Microsoft Dynamics 365 Supply Chain Management

 

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.
 

Get started with Dynamics 365 Supply Chain Management

• Introduction
• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost accounting
• Cost management
• Inventory management and Warehouse management
• Master planning
• Procurement and sourcing
• Vendor collaboration
• Sales and marketing
• Customer portal
• Product information management
• Production control
• Intercompany trade
• Warehouse management
• Transportation management
• Lab - Explore Dynamics 365 Supply Chain Management
• Check your knowledge

Create products and product masters in Dynamics 365 Supply Chain Management

• Introduction
• Product information workspace
• Concept of a product
• Create products
• Set up unit conversions
• Batch disposition codes
• Default order settings
• Define products as not stocked
• Create product masters with variants
• Gain productivity by using the Variant suggestions page
• Create and set up category hierarchies and attributes
• Set up item pricing
• Lab - Create a product and product master
• Check your knowledge

Configure and work with inventory management in Dynamics 365 Supply Chain Management

• Introduction
• Inbound operations
• Outbound operations
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Allocate batch and serial numbers
• Configure sites
• Configure warehouses
• Transfer orders
• Set up bar codes
• Set up default order settings
• Inventory journals
• Work with journals
• Inventory journal approval workflows
• Work with reason codes
• Work with consignment inventory
• Configure item groups and item model groups
• Inventory cost methodologies
• Configure inventory policies
• Inventory closing and adjustment
• Archive inventory transactions
• Work with reason codes for inventory counting
• Lab - Work with inventory management
• Check your knowledge

Configure warehouse management in Dynamics 365 Supply Chain Management

• Introduction
• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies
• Lab - Configure warehouse management
• Check your knowledge

Create bill of materials in Dynamics 365 Supply Chain Management

• Introduction
• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Exercise - Create a BOM in the BOM Designer
• Check your knowledge

Set up versioned products in Dynamics 365 Supply Chain Management

• Introduction
• Create an engineering organization
• Create nomenclature for product versions
• Create product version number rules
• Create product dimension groups by using the version dimension
• Create product life cycle states
• Engineering attributes
• Product readiness policies
• Product release policies
• Create engineering categories
• Exercise - Create a product readiness policy
• Check your knowledge

Warehouse implementation experience in Dynamics 365 Supply Chain Management

• Introduction
• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives
• Check your knowledge

Inbound warehouse operations using Dynamics 365 Supply Chain Management

• Introduction
• Inbound operations
• Inbound advanced shipping notices
• Cross dock products from receiving warehouse to stores
• Create a GTIN code for a product
• Wizard-driven setup of Warehouse Management parameters
• Exercise - Register a load where items are missing
• Check your knowledge

Outbound warehouse operations using Dynamics 365 Supply Chain Management

• Introduction
• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment
• Exercise - Set up a cluster profile
• Check your knowledge

Execute across warehouse operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle counting
• Material handling equipment interface
• Exercise - Create a cycle counting plan
• Check your knowledge

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

• Introduction
• Global mobile device parameters
• Set up and deploy GS1 and QR bar codes
• Set up work type menu items
• Set up mobile app step instructions
• Set up detours for steps in mobile device menu items
• Exercise - Set up a detour for a step in a task flow
• Check your knowledge

Work with the costing sheet in Dynamics 365 Supply Chain Management

• Introduction
• Costing versions
• Cost groups
• Calculation groups
• Costing sheets
• BOM calculations
• BOM Measurements
• BOM Reports
• Lab - Analyze BOM costs by using the costing sheet
• Check your knowledge

Configure and use agreements in Dynamics 365 Supply Chain Management

• Introduction
• Work with trade agreements
• Create sales agreements
• Create purchase agreements
• Configure trade allowance management
• Configure brokerage contract management
• Configure royalty contract management
• Configure vendor rebates
• Rebate management module
• Exercise - Create a purchase agreement
• Exercise - Generate and process customer rebates
• Exercise - Create trade agreements
• Check your knowledge

Use inventory reports in Dynamics 365 Supply Chain Management

• Introduction
• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace
• Exercise - Use the ABC classification report
• Exercise - Use the Physical inventory by inventory dimension report
• Exercise - Export a report to Microsoft Excel
• Check your knowledge

Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

• Introduction
• Configure quality management
• Perform quality control and management processes
• Describe transactions types and create quality orders
• Apply inventory blocking
• Perform quarantine management
• Exercise - Create and process a quality order
• Exercise - Create and process a nonconformance order
• Check your knowledge

Work with assets in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• All assets page
• Create an asset
• Multi-level assets
• Copy an asset or asset structure
• Move, remove, and install an asset
• Create assets based on purchase orders
• Asset bills of materials
• Asset event history
• Asset view
• Asset attribute overview
• Lab - Work with assets
• Check your knowledge

Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Maintenance plans
• Interval types
• Assign a maintenance plan to an asset
• Schedule maintenance plans
• Maintenance rounds
• Maintenance schedule
• Maintenance schedule cost
• Maintenance downtime
• Exercise - Create a maintenance plan
• Exercise - Update the maintenance schedule
• Check your knowledge

Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Manually create work orders
• Maintenance forecasts
• Procurement of work order purchase requisitions
• Bill customers for maintenance work
• Manual update of asset counters
• Automatic update of asset counters
• Maintenance checklists
• Maintenance downtime
• Add a fault to a work order
• Work order report
• Work order pools
• Active work order maintenance jobs page
• Work order management workspace
• Exercise - Create and manage work orders
• Check your knowledge

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Configure workers for work order scheduling
• Schedule and dispatch work orders
• Calculate capacity load on scheduled work orders
• Lab – Set up a preferred worker, and schedule a work order
• Check your knowledge

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

• Introduction
• Procurement scenario
• Overview of the procure-to-purchase process
• Set up procurement categories
• Use procurement catalogs
• Create a purchase requisition
• Create and process a request for quotation
• Create purchase orders
• Vendor categories and catalogs
• Evaluate a vendor and put a vendor on hold
• Use purchasing policies
• Lab - Work with procure-to-purchase processes
• Check your knowledge

Process purchase orders in Dynamics 365 Supply Chain Management

• Overview of the purchase order process
• Set up purchasing parameters
• Use purchase order change management
• Use Item arrivals and Arrival overview
• Manage over/under delivery for purchase orders
• Manage charges for purchase orders
• Create vendor returns
• Lab - Create and process a purchase order
• Check your knowledge

Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

• Introduction
• Purchase order statuses with vendor collaboration
• Configure vendor collaboration
• Maintain vendor certification
• Set up vendor collaboration security roles
• Use the Vendor collaboration invoicing workspace
• Define purchase order response information
• Work with purchase orders when vendor collaboration is used
• Purchase order statuses and versions
• Sharing information about consignment inventory
• Work with request for quotes
• Purchase order confirmation workspace
• Accessing vendor master data in the Vendor information workspace
• Exercise - Set up an external role for a vendor
• Check your knowledge

Set up accounts receivable in Dynamics 365 Finance

• Introduction
• Payment schedule
• Terms of payment and payment days
• Cash discounts
• Payment fees
• Set up the credit card payment service
• Methods of payment and payment control
• Set up a payment calendar and payment calendar rules
• Create and maintain customers
• Set up customer posting profiles
• Configure accounts receivable charges
• Lab - Configure customer posting profiles and create a new customer
• Check your knowledge

Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management

• Introduction
• Prerequisites and mapping setup
• Sales quotations
• Sales orders
• Dual-write solution for Sales
• Invoices
• Limitations
• Demonstration - Create and edit sales quotations
• Check your knowledge

Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

• Introduction - Order to cash process
• Sales and marketing overview
• Create and confirm sales quotations
• Create and process sales orders
• Sales order entry scenarios
• Sales order picking processes
• Configure order promising
• Configure order hold codes
• Process customer returns
• Sales order reservations
• Configure and use commissions
• Configure customer and item search
• Lab - Create a sales order and work with commissions
• Check your knowledge

Configure and use intercompany trade in Dynamics 365 Supply Chain Management

• Introduction
• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders
• Set up intercompany agreements and direct deliveries
• Lab - Configure intercompany relations
• Exercise - Process a purchase order-initiated intercompany chain
• Exercise - Process a sales order-initiated intercompany chain
• Exercise - Process returns in intercompany
• Exercise - Process an intercompany direct delivery
• Check your knowledge

Set up landed cost in Dynamics 365 Supply Chain Management

• Introduction
• Landed cost concepts and terminology
• Landed cost parameters
• Set up voyages and shipping containers
• Set up delivery information
• Set up multi-leg journeys
• Set up shipping information
• Set up costing parameter values
• General ledger integration configuration
• Vendor settings for Landed cost
• Lab - Create a voyage leg
• Check your knowledge

Manage transportation management in Dynamics 365 Supply Chain Management

• Introduction
• Planning transportation management
• Configure transportation management
• Routing and transportation flows
• Load building strategy
• Transportation management engines
• Bill of lading
• Plan freight transportation routes with multiple stops
• Reconcile freight in transportation management
• Lab - Explore transportation management
• Check your knowledge

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

• Production input location
• Production output location
• Staging and order picking
• Release BOM and formula lines to the warehouse
• Cross-docking
• Planned cross docking
• Visibility into material exceptions
• Lab - Work with warehouse management in manufacturing
• Check your knowledge

Set up Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Master planning considerations and set up
• Master planning parameters page
• Create a master plan
• Coverage settings
• Action messages
• Demand Forecasting
• Run plans and firm planned orders
• Set up and use the Supply schedule page
• Exercise - Firm a planned order
• Exercise - Change a planned order type
• Deprecated master planning
• Check your knowledge

Use master planning in Dynamics 365 Supply Chain Management

• Introduction
• Set up master planning add-in
• Apply filters to a plan
• Master planning with demand forecasts
• Master planning support for capability-based resource allocation
• Priority-based planning
• Master planning and purchase trade agreements
• Safety margins
• Coverage time fences
• Approved planned orders
• Generate planned production orders
• Analyze and approve planned orders
• Auto-firming
• Planning with negative on-hand quantities
• View history and planning logs
• Cancel a planning job
• Exercise - Set up purchase trade agreements
• Exercise - Approve a planned order
• Check your knowledge

Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

• Introduction
• Describe costing methods
• Describe item arrival journals and cross-docking
• Describe inventory reservations, picking and packing, replenishment, and shipments
• Describe inventory counting and inventory on-hand concepts
• Describe quality management capabilities
• Describe use cases for Warehouse Management Systems (WMS)
• Describe use cases for Transportation Management Systems
• Knowledge check