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