replenishment

Module 17: Configure Transportation Management

This module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches you how to configure and use Transportation management.

 

Lessons

Introduction

Planning and configuring transportation management

Procedures

Routing and transportation flows

Transportation engines and freight management

Practice Labs

Module summary

Transportation planning

 

Routing

Rating

Inbound operations

Load processes

Outbound operations

Module 18: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

 

Lessons

Final assessment

Course summary

Post-course survey

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887