Microsoft Dynamics 365 Supply Chain Management

Module 1: Implement product information management

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

After completing this module, students will be able to:

• Implement product information management

Module 2: Implement inventory management

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: Case study 1 Implement inventory management

• Exercise #1 Add products to a new warehouse using basic inventory management
• Exercise #2 Create a standard cost version that uses a specific model group
• Exercise #3 Add and releasing new products to a warehouse
• Exercise #4 Use the inventory movement journal to initialize stock levels in a warehouse
• Exercise #5 Use the inventory transfer journal to move items to a new location in the warehouse
• Exercise #6 Adjust stock levels using the inventory adjustment journal
• Exercise #7 Use the inventory counting journal to compare D365 inventory amounts to manually counted
• Exercise #8 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

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: Case study 2A Procurement and sourcing

• Exercise #1 Create, submit, and approve a purchase requisition
• Exercise #2 Create, reply and accept a request for quotation
• Exercise #3 Create purchase requisition and purchasing policies
• Exercise #4 Create a purchase order for delivery to multiple sites
• Exercise #5 Create a charges code
• Exercise #6 Create a vendor charges group and assign to vendors
• Exercise #7 Create an automatic charge
• Exercise #8 Approve purchase orders prior to confirmation
• Exercise #9 Create trade agreements for vendors
• Exercise #10 Create a purchase order based on a trade agreement

Lab: Case study 2B Sales and marketing

• Exercise #1 Enter and confirm sales order
• Exercise #2 Create and review a sales order for commission
• Exercise #3 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

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: Case study 3 Warehouse management and transportation management

• Exercise #1 Configure warehouse management
• Exercise #2 Create a reservation hierarchy
• Exercise #3 Create disposition codes and inbound location directives
• Exercise #4 Configure mobile devices
• Exercise #5 Configure purchase orders
• Exercise #6 Configure wave processing
• Exercise #7 Configure cycle counting
• Exercise #8 Define cycle counting
• Exercise #9 Define a partial location cycle counting process
• Exercise #10 Transfer orders and replenishments
• Exercise #11 Setup replenishment
• Exercise #12 Configure outbound processing
• Exercise #13 Configure cluster picking
• Exercise #14 Setup manual packing
• Exercise #15 Configure carriers
• Exercise #16 Configure rate masters
• Exercise #17 Setup route plans and route guides
• Exercise #18 Process inbound shipments
• Exercise #19 Process outbound shipments
• Exercise #20 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

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: Case study 4 Quality control and quality management

• Exercise #1 Enable quality management process
• Exercise #2 Create a manual quality order with a specification
• Exercise #3 Define conditions to work with non-conformance issues
• Exercise #4 Use non-conformance order to repair an item and a faulty machine
• Exercise #5 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

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: Case study 5 Master planning

• Exercise #1 Process and view planned orders
• Exercise #2 Create and run intercompany master plans

After completing this module, students will be able to:

• Implement master planning