Career Consultancy

Course Outline

MB-330T00 Conceptualize Supply Chain Management in Microsoft Dynamics 365

Duration
5 Days  (40 Hours)
Price
$835.00
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 in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. 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.

Learning Objectives

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

Expand All

  • 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
  • Create and manage products
  • Configure products for supply chain management
  • Manage inventory pricing and costing
  • Configure Inventory management
  • Manage and process inventory activities
  • 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
  • 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
  • Implement Procurement and sourcing
  • Implement common sales and marketing features
  • Using Microsoft Guides
  • Configure warehouse management
  • Perform warehouse management processes
  • Implement transportation 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
  • Outbound operations
  • Outbound setup
  • Set up default order settings
  • Reserve inventory quantities
  • Reserve sales order batch numbers
  • Configure quality control and quality management
  • Manage quality control and quality management
  • Configure master planning and forecasting
  • Run master plans and manage planned orders
  • Implement additional master planning features
  • Inbound operations
  • Arrival overview
  • Set up an item arrival overview profile
  • Set up default order settings
  • Inventory cost methodologies
  • Inventory closing and adjustment
  • Archive inventory transactions
  • ABC inventory classification
  • Physical inventory by inventory dimension report
  • Inventory value report
  • Inventory on-hand report storage
  • Inventory on-hand mobile workspace
  • 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
  • Work with the BOM designer
  • BOM and formula versions
  • BOM line types
  • BOM levels
  • Roles in warehouse management
  • Set up warehouse management
  • Configure the warehouse layout
  • Configure catch weight processing for warehouse management
  • Warehouse processes
  • Reservation hierarchies
  • Overview of features
  • End-to-end walkthrough of features
  • 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
  • Set up engineering change severities
  • Set up severity rule sets
  • Set up product owners
  • Engineering workflows
  • Enable change management on existing products
  • Enable engineering product categories
  • Run the convert to engineering product wizard
  • Enable warehousing telemetry
  • Warehouse implementation workspace
  • Wizard-driven setup of Warehouse Management parameters
  • Wizard-driven warehouse configuration
  • Simplified query view of location directives
  • 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
  • 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
  • Prerequisite setup in production control
  • Production groups
  • Production control parameters
  • Production pools
  • Allocation keys
  • Set up journal parameters
  • Create a production unit
  • 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
  • Set up calendars and resources
  • Set up working time templates
  • Create calendars
  • Resource capabilities
  • Resource groups
  • Set up inventory dimensions in production
  • Set up production dimensions
  • Set up storage dimensions
  • Set up tracking dimensions
  • 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
  • Costing versions
  • Cost groups
  • Calculation groups
  • Costing sheets
  • BOM calculations
  • BOM Measurements
  • BOM Reports
  • Scheduling options
  • Split a production order
  • Operations scheduling
  • Job scheduling
  • Scheduling options from the Gantt chart
  • Resource scheduling
  • Scrap and waste
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Configure quality management
  • Perform quality control and management processes
  • Describe transactions types and create quality orders
  • Apply inventory blocking
  • Perform quarantine 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
  • 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
  • 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
  • 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
  • Create functional locations
  • Install assets on functional locations
  • 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
  • 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
  • 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
  • Configure workers for work order scheduling
  • Schedule and dispatch work orders
  • Calculate capacity load on scheduled work orders
  • 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
  • Maintenance plans
  • Interval types
  • Assign a maintenance plan to an asset
  • Schedule maintenance plans
  • Maintenance rounds
  • Maintenance schedule
  • Maintenance schedule cost
  • Maintenance downtime
  • Calculate capacity load
  • Calculate an item forecast
  • Register consumption
  • Create consumption reports
  • Warranty agreements
  • Warranty on assets and asset types
  • Create maintenance budgets
  • Update maintenance budgets
  • 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
  • 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
  • Set up accounts receivables 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
  • Customer account statement
  • Working with collections
  • Collections coordinator workspace
  • Manage customer credit and collections
  • Credit management
  • Prerequisites and mapping setup
  • Sales quotations
  • Sales orders
  • Dual-write solution for Sales
  • Invoices
  • Limitations
  • Demonstration - Create and edit sales quotations
  • Overview
  • Order to cash business processes
  • Relationship management
  • Trade 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
  • Sales order entry scenarios
  • Create and process sales orders
  • Sales order picking process
  • Process customer returns
  • Sales order reservations
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Roles in warehouse management
  • Set up warehouse management
  • Configure the warehouse layout
  • Configure catch weight processing for warehouse management
  • Warehouse processes
  • Reservation hierarchies
  • Enable warehousing telemetry
  • Warehouse implementation workspace
  • Wizard-driven setup of Warehouse Management parameters
  • Wizard-driven warehouse configuration
  • Simplified query view of location directives
  • 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
  • Outbound operations
  • Warehouse work
  • Cluster picking
  • Packing and containerization
  • Packing containers with the Warehouse Management mobile app
  • Transfer orders and replenishment
  • Cycle counting
  • Material handling equipment interface
  • 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
  • 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
  • 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
  • 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
  • Demand Driven Material Requirements Planning (DDMRP) Overview
  • Inventory positioning
  • Buffer profile and levels
  • Demand-driven planning
  • Visual and collaborative implementation
  • Describe use cases for Dynamics 365 Supply Chain Management
  • Describe products and released products
  • Describe product master records, product variants, and product dimensions
  • Describe pricing and discounts
  • Describe intercompany capabilities
  • Describe the order-to-cash process
  • Describe the sales order creation process
  • Describe the fulfillment process
  • Describe the procure-to-pay process
  • Describe purchase requisitions
  • Describe the purchase order creation process
  • Describe purchase order receipts
  • Describe costing methods
  • Describe on-hand inventory capabilities
  • Identify types of inventory journals
  • Describe quality management capabilities
  • Describe use cases for Warehouse Management Systems (WMS)
  • Describe use cases for Transportation Management Systems
  • Describe use cases for landed cost
  • Describe lean, discrete, and process manufacturing
  • Describe manufacturing strategies
  • Describe bills of materials (BOMs), routes, and operations
  • Identify the production lifecycle stages
  • Describe shop floor management
  • Describe master planning and planning optimization

Target Audience

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.

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