Program Outline
Conceptualize Supply Chain Management in Microsoft Dynamics 365
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.
Delivery
Virtual, On-site, or Hybrid
Duration
5 days
Product
Dynamics 365
Role
Functional Consultant
Microsoft
Supply Chain ManagementDynamics 365 Supply Chain Management Functional Consultant Associate
Dynamics 365
Best Fit
Audience Profile
Who This Program Is For
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.
Overview
Program Summary
As a candidate for this certification, you design solutions and configure Dynamics 365 Supply Chain Management to meet the business requirements for a customer.
Course Outline
Complete Module Sequence
Review the full module sequence for this program, including the primary topic coverage in each module where available.
1Module 1
Configure and manage products and inventory in Dynamics 365 Supply Chain Management
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Module 1
Configure and manage products and inventory in Dynamics 365 Supply Chain Management
Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and configuration are required to manage the business processes that are related to products, product families, bills of materials, and product categories. Inventory reports show you in a variety of ways how much inventory you have and explain how to be more effective in your inventory investments.
- 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
2Module 2
Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management
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Module 2
Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management
If a company only produces simple products, production can be scheduled manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time, and at the proper resource. As a functional consultant for manufacturing, you need to know how to configure Dynamics 365 Supply Chain Management for discrete manufacturing, so your customer can perform and control the production lifecycle.
- 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
3Module 3
Configure and work with warehouse management in Dynamics 365 Supply Chain Management
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Module 3
Configure and work with warehouse management in Dynamics 365 Supply Chain Management
Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs and provides the insight into your inventory and the tools to help increase customer satisfaction and reduce costs.
- 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 Supply Chain Management
- Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
4Module 4
Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
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Module 4
Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
Using warehouse management in manufacturing processes in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes in your manufacturing environment, according to your company's needs.
- 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 Supply Chain Management
- Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
- Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
5Module 5
Manage product version information in Dynamics 365 Supply Chain Management
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Module 5
Manage product version information in Dynamics 365 Supply Chain Management
Learn how to manage product version information in Dynamics 365 Supply Chain Management
- Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
- Manage a discrete product BOM and route for versioned products in Dynamics 365 Supply Chain Management
- Request and follow up with product changes in Dynamics 365 Supply Chain Management
- Manage changes in formulas and their ingredients in Dynamics 365 Supply Chain Management
6Module 6
Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
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Module 6
Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
The process of finding and working with vendors, purchasing products, and ensuring the quality of goods and services are all important factors that impact a company's reputation and success.
- 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
- Set up 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
7Module 7
Configure Asset Management for Dynamics 365 Supply Chain Management
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Module 7
Configure Asset Management for Dynamics 365 Supply Chain Management
Configure the Asset Management add-in for Dynamics 365 Supply Chain Management.
- Get started with Asset Management for Dynamics 365 Supply Chain Management
- Set up functional locations in Asset Management for Dynamics 365 Supply Chain Management
- Set up assets in Asset Management for Dynamics 365 Supply Chain Management
- Set up work orders in Asset Management for Dynamics 365 Supply Chain Management
- Set up maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
8Module 8
Work with Asset Management for Dynamics 365 Supply Chain Management
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Module 8
Work with Asset Management for Dynamics 365 Supply Chain Management
Learn how to work with the Asset Management add-in 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
9Module 9
Set up and work with landed cost in Dynamics 365 Supply Chain Management
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Module 9
Set up and work with landed cost in Dynamics 365 Supply Chain Management
The Landed cost module in Dynamics 365 Supply Chain Management helps you streamline your organization’s inbound shipping operations.
- Set up landed cost in Dynamics 365 Supply Chain Management
- Work with landed cost in Dynamics 365 Supply Chain Management
10Module 10
Work with accounts receivable in Dynamics 365 Finance
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Module 10
Work with accounts receivable in Dynamics 365 Finance
Configure the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. In this learning path, you also learn how to do daily tasks in accounts receivable.
- 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
11Module 11
Configure and work with transportation management in Dynamics 365 Supply Chain Management
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Module 11
Configure and work with transportation management in Dynamics 365 Supply Chain Management
Transportation management in Dynamics 365 Supply Chain Management helps you find the most efficient way to deliver goods to your customers. Transportation management calculates the least expensive and fastest way of delivering goods and lets you identify vendor and routing solutions for inbound and outbound orders.
- Manage transportation management in Dynamics 365 Supply Chain Management
12Module 12
Master planning in Dynamics 365 Supply Chain Management
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Module 12
Master planning in Dynamics 365 Supply Chain Management
Master planning allows companies to determine and balance the future need for raw materials and capacity to meet company goals.
- 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
Coverage Areas
Topic Coverage
Coverage Item 1
Implement product information management
Coverage Item 2
Implement inventory and asset management
Coverage Item 3
Implement and manage supply chain processes
Coverage Item 4
Implement warehouse management and transportation management
Coverage Item 5
Implement master planning
Customization
Adapt This Program for Your Team
We can adapt this program around your team structure, platform priorities, delivery goals, and the scenarios your people need to work through in practice.
- •Align labs to your Microsoft tenant and workload scenarios
- •Add readiness checks and exam preparation reviews
- •Extend delivery with role-specific implementation workshops
