Microsoft Dynamics 365 Supply Chain Management

Outline

• Get started with Dynamics 365 Supply Chain Management
  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost accounting
  • Cost management
  • Inventory management and Warehouse management
  • Master planning
  • Procurement and sourcing
  • Vendor collaboration
  • Sales and marketing
  • Customer portal
  • Product information management
  • Production control
  • Intercompany trade
  • Warehouse management
  • Transportation management
  • Lab - Explore Dynamics 365 Supply Chain Management
  • Check your knowledge
• Get started with Dynamics 365 Supply Chain Management
  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost accounting
  • Cost management
  • Inventory management and Warehouse management
  • Master planning
  • Procurement and sourcing
  • Vendor collaboration
  • Sales and marketing
  • Customer portal
  • Product information management
  • Production control
  • Intercompany trade
  • Warehouse management
  • Transportation management
  • Lab - Explore Dynamics 365 Supply Chain Management
  • Check your knowledge
• Get started with inventory management in Dynamics 365 Supply Chain Management
  • Inventory management overview
  • Configure inventory dimensions
  • Configure storage dimensions
  • Configure tracking dimensions
  • Configure serial and batch numbers
  • Configure sites
  • Configure warehouses
  • Configure inventory policies
  • Exercise - Set up inventory policies for an item model group
  • Set up item groups and item model groups
  • Allocate batch and serial numbers
  • Work with consignment inventory
  • Lab - Work with inventory management
  • Check your knowledge
• Work with inventory management operations in Dynamics 365 Supply Chain Management
  • Inventory operations scenarios
  • Inventory locations
  • Inventory statuses
  • Set up disposition codes
  • Warehouse layout
  • Set up barcodes
  • Counting reason codes
  • Inventory journals
  • Inventory journal approval workflow
  • Initialize stock levels in the warehouse
  • Transfer orders
  • Create and post an inventory journal
  • Exercise- Create and post an inventory journal
  • Check your knowledge
• Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
  • Outbound operations
  • Outbound setup
  • Set up default order settings
  • Reserve inventory quantities
  • Reserve sales order batch numbers
  • Check your knowledge
• Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
  • Inbound operations
  • Arrival overview
  • Set up an item arrival overview profile
  • Set up default order settings
  • Exercise - Use the item arrival profile
  • Check your knowledge
• Set up and work with inventory control in Dynamics 365 Supply Chain Management
  • Inventory cost methodologies
  • Inventory closing and adjustment
  • Consolidate inventory transactions
  • Check your knowledge
• Use inventory reports in Dynamics 365 Supply Chain Management
  • ABC inventory classification
  • Physical inventory by inventory dimension report
  • Inventory value report
  • Inventory on-hand report storage
  • Inventory on-hand mobile workspace
  • Exercise - Use the ABC classification report
  • Exercise - Use the Physical inventory by inventory dimension report
  • Exercise - Export a report to Microsoft Excel
  • Check your knowledge
• Create products and product masters in Dynamics 365 Supply Chain Management
  • Product information workspace
  • Concept of a product
  • Create products
  • Set up unit conversions
  • Batch disposition codes
  • Default order settings
  • Define products as not stocked
  • Create product masters with variants
  • Variant specific sales tax groups
  • Gain productivity by using the Variant suggestions page
  • Create and set up category hierarchies and attributes
  • Set up item pricing
  • Lab - Create a product and product master
  • Check your knowledge
• Create bill of materials in Dynamics 365 Supply Chain Management
  • Work with the BOM designer
  • BOM and formula versions
  • BOM line types
  • BOM levels
  • Exercise - Create a BOM in the BOM Designer
  • Check your knowledge
• Configure warehouse management in Dynamics 365 Supply Chain Management
  • Roles in warehouse management
  • Set up warehouse management
  • Configure the warehouse layout
  • Configure catch weight processing for warehouse management
  • Warehouse processes
  • Reservation hierarchies
  • Lab - Configure warehouse management
  • Check your knowledge
• Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
  • Overview of features
  • End-to-end walkthrough of features
  • Exercise - Set up demo data for the sample scenario
  • Exercise - Create a new engineering product
  • Exercise - Release an engineering product to a local company
  • Exercise - Review and accept the product before you release it in the local company
  • Exercise - Use the product in transactions in the local company
  • Exercise - Add the engineering product to a sales order
  • Exercise - Request changes in the engineering product
  • Exercise - Make changes to the product by using an engineering change order
  • Exercise - Release the changed product
  • Check your knowledge
• Set up versioned products in Dynamics 365 Supply Chain Management
  • Create an engineering organization
  • Create nomenclature for product versions
  • Create product version number rules
  • Create product dimension groups by using the version dimension
  • Create product life cycle states
  • Engineering attributes
  • Product readiness policies
  • Product release policies
  • Create engineering categories
  • Exercise - Create a product readiness policy
  • Check your knowledge
• Configure engineering change management for Dynamics 365 Supply Chain Management
  • Set up engineering change severities
  • Set up severity rule sets
  • Set up product owners
  • Engineering workflows
  • Exercise - Create a severity rule
  • Check your knowledge
• Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management
  • Enable change management on existing products
  • Enable engineering product categories
  • Run the convert to engineering product wizard
  • Check your knowledge
• Warehouse implementation experience in Dynamics 365 Supply Chain Management
  • Enable warehousing telemetry
  • Warehouse implementation workspace
  • Wizard-driven setup of Warehouse Management parameters
  • Wizard-driven warehouse configuration
  • Simplified query view of location directives
  • Check your knowledge
• Get started with production control in Dynamics 365 Supply Chain Management
  • Core concepts in production control
  • Understand unified manufacturing
  • Manufacturing principles
  • Overview of the production process and production life cycle
  • Set up and manage production-related reservations
  • Reset the status of a production order
  • Batch orders
  • Discrete manufacturing
  • Process manufacturing
  • Lean manufacturing
  • Configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • IoT intelligence and insights
  • Describe the value proposition for mixed-reality Guides for production floor workers
  • Lab - Explore production control
  • Check your knowledge
• Get started with discrete manufacturing in Dynamics 365 Supply Chain Management
  • Discrete manufacturing life cycle
  • Master planning and planned production orders
  • Bills of materials
  • Working with BOM and item configurations
  • Create a bill of materials
  • Production orders
  • Exercise - Create a BOM without a version
  • Exercise - Create a BOM in the BOM designer
  • Exercise - Create a BOM with a version
  • Exercise - Create and process a production order
  • Check your knowledge
• Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management
  • Prerequisite setup in production control
  • Production groups
  • Production control parameters
  • Production pools
  • Allocation keys
  • Set up journal parameters
  • Create a production unit
  • Check your knowledge
• Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management
  • Create operations and operation relations
  • Work with simultaneous operations
  • Set up route groups and routes
  • Route versions
  • Copy routes
  • Route networks
  • Work with primary and secondary routes
  • Exercise - Set up operations and routes
  • Check your knowledge
• Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management
  • Set up calendars and resources
  • Set up working time templates
  • Create calendars
  • Resource capabilities
  • Resource groups
  • Check your knowledge
• Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management
  • Set up inventory dimensions in production
  • Set up production dimensions
  • Set up storage dimensions
  • Set up tracking dimensions
  • Check your knowledge
• Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management
  • Production cost
  • General ledger and manufacturing integration
  • Inventory posting profiles, item groups, and item model groups
  • End production orders
  • Production journals
  • Dimension link
  • Production reports
  • Check your knowledge
• Work with the costing sheet in Dynamics 365 Supply Chain Management
  • Costing versions
  • Cost groups
  • Calculation groups
  • Costing sheets
  • BOM calculations
  • BOM Measurements
  • BOM Reports
  • Lab - Analyze BOM costs by using the costing sheet
  • Check your knowledge
• Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management
  • Scheduling options
  • Split a production order
  • Operations scheduling
  • Job scheduling
  • Scheduling options from the Gantt chart
  • Resource scheduling
  • Scrap and waste
  • Exercise - Start a discrete production order
  • Exercise - Run a resource schedule
  • Check your knowledge
• Work with manufacturing execution in Dynamics 365 Supply Chain Management
  • Understand the manufacturing executions
  • Identify roles in manufacturing execution
  • Planning consideration for manufacturing execution
  • Configure manufacturing execution
  • Setup time and attendance for manufacturing execution processes
  • Control production with manufacturing execution
  • Create and process report as finished journals with co-products and by-products
  • Calculate and approve raw time registrations
  • Report as finished from the job card device
  • Lab - Manufacturing execution
  • Check your knowledge
• Set up configurable products in Dynamics 365 Supply Chain Management
  • Product configurator concepts and terminology
  • Elements of a product configuration model
  • Scenario
  • Product model components
  • Exercise - Set up components
  • Create a product configuration model
  • Expression constraints
  • Calculations for product configuration
  • BOMs and routes
  • Configuration rules
  • Sales price models
  • Exercise - Create a product configuration model
  • Exercise - Add components and constraints to a configuration model
  • Check your knowledge
• Validate and release product configuration models in Dynamics 365 Supply Chain Management
  • Extra configuration model options
  • Improve product configuration performance
  • Validate and test a product configuration model
  • Configuration templates
  • Configuration model versions
  • Release a product configuration model
  • Exercise - Release a product configuration model
  • Reuse product configuration
  • Check your knowledge
• Work with configurable products in Dynamics 365 Supply Chain Management
  • Configurable product use cases
  • Intercompany and multiple site considerations
  • Extend a product configuration model through the API
  • Add a configurable product to a sales order line
  • Exercise - Add a configurable product to a sales order line
  • Check your knowledge
• Configure and use agreements in Dynamics 365 Supply Chain Management
  • Work with trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance management
  • Configure brokerage contract management
  • Configure royalty contract management
  • Configure vendor rebates
  • Rebate management module
  • Service management
  • Exercise - Create a purchase agreement
  • Exercise - Generate and process customer rebates
  • Exercise - Create trade agreements
  • Check your knowledge
• Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
  • Procurement scenario
  • Overview of the procure-to-purchase process
  • Set up procurement categories
  • Use procurement catalogs
  • Create a purchase requisition
  • Create and process a request for quotation
  • Create purchase orders
  • Vendor categories and catalogs
  • Evaluate a vendor and put a vendor on hold
  • Use purchasing policies
  • Lab - Work with procure-to-purchase processes
  • Check your knowledge
• Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
  • Purchase order statuses with vendor collaboration
  • Configure vendor collaboration
  • Maintain vendor certification
  • Set up vendor collaboration security roles
  • Use the Vendor collaboration invoicing workspace
  • Define purchase order response information
  • Work with purchase orders when vendor collaboration is used
  • Purchase order statuses and versions
  • Sharing information about consignment inventory
  • Inform vendors about vendor collaboration
  • Work with request for quotes
  • Purchase order confirmation workspace
  • Accessing vendor master data in the Vendor information workspace
  • Exercise - Set up an external role for a vendor
  • Check your knowledge
• Process purchase orders in Dynamics 365 Supply Chain Management
  • Overview of the purchase order process
  • Set up purchasing parameters
  • Use purchase order change management
  • Use Item arrivals and Arrival overview
  • Manage over/under delivery for purchase orders
  • Manage charges for purchase orders
  • Create vendor returns
  • Lab - Create and process a purchase order
  • Check your knowledge
• Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
  • Configure quality management
  • Perform quality control and management processes
  • Describe transactions types and create quality orders
  • Apply inventory blocking
  • Perform quarantine management
  • Exercise - Create and process a quality order
  • Exercise - Create and process a nonconformance order
  • Check your knowledge
• Configure and use agreements in Dynamics 365 Supply Chain Management
  • Work with trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance management
  • Configure brokerage contract management
  • Configure royalty contract management
  • Configure vendor rebates
  • Rebate management module
  • Service management
  • Exercise - Create a purchase agreement
  • Exercise - Generate and process customer rebates
  • Exercise - Create trade agreements
  • Check your knowledge
• Set up intercompany trade in Dynamics 365 Supply Chain Management
  • Intercompany trading overview
  • Intercompany scenarios
  • Set up intercompany trade
  • Set up intercompany trade relationships
  • Action policies
  • Set up charges and posting
  • Set up intercompany agreements and direct deliveries
  • Lab - Set up intercompany relations
  • Check your knowledge
• Work with intercompany trade in Dynamics 365 Supply Chain Management
  • Synced intercompany data
  • Create an intercompany sales order
  • Process intercompany purchase orders
  • Exercise- Process a sales order-initiated intercompany chain
  • Return an intercompany sales order
  • Customer payments for intercompany orders
  • Exercise- Process returns in intercompany
  • Create an intercompany purchase order
  • Check intercompany order price discrepancies
  • Manage intercompany purchase orders
  • Exercise- Process a purchase order-initiated intercompany chain
  • Check your knowledge
• Get started with Asset Management for Dynamics 365 Supply Chain Management
  • Overview and benefits
  • Asset Management terminology and concepts
  • Functional locations and assets
  • Assets and work orders
  • Use the Asset Management mobile workspace
  • Asset Management integration capabilities
  • Integrate Asset Management with Dynamics 365 Guides
  • Check your knowledge
• Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management
  • Create functional locations
  • Install assets on functional locations
  • Exercise – Create a default functional location, and assign it as the default
  • Check your knowledge
• Work with assets in Asset Management for Dynamics 365 Supply Chain Management
  • All assets page
  • Create an asset
  • Multi-level assets
  • Copy an asset or asset structure
  • Move, remove, and install an asset
  • Create assets based on purchase orders
  • Asset bills of materials
  • Asset event history
  • Asset view
  • Asset attribute overview
  • Lab - Work with assets
  • Check your knowledge
• Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
  • View maintenance requests
  • Maintenance request lifecycle states
  • Create and update maintenance requests
  • Create work orders from maintenance requests
  • Asset loans
  • Inbound and outbound assets
  • Maintenance request management workspace
  • Work order management workspace
  • Maintenance request reports
  • Exercise - Create a maintenance request
  • Exercise - Create a Maintenance request list report
  • Check your knowledge
• Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management
  • Manually create work orders
  • Maintenance forecasts
  • Procurement of work order purchase requisitions
  • Bill customers for maintenance work
  • Manual update of asset counters
  • Automatic update of asset counters
  • Maintenance checklists
  • Maintenance downtime
  • Add a fault to a work order
  • Work order report
  • Work order pools
  • Active work order maintenance jobs page
  • Work order management workspace
  • Exercise - Create and manage work orders
  • Check your knowledge
• Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
  • Configure workers for work order scheduling
  • Schedule and dispatch work orders
  • Calculate capacity load on scheduled work orders
  • Lab – Set up a preferred worker, and schedule a work order
  • Check your knowledge
• Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management
  • Cost control for assets calculation
  • Work order date control calculation
  • Work order hour control calculation
  • Asset fault cost control calculation
  • Calculate asset KPIs
  • Item where used calculation
  • Maintenance status calculation
  • Exercise - Create a Work order cost control report
  • Exercise – Create an Item where used report
  • Check your knowledge
• Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
  • Maintenance plans
  • Interval types
  • Assign a maintenance plan to an asset
  • Schedule maintenance plans
  • Maintenance rounds
  • Maintenance schedule
  • Maintenance schedule cost
  • Maintenance downtime
  • Exercise - Create a maintenance plan
  • Exercise - Update the maintenance schedule
  • Check your knowledge
• Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management
  • Calculate capacity load
  • Calculate an item forecast
  • Exercise – Run a capacity load, and run an item forecast
  • Check your knowledge
• Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management
  • Register consumption
  • Create consumption reports
  • Exercise - Create an asset consumption
  • Check your knowledge
• Work with warranties in Asset Management for Dynamics 365 Supply Chain Management
  • Warranty agreements
  • Warranty on assets and asset types
  • Exercise – Set up a warranty
  • Check your knowledge
• Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management
  • Create maintenance budgets
  • Update maintenance budgets
  • Exercise – Create, and adjust a maintenance budget
  • Check your knowledge
• Set up accounts receivable in Dynamics 365 Finance
  • Payment schedule
  • Terms of payment and payment days
  • Cash discounts
  • Payment fees
  • Set up the credit card payment service
  • Methods of payment and payment control
  • Set up a payment calendar and payment calendar rules
  • Create and maintain customers
  • Set up customer posting profiles
  • Configure accounts receivable charges
  • Lab - Configure customer posting profiles and create a new customer
  • Check your knowledge
• Get started with accounts receivable daily procedures in Dynamics 365 Finance
  • Create free text invoices
  • Exercise - Create and process a free text invoice
  • Recurring free text invoices
  • Create and handle payments of customer invoices for sales orders
  • Exercise - Work with invoices from sales orders
  • Settle transactions and undo settlements
  • Exercise - Process an invoice and settle it against a payment
  • Reimburse a customer
  • Check your knowledge
• Set up credit and collections in Dynamics 365 Finance
  • Set up accounts receivables for credit and collections
  • Set up credit and collections components
  • Set up interest rates for an interest code
  • Waive, reinstate, or reverse interest fees
  • Set up and manage collection letters
  • Exercise - Set up credit and collections in Finance
  • Exercise - Create a write-off journal for a customer
  • Check your knowledge
• Process credit and collections in Dynamics 365 Finance
  • Customer account statement
  • Working with collections
  • Collections coordinator workspace
  • Manage customer credit and collections
  • Credit management
  • Lab - Work with credit and collections
  • Check your knowledge
• Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
  • Prerequisites and mapping setup
  • Sales quotations
  • Sales orders
  • Dual-write solution for Sales
  • Invoices
  • Limitations
  • Demonstration - Create and edit sales quotations
  • Check your knowledge
• Set up order to cash in Dynamics 365 Supply Chain Management
  • Overview
  • Order to cash business processes
  • Relationship management
  • Trade agreements
  • Sales quotation setup
  • Sales order setup
  • Order promising concepts
  • Set up order promising
  • Set up order hold codes
  • Set up commissions
  • Set up customer and item search
  • Check your knowledge
• Work with order to cash in Dynamics 365 Supply Chain Management
  • Sales order entry scenarios
  • Create and process sales orders
  • Sales order picking process
  • Process customer returns
  • Sales order reservations
  • Lab - Create a sales order and work with commissions
  • Check your knowledge
• Configure and use agreements in Dynamics 365 Supply Chain Management
  • Work with trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance management
  • Configure brokerage contract management
  • Configure royalty contract management
  • Configure vendor rebates
  • Rebate management module
  • Service management
  • Exercise - Create a purchase agreement
  • Exercise - Generate and process customer rebates
  • Exercise - Create trade agreements
  • Check your knowledge
• Set up intercompany trade in Dynamics 365 Supply Chain Management
  • Intercompany trading overview
  • Intercompany scenarios
  • Set up intercompany trade
  • Set up intercompany trade relationships
  • Action policies
  • Set up charges and posting
  • Set up intercompany agreements and direct deliveries
  • Lab - Set up intercompany relations
  • Check your knowledge
• Work with intercompany trade in Dynamics 365 Supply Chain Management
  • Synced intercompany data
  • Create an intercompany sales order
  • Process intercompany purchase orders
  • Exercise- Process a sales order-initiated intercompany chain
  • Return an intercompany sales order
  • Customer payments for intercompany orders
  • Exercise- Process returns in intercompany
  • Create an intercompany purchase order
  • Check intercompany order price discrepancies
  • Manage intercompany purchase orders
  • Exercise- Process a purchase order-initiated intercompany chain
  • Check your knowledge
• Set up intercompany trade in Dynamics 365 Supply Chain Management
  • Intercompany trading overview
  • Intercompany scenarios
  • Set up intercompany trade
  • Set up intercompany trade relationships
  • Action policies
  • Set up charges and posting
  • Set up intercompany agreements and direct deliveries
  • Lab - Set up intercompany relations
  • Check your knowledge
• Work with intercompany trade in Dynamics 365 Supply Chain Management
  • Synced intercompany data
  • Create an intercompany sales order
  • Process intercompany purchase orders
  • Exercise- Process a sales order-initiated intercompany chain
  • Return an intercompany sales order
  • Customer payments for intercompany orders
  • Exercise- Process returns in intercompany
  • Create an intercompany purchase order
  • Check intercompany order price discrepancies
  • Manage intercompany purchase orders
  • Exercise- Process a purchase order-initiated intercompany chain
  • Check your knowledge
• Set up landed cost in Dynamics 365 Supply Chain Management
  • Landed cost concepts and terminology
  • Landed cost parameters
  • Set up voyages and shipping containers
  • Set up delivery information
  • Set up multi-leg journeys
  • Set up shipping information
  • Set up costing parameter values
  • General ledger integration configuration
  • Vendor settings for Landed cost
  • Lab - Create a voyage leg
  • Check your knowledge
• Work with landed cost in Dynamics 365 Supply Chain Management
  • Create a voyage
  • Manage a voyage
  • Estimate and manage landed costs
  • Track inbound voyages and shipping container journey
  • In-transit processing
  • Warehouse management and landed cost
  • Process over and under transactions
  • Update tracking for put away
  • Inquiries and reports for landed cost
  • Check your knowledge
• Manage transportation management in Dynamics 365 Supply Chain Management
  • Planning transportation management
  • Configure transportation management
  • Routing and transportation flows
  • Load building strategy
  • Transportation management engines
  • Bill of lading
  • Plan freight transportation routes with multiple stops
  • Reconcile freight in transportation management
  • Lab - Explore transportation management
  • Check your knowledge
• Configure warehouse management in Dynamics 365 Supply Chain Management
  • Roles in warehouse management
  • Set up warehouse management
  • Configure the warehouse layout
  • Configure catch weight processing for warehouse management
  • Warehouse processes
  • Reservation hierarchies
  • Lab - Configure warehouse management
  • Check your knowledge
• Warehouse implementation experience in Dynamics 365 Supply Chain Management
  • Enable warehousing telemetry
  • Warehouse implementation workspace
  • Wizard-driven setup of Warehouse Management parameters
  • Wizard-driven warehouse configuration
  • Simplified query view of location directives
  • Check your knowledge
• Inbound warehouse operations using Dynamics 365 Supply Chain Management
  • Inbound operations
  • Inbound advanced shipping notices
  • Cross dock products from receiving warehouse to stores
  • Create a GTIN code for a product
  • Wizard-driven setup of Warehouse Management parameters
  • Exercise - Register a load where items are missing
  • Check your knowledge
• Outbound warehouse operations using Dynamics 365 Supply Chain Management
  • Outbound operations
  • Warehouse work
  • Cluster picking
  • Packing and containerization
  • Packing containers with the Warehouse Management mobile app
  • Transfer orders and replenishment
  • Exercise - Set up a cluster profile
  • Check your knowledge
• Execute across warehouse operations in Dynamics 365 Warehouse Management
  • Cycle counting
  • Material handling equipment interface
  • Exercise - Create a cycle counting plan
  • Check your knowledge
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
  • Global mobile device parameters
  • Set up and deploy GS1 and QR bar codes
  • Set up work type menu items
  • Set up mobile app step instructions
  • Set up detours for steps in mobile device menu items
  • Exercise - Set up a detour for a step in a task flow
  • Check your knowledge
• Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
  • Production input location
  • Production output location
  • Staging and order picking
  • Release BOM and formula lines to the warehouse
  • Automatically rewave to add unfulfilled lines to new waves
  • Cross-docking
  • Planned cross docking
  • Visibility into material exceptions
  • Lab - Work with warehouse management in manufacturing
  • Check your knowledge
• Set up Master Planning in Dynamics 365 Supply Chain Management
  • Master planning considerations and set up
  • Master planning parameters page
  • Create a master plan
  • Coverage settings
  • Action messages
  • Demand Forecasting
  • Run plans and firm planned orders
  • Set up and use the Supply schedule page
  • Exercise - Firm a planned order
  • Exercise - Change a planned order type
  • Deprecated master planning
  • Check your knowledge
• Use master planning in Dynamics 365 Supply Chain Management
  • Set up master planning add-in
  • Apply filters to a plan
  • Master planning with demand forecasts
  • Master planning support for capability-based resource allocation
  • Priority-based planning
  • Master planning and purchase trade agreements
  • Set up supply chain calendars
  • Safety margins
  • Coverage time fences
  • Approved planned orders
  • Generate planned production orders
  • Analyze and approve planned orders
  • Auto-firming
  • Planning with negative on-hand quantities
  • View history and planning logs
  • Cancel a planning job
  • Exercise - Set up purchase trade agreements
  • Exercise - Approve a planned order
  • Check your knowledge
• Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management
  • Demand Driven Material Requirements Planning (DDMRP) Overview
  • Inventory positioning
  • Buffer profile and levels
  • Demand-driven planning
  • Visual and collaborative implementation
  • Check your knowledge
• Describe Dynamics 365 Supply Chain Management core capabilities
  • Describe use cases for Dynamics 365 Supply Chain Management
  • Describe products and released products
  • Describe product master records, product variants, and product dimensions
  • Describe pricing and discounts
  • Describe intercompany capabilities
  • Knowledge check
• Describe the sales and procurement processes in Dynamics 365 Supply Chain Management
  • Describe the order-to-cash process
  • Describe the sales order creation process
  • Describe the fulfillment process
  • Describe the procure-to-pay process
  • Describe purchase requisitions
  • Describe the purchase order creation process
  • Describe purchase order receipts
  • Knowledge check
• Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management
  • Describe costing methods
  • Describe on-hand inventory capabilities
  • Identify types of inventory journals
  • Describe quality management capabilities
  • Describe use cases for Warehouse Management Systems (WMS)
  • Describe use cases for Transportation Management Systems
  • Describe use cases for landed cost
  • Knowledge check
• Describe the manufacturing process in Dynamics 365 Supply Chain Management
  • Describe lean, discrete, and process manufacturing
  • Describe manufacturing strategies
  • Describe bills of materials (BOMs), routes, and operations
  • Identify the production lifecycle stages
  • Describe shop floor management
  • Describe master planning and planning optimization
  • Knowledge check