• Course overview
  • Course details
  • Prerequisites

Course overview

About this course

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

Audience profile

A Dynamics 365 Finance 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.

At course completion

You will be able to:

Manage inventory and warehousing in Dynamics 365

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Course details

Module 1: Supply Management

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

Module 2: Use Inventory Journals

  • Introduction
  • Use inventory journals
  • Practice labs

Module 3: Use Inventory Reports

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

Module 4: Create Products and Product Masters

  • Introduction
  • Create products
  • Create product masters with variants
  • Create and configure attributes and category hierarchies
  • Configure item pricing
  • Practice Labs

Module 5: Create Bill of Materials

  • Introduction
  • Use BOM designer
  • Practice lab

Module 6: Configure and Perform the Procure-to-Purchase Process

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

Module 7: Configure Vendor Collaborations

  • Introduction
  • Configure vendor collaborators
  • Use vendor collaboration
  • Practice labs

Module 8: Configure and Perform the Purchase-to-Pay Process

  • 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 9: Configure and Use Agreements

  • Introduction
  • Maintain trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates
  • Practice Labs

Module 10: Configure and Use the Order-to-Cash Process

  • 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 11: Configure and Use Quality Control and Management Processes

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

Module 12: Configure and Use Intercompany Trade Relations

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

Module 13: Configure and Use Master Planning

  • 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 14: Configure Warehouse Management

  • Introduction
  • Configure warehouse management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs

Module 15: Configure Mobile Devices for Warehouse Management

  • Introduction
  • Configure mobile devices
  • Practice Lab

Module 16: Use Warehouse Management

  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound operations
  • Cluster picking
  • Packing and containerization
  • Practice Labs

Module 17: Configure Transportation Management

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

Module 18: Course Conclusion

  • Final assessment
  • Course summary
  • Post-course survey

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Prerequisites

None

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