This course runs for a duration of 5 days.
The class will run daily from 8 AM CT to 4 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
About This Course
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.
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 - Use Inventory Reports in Dynamics 365 Supply Chain Management
ABC Inventory Classification
Physical Inventory by Inventory Dimension Report
Inventory Value Report
Inventory On-Hand Report Storage
Inventory On-Hand Mobile Workspace
8 - Create Products and Product Masters in Dynamics 365 Supply Chain Management
Product Information Workspace
Concept of a Product
Create Products
Set Up Unit Conversions
Batch Disposition Codes
Default Order Settings
Define Products as Not Stocked
Create Product Masters with Variants
Variant Specific Sales Tax Groups
Gain Productivity by Using the Variant Suggestions Page
Create and Set Up Category Hierarchies and Attributes
Set Up Item Pricing
9 - Create Bill of Materials in Dynamics 365 Supply Chain Management
Work with the BOM Designer
BOM and Formula Versions
BOM Line Types
BOM Levels
10 - 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 Production Control Modules
IoT Intelligence and Insights
Describe the Value Proposition for Mixed-Reality Guides for Production Floor Workers
11 - Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management
Discrete Manufacturing Life Cycle
Master Planning and Planned Production Orders
Bills of Materials
Working with BOM and Item Configurations
Create a Bill of Materials
Production Orders
12 - 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
13 - Set Up and Use Discrete Manufacturing Routes in Dynamics 365 Supply Chain Management
Create Operations and Operation Relations
Work with Simultaneous Operations
Set Up Route Groups and Routes
Route Versions
Copy Routes
Route Networks
Work with Primary and Secondary Routes
14 - Set Up and Use Discrete Manufacturing Resources in Dynamics 365 Supply Chain Management
Set Up Calendars and Resources
Set Up Working Time Templates
Create Calendars
Resource Capabilities
Resource Groups
15 - Set Up Products for Production for Discrete Manufacturing in Dynamics 365 Supply Chain Management
Set Up Inventory Dimensions in Production
Set Up Production Dimensions
Set Up Storage Dimensions
Set Up Tracking Dimensions
16 - Production Costing for Discrete Manufacturing in Dynamics 365 Supply Chain Management
Production Cost
General Ledger and Manufacturing Integration
Inventory Posting Profiles, Item Groups, and Item Model Groups
End Production Orders
Production Journals
Dimension Link
Production Reports
17 - Work with the Costing Sheet in Dynamics 365 Supply Chain Management
Costing Versions
Cost Groups
Calculation Groups
Costing Sheets
BOM Calculations
BOM Measurements
BOM Reports
18 - 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
19 - Work with Manufacturing Execution in Dynamics 365 Supply Chain Management
Understand Manufacturing Execution
Identify Roles in Manufacturing Execution
Planning Considerations for Manufacturing Execution
Configure Manufacturing Execution
Set Up 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
Module Assessment
20 - 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
21 - 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
22 - 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
23 - 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
24 - 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
25 - 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
26 - Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management
Outbound Operations
Warehouse Work
Cluster Picking
Packing and Containerization
Packing Containers with the Warehouse Management Mobile App
Transfer Orders and Replenishment
27 - Execute Across Warehouse Operations in Dynamics 365 Supply Chain Management
Cycle Counting
Material Handling Equipment Interface
28 - 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
29 - 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
30 - 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
31 - 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
32 - Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management
Outbound Operations
Warehouse Work
Cluster Picking
Packing and Containerization
Packing Containers with the Warehouse Management Mobile App
Transfer Orders and Replenishment
33 - Execute Across Warehouse Operations in Dynamics 365 Supply Chain Management
Cycle Counting
Material Handling Equipment Interface
34 - 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
35 - 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
36 - Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management
Overview of Features
End-to-End Walkthrough of Features
37 - Manage a Discrete Product BOM and Route for Versioned Products in Dynamics 365 Supply Chain Management
Create a New Engineering Product
Set Up a Product Version BOM
Set Up a Product Version Route
Release the Product to Operational Companies
Review and Accept the Product Before Release
Change a Life Cycle State and Use a Product in Transactions
Use Readiness Checks
38 - Request and Follow Up with Product Changes in Dynamics 365 Supply Chain Management
Engineering Change Requests
Engineering Change Orders
39 - Manage Changes in Formulas and Their Ingredients in Dynamics 365 Supply Chain Management
Engineering Change Management
Centralized Product Data Management
Product Versioning
Formula Lines and Versioning
Product Life Cycle Management
Formula Management Process
Formula Change Management
Evaluate Business Impact of a Change Request and Send Notifications
Engineering Change Orders
Readiness Control
Enhanced Product Release Functionality
40 - 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
41 - 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
42 - 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
Module Assessment
43 - 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 Transaction Types and Create Quality Orders
Apply Inventory Blocking
Perform Quarantine Management
44 - 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
45 - 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
46 - 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
47 - 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
48 - Set Up Functional Locations in Asset Management for Dynamics 365 Supply Chain Management
Functional Location Lifecycle States
Configure Functional Location Types
Maintenance Attribute Types
49 - Set Up Assets in Asset Management for Dynamics 365 Supply Chain Management
Create Asset Lifecycle States
Create Asset Lifecycle Models
Asset Types
Create Asset Type Defaults
Condition Assessments and Condition Assessment Templates
Create Asset Manufacturers and Models
Asset Counters
Set Up Asset Management Parameters
Set Up Asset Service Levels
Set Up Asset Criticality Types
Create Asset Document Relations
Create Assets Based on Purchase Orders
Create Maintenance Workers and Worker Groups
50 - Set Up Work Orders in Asset Management for Dynamics 365 Supply Chain Management
Maintenance Job Type Categories
Create a Maintenance Job Type Variant
Maintenance Job Trade
Maintenance Checklist Variables
Maintenance Checklist Template
Maintenance Job Types
Create Maintenance Job Type Default Lines and Related Forecasts
Overview of Maintenance Job Types Related to Assets
Work Order Lifecycle States and Projects
Relationships Between Work Order Lifecycle Models, Work Order Types, and Work Order Lifecycle States
Work Order Lifecycle Models
Work Order Project Setup
Service Levels and Descriptions
Fault Management
51 - 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
52 - 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
53 - Work with Functional Locations in Asset Management for Dynamics 365 Supply Chain Management
Create Functional Locations
Install Assets on Functional Locations
54 - Work with Assets in Asset Management for Dynamics 365 Supply Chain Management
All Assets Page
Create an Asset
Multi-Level Assets
Copy an Asset or Asset Structure
Move, Remove, and Install an Asset
Create Assets Based on Purchase Orders
Asset Bills of Materials
Asset Event History
Asset View
Asset Attribute Overview
55 - 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
56 - Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management
Manually Create Work Orders
Maintenance Forecasts
Procurement of Work Order Purchase Requisitions
Bill Customers for Maintenance Work
Manual Update of Asset Counters
Automatic Update of Asset Counters
Maintenance Checklists
Maintenance Downtime
Add a Fault to a Work Order
Work Order Report
Work Order Pools
Active Work Order Maintenance Jobs Page
Work Order Management Workspace
57 - 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
58 - Use Controls and Reports in Asset Management for Dynamics 365 Supply Chain Management
Cost Control for Assets Calculation
Work Order Date Control Calculation
Work Order Hour Control Calculation
Asset Fault Cost Control Calculation
Calculate Asset KPIs
Item Where Used Calculation
Maintenance Status Calculation
59 - 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
60 - Work with Capacity Planning in Asset Management for Dynamics 365 Supply Chain Management
Calculate Capacity Load
Calculate an Item Forecast
61 - Register and Report Consumption in Asset Management for Dynamics 365 Supply Chain Management
Register Consumption
Create Consumption Reports
62 - Work with Warranties in Asset Management for Dynamics 365 Supply Chain Management
Warranty Agreements
Warranty on Assets and Asset Types
63 - Work with Maintenance Budgets in Asset Management for Dynamics 365 Supply Chain Management
Create Maintenance Budgets
Update Maintenance Budgets
64 - 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
65 - 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
66 - 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
67 - 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
68 - Set Up Credit and Collections in Dynamics 365 Finance
Set Up Accounts Receivable 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
69 - Process Credit and Collections in Dynamics 365 Finance
Customer Account Statement
Working with Collections
Collections Coordinator Workspace
Manage Customer Credit and Collections
Credit Management
70 - Manage Transportation Management in Dynamics 365 Supply Chain Management
Planning Transportation Management
Configure Transportation Management
Routing and Transportation Flows
Load Building Strategy
Transportation Management Engines
Bill of Lading
Plan Freight Transportation Routes with Multiple Stops
Reconcile Freight in Transportation Management
71 - Set Up Master Planning in Dynamics 365 Supply Chain Management
Master Planning Considerations and Set Up
Master Planning Parameters Page
Create a Master Plan
Coverage Settings
Action Messages
Demand Forecasting
Run Plans and Firm Planned Orders
Set Up and Use the Supply Schedule Page
Deprecated Master Planning
72 - Use Master Planning in Dynamics 365 Supply Chain Management
Set Up Master Planning Add-In
Apply Filters to a Plan
Master Planning with Demand Forecasts
Master Planning Support for Capability-Based Resource Allocation
Priority-Based Planning
Master Planning and Purchase Trade Agreements
Set Up Supply Chain Calendars
Safety Margins
Coverage Time Fences
Approved Planned Orders
Generate Planned Production Orders
Analyze and Approve Planned Orders
Auto-Firming
Planning with Negative On-Hand Quantities
View History and Planning Logs
Cancel a Planning Job
Use Item Substitution for Bills of Materials
73 - Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management
Demand Driven Material Requirements Planning (DDMRP) Overview
Inventory Positioning
Buffer Profile and Levels
Demand-Driven Planning
Visual and Collaborative Implementation
While there are no specific prerequisites for the MB-330 exam, having prior experience or knowledge in finance and operations management can be beneficial.
