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. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.
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Course Outline
1. Get started with Dynamics 365 Supply Chain Management
• 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
2. Get started with inventory management in Dynamics 365 Supply Chain Management
• Inventory management overview
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Configure sites
• Configure warehouses
• Configure inventory policies
• Set up item groups and item model groups
• Allocate batch and serial numbers
• Work with consignment inventory
3. Work with inventory management operations in Dynamics 365 Supply Chain Management
• Inventory operations scenarios
• Inventory locations
• Inventory statuses
• Set up disposition codes
• Warehouse layout
• Set up barcodes
• Counting reason codes
• Inventory journals
• Inventory journal approval workflow
• Initialize stock levels in the warehouse
• Transfer orders
• Create and post an inventory journal
4. Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
• Outbound operations
• Outbound setup
• Set up default order settings
• Reserve inventory quantities
• Reserve sales order batch numbers
5. Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
• Inbound operations
• Arrival overview
• Set up an item arrival overview profile
• Set up default order settings
6. Set up and work with inventory control in Dynamics 365 Supply Chain Management
• Inventory cost methodologies
• Inventory closing and adjustment
• Consolidate inventory transactions
7. Create bill of materials in Dynamics 365 Supply Chain Management
• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
8. Get started with production control in Dynamics 365 Supply Chain Management
• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers
9. Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management
• Prerequisite setup in production control
• Production groups
• Production control parameters
• Production pools
• Allocation keys
• Set up journal parameters
• Create a production unit
10. Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management
• Scheduling options
• Split a production order
• Operations scheduling
• Job scheduling
• Scheduling options from the Gantt chart
• Resource scheduling
• Scrap and waste
11. Work with manufacturing execution in Dynamics 365 Supply Chain Management
• Understand the manufacturing executions
• Identify roles in manufacturing execution
• Planning consideration for manufacturing execution
• Configure manufacturing execution
• Setup time and attendance for manufacturing execution processes
• Control production with manufacturing execution
• Create and process report as finished journals with co-products and by-products
• Calculate and approve raw time registrations
• Report as finished from the job card device
12. Set up configurable products in Dynamics 365 Supply Chain Management
• Product configurator concepts and terminology
• Elements of a product configuration model
• Scenario
• Product model components
• Create a product configuration model
• Expression constraints
• Calculations for product configuration
• BOMs and routes
• Configuration rules
• Sales price models
13. Validate and release product configuration models in Dynamics 365 Supply Chain Management
• Extra configuration model options
• Improve product configuration performance
• Validate and test a product configuration model
• Configuration templates
• Configuration model versions
• Release a product configuration model
• Reuse product configuration
14. Work with configurable products in Dynamics 365 Supply Chain Management
• Configurable product use cases
• Intercompany and multiple site considerations
• Extend a product configuration model through the API
• Add a configurable product to a sales order line
15. Configure warehouse management in Dynamics 365 Supply Chain Management
• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies
16. Warehouse implementation experience in Dynamics 365 Supply Chain Management
• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives
17. Inbound warehouse operations using Dynamics 365 Supply Chain Management
• 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
18. Execute across warehouse operations in Dynamics 365 Supply Chain Management
• Cycle counting
• Material handling equipment interface
19. Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
• 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
20. 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
• Automatically rewave to add unfulfilled lines to new waves
• Cross-docking
• Planned cross docking
• Visibility into material exceptions
21. Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
• Overview of features
• End-to-end walkthrough of features
22. Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
• 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
23. Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
• 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
• Inform vendors about vendor collaboration
• Work with request for quotes
• Purchase order confirmation workspace
• Accessing vendor master data in the Vendor information workspace
24. 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
25. Set up and work with quality control and quality management in Dynamics 365 Supply Chain Management
• Configure quality management
• Perform quality control and management processes
• Describe transactions types and create quality orders
• Apply inventory blocking
• Perform quarantine management
26. Configure and use agreements in Dynamics 365 Supply Chain Management
• 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
• Service management
27. Set up intercompany trade in Dynamics 365 Supply Chain Management
• Intercompany trading overview
• Intercompany scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Action policies
• Set up charges and posting
• Set up intercompany agreements and direct deliveries
28. Work with intercompany trade in Dynamics 365 Supply Chain Management
• Synced intercompany data
• Create an intercompany sales order
• Process intercompany purchase orders
• Return an intercompany sales order
• Customer payments for intercompany orders
• Create an intercompany purchase order
• Check intercompany order price discrepancies
• Manage intercompany purchase orders
29. Get started with Asset Management for Dynamics 365 Supply Chain Management
• Overview and benefits
• Asset Management terminology and concepts
• Functional locations and assets
• Assets and work orders
• Use the Asset Management mobile workspace
• Asset Management integration capabilities
• Integrate Asset Management with Dynamics 365 Guides
30. Set up functional locations in Asset Management for Dynamics 365 Supply Chain Management
• Functional location lifecycle states
• Configure functional location types
• Maintenance attribute types
31. Set up maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
• Create maintenance request lifecycle states
• Create maintenance request lifecycle models
• Create maintenance request types
• Maintenance worker responsibilities
32. Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management
• Create functional locations
• Install assets on functional locations
33. Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
• View maintenance requests
• Maintenance request lifecycle states
• Create and update maintenance requests
• Create work orders from maintenance requests
• Asset loans
• Inbound and outbound assets
• Maintenance request management workspace
• Work order management workspace
• Maintenance request reports
34. Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
• Configure workers for work order scheduling
• Schedule and dispatch work orders
• Calculate capacity load on scheduled work orders
35. Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
• Maintenance plans
• Interval types
• Assign a maintenance plan to an asset
• Schedule maintenance plans
• Maintenance rounds
• Maintenance schedule
• Maintenance schedule cost
• Maintenance downtime
36. Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management
• Calculate capacity load
• Calculate an item forecast
37. Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management
• Register consumption
• Create consumption reports
38. Set up landed cost in Dynamics 365 Supply Chain Management
• 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
39. Work with landed cost in Dynamics 365 Supply Chain Management
• Create a voyage
• Manage a voyage
• Estimate and manage landed costs
• Track inbound voyages and shipping container journey
• In-transit processing
• Warehouse management and landed cost
• Process over and under transactions
• Update tracking for put away
• Inquiries and reports for landed cost
40. Set up accounts receivable in Dynamics 365 Finance
• 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
41. Get started with accounts receivable daily procedures in Dynamics 365 Finance
• Create free text invoices
• Recurring free text invoices
• Create and handle payments of customer invoices for sales orders
• Settle transactions and undo settlements
• Reimburse a customer
42. Set up credit and collections in Dynamics 365 Finance
• Set up accounts receivables for credit and collections
• Set up credit and collections components
• Set up interest rates for an interest code
• Waive, reinstate, or reverse interest fees
• Set up and manage collection letters
43. Process credit and collections in Dynamics 365 Finance
• Customer account statement
• Working with collections
• Collections coordinator workspace
• Manage customer credit and collections
• Credit management
Course Details
• General understanding of supply chain processes.
• The ability to use Supply Chain Management for basic processing.
• Knowledge of inventory management.
• Knowledge of warehouse 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.
For online (live) format
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