Course MB-330T00-A: Microsoft Dynamics 365 Supply Chain Management

Microsoft

Course MB-330T00-A: Microsoft Dynamics 365 Supply Chain Management

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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 on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

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.

Prerequisites

Course outline

Module 1: Implement product information management

Module Overview

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

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Implement product information management.

Module 2: Implement inventory management

Module Overview

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 Sessions

Implement inventory management

Lab Lessons

Add products to a new warehouse using basic inventory management
Create a standard cost version that uses a specific model group
Add and releasing new products to a warehouse
Use the inventory movement journal to initialize stock levels in a warehouse
Use the inventory transfer journal to move items to a new location in the warehouse
Adjust stock levels using the inventory adjustment journal
Use the inventory counting journal to compare D365 inventory amounts to manually counted
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

Module Overview

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 Sessions

Procurement and sourcing
Sales and marketing

Lab Lessons

Create, submit, and approve a purchase requisition
Create, reply and accept a request for quotation
Create purchase requisition and purchasing policies
Create a purchase order for delivery to multiple sites
Create a charges code
Create a vendor charges group and assign to vendors
Create an automatic charge
Approve purchase orders prior to confirmation
Create trade agreements for vendors
Create a purchase order based on a trade agreement
Enter and confirm sales order
Create and review a sales order for commission
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

Module Overview

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 Sessions

Warehouse management and transportation management

Lab Lessons

Configure warehouse management
Create a reservation hierarchy
Create disposition codes and inbound location directives
Configure mobile devices
Configure purchase orders
Configure wave processing
Configure cycle counting
Define cycle counting
Define a partial location cycle counting process
Transfer orders and replenishments
Setup replenishment
Configure outbound processing
Configure cluster picking
Setup manual packing
Configure carriers
Configure rate masters
Setup route plans and route guides
Process inbound shipments
Process outbound shipments
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

Module Overview

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 Sessions

Quality control and quality management

Lab Lessons

Enable quality management process
Create a manual quality order with a specification
Define conditions to work with non-conformance issues
Use non-conformance order to repair an item and a faulty machine
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

Module Overview

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 Sessions

Master planning

Lab Lessons

Process and view planned orders
Create and run intercompany master plans

After completing this module, students will be able to:

Implement master planning.

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