Course 806896
Dynamics 365 – Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations (AX) MB6-896

Course Description

This instructor led, hands on labs, accelerated course has 8 days of training covered in a 5-day format. This course is intended for Technical consultants, programmers, or IT personnel who implement the basic technical and development tasks required to customize Microsoft Dynamics 365 for Finance and Operations or Microsoft Dynamics 365 for Retail.

You will have FULL use of a Dynamics 365 for Operations lab environment in this class.

Corresponding Exam: MB6-896: Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

Who should Attend:

This class is best for professionals who implement, use, maintain, or support Microsoft Dynamics 365 for Finance and Operations in their organizations. This includes Microsoft Dynamics 365 partner staff, solution architects, production, inventory and sales. Business functional consultants, and project managers.

This course is also appropriate for staff who are involved in finance, distribution, or trade and retail, who have a business software solution background and want to demonstrate foundational understanding of the Microsoft Dynamics 365 for Finance and Operations application.

After completing this Boot camp, students will understand the following areas within D365 Distribution and Trade

  • Manage Customer and Vendor relationships
  • Manage the sales process
  • Manage the purchase process
  • Configure and Manage Inventory

Course Outline

Module 1: Introduction to Dynamics 365 for Operations

Lessons

  • How Dynamics Supply Chain and Distribution is integrated within the Dynamics 365 for Operations cloud based framework.
  • New Feature and Functionality on Dynamics 365 for Operations
  • What is the same and what is new in comparison with prior AX 2012 and 2009 versions.

Module 2: Inventory Management

Lessons

  • Configure and Manage Products and Inventory in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Module 3: Distribution and Trade

Lessons

  • Manage Customer and Vendor Relationships in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
  • Manage the Purchase Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
  • Manage the Sales Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Module 4: Intercompany Order Processing

Lessons

  • Set Up Intercompany Ordering in Microsoft Dynamics 365 for Operations
  • Process a Purchase Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
  • Process a Sales Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
  • Configure Intercompany Agreements in Microsoft Dynamics 365 for Operations
  • Configure Intercompany Agreements in Microsoft Dynamics 365 for Operations
  • Update and Synchronize an Intercompany Order Chain in Microsoft Dynamics 365 for Operations
  • Configure Direct Delivery for Intercompany Orders in Microsoft Dynamics 365 for Operations
  • Process Intercompany Return Orders in Microsoft Dynamics 365 for Operations
  • Process Intercompany Orders Utilizing Serial and Batch Numbers in Microsoft Dynamics 365 for Operations

Module 5: Procurement

Lessons

  • Set Up and Maintain Vendors in Microsoft Dynamics 365 for Operations
  • Set Up and Maintain Catalogs in Microsoft Dynamics 365 for Operations
  • Create and Manage Purchase Requisitions in Microsoft Dynamics 365 for Operations
  • Configure Purchasing Policies and Signing Limits in Microsoft Dynamics 365 for Operations
  • Configure Purchasing Workflows in Microsoft Dynamics 365 for Operations
  • Inquiries, Reports and Other Purchase Order Tasks in Microsoft Dynamics 365 for Operations

Module 6: Vendor Collaboration

Lessons

  • Introduction to Vendor Collaboration in Microsoft Dynamics 365 for Operations
  • Manage Users and Workflows for Vendor Collaboration in Microsoft Dynamics 365 for Operations
  • Consignment Inventory Configuration in Microsoft Dynamics 365 for Operations
  • Managing Consignment Inventory in Microsoft Dynamics 365 for Operations

Module 7: Product Costing and Inventory Valuation

Lessons

  • Introduction to Inventory Costs in Microsoft Dynamics 365 for Operations
  • FIFO Valuation in Microsoft Dynamics 365 for Operations
  • LIFO Valuation in Microsoft Dynamics 365 for Operations
  • Weighted Average Valuation in Microsoft Dynamics 365 for Operations
  • Moving Average Valuation in Microsoft Dynamics 365 for Operations
  • Inventory Close in Microsoft Dynamics 365 for Operations
  • Standard Cost in Microsoft Dynamics 365 for Operations
  • Review of Product Setup in Microsoft Dynamics 365 for Operations
  • Review of Dimensions in Inventory Costing in Microsoft Dynamics 365 for Operations
  • Production Costing in Microsoft Dynamics 365 for Operations
  • Ledger Integration in Microsoft Dynamics 365 for Operations
  • Inventory Insight and Reconciliation in Microsoft Dynamics 365 for Operations
  • Non-Stock Items in Microsoft Dynamics 365 for Operations
  • Cost Explorer in Microsoft Dynamics 365 for Operations

Module 8: Course Review

  • Introduction to Dynamics 365 for Operations
  • Inventory Management
  • Distribution and Trade
  • Intercompany Order Processing
  • Procurement
  • Vendor Collaboration
  • Product Costing and Inventory Valuation

Prerequisites

  • Candidates who take this course should understand the distribution and trade processes. Students should also understand Microsoft Dynamics 365 for Finance, Procurement and Order Processing business processes.

More Dynamics AX Training


*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.