AB-6005: Introduction to supply chain management in Dynamics 365

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Course Overview

Designed for beginners, this course explores how Dynamics 365 Supply Chain Management supports end-to-end business operations—from product setup and inventory control to sales, procurement, and manufacturing—while integrating with the Microsoft ecosystem and leveraging AI-assisted insights.

Who Should Attend

This course is intended for learners who are new to Dynamics 365 and want to understand how Supply Chain Management supports end-to-end business operations. It is designed for individuals interested in procurement, inventory, warehousing, manufacturing, and planning processes, and how these functions are unified within an ERP solution.

Course Outline

1 - Describe Dynamics 365 finance and operations apps

  • Describe enterprise resource planning (ERP)
  • Describe use cases for using AI tools in finance and operations apps
  • Explore the finance and operations user interface
  • Module assessment

2 - Describe reporting and integration capabilities in Dynamics 365 finance and operations apps

  • Describe built-in reporting capabilities
  • Describe options for analyzing data with Power BI
  • Describe integration capabilities with Microsoft 365
  • Describe integration options for Microsoft Power Platform
  • Describe capabilities and use cases for business events
  • Configure and edit business documents
  • Describe how Copilot-based insights support finance and operations apps

3 - Describe shared features in Dynamics 365 finance and operations apps

  • Describe security capabilities in finance and operations apps
  • Describe workflow capabilities in Dynamics 365 finance and operations apps
  • Describe batch jobs in finance and operations apps
  • Manage organizations and legal entities
  • Create and maintain record templates
  • Describe global address book features
  • Set up alerts in finance and operations apps
  • Describe number sequences in finance and operations apps
  • Describe attachment capabilities in finance and operations apps

4 - Describe core capabilities of Dynamics 365 Supply Chain Management

  • Describe Dynamics 365 Supply Chain Management core capabilities
  • Manage products and released products
  • Describe products and product masters
  • Describe product dimensions and product variants
  • Describe storage dimensions
  • Describe tracking dimensions
  • Describe item groups
  • Describe item model groups
  • Describe default order settings
  • Explore Copilot to generate product insights

5 - Describe inventory management in Dynamics 365 Supply Chain Management

  • Illustrate on-hand inventory maneuvers
  • Manage inventory journals
  • Explore inventory journal types
  • Describe transfer orders
  • Describe inventory blocking
  • Illustrate AI-assisted inventory insights
  • Describe quality management capabilities
  • Module assessment

6 - Describe procurement processes in Dynamics 365 Supply Chain Management

  • Manage vendors
  • Describe trade agreements
  • Describe the procure-to-pay process
  • Describe purchase requisitions
  • Describe purchase orders, receipts, and returns
  • Describe charges
  • Describe Copilot support in procurement scenarios
  • Explain the capabilities of the Supplier Communications Agent
  • Describe supply risk assessment

7 - Describe sales processes in Dynamics 365 Supply Chain Management

  • Manage customers
  • Describe trade agreements
  • Describe the order-to-cash process
  • Describe sales order creation, fulfillment, and returns
  • Describe intercompany orders
  • Describe charges
  • Describe Copilot support in sales scenarios

8 - Describe warehouse management in Dynamics 365 Supply Chain Management

  • Manage the warehouse layout
  • Describe reservation hierarchies
  • Describe unit sequence group
  • Describe license plate
  • Describe location directives
  • Describe work templates
  • Describe the Warehouse Management mobile app
  • Describe wave templates
  • Describe cycle counting
  • Describe replenishments
  • Describe packing dimension and containerization
  • Module assessment

9 - Describe manufacturing processes in Dynamics 365 Supply Chain Management

  • Describe production types
  • Describe BOMs and formulas
  • Describe BOM types
  • Describe routes and operations
  • Describe lean, discrete, and process manufacturing
  • Describe manufacturing execution
  • Module assessment

10 - Describe inventory costing and master planning in Dynamics 365 Supply Chain Management

  • Describe costing methods and use cases
  • Describe resources
  • Describe cost groups
  • Describe cost management
  • Describe coverage groups
  • Describe master planning and planning optimization
  • Illustrate AI-assisted demand forecasting
  • Demonstrate landed cost scenarios
  • Module assessment

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Class Dates & Times

Class times are listed Eastern time

This is a 1-day class

Price: $695.00

Discounted Price : $590.75

Class dates not listed.
Please contact us for available dates and times.