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.  

Audience Profile

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 Syllabus

Get started with Dynamics 365 Supply Chain Management

• Learn the benefits of Supply Chain Management.
• Get an overview of distribution and trade features in Supply Chain Management.

Configure and manage products and inventory in Dynamics 365 Supply Chain Management

• Get started with Dynamics 365 Supply Chain Management
• Get started with inventory management in Dynamics 365 Supply Chain Management
• Work with inventory management operations in Dynamics 365 Supply Chain Management
• Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
• Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
• Set up and work with inventory control in Dynamics 365 Supply Chain Management
• Use inventory reports in Dynamics 365 Supply Chain Management
• Create products and product masters in Dynamics 365 Supply Chain Management
• Create bill of materials in Dynamics 365 Supply Chain Management

Configure warehouse management in Dynamics 365 Supply Chain Management

• Create warehouses and locations.
• Configure work pools, zones, location format, and location profiles.
• Configure catch weight processing for warehouse management.
• Create reservation hierarchies.
• Configure location directives.
• Configure wave templates.
• Configure inventory statuses.

Set up engineering change management for Dynamics 365 Supply Chain Management

• Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
• Set up versioned products in Dynamics 365 Supply Chain Management
• Configure engineering change management for Dynamics 365 Supply Chain Management
• Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management

Warehouse implementation experience in Dynamics 365 Supply Chain Management

• Options for implementing Warehouse Management on a new legal entity or warehouse
• Warehouse Management setup wizards
• How to create and view location directives

Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management

• Get started with production control in Dynamics 365 Supply Chain Management
• Get started with discrete manufacturing in Dynamics 365 Supply Chain Management
• Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management
• Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management
• Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management
• Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management
• Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management
• Work with the costing sheet in Dynamics 365 Supply Chain Management
• Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management
• Work with manufacturing execution in Dynamics 365 Supply Chain Management
• Set up configurable products in Dynamics 365 Supply Chain Management
• Validate and release product configuration models in Dynamics 365 Supply Chain Management
• Work with configurable products in Dynamics 365 Supply Chain Management

Configure and use agreements in Dynamics 365 Supply Chain Management

• Maintain trade agreements.
• Configure smart rounding.
• Create sales agreements.
• Use procurement policies.
• Create purchase agreements.
• Configure trade allowance.
• Configure brokerage.
• Configure royalties.
• Configure rebates.
• Learn about the Rebate management module.

Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management

• Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
• Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
• Process purchase orders in Dynamics 365 Supply Chain Management
• Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
• Configure and use agreements in Dynamics 365 Supply Chain Management
• Set up intercompany trade in Dynamics 365 Supply Chain Management
• Work with intercompany trade in Dynamics 365 Supply Chain Management

Work with Asset Management for Dynamics 365 Supply Chain Management

• Get started with Asset Management for Dynamics 365 Supply Chain Management
• Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management
• Work with assets in Asset Management for Dynamics 365 Supply Chain Management
• Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
• Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management
• Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
• Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management
• Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
• Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management
• Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management
• Work with warranties in Asset Management for Dynamics 365 Supply Chain Management
• Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management

Work with accounts receivable in Dynamics 365 Finance

• Set up accounts receivable in Dynamics 365 Finance
• Get started with accounts receivable daily procedures in Dynamics 365 Finance
• Set up credit and collections in Dynamics 365 Finance
• Process credit and collections in Dynamics 365 Finance

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

• Learn about how to set up mapping in Dynamics 365 Sales and Dynamics 365 Supply Chain Management
• Learn how to sync orders and quotations between Sales and Supply Chain Management

Configure and manage sales, and customers in Dynamics 365 Supply Chain Management

• Set up order to cash in Dynamics 365 Supply Chain Management
• Work with order to cash in Dynamics 365 Supply Chain Management
• Configure and use agreements in Dynamics 365 Supply Chain Management
• Set up intercompany trade in Dynamics 365 Supply Chain Management
• Work with intercompany trade in Dynamics 365 Supply Chain Management

Set up intercompany trade in Dynamics 365 Supply Chain Management

• Work with intercompany trade through various scenarios.
• Set up intercompany trade.
• Set up intercompany trade relationships.
• Set up charges and posting.
• Set up intercompany agreements and direct deliveries.

Work with intercompany trade in Dynamics 365 Supply Chain Management

• Create and process intercompany orders.
• Process intercompany sales order returns.
• Review customer payments for intercompany orders.
• Check intercompany order price discrepancies.

Set up and work with landed cost in Dynamics 365 Supply Chain Management

• Set up landed cost in Dynamics 365 Supply Chain Management
• Work with landed cost in Dynamics 365 Supply Chain Management

Configure and work with transportation management in Dynamics 365 Supply Chain Management

• Manage transportation management in Dynamics 365 Supply Chain Management

Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management

• Configure warehouse management in Dynamics 365 Supply Chain Management
• Warehouse implementation experience in Dynamics 365 Supply Chain Management
• Inbound warehouse operations using Dynamics 365 Supply Chain Management
• Outbound warehouse operations using Dynamics 365 Supply Chain Management
• Execute across warehouse operations in Dynamics 365 Warehouse Management
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
• Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Master planning in Dynamics 365 Supply Chain Management

• Set up Master Planning in Dynamics 365 Supply Chain Management
• Use master planning in Dynamics 365 Supply Chain Management
• Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

Learn the fundamentals of Microsoft Dynamics 365 Supply Chain Management

• Describe Dynamics 365 Supply Chain Management core capabilities
• Describe the sales and procurement processes in Dynamics 365 Supply Chain Management
• Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management
• Describe the manufacturing process in Dynamics 365 Supply Chain Management