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

Level: Intermediate

Organizations use Dynamics 365 Finance and Operations to automate and streamline your supply chain, by modernizing business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfillment. This course discusses how to configure and use supply chain management in Dynamics 365 Finance and Operations. It also discusses how to use quality management, intercompany trading and master planning and how to configure and use warehouse and transportation management in Dynamics 365 for Finance and Operations.

Key Features of this Microsoft Dynamics 365 Supply Chain Management Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption

You Will Learn How To:

  • Configure inventory components for supply chain management
  • Use inventory journals
  • Use inventory reports
  • Create and use products and product masters
  • Create a Bill Of Materials (BOM)
  • Configure and perform the procure-to-purchase process
  • Configure vendor collaborations
  • Configure and perform the purchase-to-pay process
  • Configure and use agreements
  • Configure and use the order-to-cash process

Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals

LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • Hands-on learning labs included
  • After-course instructor coaching included
View Course Details & Schedule

Standard $3285

Government $2890

RESERVE SEAT

PRODUCT #8561

TRAINING AT YOUR SITE

Team Training

  • Bring this or any training to your organization
  • Full - scale program development
  • Delivered when, where, and how you want it
  • Blended learning models
  • Tailored content
  • Expert team coaching

Customize Your Team Training Experience

CONTACT US

Save More On Training with FlexVouchers – A Unique Training Savings Account

Our FlexVouchers help you lock in your training budgets without having to commit to a traditional 1 voucher = 1 course classroom-only attendance. FlexVouchers expand your purchasing power to modern blended solutions and services that are completely customizable. For details, please call 888-843-8733 or chat live.

In Class & Live, Online Training

Important Microsoft Dynamics 365 Supply Chain Management Training Information

  • Software/Tools

    Dynamics

  • Requirements

    Basic understanding of ERP, CRM concepts.

  • Who Should Attend This Course

    A Dynamics 365 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.

  • Exam Information

    MB-330: Microsoft Dynamics 365 Supply Chain Management

Time Zone Legend:
Eastern Time Zone Central Time Zone
Mountain Time Zone Pacific Time Zone

Note: This course runs for 4 Days

  • Mar 17 - 20 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Jun 16 - 19 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Sep 15 - 18 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Guaranteed to Run

When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time, location — will run. Guaranteed.

Microsoft Dynamics 365 Supply Chain Management Course Outline

  • Module 1: Supply Management

    To configure the inventory, one 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

    In this module, students learned how to:

    • Perform inbound and outbound inventory operations
    • Configure Inventory parameters
    • Configure Tracking number groups
    • Configure inventory breakdown
    • Configure inventory and warehouse Journals
    • Configure Units
    • Configure Inventory dimensions
    • Configure inventory costing
    • Setup Distribution
    • Understand inventory closing and adjustments
  • 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

    In this module, students learned to:

    • 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

    In this module, students learned to:

    • 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

    In this module, students learned how to:

    • 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 (BOM) 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 BOMs and BOM versions by using BOM designer in Finance and Operations.

    Lessons

    • Introduction
    • Use BOM designer
    • Practice lab
    • Module summary

    In this module, students learned how to:

    • Create BOMs 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

    In this module, students learned how to:

    • 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

    In this module, students learned to:

    • 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

    In this module, students learned to:

    • Understand overview of the purchase-to-pay scenario
    • Use purchase order change management
    • Create a Purchase order
    • Use Item arrivals and Arrival overview
    • Generate and Post the Invoice
    • Create the Invoice Journal
    • Generate and post the vendor payments
    • Create vendor returns
  • Module 9: Configure and Use Agreements

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

    Lessons

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

    In this module, students learned how to:

    • Maintain trade agreements
    • Configure smart rounding
    • Create Sales agreements
    • Use procurement policies
    • Create Purchase agreements
    • Configure Trade allowance
    • Configure Brokerage
    • Configure Royalties
    • 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

    In this module, students learned how to:

    • 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: 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

Team Training

Microsoft Dynamics 365 Supply Chain Management FAQs

  • Does this course prepare you for a certification?

    Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate” certification.

Questions about which training is right for you?

call 888-843-8733
chat Live Chat




100% Satisfaction Guaranteed

Your Training Comes with a 100% Satisfaction Guarantee!*

*Partner-delivered courses may have different terms that apply. Ask for details.

Herndon, VA / Online (AnyWare)
Herndon, VA / Online (AnyWare)
Herndon, VA / Online (AnyWare)
Preferred method of contact:
Chat Now

Please Choose a Language

Canada - English

Canada - Français