This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

Objectives:
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 using BOM designer
Discrete manufacturing concepts
Production order statuses
Production stages
Bill of materials (BOM)
Resources
Routes and operations
Configure commodity pricing in Supply Chain Management.
Configure product compliance in Supply Chain Management.
Configure commodity pricing in Supply Chain Management.
Configure product compliance in Supply Chain Management.
Configure process manufacturing.
Create and configure catch weight items.
Configure approved vendors.
Understand the features in engineering change management.
Learn how the end-to-end engineering change management process works.
Set up engineering organizations.
Work with product versioning.
Create dimension groups by using the version dimensions.
Create product life cycle states.
Use engineering categories.
Set up engineering change severities and severity rules.
Set up product owners.
Use a workflow with engineering change management.
Create an engineering change request.
Learn about business impacts.
Create an engineering change order.
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.
Configure the costing sheet.
Perform BOM calculation and analyze costs by using the costing sheet.
IoT intelligence and insights in Supply Chain Management

1

  • CREATE PRODUCTS AND PRODUCT MASTERS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Product information workspace

    Concept of a product

    Create products

    Set up unit conversions

    Batch disposition codes

    Default order settings

    Define products as not stocked

    Create product masters with variants

    Gain productivity by using the Variant suggestions page

    Create and set up category hierarchies and attributes

    Set up item pricing

2

  • CREATE BILL OF MATERIALS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Work with the BOM designer

    BOM and formula versions

    BOM line types

    BOM levels

3

  • GET STARTED WITH DISCRETE MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Discrete manufacturing life cycle

    Master planning and planned production orders

    Bills of materials

    Working with BOM and item configurations

    Create a bill of materials

    Production orders

4

  • WORK WITH COMMODITY PRICING AND COMPLIANCE IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Configure commodity pricing

    Configure product compliance

5

  • CONFIGURE PROCESS MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Process manufacturing item types

    Production type setup

    Set up packaging and batch attributes

    Shelf life related setup

    Item model group, product compliance, and approved vendors

    Catch weight

    Transaction adjustments

    Catch weight item handling policy

    Catch weight tags

    Configure approved vendors

6

  • GET STARTED WITH ENGINEERING CHANGE MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Overview of features

    End-to-end walkthrough of features

7

  • SET UP VERSIONED PRODUCTS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Create an engineering organization

    Create nomenclature for product versions

    Create product version number rules

    Create product dimension groups by using the version dimension

    Create product life cycle states

    Engineering attributes

    Product readiness policies

    Product release policies

    Create engineering categories

8

  • CONFIGURE ENGINEERING CHANGE MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Set up engineering change severities

    Set up severity rule sets

    Set up product owners

    Engineering workflows

9

  • REQUEST AND FOLLOW UP WITH PRODUCT CHANGES IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Engineering change requests

    Engineering change orders up with product changes in Dynamics 365 Supply Chain Management

10

  • GET STARTED WITH PRODUCT CONFIGURATION IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Elements of a product configuration model

    Expression constraints and table constraints in product configuration models

    Validate and test a product configuration model

    Finalize a model for configuration

    Set up a product configuration model

    Calculations for product configuration models

    Solver strategy for product configuration

    Reuse product configurations

    Release a product configuration model

    Customize a product configuration model

11

  • WORK WITH THE COSTING SHEET IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Costing versions

    Cost groups

    Calculation groups

    Costing sheets

    BOM calculations

    BOM Measurements

    BOM Reports

12

  • CONFIGURE FORMULAS FOR PROCESS MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Formulas, formula lines, and formula versions

    Formula features

    Approve and activate formulas and formula versions

    Use step consumption

    Coproducts

    By-products

    Burden allocation

    Planning items

13

  • GET STARTED WITH PRODUCTION CONTROL IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Core concepts in production control

    Understand unified manufacturing

    Manufacturing principles

    Overview of the production process and production life cycle

    Batch orders

    Discrete manufacturing

    Process manufacturing

    Lean manufacturing

    Configure production control for unified manufacturing

    Capacity planning

    Integration between the General ledger and the Production control modules

    IoT intelligence and insights

    Describe the value proposition for mixed-reality Guides for production floor workers

14

  • USE WAREHOUSE MANAGEMENT FOR MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Production input location

    Production output location

    Staging and order picking

    Release BOM and formula lines to the warehouse

    Cross-docking

    Planned cross docking

    Visibility into material exceptions

15

  • WORK WITH MANUFACTURING EXECUTION IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Understand the manufacturing executions

    Identify roles in manufacturing execution

    Planning consideration for manufacturing execution

    Configure manufacturing execution

    Setup time and attendance for manufacturing execution processes

    Control production with manufacturing execution

    Create and process report as finished journals with co-products and by-products

    Calculate and approve raw time registrations

    Report as finished from the job card device

16

  • GET STARTED WITH ASSET MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Asset Management terminology and concepts

    Functional locations and assets

    Assets and work orders

    Install the Asset Management mobile workspace

    Use the Asset Management mobile workspace

    Asset Management integration capabilities

    Integrate Asset Management with Dynamics 365 Guides

17

  • SCHEDULE WORK ORDERS IN ASSET MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Configure workers for work order scheduling

    Schedule and dispatch work orders

    Calculate capacity load on scheduled work orders

18

  • CONFIGURE AND PERFORM THE PROCURE-TO-PURCHASE PROCESS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Procurement scenario

    Overview of the procure-to-purchase process

    Set up procurement categories

    Use procurement catalogs

    Create a purchase requisition

    Create and process a request for quotation

    Create purchase orders

    Vendor categories and catalogs

    Evaluate a vendor and put a vendor on hold

    Use purchasing policies

19

  • CONFIGURE ACTIVITY-BASED SUBCONTRACTING AND PRODUCTION FLOW COSTING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Subcontracting capabilities

    Subcontracting a vendor

    Subcontracting service

    Transfer activities as subcontracting activities

    Subcontracting as an alternate resource

    Cost accounting of subcontracted services

    Subcontracting cost flow

    Backflush costing

    Products and material in Work in Progress

    Standard cost

    Costing lean manufacturing

    Calculation of standard cost

    Calculate unused quantities

    Calculation of production variances to standard cost

    Ledger entries created from processing a production flow

20

  • CONFIGURE AND USE AGREEMENTS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Work with trade agreements

    Create sales agreements

    Create purchase agreements

    Configure trade allowance management

    Configure brokerage contract management

    Configure royalty contract management

    Configure vendor rebates

    Rebate management module

21

  • WORK WITH CAPACITY PLANNING AND SCHEDULING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Scheduling options

    Split a production order

    Operations scheduling

    Job scheduling

    Scheduling options from the Gantt chart

    Resource scheduling

    Scrap and waste

22

  • CONFIGURE AND USE BUILT-IN MASTER PLANNING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Master planning considerations and setup

    Master planning parameters page

    Create a master plan

    Demand forecasting

    Coverage settings

    Action messages

    Configure intercompany planning

    Run plans and firm planned orders

    Set up and use the Supply schedule page

23

  • USE PLANNING OPTIMIZATION IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Install the Planning Optimization Add-in

    Integration and fit analysis

    Apply filters to a plan

    Master planning with demand forecasts

    Planning optimization support for capability-based resource allocation

    Priority-based planning

    Master planning and purchase trade agreements

    Safety margins

    Coverage time fences

    Approved planned orders

    Generate planned production orders

    Analyze and approve planned orders

    Auto-firming

    Planning with negative on-hand quantities

    View history and planning logs

    Cancel a planning job

24

  • CREATE AND PROCESS FIXED KANBANS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Understand kanban boards

    Configure a fixed kanban rule

    Process a fixed kanban

    Kanban quantity calculations and circulating kanbans

25

  • IDENTIFY AND CONFIGURE BATCH ATTRIBUTES FOR PROCESS MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Assign and reserve batch attributes

    Products that have an active ingredient

    Ingredient types

    The batch balancing process

Audience

This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert or those whose role includes implementing and configuring advanced features of Dynamics 365 Supply Chain Management.

Language

English

Prerequisites

Prior to this course, you should have 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. General knowledge of supply chain management General knowledge of inventory procedures Basic knowledge of warehouse procedures Ability to use Microsoft Dynamics 365 Supply Chain Management for basic processing

$3,475

Length: 5.0 days (40 hours)

Level:

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Course Schedule:

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16
Oct
Monday
9:00 AM ET -
5:00 PM ET
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