Duration
5 days
Overview
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.
Job role: Functional Consultant
Preparation for exam: MB-330
Features: none
Skills gained
- Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
- Process most of the Dynamics 365 Supply Chain Management transactions.
- Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.
Module 1: Implement product information management
This module will introduce you to the following topics:
Create and release products and product variantsCreate and apply product templatesCreate bills of materials (BOMs)Identify the purpose and capabilities of the product configuration modelsConfigure catch weightsConfigure direct-delivery productsCreate and manage inventory dimensionsConfigure item groupsCreate and assign bar codes and Global Trade Identification Number (GTIN) codesConfigure category hierarchies and product attributesConfigure product unit conversionsConfigure default order settingsDescribe inventory costing methods & model groupsConfigure Costing versions for standard and planned costsConfigure and default purchase prices, default sales prices, and trade agreements.
Lessons
- Create and manage products
- Configure products for supply chain management
- Manage inventory pricing and costing
After completing this module, students will be able to:
- Implement product information management
Module 2: Implement inventory management
This module will introduce you to the following areas:
Set up inventory management parameters and journalsConfigure inventory breakdown StructureConfigure ABC classificationsConfigure inventory valuation reportsCreate and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journalsCreate and process transfer ordersPerform inventory closings and adjustments.
Lessons
- Configure Inventory management
- Manage and process inventory activities
Lab : Case study 1 Implement inventory management
- Exercise #1 Add products to a new warehouse using basic inventory management
- Exercise #2 Create a standard cost version that uses a specific model group
- Exercise #3 Add and releasing new products to a warehouse
- Exercise #4 Use the inventory movement journal to initialize stock levels in a warehouse
- Exercise #5 Use the inventory transfer journal to move items to a new location in the warehouse
- Exercise #6 Adjust stock levels using the inventory adjustment journal
- Exercise #7 Use the inventory counting journal to compare D365 inventory amounts to manually counted
- Exercise #8 Create a BOM in the BOM designer
After completing this module, students will be able to:
- Implement inventory management
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 processesConfigure and apply vendor rebatesIntroduction to Vendor collaborationManage consignment inventoryManage over and under deliveriesConfigure procurement categories and purchasing policiesConfigure chargesConfigure quotations, sales orders, and return ordersConfigure sales groups and commissionsConfigure customer, product, and prospect searchesConfigure and process inter-company trade relations documentsIntroduction to D365 GuidesAuthoring of D365 GuidesOperating of D365 Guides.
Lessons
- Implement Procurement and sourcing
- Implement common sales and marketing features
- Using Microsoft Guides
Lab : Case study 2A Procurement and sourcing
- Exercise #1 Create, submit, and approve a purchase requisition
- Exercise #2 Create, reply and accept a request for quotation
- Exercise #3 Create purchase requisition and purchasing policies
- Exercise #5 Create a charges code
- Exercise #6 Create a vendor charges group and assign to vendors
- Exercise #7 Create an automatic charge
- Exercise #8 Approve purchase orders prior to confirmation
- Exercise #9 Create trade agreements for vendors
Lab : Case study 2B Sales and marketing
- Exercise #1 Enter and confirm sales order
- Exercise #2 Create and review a sales order for commission
- Exercise #3 Create a customer trade agreement
After completing this module, students will be able to:
- Implement and manage supply chain processes
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 zonesImplement location directivesConfigure Inventory Statuses, unit sequence groups, and reservation hierarchiesImplement wave and work, templatesImplement wave load building templateConfigure mobile device menus, menu items, and display settingsmanage inventory stock movement processesPerform cycle countingProcess inbound and outbound ordersProcess shipmentsDescribe the replenishment process cross-dockingIntroductionConfigure shipping carriers and carrier groupsPerform planning and executing loads and shipmentsConfigure and generate freight bills and invoicesConfigure route plans and guidesConfigure route and rate enginesConfigure and use dock appointment scheduling
Lessons
- Configure warehouse management
- Perform warehouse management processes
- Implement transportation management
Lab : Case study 3 Warehouse management and transportation management
- Exercise #1 Configure warehouse management
- Exercise #2 Create a reservation hierarchy
- Exercise #3 Create disposition codes and inbound location directives
- Exercise #4 Configure mobile devices
- Exercise #5 Configure purchase orders
- Exercise #6 Configure wave processing
- Exercise #7 Configure cycle counting
- Exercise #8 Define cycle counting
- Exercise #9 Define a partial location cycle counting process
- Exercise #10 Transfer orders and replenishments
- Exercise #11 Setup replenishment
- Exercise #12 Configure outbound processing
- Exercise #13 Configure cluster picking
- Exercise #14 Setup manual packing
- Exercise #15 Configure carriers
- Exercise #16 Configure rate masters
- Exercise #17 Setup route plans and route guides
- Exercise #18 Process inbound shipments
- Exercise #19 Process outbound shipments
- Exercise #20 Configure freight reconciliation
After completing this module, students will be able to:
- Implement warehouse management and transportation management
Module 5: Configure and manage quality control and quality management
This module will introduce you to the following topics:
Configure quality controlConfigure quality managementManage quality orders and quarantine OrderManage inventory blocking.
Lessons
- Configure quality control and quality management
- Manage quality control and quality management
Lab : Case study 4 Quality control and quality management
- Exercise #1 Enable quality management process
- Exercise #2 Create a manual quality order with a specification
- Exercise #3 Define conditions to work with non-conformance issues
- Exercise #4 Use non-conformance order to repair an item and a faulty machine
- Exercise #5 Run non-conformance reports
After completing this module, students will be able to:
- Configure and manage quality control and quality management
Module 6: Implement master planning
This module will introduce you to the following topics:
Differentiate between planning optimization and master planningSet up coverage groups and item coverageConfigure master planning parameters, master plan, forecast plans, and continuity plansDifferentiate between action messages, delay messages, time fences, and negative daysProcess and view planned ordersSet up and use the Supply Schedule formConfigure and process safety stock journalsSet up and Implement inter-company master planningImplement demand-base forecastingImplement planning optimization
Lessons
- Configure master planning and forecasting
- Run master plans and manage planned orders
- Implement additional master planning features
Lab : Case study 5 Master planning
- Exercise #1 Process and view planned orders
- Exercise #2 Create and run intercompany master plans
After completing this module, students will be able to:
- Implement master planning
Programme scope, delivery arrangements and suitability are confirmed during enquiry.