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Dynamics 365 (ERP) Supply Chain Management and Certification MB-330

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.

Course Overview

Dynamics 365 Supply Chain Management and Certification.  Learn the  important features and functionalities needed by Dynamics 365 Supply Chain Management including: The product information, 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.

Skills gained

  • Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
  • Process most of the Dynamics 365 Supply Chain Management transactions.
  • Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

Course outline

Module 1: Implement product information management

This module will introduce you to the following topics:

  • Create and release products and product variants
  • Identify the purpose and capabilities of the product configuration models
  • Create and apply product templates
  • Describe inventory costing methods & model groups
  • Create bills of materials (BOMs)
  • Configure catch weights
  • Configure direct-delivery products
  • Create and manage inventory dimensions
  • Configure item groups
  • Create and assign bar codes and Global Trade Identification Number (GTIN) codes

And Configure;

  • Category hierarchies and product attributes
  • Product unit conversions
  • Default order settings
  • Costing versions for standard and planned costs
  • And default purchase prices, default sales prices, and trade agreements.

Lessons

  • Create and manage products
  • Configure products for supply chain management
  • Manage inventory pricing and costing

After completing this module, students will be able to:

  • Implement product information management

Module 2: Implement inventory management

This module will introduce you to the following areas:

  • Configure inventory breakdown Structure
  • Set up inventory management parameters and journals
  • Configure ABC classifications
  • Create and process transfer orders
  • Configure inventory valuation reports
  • Create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals
  • Perform inventory closings and adjustments.

Lessons

  • Configure Inventory management
  • Manage and process inventory activities

Lab : Case study 1 Implement inventory management

Exercises;

  • Add products to a new warehouse using basic inventory management
  • Create a standard cost version that uses a specific model group
  • Add and releasing new products to a warehouse
  • Use the inventory movement journal to initialize stock levels in a warehouse
  • Use the inventory transfer journal to move items to a new location in the warehouse
  • Adjust stock levels using the inventory adjustment journal
  • Use the inventory counting journal to compare D365 inventory amounts to manually counted
  • Create a BOM in the BOM designer

After completing this module, students will be able to:

  • Implement inventory management

Module 3: Implement and manage supply chain processes

This module will introduce you to the following topics:

  • Create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
  • Configure change management processes
  • Configure and apply vendor rebates
  • Introduction to Vendor collaboration
  • Manage consignment inventory
  • Manage over and under deliveries
  • Configure the;
    • Procurement categories and purchasing policies
    • Charges
    • Quotations, sales orders, and return orders
    • Sales groups and commissions
    • Customer, product, and prospect searches
    • And process inter-company trade relations documents
  • Introduction to D365 Guides
  • Authoring of D365 Guides
  • Operating of D365 Guides.

Lessons

  • Implement Procurement and sourcing
  • Implement common sales and marketing features
  • Using Microsoft Guides

Lab : Case study 2A Procurement and sourcing

Exercises ;

  • Approve purchase orders prior to confirmation
  • Create;
    • and submit, and approve a purchase requisition
    • reply and accept a request for quotation
    • purchase requisition and purchasing policies
    • purchase order for delivery to multiple sites
    • a charges code
    • vendor charges group and assign to vendors
    • an automatic charge
    • trade agreements for vendors
    • a purchase order based on a trade agreement

Lab : Case study 2B Sales and marketing

Exercises;

  • Enter and confirm sales order
  • Create and review a sales order for commission
  • Create a customer trade agreement

After completing this module, students will be able to:

  • Implement and manage supply chain processes

Module 4: Implement warehouse management and transportation management

This module will introduce you to the following topics:

  • Create sites, warehouses, locations, location formats, location profiles, location types, and zones
  • Implement location directives
  • Configure Inventory Statuses, unit sequence groups, and reservation hierarchies
  • Implement wave and work, templates
  • Implement wave load building template
  • Configure mobile device menus, menu items, and display settings
  • Perform cycle counting
  • Process inbound and outbound orders
  • Configure shipping carriers and carrier groups
  • Perform planning and executing loads and shipments
  • Configure and generate freight bills and invoices
  • Manage inventory stock movement processes
  • Configure route plans and guides
  • Process shipments
  • Configure route and rate engines
  • Describe the replenishment process cross-docking
  • Configure and use dock appointment scheduling

Lessons

  • Configure warehouse management
  • Perform warehouse management processes
  • Implement transportation management

Lab : Case study 3 Warehouse management and transportation management

Exercises;

  • Configure warehouse management
  • Create a reservation hierarchy
  • Configure mobile devices
  • Create disposition codes and inbound location directives
  • Configure purchase orders
  • Define cycle counting
  • Configure wave processing
  • Define a partial location cycle counting process
  • Configure cycle counting
  • Transfer orders and replenishments
  • Setup replenishment
  • Configure outbound processing
  • Configure cluster picking
  • Setup manual packing
  • Configure carriers
  • Configure rate masters
  • Setup route plans and route guides
  • Process inbound shipments
  • Process outbound shipments
  • Configure freight reconciliation

After completing this module, students will be able to:

  • Implement warehouse management and transportation management

Module 5: Configure and manage quality control and quality management

This module will introduce you to the following topics:

  • Configure quality control
  • Configure quality management
  • Manage quality orders and quarantine Order
  • Manage inventory blocking.

Lessons

  • Configure quality control and quality management
  • Manage quality control and quality management

Lab : Case study 4 Quality control and quality management

Exercises;

  • Enable quality management process
  • Create a manual quality order with a specification
  • Define conditions to work with non-conformance issues
  • Use non-conformance order to repair an item and a faulty machine
  • Run non-conformance reports

After completing this module, students will be able to:

  • Configure and manage quality control and quality management

Module 6: Implement master planning

This module will introduce you to the following topics:

  • Differentiate between planning optimization and master planning
  • Set up coverage groups and item coverage
  • Configure master planning parameters, master plan, forecast plans, and continuity plans
  • Differentiate between action messages, delay messages, time fences, and negative days
  • Process and view planned orders
  • Set up and use the Supply Schedule form
  • Configure and process safety stock journals
  • Set up and Implement inter-company master planning
  • Implement demand-base forecasting
  • Implement planning optimization

Lessons

  • Configure master planning and forecasting
  • Run master plans and manage planned orders
  • Implement additional master planning features

Lab : Case study 5 Master planning

  • Exercise #1 Process and view planned orders
  • Exercise #2 Create and run intercompany master plans

After completing this module, students will be able to:

  • Implement master planning

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    202 Church Street S.E. , Suite 203 Leesburg, VA 20175
    202-410-6400
    800-453-596 (Toll Free)
    sales@dynamicsedge.com