MB-330 Microsoft Dynamics 365 Supply Chain Management

Doelgroep

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.

Inhoud training

Get started with Dynamics 365 Supply Chain Management

Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics.

In this module, you will:

• Learn the benefits of Supply Chain Management.
• Get an overview of distribution and trade features in Supply Chain Management.

Create products and product masters in Dynamics 365 Supply Chain Management

Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and setup are required to manage the business processes that are related to specific products, product families, or product categories.

In this module, you will learn how to:

• Create products as type Item and Service.
• Set up product unit conversions.
• Set up transfer orders
• Set up default order settings.
• Create product masters with predefined variants.
• Create and set up category hierarchies.
• Create product attributes.

Configure and work with inventory management in Dynamics 365 Supply Chain Management

Learn how to configure inventory management functionality in Dynamics 365 Supply Chain Management for efficient ordering, storing, and using of inventory.

In this module, you'll learn how to:

• Understand inbound and outbound inventory operations.
• Configure inventory parameters.
• Configure tracking number groups.
• Configure inventory breakdown.
• Configure inventory and warehouse journals.
• Configure inventory dimensions.
• Configure inventory costing.
• Understand inventory closing and adjustments.
• Archive inventory transactions.
• Use movement journals.
• Use inventory adjustment journals.
• Use transfer journals.
• Use counting and tag counting journals.
• Use item arrival journals.
• Work with reason codes for inventory counting.

Configure warehouse management in Dynamics 365 Supply Chain Management

Optimize and streamline warehouse processes with Dynamics 365 Supply Chain Management. Create warehouses, configure work pools, and more.

In this module, you learn how to:

• Create warehouses and locations.
• Configure work pools, zones, location format, and location profiles.
• Configure catch weight processing for warehouse management.
• Create reservation hierarchies.
• Configure location directives.
• Configure wave templates.
• Configure inventory statuses.

Create bill of materials in Dynamics 365 Supply Chain Management

A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.

In this module, you will learn how to create bill of materials and BOM versions by using the BOM designer in Supply Chain Management.

Set up versioned products in Dynamics 365 Supply Chain Management

Product data is an important part of any company that uses supply chain management processes.

In this module, you will:

• Set up engineering organizations.
• Work with product versioning.
• Create dimension groups by using the version dimensions.
• Create product life cycle states.
• Use engineering categories.

Warehouse implementation experience in Dynamics 365 Supply Chain Management

Learn about wizards and streamlined configuration that can improve your experience with implementing warehouse operations.

This module explains the following concepts:

• Options for implementing Warehouse Management on a new legal entity or warehouse
• Warehouse Management setup wizards
• How to create and view location directives

Work with the costing sheet in Dynamics 365 Supply Chain Management

Calculate costs of bill of materials for finished goods in production using Dynamics 365 Supply Chain Management.

In this module, you will learn how to:

• Configure the costing sheet.
• Perform BOM calculation and analyze costs by using the costing sheet.

Configure and use agreements in Dynamics 365 Supply Chain Management

Companies negotiate and agree on certain terms to be able to fix the price of items. These agreements help businesses to make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies may be entitled to receive rebates, or gain royalty rewards, which can be converted to a credit note.

In this module, you will:

• Maintain trade agreements.
• Configure smart rounding.
• Create sales agreements.
• Use procurement policies.
• Create purchase agreements.
• Configure trade allowance.
• Configure brokerage.
• Configure royalties.
• Configure rebates.
• Learn about the Rebate management module.

Use inventory reports in Dynamics 365 Supply Chain Management

One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.

In this module, you will learn how to:

• Understand ABC classification.
• Use the Physical inventory by inventory dimension report.
• Use the Inventory value reports, and Inventory on-hand report storage.
• Use the Inventory on-hand mobile workspace.

Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

An important factor that impacts a company's reputation in today's market is the quality of their goods and services. By having a standard procedure for checking the quality of products when they arrive from vendors, move through supply chain, and are sent to customers, companies can reduce the number of returns and maintain their reputation in the market.

In this module, you'll learn how to:

• Configure quality management
• Perform quality control processes
• Apply inventory blocking
• Perform quarantine management

Work with assets in Asset Management for Dynamics 365 Supply Chain Management

Asset Management for Dynamics 365 Supply Chain Management allows your organization to effectively manage your resources, through the identification of asset locations. You can schedule maintenance tasks related to those assets, track usage, and review reports associated with the assets and their locations.

In this module, you will:

• Learn how to create, move, remove, and install assets.
• Review how to create assets based on purchase orders.
• Define how to create asset bills of materials.
• Learn how to use the Asset view page and Asset attribute overview page.

Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management

This module focuses on reviewing maintenance and scheduling plans, defining maintenance rounds, creating work orders for maintenance and then planning for maintenance downtime.

In this module, you will:

• Understand what preventive maintenance is
• Define maintenance plans and associate to an asset
• Establish maintenance rounds for assets that require maintenance at regular intervals
• Establish maintenance schedules and their associated budgeted costs for preventive maintenance on assets
• Create work orders for preventive maintenance jobs
• Define maintenance downtime activities for scheduled maintenance jobs on related assets for a defined period

Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management

Work orders are used to track and manage maintenance jobs scheduled on assets in Asset Management for Dynamics 365 Supply Chain Management.

In this module, you will:

• Learn how to manually create work orders
• Establish maintenance forecasts for maintenance job types
• Create purchase orders from a work order
• Bill customers for maintenance work
• Design counters manually or automatically to track the number of hours an asset has been in operation
• Create maintenance checklists by maintenance job types
• Create maintenance downtime registrations to track downtime in assets
• Add faults to work orders to report faults and reason for the fault
• Produce work order reports and work order maintenance jobs
• Define work order pools to group common work orders

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

Schedules for maintenance workers, assets and other tools are created when work orders are scheduled in Asset Management for Dynamics 365 Supply Chain Management.

In this module, you will:

• Create worker calendars and scheduling.
• Identify and assign preferred maintenance workers.
• Schedule and dispatch work orders, including scheduling for a specific date and time.
• Review the scheduled work order maintenance jobs to assign resources to maintenance jobs.
• Learn how to calculate a capacity load on scheduled work orders by defined periods.

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

Procure-to-purchase is the first step of the procure-to-pay process. Procure-to-purchase involves the procurement agent finding a vendor and requesting a material or service to be purchased.

In this module, you learn how to:

• Apply the procurement and sourcing processes in a business scenario.
• Use purchasing policies.
• Create and maintain vendors.
• Create and process purchase requisitions.
• Create and process a request for quotation.

Process purchase orders in Dynamics 365 Supply Chain Management

Learn about processing purchase orders in Supply Chain Management.

In this module, you will:

• Set up purchase order parameters
• Use purchase order change management.
• Create a purchase order.
• Use item arrivals and arrival overview.
• Create vendor returns.

Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

Speed, accuracy, and a digital solution when communicating with vendors is an essential need for a successful business. Dynamics 365 Supply Chain Management offers seamless collaborations with vendors through the Vendor collaboration portal.

In this module, you will learn how to:

• Configure vendor collaborations.
• Work with the Vendor collaboration workspace.
• Maintain vendor certifications.
• Use vendor collaboration as part of a procure-to-pay process.

Set up accounts receivable in Dynamics 365 Finance

Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that are not related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.

In this module, you will learn how to:

• Set up Accounts receivable components.
• Create and maintain a customer.
• Set up customer payments.
• Set up payment calendars and calendar rules.
• Set up customer posting profiles.
• Set up accounts receivable charges.

Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management

An important goal of most businesses is to convert prospects to customers and then maintain an ongoing business relationship with those customers. Integration of prospect-to-cash with dual-write creates a workflow that takes a quotation and an order that originate in either Dynamics 365 Sales or Dynamics 365 Supply Chain Management, and makes the quotation and order available in both apps.

In this module, you will:

• Learn about how to set up mapping in Dynamics 365 Sales and Dynamics 365 Supply Chain Management
• Learn how to sync orders and quotations between Sales and Supply Chain Management

Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

The order to cash process manages the life cycle of the sales process, which consists of sub processes of receiving and processing customer sales. The invoicing and accounts receivable functions in the process determine the company's cash inflows.

This module explains the following concepts:

• Order to cash business processes
• Trade agreements and sales quotations
• Order promising concepts
• How to set up order hold codes
• How to set up commissions and analyze various scenarios
• How to set up customer and item search

Configure and use intercompany trade in Dynamics 365 Supply Chain Management

Explore how Supply Chain Management streamlines intercompany trade, automating document generation and saving time and money.

In this module, you'll learn how to:

• Configure products for intercompany trade relations.
• Configure intercompany trade relationships.
• Configure intercompany agreements.
• Process intercompany orders.
• Process intercompany direct deliveries.
• Process intercompany charges.
• Recognize the intercompany return order chain process.

Set up landed cost in Dynamics 365 Supply Chain Management

Streamline inbound shipping operations with the Landed Cost module, offering financial and logistical control over imported freight in Dynamics 365 Supply Chain Management.

In this module, you will:

• Enable the Landed cost functionality.
• Learn about the Landed cost parameters.
• Set up voyages and shipping containers.
• Set up delivery information.
• Build multi-leg journeys.
• Learn about basic shipping setup.

Manage transportation management in Dynamics 365 Supply Chain Management

Efficiently manage inbound and outbound orders with vendor and routing solutions using Dynamics 365 Supply Chain Management.

In this module, you learn how to perform:

• Transportation planning
• Routing
• Rating
• Inbound operations
• Load processes
• Outbound operations

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Do you want to get the best out of warehouse management to support your manufacturing activities? In this module, you can learn about the manufacturing-specific warehouse management features in Dynamics 365 Supply Chain Management.

In this module, you will learn about:

• Production input and output locations.
• Staging and order picking.
• Releasing BOM and formula lines to the warehouse.
• Cross-docking.
• Visibility into material exceptions.

Set up Master Planning in Dynamics 365 Supply Chain Management

In every industry, whether it's retail, manufacturing, distribution, services, or public sector entities, the ability to effectively anticipate and manage demand and supply for goods and services is crucial for both short-term and long-term operations. Familiarize yourself with the Master Planning feature within Dynamics 365 Supply Chain Management to simplify your planning process. When you use predefined criteria, this tool enables you to efficiently strategize your procurement, transfers, and manufacturing requirements for materials.

In this module, you learn how to:

• Set up master planning.
• Use the Supply schedule page.
• Set up demand and supply forecasts.
• Set up calculated delays.
• Set up intercompany master planning.
• Run plans and firm planned orders.

Use master planning in Dynamics 365 Supply Chain Management

Learn about how to use features within Dynamics 365 Supply Chain Management, which enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database.

In this module, you will:

• Review the architecture of master planning features.
• Identify the benefits of master planning features.
• Discover the performance improvements within master planning features.
• Learn about priority-based planning

Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

This module discusses the capabilities of Microsoft Dynamics 365 Supply Chain management used to control the day-to-day operations of a warehouse, including costing methods, warehouse configuration options and inventory management.

After completing this module, you will be able to:

• Describe costing methods, including standard costing, weighted averages, last in, first out (LIFO), and first in, first out (FIFO).
• Describe use cases for Warehouse Management Systems (WMS) and warehouse configuration options, including layout, stocking limits, and location profiles.
• Describe purchase orders, item arrival journals, and cross-docking
• Describe inventory concepts, including reservations, picking, and packing, replenishment, shipments, counting, and inventory on-hand.
• Describe transportation management.

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