MB-330T00-A: Microsoft Dynamics 365 Supply Chain Management

Course Modality

Instructor-led (classroom)

Course Level

Beginner

Course Time

4 days

Course Language

English

Course Overview

This course discusses supply chain management in the Dynamics 365 suite of apps

Prerequisites

There are no prerequisites in this course

Intended Audience

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.

Why The DataTech Labs ?

Self-Paced Online Video

A 360-degree learning approach that you can adapt to your learning style

A 360-degree learning

Engage and learn more with these live and highly-interactive classes alongside your peers

24/7 Teaching Assistance

24/7 Teaching Assistance Keep engaged with integrated teaching

Online Practice Labs

Projects provide you with sample work to show prospective employers.

Applied Projects

Real-world projects relevant to what you’re learning throughout the program

Learner Social Forums

A support team focused on helping you succeed alongside a peer community

Skill Covered

After completing this course, students will be able to:

Manage inventory and warehousing in Dynamics 365

Get In Touch

Course Curriculum

Module 1

Supply Management

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.

Lessons

Introduction
Configure serial and batch numbers
Configure inventory breakdown
Configure inventory and warehouse journals
Configure inventory dimensions
Inventory closing and adjustment
Practice Labs
Module summary

Perform inbound and outbound inventory operations

Configure Inventory parameters
Configure Tracking number groups
Configure inventory breakdown
Configure inventory and warehouse Journals
Configure units

Module 2

Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.

Lessons

Introduction
Use inventory journals
Practice labs
Module summary

Use movement journals

Use inventory adjustment journals
Use transfer journals
Use counting and tag counting journals
Use item arrival journals
Use consignment journals

Module 3

Use Inventory Reports

This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

Lessons

Introduction
Understand ABC classification
Use other inventory inquiries and reports
Practice Labs
Module summary

Understand ABC Classification

Use Inventory inquires and reports

Module 4

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.

Lessons

● Introduction

● 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

Module 5

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.

Lessons

Introduction
Use BOM designer
Practice lab
Module summary

Create Bill of materials and BOM versions by using BOM designer

Module 6

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.

Lessons

Introduction
Procurement and sourcing business scenario
Create purchase requisition workflow
Create purchase requisitions
Create request for quotation
Use procurement policies
Practice Labs
Module summary

Apply the procurement and sourcing processes in a business scenario

Use procurement policies
Create and maintain vendors
Create purchase requisitions
Create request for quotes

Module 7

Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and Operations.

Lessons

Introduction
Configure vendor collaborators
Use vendor collaboration
Practice labs
Module summary

Configure the Vendor Collaborations

Work with vendor collaboration workspace
Use vendor collaboration as part of procure-to-pay process

Module 8

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.

Lessons

Introduction
Create purchase orders
Use purchase order change management
Use item orders and arrival
Manage over and under delivery and charges
Create vendor returns
Practice labs
Module summary

Understand overview of the purchase-to-pay scenario

Module 9

Configure and Use Agreements

This topic explains how to configure and use agreement in Finance and Operations.

Lessons

Maintain trade agreements

Configure rebates

Module 10

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.

Lessons

Introduction
Understand the order-to-cash scenario
Configure and use commissions
Configure customer and item search
Create and confirm sales quotations and orders
Configure order promising
Configure order hold codes
Print and post picking lists
Process customer returns
Practice Lab
Module Summary
Perform the order-to-cash process
Configure and use commissions
Configure customer and item search
Create and confirm Sales quotations
Create and confirm Sales orders
Print and post picking lists
Generate and post the invoice
Configure order hold codes
Process customer returns

Module 11

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.

Lessons

Introduction
Perform quality control and management processes
Apply inventory blocking
Perform quarantine management
Practice labs
Module summary

Perform Quality Control and Quality Management Processes

Apply inventory blocking

Perform quarantine management

Module 12

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.

Lessons

Introduction
Understand intercompany trading
Setup intercompany trade relations
Process intercompany chain orders
Setup intercompany agreements and direct deliveries
Practice labs
Module summary

Configure products for Intercompany trade relations

Configure intercompany trade relationships
Configure intercompany agreements
Process Intercompany orders
Process Intercompany direct deliveries
Process Intercompany charges
Understand intercompany return order chain

Module 13

Configure and Use Master Planning

This topic explains how to configure and use the master planning in Finance and Operations.

Lessons

Introduction
Master planning considerations and setup
Create master plans
Learn about demand and supply forecasts
Configure item coverage
Brief introduction to intercompany planning
Run plans and firm planned orders
Practice labs
Module summary

Define master planning Policies

Learn about Demand and Supply Forecasts
Configure calculated delays
Configure Item coverage
Understand brief introduction to intercompany master planning

Run plans and firm planned orders

Module 14

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.

Lessons

Configure Warehouse management parameters

Create warehouses and locations
Configure work pools, zones, location format, and profiles
Create reservation hierarchies
Configure location directives
Configure Waves
Configure Loads
Configure Inventory statuses
Configure cycle counting
Configure packing and containerization
Set up and generate labels

Module 15

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.

Lessons

Event Logging.
Performance Monitoring.

Lab: Monitoring Server Performance

After completing this module, students will be able to:

Use the Event Viewer to identify and interpret Windows Logs, and Application and Services Logs.
Measure system resource usage and identify component bottlenecks

Module 16

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.

Lessons

Inbound operations

Outbound operations
Cluster Picking
Packing and containerization
Cycle counting
Transfers and replenishment

Module 17

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.

Lessons

Introduction
Planning and configuring transportation management
Procedures
Routing and transportation flows
Transportation engines and freight management
Practice Labs
Module summary

Transportation planning

Routing
Rating
Inbound operations
Load processes
Outbound operations

Module 18

Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

Final assessment
Course summary
Post-course survey

You will have completed the course.

Recommended Exams

Exam: MB-330

Supply Chain Management