Course Overview
This course is designed to build your 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. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management Functional Consultant, Expert. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.
Who Should Attend?
This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert. The Dynamics 365 Supply Chain Management Functional Consultant Expert is a key resource that implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. The functional consultant analyzes business requirements, translates those requirements into fully realized business processes and solutions, and applies industry-recommended practices to implementations. The functional consultant has a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. They partner with architects, developers, consultants and other stakeholders to implement solutions that meet or exceed the needs of their customers. The consultant identifies use cases for applying Dynamics 365 Supply Chain Management add-ins for mixed reality, internet of things (IoT), and machine learning (ML) technologies. 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 the 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 the manufacturing executions Identify roles in manufacturing execution Planning consideration for manufacturing execution Configure manufacturing execution Setup 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 - 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 the Production control modules IoT intelligence and insights Describe the value proposition for mixed-reality Guides for production floor workers
24 - Configure process manufacturing in Dynamics 365 Supply Chain Management
Process manufacturing item types Production type setup Set up packaging and batch attributes Shelf life related setup Item model group, product compliance, and approved vendors Catch weight Transaction adjustments Catch weight item handling policy Supported scenarios Catch weight tags Configure approved vendors
25 - Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management Formulas, formula lines, and formula versions Formula features Approve and activate formulas and formula versions Use step consumption Coproducts By-products Burden allocation Planning items
26 - Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management Batch attributes Assign and reserve batch attributes Products that have an active ingredient Ingredient types The batch balancing process Module assessment
27 - Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management Configure commodity pricing Configure product compliance Module assessment
28 - Get started with Engineering Change Management for Dynamics 365 Supply Chain Management Overview of features End-to-end walkthrough of features
29 - Set up versioned products in Dynamics 365 Supply Chain Management Create an engineering organization Create nomenclature for product versions Create product version number rules Create product dimension groups by using the version dimension Create product life cycle states Engineering attributes Product readiness policies Product release policies Create engineering categories
30 - Configure engineering change management for Dynamics 365 Supply Chain Management
Set up engineering change severities Set up severity rule sets Set up product owners Engineering workflows
31 - Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management
Enable change management on existing products Enable engineering product categories Run the convert to engineering product wizard
32 - Work with export control in Dynamics 365 Supply Chain Management
Advanced export control overview Turn on and set up advanced export control Work with advanced export control for products and sales orders
33 - Extend export control in Dynamics 365 Supply Chain Management
Extend export control sales order functionality Extend export control rules functionality Extend export control license functionality
34 - 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
35 - 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
36 - 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
37 - 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
38 - Execute across warehouse operations in Dynamics 365 Supply Chain Management Cycle counting Material handling equipment interface
39 - 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
40 - 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
41 - 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
42 - 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
43 - 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
44 - Execute across warehouse operations in Dynamics 365 Supply Chain Management Cycle counting Material handling equipment interface
45 - 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
46 - 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
47 - 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 the Production control modules IoT intelligence and insights Describe the value proposition for mixed-reality Guides for production floor workers
48 - Get started with lean manufacturing in Dynamics 365 Supply Chain Management Understand lean concepts and terminology Lean manufacturing techniques and processes Module assessment
49 - Set up lean manufacturing in Dynamics 365 Supply Chain Management Configure parameters Create value streams and production flow models Create production flows Set up production flows Module assessment
50 - Create and process fixed kanbans in Dynamics 365 Supply Chain Management Understand kanban boards Configure a fixed kanban rule Process a fixed kanban Kanban quantity calculations and circulating kanbans Module assessment
51 - Create and process event kanban rules in Dynamics 365 Supply Chain Management Configure event kanban rules Capable to Promise Module assessment
52 - Create and process scheduled kanbans in Dynamics 365 Supply Chain Management Configure scheduled kanban rules Plan scheduled kanbans Module assessment
53 - Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management Overview of subcontracting and production flow costing Subcontracting capabilities Subcontracting a vendor Subcontracting service Create and process subcontracting purchase orders Transfer activities as subcontracting activities Subcontracting as an alternate resource Cost accounting of subcontracted services Subcontracting cost flow Backflush costing Products and material in Work in Progress Standard cost Costing lean manufacturing Calculation of standard cost Calculate unused quantities Calculation of production variances to standard cost Ledger entries created from processing a production flow
54 - 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
55 - 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
56 - 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
57 - 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 transactions types and create quality orders Apply inventory blocking Perform quarantine management
58 - 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
59 - 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
60 - 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
61 - Set up order to cash in Dynamics 365 Supply Chain Management Sales and marketing workspaces Order to cash business processes Relationship management Customer setup Trade and Sales agreements Sales quotation setup Sales order setup Order promising concepts Set up order promising Set up order hold codes Set up commissions Set up customer and item search
62 - Work with order to cash in Dynamics 365 Supply Chain Management Sales order entry scenarios Create and process sales orders Sales order picking process Process customer returns Sales order reservations
63 - 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
64 - 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
65 - 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
66 - 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
67 - 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 bill of materials
68 - 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
