MB-335 Microsoft Dynamics 365 Supply Chain Management, Expert

Doelgroep

This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert. The Dynamics 365 Supply Chain Management Functional Consultant Expert is a key resource that implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. The functional consultant analyzes business requirements, translates those requirements into fully realized business processes and solutions, and applies industry-recommended practices to implementations. The functional consultant has a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. They partner with architects, developers, consultants and other stakeholders to implement solutions that meet or exceed the needs of their customers. The consultant identifies use cases for applying Dynamics 365 Supply Chain Management add-ins for mixed reality, internet of things (IoT), and machine learning (ML) technologies. 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.

Trainingsdoelstellingen

• Configure products
• Configure production prerequisites
• Implement production methods
• Configure production control
• Describe and implement additional supply chain management features

Inhoud training

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.

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.

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

If a company only produces several simple products, production can be scheduled manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time, and at the proper resource. This module explains what discrete manufacturing is and how it works in Dynamics 365 Supply Chain Management.

In this module, you will learn about:

• Discrete manufacturing concepts
• Production order statuses
• Production stages
• Bill of materials (BOM)
• Resources
• Routes and operations

Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management

This module provides information about how to work with commodity pricing and compliance in Dynamics 365 Supply Chain Management.

By the end of this module, you'll be able to:

• Configure commodity pricing in Supply Chain Management.
• Configure product compliance in Supply Chain Management.

Configure process manufacturing in Dynamics 365 Supply Chain Management

Process manufacturing is associated with formulas and manufacturing recipes, whereas discrete manufacturing uses discrete units and bills of materials. Process manufacturing is used in manufacturing environments where production is completed in batch or semi-continuous processes.

In this module, you will learn how to:

• Configure process manufacturing.
• Create and configure catch weight items.
• Configure approved vendors.

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

Learn the basics of the Engineering Change Management for Dynamics 365 Supply Chain Management.

In this module, you will:

• Understand the features in engineering change management.
• Learn how the end-to-end engineering change management process works.

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.

Configure engineering change management for Dynamics 365 Supply Chain Management

Learn how to set up Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management.

In this module, you will:

• Set up engineering change severities and severity rules.
• Set up product owners.
• Use a workflow with engineering change management.

Request and follow up with product changes in Dynamics 365 Supply Chain Management

Request and follow up with engineering product changes in Dynamics 365 Supply Chain Management

In this module, you will:

• Create an engineering change request.
• Learn about business impacts.
• Create an engineering change order.

Get started with product configuration in Dynamics 365 Supply Chain Management

This module provides information about how to get started with product configuration in Dynamics 365 Supply Chain Management.

In this module, you will learn about:

• Important terminology to help you understand the concepts and processes that are associated with product configuration.
• Product configuration end-to-end scenario.
• Different areas that span the product configuration process.
• The product configuration model.
• How to build a product configuration model.

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 formulas for process manufacturing in Dynamics 365 Supply Chain Management

Learn how to configure formulas for process manufacturing in Dynamics 365 Supply Chain Management.

In this module, you learn how to:

• Manage formulas.
• Create co-products and by-products.

Get started with production control in Dynamics 365 Supply Chain Management

Learn the basics of production control in Dynamics 365 Supply Chain Management.

In this module, you will learn about:

• Discrete, lean, and process manufacturing methodologies
• Unified manufacturing
• How to configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• Production pools
• How to work with allocation keys
• IoT intelligence and insights in Supply Chain Management

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.

Work with manufacturing execution in Dynamics 365 Supply Chain Management

This module provides information about how to configure and use manufacturing execution in Dynamics 365 Supply Chain Management.

In this module, you will:

• Learn about the manufacturing execution process.
• Identify the roles in manufacturing execution.
• Process production orders.
• Discover the process workflows to manage a production.

Get started with Asset Management for Dynamics 365 Supply Chain Management

Asset Management is an advanced module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management.

In this module, you will:

• Review the benefits of Asset Management.
• Define the key terms and concepts in Asset Management.
• Learn how to install, and work with the Asset Management mobile workspace.
• Review Asset Management integration capabilities.

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.

Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management

The subcontracting functionality in Dynamics 365 Supply Chain Management offers visibility of the components that are provided to the subcontractor and also, if necessary, capacity visibility at the subcontractor. Additionally, working with kanban planning and process boards allows companies to make quick, informed decisions to effectively manage demand variations, especially when they are analyzing the production flow costing in lean manufacturing.

In this module, you will learn how to:

• Configure activity-based subcontracting.
• Designate vendors as subcontractors.
• Configure production flow costing.

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.

Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

Explore the crucial role of scheduling systems in Dynamics 365 Supply Chain Management, including capacity planning and production order setup.

In this module, you'll learn how to:

• Work with capacity planning.
• Schedule a production order.
• Split a production order.
• Set up scrap and waste.

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

Create and process fixed kanbans in Dynamics 365 Supply Chain Management

This module provides information about how to work with fixed kanbans in lean manufacturing.

In this module, you learn about:

• Kanban rules.
• Manufacturing kanbans.
• Withdrawal kanbans.
• Fixed quantity kanbans.
• Kanban quantity calculations and circulating kanbans.

Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management

This module provides information about how to configure batch attributes in Supply Chain Management.

In this module, you will learn about:

• Batch attributes.
• Batch balancing process.
• Potency management.

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