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 on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.
Audience profile
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.
To access your Official Curriculum (MOC) course materials you will need a Microsoft.com/Learn account. In Learn you will also be able to register your completion of the event and receive your achievement badge. You will be issued with a unique code during your event.
Important - This course has MFA Requirements. Please read this link and download the MFA app, prior to attending.
Module 1: Implement product information management
This module will introduce you to the following topics: Create and release products and product variants Create and apply product templates Create bills of materials (BOMs) Identify the purpose and capabilities of the product configuration models Configure catch weights Configure direct-delivery products Create and manage inventory dimensions Configure item groups Create and assign bar codes and Global Trade Identification Number (GTIN) codes configure category hierarchies and product attributes Configure product unit conversions Configure default order settings Describe inventory costing methods & model groups Configure Costing versions for standard and planned costs Configure and default purchase prices, default sales prices, and trade agreements
Lessons
After completing this module, students will be able to:
Module 2: Implement inventory management
This module will introduce you to the following areas: Set up inventory management parameters and journals Configure inventory breakdown Structure Configure ABC classifications Configure inventory valuation reports Create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals Create and process transfer orders Perform inventory closings and adjustments
Lessons
Lab : Case study 1 Implement inventory management
After completing this module, students will be able to:
Module 3: Implement and manage supply chain processes
This module will introduce you to the following topics: Create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs) Configure change management processes Configure and apply vendor rebates Introduction to Vendor collaboration manage consignment inventory Manage over and under deliveries Configure procurement categories and purchasing policies Configure charges Configure quotations, sales orders, and return orders Configure sales groups and commissions Configure customer, product, and prospect searches Configure and process inter-company trade relations documents Introduction to D365 Guides Authoring of D365 Guides Operating of D365 Guides
Lessons
Lab : Case study 2A Procurement and sourcing
Lab : Case study 2B Sales and marketing
After completing this module, students will be able to:
Module 4: Implement warehouse management and transportation management
This module will introduce you to the following topics: Create sites, warehouses, locations, location formats, location profiles, location types, and zones Implement location directives Configure Inventory Statuses, unit sequence groups, and reservation hierarchies Implement wave and work, templates Implement wave load building template Configure mobile device menus, menu items, and display settings manage inventory stock movement processes Perform cycle counting Process inbound and outbound orders Process shipments Describe the replenishment process cross-docking Introduction Configure shipping carriers and carrier groups Perform planning and executing loads and shipments Configure and generate freight bills and invoices Configure route plans and guides Configure route and rate engines Configure and use dock appointment scheduling
Lessons
Lab : Case study 3 Warehouse management and transportation management
After completing this module, students will be able to:
Module 5: Configure and manage quality control and quality management
This module will introduce you to the following topics: Configure quality control Configure quality management Manage quality orders and quarantine Order Manage inventory blocking
Lessons
Lab : Case study 4 Quality control and quality management
After completing this module, students will be able to:
Module 6: Implement master planning
This module will introduce you to the following topics: Differentiate between planning optimization and master planning Set up coverage groups and item coverage Configure master planning parameters, master plan, forecast plans Differentiate between action messages, delay messages, time fences, and negative days Process and view planned orders Set up and use the Supply Schedule form Configure and process safety stock journals Set up and Implement inter-company master planning Implement demand-base forecasting Implement planning optimization
Lessons
Lab : Case study 5 Master planning
After completing this module, students will be able to:
Join our public courses in our Hong Kong facilities. Private class trainings will be organized at the location of your preference, according to your schedule.