Microsoft Dynamics 365: Supply Chain Management (MB-330T00)

Prerequisites:

Target Audience:

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.

Course Objectives:

Students will learn to:

• Get started with Dynamics 365 Supply Chain Management
• Create products and product masters in Dynamics 365 Supply Chain Management
• Configure and work with inventory management in Dynamics 365 Supply Chain Management
• Configure warehouse management in Dynamics 365 Supply Chain Management
• Create bill of materials in Dynamics 365 Supply Chain Management
• Set up versioned products in Dynamics 365 Supply Chain Management
• Work with warehouse management in Dynamics 365 Supply Chain Management
• Work with the costing sheet in Dynamics 365 Supply Chain Management
• Configure and use agreements in Dynamics 365 Supply Chain Management
• Use inventory reports in Dynamics 365 Supply Chain Management
• Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
• Work with assets in Asset Management for Dynamics 365 Supply Chain Management
• Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
• Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management
• Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
• Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
• Process purchase orders in Dynamics 365 Supply Chain Management
• Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
• Configure accounts receivable in Dynamics 365 Finance
• Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
• Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
• Configure and use intercompany trade in Dynamics 365 Supply Chain Management
• Set up landed cost in Dynamics 365 Supply Chain Management
• Manage transportation management in Dynamics 365 Supply Chain Management
• Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
• Configure and use built-in master planning in Dynamics 365 Supply Chain Management
• Use Planning Optimization in Dynamics 365 Supply Chain Management
• Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

Course Outline:

Module 1: 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.

Module 2: 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.

Module 3: Configure and work with inventory management in Dynamics 365 Supply Chain Management

• Understand inbound and outbound inventory operations.
• Configure inventory parameters.
• Configure tracking number groups.
• Configure inventory breakdown.
• Configure inventory and warehouse journals.
• Configure inventory dimensions.
• Configure inventory costing.
• Understand inventory closing and adjustments.
• Archive inventory transactions.
• Use movement journals.
• Use inventory adjustment journals.
• Use transfer journals.
• Use counting and tag-counting journals.
• Use item arrival journals.
• Work with reason codes for inventory counting.

Module 4: Configure warehouse management in Dynamics 365 Supply Chain Management

• Create warehouses and locations.
• Configure work pools, zones, location format, and location profiles.
• Configure catch weight processing for warehouse management.
• Create reservation hierarchies.
• Configure location directives.
• Configure wave templates.
• Configure inventory statuses.

Module 5: Create bill of materials in Dynamics 365 Supply Chain Management

• In this module, you will learn how to create bill of materials and BOM versions by using the BOM designer in Supply Chain Management.

Module 6: Set up versioned products in Dynamics 365 Supply Chain Management

• Set up engineering organizations.
• Work with product versioning.
• Create dimension groups by using the version dimensions.
• Create product life cycle states.
• Use engineering categories.

Module 7: Work with warehouse management in Dynamics 365 Supply Chain Management

• GS1 and QR bar codes
• GTIN codes
• Inbound operations
• Outbound operations
• Cluster picking
• Packing and containerization
• Cycle counting
• Transfers and replenishment
• The Warehouse Management mobile app

Module 8: Work with the costing sheet in Dynamics 365 Supply Chain Management

• Configure the costing sheet.
• Perform BOM calculation and analyze costs by using the costing sheet.

Module 9: Configure and use agreements in Dynamics 365 Supply Chain Management

• Maintain trade agreements.
• Configure smart rounding.
• Create sales agreements.
• Use procurement policies.
• Create purchase agreements.
• Configure trade allowance.
• Configure brokerage.
• Configure royalties.
• Configure rebates.
• Learn about the Rebate management module.

Module 10: 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.

Module 11: Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

• Configure quality management
• Perform quality control processes
• Apply inventory blocking
• Perform quarantine management

Module 12: Work with assets in Asset Management for Dynamics 365 Supply Chain Management

• Learn how to create, move, remove, and install assets.
• Review how to create assets based on purchase orders.
• Define how to create asset bills of materials.
• Learn how to use the Asset view page and Asset attribute overview page.

Module 13: Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management

• Understand what preventive maintenance is
• Define maintenance plans and associate to an asset
• Establish maintenance rounds for assets that require maintenance at regular intervals
• Establish maintenance schedules and their associated budgeted costs for preventive maintenance on assets
• Create work orders for preventive maintenance jobs
• Define maintenance downtime activities for scheduled maintenance jobs on related assets for a defined period

Module 14: Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management

• Learn how to manually create work orders
• Establish maintenance forecasts for maintenance job types
• Create purchase orders from a work order
• Bill customers for maintenance work
• Design counters manually or automatically to track the number of hours an asset has been in operation
• Create maintenance checklists by maintenance job types
• Create maintenance downtime registrations to track downtime in assets
• Add faults to work orders to report faults and reason for the fault
• Produce work order reports and work order maintenance jobs
• Define work order pools to group common work orders

Module 15: Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

• Create worker calendars and scheduling.
• Identify and assign preferred maintenance workers.
• Schedule and dispatch work orders, including scheduling for a specific date and time.
• Review the scheduled work order maintenance jobs to assign resources to maintenance jobs.
• Learn how to calculate a capacity load on scheduled work orders by defined periods.

Module 16: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

• Apply the procurement and sourcing processes in a business scenario.
• Use purchasing policies.
• Create and maintain vendors.
• Create and process purchase requisitions.
• Create and process a request for quotation.

Module 17: Process purchase orders in Dynamics 365 Supply Chain Management

• Set up purchase order parameters
• Use purchase order change management.
• Create a purchase order.
• Use item arrivals and arrival overview.
• Create vendor returns.

Module 18: Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

• Configure vendor collaborations.
• Work with the Vendor collaboration workspace.
• Maintain vendor certifications.
• Use vendor collaboration as part of a procure-to-pay process.

Module 19: Configure accounts receivable in Dynamics 365 Finance

• Configure Accounts receivable components.
• Create and maintain a customer.
• Configure customer payments.
• Set up payment calendars and calendar rules.
• Set up customer posting profiles.
• Configure accounts receivable charges.

Module 20: Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management

• Learn about how to set up mapping in Dynamics 365 Sales and Dynamics 365 Supply Chain Management
• Learn how to sync orders and quotations between Sales and Supply Chain Management

Module 21: Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

• 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 a sales order invoice.
• Configure order hold codes.
• Process customer returns.
• Work with sales order reservations.

Module 22: Configure and use intercompany trade in Dynamics 365 Supply Chain Management

• Configure products for intercompany trade relations.
• Configure intercompany trade relationships.
• Configure intercompany agreements.
• Process intercompany orders.
• Process intercompany direct deliveries.
• Process intercompany charges.
• Recognize the intercompany return order chain process.

Module 23: Set up landed cost in Dynamics 365 Supply Chain Management

• Enable the Landed cost functionality.
• Learn about the Landed cost parameters.
• Set up voyages and shipping containers.
• Set up delivery information.
• Build multi-leg journeys.
• Learn about basic shipping setup.

Module 24: Manage transportation management in Dynamics 365 Supply Chain Management

• Transportation planning
• Routing
• Rating
• Inbound operations
• Load processes
• Outbound operations

Module 25: Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

• Production input and output locations.
• Staging and order picking.
• Releasing BOM and formula lines to the warehouse.
• Cross-docking.
• Visibility into material exceptions.

Module 26: Configure and use built-in master planning in Dynamics 365 Supply Chain Management

• Set up and configure master planning.
• Use the Supply schedule page.
• Set up demand and supply forecasts.
• Configure calculated delays.
• Configure intercompany master planning.
• Run plans and firm-planned orders.

Module 27: Use Planning Optimization in Dynamics 365 Supply Chain Management

• Review the architecture of the Planning Optimization Add-in.
• Identify the benefits of using Planning Optimization.
• Discover the performance improvements within Planning Optimization.
• Learn about priority-based planning

Module 28: Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

• Describe costing methods, including standard costing, weighted averages, last in, first out (LIFO), and first in, first out (FIFO).
• Describe use cases for Warehouse Management Systems (WMS) and warehouse configuration options, including layout, stocking limits, and location profiles.
• Describe purchase orders, item arrival journals, and cross-docking
• Describe inventory concepts, including reservations, picking, and packing, replenishment, shipments, counting, and inventory on hand.
• Describe transportation management.