MB-330: Microsoft Dynamics 365 Supply Chain Management

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

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