This course discusses supply chain management in the Dynamics 365 suite of apps
There are no prerequisites in this course
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
After completing this course, students will be able to:
To configure the inventory, you should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations. This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.
Perform inbound and outbound inventory operations
Use Inventory Journals
This topic explains how to use Inventory journals in Finance and Operations.
Use movement journals
Use Inventory Reports
This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.
Understand ABC Classification
Create Products and Product Masters
Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository. This topic explains how to configure products for supply chain management processes in Finance and Operations.
● Create products
● Create product masters with variants
● Create and configure attributes and category hierarchies
● Configure item pricing
● Practice Labs
● Module summary
Create products as type item and service
● Configure default order settings
● Create Product masters with predefined variants
● Create and configure category hierarchies
● Create product attributes
Create Bill of Materials
A bill of materials is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create bill of materials and BOM versions by using BOM designer in Finance and Operations.
Create Bill of materials and BOM versions by using BOM designer
Configure and Perform the Procure-to-Purchase Process
This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.
Apply the procurement and sourcing processes in a business scenario
Configure Vendor Collaborations
This topic explains how configure vendor collaborations in Finance and Operations.
Configure the Vendor Collaborations
Configure and Perform the Purchase-to-Pay Process
The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.
Understand overview of the purchase-to-pay scenario
Configure and Use Agreements
This topic explains how to configure and use agreement in Finance and Operations.
Maintain trade agreements
Configure and Use the Order-to-Cash Process
This topic explains how to configure and use the order-to-cash process in Finance and Operations.
Configure and Use Quality Control and Management Processes
In this module, we describe how to configure and use quality control in Finance and Operations, how you can use quality control functionality, how to define and maintain nonconformances, and how to handle corrections. But let’s first get familiar with the quality management overall processes.
Perform Quality Control and Quality Management Processes
Perform quarantine management
Configure and Use Intercompany Trade Relations
The Intercompany functionality in Dynamics 365 for Finance and Operations provides a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database. Intercompany Trade enables globally dispersed manufacturing sites, distribution centers, and sales subsidiaries to act as one unified organization. This topic explains how to configure and use the intercompany trade relations and process intercompany orders in Finance and Operations.
Configure products for Intercompany trade relations
Configure and Use Master Planning
This topic explains how to configure and use the master planning in Finance and Operations.
Define master planning Policies
Run plans and firm planned orders
Configure Warehouse Management
The Warehouse management module for Dynamics 365 for Finance and Operations lets you manage warehouse processes in manufacturing, distribution, and retail companies. It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.
Configure Warehouse management parameters
Monitoring Server Performance
This module discusses the importance of monitoring the performance of servers, and how you monitor servers to ensure that they run efficiently and use available server capacity. It also explains performance monitoring tools to identify components that require additional tuning and troubleshooting, so that you can improve the efficiency of your servers.
Lab: Monitoring Server Performance
After completing this module, students will be able to:
Use Warehouse Management
Before you can use the Mobile device for Warehouse management you need to install the application. This topic explains how to use warehouse management processes in Finance and Operations.
Configure Transportation Management
This module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches you how to configure and use Transportation management.
Final assessment and course summary, as well as a post-course survey for the course.
You will have completed the course.
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