Course Overview
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 : Warehouse implementation experience in Dynamics 365 Supply Chain Management
- Options for implementing Warehouse Management on a new legal entity or warehouse
- Warehouse Management setup wizards
- How to create and view location directives
Module 8: Inbound warehouse operations using Dynamics 365 Supply Chain Management
- General inbound warehouse process
- Vendor advanced shipping notices (ASNs)
- How to set up cross-docking
Module 9: Outbound warehouse operations using Dynamics 365 Supply Chain Management
- Outbound operations
- Warehouse work
- How to create sales order picking and consolidated shipments
- How to implement cluster picking
- How to pack shipments with speed and resilience
- Packing and containerization processes
- How to pack containers with the Warehouse Management mobile app
- How to transfer orders and replenishment
Module 10: Execute across warehouse operations in Dynamics 365 Warehouse Management
- Cycle counting and how you can use it within Dynamics 365 Warehouse Management
- How your organization can use the material handling equipment interface
Module 11: Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
- General configurations for warehouse management mobile devices
- How to set up menu items
- Menu item detours and how to set up these components
Module 12 : 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 13 : 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 14 : 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 15 : 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 16 : 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 17 : 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 18 : 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 19 : 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 20 : 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 21 : 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 22 : 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 23 : Set up accounts receivable in Dynamics 365 Finance
- Set up Accounts receivable components.
- Create and maintain a customer.
- Set up customer payments.
- Set up payment calendars and calendar rules.
- Set up customer posting profiles.
- Set up accounts receivable charges.
Module 24 : 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 25 : 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 26 : 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 27 : 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 28 : Manage transportation management in Dynamics 365 Supply Chain Management
- Transportation planning
- Routing
- Rating
- Inbound operations
- Load processes
- Outbound operations
Module29 : 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 30 : Set up Master Planning in Dynamics 365 Supply Chain Management
- Set up master planning.
- Use the Supply schedule page.
- Set up demand and supply forecasts.
- Set up calculated delays.
- Set up intercompany master planning.
- Run plans and firm planned orders.
Module 31 : Use master planning in Dynamics 365 Supply Chain Management
- Review the architecture of master planning features.
- Identify the benefits of master planning features.
- Discover the performance improvements within master planning features.
- Learn about priority-based planning
Module32 : 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.
