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

Register for Class

Register When Time Where How
Register 09/29/2026 9:00AM - 5:00PM Online VILT

The classes listed are available to all United Training customers and does not reflect, in any way,
the availability or support of technology within the University of Maine System.