Microsoft Dynamics 365 Supply Chain Management Training (MB-330)

Microsoft Dynamics 365 Supply Chain Management Course Outline

• Module 1: Implement product information management

  This module will introduce you to the following topics:

  • Create and release products and product variants
  • Create and apply product templates
  • Create bills of materials (BOMs)
  • Identify the purpose and capabilities of the product configuration models
  • Configure catch weights Configure direct-delivery products
  • Create and manage inventory dimensions
  • Configure item groups
  • Create and assign bar codes and Global Trade Identification Number (GTIN) codes
  • Configure category hierarchies and product attributes
  • Configure product unit conversions
  • Configure default order settings
  • Describe inventory costing methods & model groups
  • Configure Costing versions for standard and planned costs
  • Configure and default purchase prices, default sales prices, and trade agreements.

  Lessons

  • Create and manage products
  • Configure products for supply chain management
  • Manage inventory pricing and costing
     

  After completing this module, students will be able to:

  • Implement product information management

• Module 2: Implement inventory management

  This module will introduce you to the following areas:

  • Set up inventory management parameters and journals
  • Configure inventory breakdown structure
  • Configure ABC classifications
  • Configure inventory valuation reports
  • Create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals
  • Create and process transfer orders
  • Perform inventory closings and adjustments.

  Lessons

  • Configure Inventory management
  • Manage and process inventory activities
     

  Lab : Case study 1 Implement inventory management

  • Exercise #1 Add products to a new warehouse using basic inventory management
  • Exercise #2 Create a standard cost version that uses a specific model group
  • Exercise #3 Add and releasing new products to a warehouse
  • Exercise #4 Use the inventory movement journal to initialize stock levels in a warehouse
  • Exercise #5 Use the inventory transfer journal to move items to a new location in the warehouse
  • Exercise #6 Adjust stock levels using the inventory adjustment journal
  • Exercise #7 Use the inventory counting journal to compare D365 inventory amounts to manually counted
  • Exercise #8 Create a BOM in the BOM designer
     

  After completing this module, students will be able to:

  • Implement inventory management

• Module 3: Implement and manage supply chain processes

  This module will introduce you to the following topics:

  • Create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
  • Configure change management processes
  • Configure and apply vendor rebates Introduction to Vendor collaboration
  • Manage consignment inventory
  • Manage over and under deliveries
  • Configure procurement categories and purchasing policies
  • Configure charges Configure quotations, sales orders, and return orders
  • Configure sales groups and commissions
  • Configure customer, product, and prospect searches
  • Configure and process inter-company trade relations documents
  • Introduction to D365 Guides
  • Authoring of D365 Guides
  • Operating of D365 Guides.

  Lessons

  • Implement Procurement and sourcing
  • Implement common sales and marketing features
  • Using Microsoft Guides
     

  Lab : Case study 2A Procurement and sourcing

  • Exercise #1 Create, submit, and approve a purchase requisition
  • Exercise #2 Create, reply and accept a request for quotation
  • Exercise #3 Create purchase requisition and purchasing policies
  • Exercise #4 Create a purchase order for delivery to multiple sites
  • Exercise #5 Create a charges code
  • Exercise #6 Create a vendor charges group and assign to vendors
  • Exercise #7 Create an automatic charge
  • Exercise #8 Approve purchase orders prior to confirmation
  • Exercise #9 Create trade agreements for vendors
  • Exercise #10 Create a purchase order based on a trade agreement
     

  Lab : Case study 2B Sales and marketing

  • Exercise #1 Enter and confirm sales order
  • Exercise #2 Create and review a sales order for commission
  • Exercise #3 Create a customer trade agreement
     

  After completing this module, students will be able to:

  • Implement and manage supply chain processes

• Module 4: Implement warehouse management and transportation management

  This module will introduce you to the following topics:

  Create sites, warehouses, locations, location formats, location profiles, location types, and zones

  • Implement location directives
  • Configure Inventory Statuses, unit sequence groups, and reservation hierarchies
  • Implement wave and work, templates
  • Implement wave load building template
  • Configure mobile device menus, menu items, and display settings manage inventory stock movement processes
  • Perform cycle counting
  • Process inbound and outbound orders
  • Process shipments
  • Describe the replenishment process cross-docking Introduction
  • Configure shipping carriers and carrier groups
  • Perform planning and executing loads and shipments
  • Configure and generate freight bills and invoices
  • Configure route plans and guides
  • Configure route and rate engines
  • Configure and use dock appointment scheduling

  Lessons

  • Configure warehouse management
  • Perform warehouse management processes
  • Implement transportation management
     

  Lab : Case study 3 Warehouse management and transportation management

  • Exercise #1 Configure warehouse management
  • Exercise #2 Create a reservation hierarchy
  • Exercise #3 Create disposition codes and inbound location directives
  • Exercise #4 Configure mobile devices
  • Exercise #5 Configure purchase orders
  • Exercise #6 Configure wave processing
  • Exercise #7 Configure cycle counting
  • Exercise #8 Define cycle counting
  • Exercise #9 Define a partial location cycle counting process
  • Exercise #10 Transfer orders and replenishments
  • Exercise #11 Setup replenishment
  • Exercise #12 Configure outbound processing
  • Exercise #13 Configure cluster picking
  • Exercise #14 Setup manual packing
  • Exercise #15 Configure carriers
  • Exercise #16 Configure rate masters
  • Exercise #17 Setup route plans and route guides
  • Exercise #18 Process inbound shipments
  • Exercise #19 Process outbound shipments
  • Exercise #20 Configure freight reconciliation
     

  After completing this module, students will be able to:

  • Implement warehouse management and transportation management

• Module 5: Configure and manage quality control and quality management

  This module will introduce you to the following topics:

  • Configure quality control
  • Configure quality management
  • Manage quality orders and quarantine order
  • Manage inventory blocking.

  Lessons

  • Configure quality control and quality management
  • Manage quality control and quality management
     

  Lab : Case study 4 Quality control and quality management

  • Exercise #1 Enable quality management process
  • Exercise #2 Create a manual quality order with a specification
  • Exercise #3 Define conditions to work with non-conformance issues
  • Exercise #4 Use non-conformance order to repair an item and a faulty machine
  • Exercise #5 Run non-conformance reports
     

  After completing this module, students will be able to:

  • Configure and manage quality control and quality management

• Module 6: Implement master planning

  This module will introduce you to the following topics:

  • Differentiate between planning optimization and master planning
  • Set up coverage groups and item coverage
  • Configure master planning parameters, master plan, forecast plans, and continuity plans
  • Differentiate between action messages, delay messages, time fences, and negative days
  • Process and view planned orders
  • Set up and use the Supply Schedule form
  • Configure and process safety stock journals
  • Set up and Implement inter-company master planning
  • Implement demand-base forecasting
  • Implement planning optimization

  Lessons

  • Configure master planning and forecasting
  • Run master plans and manage planned orders
  • Implement additional master planning features
     

  Lab : Case study 5 Master planning

  • Exercise #1 Process and view planned orders
  • Exercise #2 Create and run intercompany master plans
     

  After completing this module, students will be able to:

  • Implement master planning