Microsoft Dynamics 365 Supply Chain Management (MB-330T00) (MSD12)

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

Questo corso è progettato per il consulente funzionale di The Dynamics 365 Supply Chain Management. Il consulente funzionale di Dynamics 365 Supply Chain Management è una risorsa chiave che progetta e configura le app per soddisfare i requisiti di un cliente. Il consulente funzionale analizza i requisiti aziendali e li traduce in processi e soluzioni aziendali completamente realizzati che implementano le pratiche consigliate dal settore. Il consulente funzionale è specializzato in uno o più dei seguenti set di funzionalità di Dynamics: finanza, produzione o gestione della catena di approvvigionamento. Collaborano con architetti, sviluppatori, amministratori e altre parti interessate per fornire soluzioni che soddisfino o superino le esigenze dei loro clienti.

Non sono presenti requisiti

Al termine del corso i partecipanti saranno in grado di:

• Configurare le funzionalità più importanti di Dynamics 365 Dynamics 365 Supply Chain Management.
• Elaborare la maggior parte delle transazioni di Dynamics 365 Supply Chain Management.
• Spiegare agli altri come funzionano le caratteristiche e le funzionalità di Dynamics 365 Supply Chain Management.