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Course 33000

Price: $3295, Length: 5 days

MB-330 Dynamics 365 for Finance and Operations Supply Chain Management

33000 MB-330 Dynamics 365 for Finance and Operations Supply Chain Management Training

Improve your skills with Dynamics 365 Finance and Operations Supply Chain Management. Learn how to get a fantastic reputation as an organization known for great quality management. Give your organization a solid foundation by learning the ins and outs of master planning, transportation management, warehouse management and much more. Learn how to increase your profits by organizing your warehouses, configuring dimensions, and streamlining your whole supply chain management with this Dynamics 365 for Finance and Operations Supply Chain Management training package MB-330.

This 5-day Dynamics 365 for Finance and Operations Supply Chain Management training contains the following 3 courses. It is also designed to help you prepare for Exam MB-330.

For more details, please use our site search to look up the above course numbers, or please click, tap on, or use the links we have conveniently provided for you above.

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MB-330T01 Configure and use supply chain management in Dynamics 365 for
Finance and Operations

This is 2-day course for Organizations that use Dynamics 365 for Finance and
Operations to automate and streamline their supply chain, by modernizing
business logistics, delivering timely customer response, getting ahead with
predictive insights, streamlining procurement, and unifying processes from
sales to fulfillment.

This course discusses how to configure and use supply chain management in
Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is
responsible for performing discovery, capturing requirements, engaging
subject matter experts and stakeholders, translating requirements, and
configuring the solution and applications. The Functional Consultant
implements a solution using out of the box capabilities, codeless
extensibility, application and service integrations.

Prerequisites

Basic understanding of ERP, CRM concepts.

Course Outline

Module 1: Supply Management

To configure the inventory, you should first understand daily operations of
the inventory. In this lesson we first discuss inbound and outbound
inventory operations. This module explains how to configure Inventory
components for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure serial and batch numbers
  • Configure inventory breakdown
  • Configure inventory and warehouse journals
  • Configure inventory dimensions
  • Inventory closing and adjustment
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Perform inbound and outbound inventory operations
  • Configure Inventory parameters
  • Configure Tracking number groups
  • Configure inventory breakdown
  • Configure inventory and warehouse Journals
  • Configure Units
  • Configure Inventory dimensions
  • Configure inventory costing
  • Setup Distribution
  • Understand inventory closing and adjustments

Module 2: Use Inventory Journals

This topic explains how to use Inventory journals in Finance and
Operations.

Lessons

  • Introduction
  • Use inventory journals
  • Practice labs
  • Module summary

In this module you learned to:

  • Use movement journals
  • Use inventory adjustment journals
  • Use transfer journals
  • Use counting and tag counting journals
  • Use item arrival journals
  • Use consignment journals

Module 3: Use Inventory Reports

This topic explains how to use Inventory reports for supply chain
management processes in Finance and Operations.

Lessons

  • Introduction
  • Understand ABC classification
  • Use other inventory inquiries and reports
  • Practice Labs
  • Module summary

In this module you learned to:

  • Understand ABC Classification
  • Use Inventory inquires and reports

Module 4: Create Products and Product Masters

Product information management in Dynamics 365 for Finance and Operations
is for the creation and maintenance of an Enterprise Products Repository.
It supports larger organizations in a centralized, structured approach in
creating and maintaining core master data such as product definitions.
Smaller organizations that require a more decentralized approach can, with
some restrictions, create and maintain their respective products while
their products are automatically added to the shared products repository.
This topic explains how to configure products for supply chain management
processes in Finance and Operations.

Lessons

  • Introduction
  • Create products
  • Create product masters with variants
  • Create and configure attributes and category hierarchies
  • Configure item pricing
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Create products as type item and service
  • Configure default order settings
  • Create Product masters with predefined variants
  • Create and configure category hierarchies
  • Create product attributes

Module 5: Create Bill of Materials

A bill of materials is a comprehensive list of all the components, parts,
raw materials, assemblies and their quantities that are required to make a
finished product. This module explains how create bill of materials and BOM
versions by using BOM designer in Finance and Operations.

Lessons

  • Introduction
  • Use BOM designer
  • Practice lab
  • Module summary

In this module you learned how to:

  • Create Bill of materials and BOM versions by using BOM designer


Module 6: Configure and Perform the Procure-to-Purchase Process

This topic explains how to configure and perform the procure-to-purchase
process in Finance and Operations.

Lessons

  • Introduction
  • Procurement and sourcing business scenario
  • Create purchase requisition workflow
  • Create purchase requisitions
  • Create request for quotation
  • Use procurement policies
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Apply the procurement and sourcing processes in a business scenario
  • Use procurement policies
  • Create and maintain vendors
  • Create purchase requisitions
  • Create request for quotes

Module 7: Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and
Operations.

Lessons

  • Introduction
  • Configure vendor collaborators
  • Use vendor collaboration
  • Practice labs
  • Module summary

In this module you learned to:

  • Configure the Vendor Collaborations
  • Work with vendor collaboration workspace
  • Use vendor collaboration as part of procure-to-pay process


Module 8: Configure and perform the Purchase-to-Pay Process

The Purchase Orders module reviews the process that is required to create
and manage purchase orders in Dynamics 365 for Finance and Operations. A
company uses purchase orders to record information about the goods and
services they are purchasing from various vendors.

Lessons

  • Introduction
  • Create purchase orders
  • Use purchase order change management
  • Use item orders and arrival
  • Manage over and under delivery and charges
  • Create vendor returns
  • Practice labs
  • Module summary

In this module you learned to:

  • Understand overview of the purchase-to-pay scenario
  • Use purchase order change management
  • Create a Purchase order
  • Use Item arrivals and Arrival overview
  • Generate and Post the Invoice
  • Create the Invoice Journal
  • Generate and post the vendor payments
  • Create vendor returns

Module 9: Configure and Use Agreements

This topic explains how to configure and use agreement in Finance and
Operations.

Lessons

  • Introduction
  • Maintain trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Maintain trade agreements
  • Configure smart rounding
  • Create Sales agreements
  • Use procurement policies
  • Create Purchase agreements
  • Configure Trade allowance
  • Configure Brokerage
  • Configure Royalties
  • Configure Rebates

Module 10: Configure and Use the Order-to-Cash Process

This topic explains how to configure and use the order-to-cash process in
Finance and Operations.

Lessons

  • Introduction
  • Understand the order-to-cash scenario
  • Configure and use commissions
  • Configure customer and item search
  • Create and confirm sales quotations and orders
  • Configure order promising
  • Configure order hold codes
  • Print and post picking lists
  • Process customer returns
  • Practice Lab
  • Module Summary

In this module you learned how to:

  • 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 the Invoice
  • Configure order hold codes
  • Process Customer returns

Module 11: Course Conclusion

Final assessment and course summary, as well as a post-course survey for
the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.

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MB-330T02 Use quality management, Intercompany trading and master
planning in Dynamics 365 for Finance and Operations

This is 1-day course for Organizations use Dynamics 365 for Finance and
Operations to automate and streamline your supply chain, by modernizing
business logistics, delivering timely customer response, getting ahead with
predictive insights, streamlining procurement, and unifying processes from
sales to fulfillment.

This course discusses how to use quality management, intercompany trading
and master planning in Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is
responsible for performing discovery, capturing requirements, engaging
subject matter experts and stakeholders, translating requirements, and
configuring the solution and applications. The Functional Consultant
implements a solution using out of the box capabilities, codeless
extensibility, application and service integrations.

Prerequisites

Basic understanding of ERP, CRM concepts.

Course Outline


Module 1: Configure and Use Quality Control and Management Processes

In this module, we describe how to configure and use quality control in
Finance and Operations, how you can use quality control functionality, how
to define and maintain nonconformances, and how to handle corrections. But
let’s first get familiar with the quality management overall processes.

Lessons

  • Introduction
  • Perform quality control and management processes
  • Apply inventory blocking
  • Perform quarantine management
  • Practice labs
  • Module summary

In this module you learned to:

  • Perform Quality Control and Quality Management Processes
  • Apply inventory blocking
  • Perform quarantine management

Module 2: Configure and Use Intercompany Trade Relations

The Intercompany functionality in Dynamics 365 for Finance and Operations
provides a mechanism for the consolidation of static and dynamic data from
multiple companies as separate legal entities in a single database.
Intercompany Trade enables globally dispersed manufacturing sites,
distribution centers, and sales subsidiaries to act as one unified
organization. This topic explains how to configure and use the intercompany
trade relations and process intercompany orders in Finance and Operations.

Lessons

  • Introduction
  • Understand intercompany trading
  • Setup intercompany trade relations
  • Process intercompany chain orders
  • Setup intercompany agreements and direct deliveries
  • Practice labs
  • Module summary

In this module you learned how to:

  • Configure products for Intercompany trade relations
  • Configure intercompany trade relationships
  • Configure intercompany agreements
  • Process Intercompany orders
  • Process Intercompany direct deliveries
  • Process Intercompany charges
  • Understand Intercompany Return Order Chain

Module 3: Configure and Use Master Planning

This topic explains how to configure and use the master planning in Finance
and Operations.

Lessons

  • Introduction
  • Master planning considerations and setup
  • Create master plans
  • Learn about demand and supply forecasts
  • Configure item coverage
  • Brief introduction to intercompany planning
  • Run plans and firm planned orders
  • Practice labs
  • Module summary

In this module you learned how to:

  • Define master planning Policies
  • Learn about Demand and Supply Forecasts
  • Configure calculated delays
  • Configure Item coverage
  • Understand brief introduction to intercompany master planning
  • Run plans and firm planned orders

Module 4: Course Conclusion

Final assessment and course summary, as well as a post-course survey for
the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.

___________________________________________________________________


MB-330T03 Configure and use warehouse, and transportation management in
Dynamics 365 for Finance and Operations

This is 1-day course for Organizations use Dynamics 365 for Finance and
Operations to automate and streamline your supply chain, by modernizing
business logistics, delivering timely customer response, getting ahead with
predictive insights, streamlining procurement, and unifying processes from
sales to fulfillment.

This course discusses how to configure and use warehouse and transportation
management in Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is
responsible for performing discovery, capturing requirements, engaging
subject matter experts and stakeholders, translating requirements, and
configuring the solution and applications. The Functional Consultant
implements a solution using out of the box capabilities, codeless
extensibility, application and service integrations.

Prerequisites

Basic understanding of ERP, CRM concepts.

Course Outline

Module 1: Configure Warehouse Management

The Warehouse management module for Dynamics 365 for Finance and Operations
lets you manage warehouse processes in manufacturing, distribution, and
retail companies. It has a wide range of features to support the warehouse
facility at an optimal level, at any time. Warehouse management is fully
integrated with other business processes in Finance and Operations such as
transportation, manufacturing, quality control, purchase, transfer, sales,
and returns.

Lessons

  • Introduction
  • Configure warehouse management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Configure Warehouse management parameters
  • Create warehouses and locations
  • Configure work pools, zones, location format, and profiles
  • Create reservation hierarchies
  • Configure location directives
  • Configure Waves
  • Configure Loads
  • Configure Inventory statuses
  • Configure cycle counting
  • Configure Packing and containerization
  • Set up and generate labels


Module 2: Configure Mobile Devices for Warehouse Management

This topic explains how to configure Mobile device setup for Warehouse
Management in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile devices
  • Practice Lab
  • Module summary

In this module you learned to:

  • Create new work classes
  • Configure mobile devices
  • Configure menu items for activities and inquiries
  • Configure menu items to create work for another worker or process
  • Configure menu items to process existing work
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels

Module 3: Use Warehouse Management

Before you can use the Mobile device for Warehouse management you need to
install the application. This topic explains how to use warehouse
management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound oeprations
  • Cluster picking
  • Packing and containerization
  • Practice Labs
  • Module summary

In this module you learned how to perform:

  • Inbound operations
  • Outbound operations
  • Cluster Picking
  • Packing and containerization
  • Cycle counting
  • Transfers and Replenishment

Module 4: Configure Transportation Management

This module gives an overview of the Transportation management
functionality in Microsoft Dynamics 365 for Finance and Operations and
teaches you how to configure and use Transportation management.

Lessons

  • Introduction
  • Planning and configuring transportation management
  • Procedures
  • Routing and transportation flows
  • Transportation engines and freight management
  • Practice Labs
  • Module summary

In this module you learned how to perform:

  • Transportation planning
  • Routing
  • Rating
  • Inbound operations
  • Load processes
  • Outbound operations

Module 5: Course Conclusion

Final assessment and course summary, as well as a post-course survey for
the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

We look forward to your great success!

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


33000MB-330 Dynamics 365 for Finance and Operations Supply Chain Management