MB-330T00 Microsoft Dynamics 365 Supply Chain Management

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Course Overview

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. 

Who Should Attend

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.

Course Outline

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 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

3 - 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

4 - 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

5 - 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

6 - 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

7 - Set up and work with inventory control in Dynamics 365 Supply Chain Management

  • Inventory cost methodologies
  • Inventory closing and adjustment
  • Archive inventory transactions

8 - 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

9 - 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

10 - Create bill of materials in Dynamics 365 Supply Chain Management

  • Work with the BOM designer
  • BOM and formula versions
  • BOM line types
  • BOM levels

11 - 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

12 - Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

  • Overview of features
  • End-to-end walkthrough of features

13 - 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

14 - 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

15 - 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

16 - 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

17 - 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

18 - 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

19 - 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

20 - 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

21 - 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

22 - 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

23 - 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

24 - 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

25 - 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

26 - 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

27 - 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

28 - 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

29 - 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

30 - 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

31 - 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

32 - 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

33 - 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

34 - Configure 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

35 - 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

36 - 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

37 - 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

38 - Get started with Asset Management for Dynamics 365 Supply Chain Management

  • 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

39 - Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management

  • Create functional locations
  • Install assets on functional locations

40 - Work with assets in Asset Management for Dynamics 365 Supply Chain Management

  • 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

41 - Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management

  • 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

42 - Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management

  • 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

43 - Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

  • Configure workers for work order scheduling
  • Schedule and dispatch work orders
  • Calculate capacity load on scheduled work orders

44 - Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management

  • 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

45 - Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management

  • Maintenance plans
  • Interval types
  • Assign a maintenance plan to an asset
  • Schedule maintenance plans
  • Maintenance rounds
  • Maintenance schedule
  • Maintenance schedule cost
  • Maintenance downtime

46 - Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management

  • Calculate capacity load
  • Calculate an item forecast

47 - Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management

  • Register consumption
  • Create consumption reports

48 - Work with warranties in Asset Management for Dynamics 365 Supply Chain Management

  • Warranty agreements
  • Warranty on assets and asset types

49 - Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management

  • Create maintenance budgets
  • Update maintenance budgets

50 - Set up accounts receivable in Dynamics 365 Finance

  • 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

51 - Get started with accounts receivable daily procedures in Dynamics 365 Finance

  • 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

52 - Set up credit and collections in Dynamics 365 Finance

  • 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

53 - Process credit and collections in Dynamics 365 Finance

  • Customer account statement
  • Working with collections
  • Collections coordinator workspace
  • Manage customer credit and collections
  • Credit management

54 - Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management

  • Prerequisites and mapping setup
  • Sales quotations
  • Sales orders
  • Dual-write solution for Sales
  • Invoices
  • Limitations
  • Demonstration - Create and edit sales quotations

55 - Set up order to cash in Dynamics 365 Supply Chain Management

  • 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

56 - 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

57 - 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

58 - 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

59 - 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

60 - 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

61 - 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

62 - Set up landed cost in Dynamics 365 Supply Chain Management

  • 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

63 - Work with landed cost in Dynamics 365 Supply Chain Management

  • 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

64 - Manage transportation management in Dynamics 365 Supply Chain Management

  • 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

65 - 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

66 - 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

67 - 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

68 - 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

69 - Execute across warehouse operations in Dynamics 365 Warehouse Management

  • Cycle counting
  • Material handling equipment interface

70 - 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

71 - 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

72 - 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

73 - 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

74 - 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

75 - Describe Dynamics 365 Supply Chain Management core capabilities

  • 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

76 - Describe the sales and procurement processes in Dynamics 365 Supply Chain Management

  • 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

77 - Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

  • 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

78 - Describe the manufacturing process in Dynamics 365 Supply Chain Management

  • 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

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Class Dates & Times

Class times are listed Eastern time
‘GTR’ = Guaranteed to Run

This is a 5-day class

Price: $2,995.00

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