MB-330T00 Microsoft Dynamics 365 Supply Chain Management

Price
$2,995.00 USD

Duration
5 Days

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

This course is designed to build your foundation 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. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Who Should Attend?

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.

Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
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Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
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Course Prerequisites

While there are no specific prerequisites for the MB-330 exam, having prior experience or knowledge in finance and operations management can be beneficial.

Agenda

1 - Get started with Dynamics 365 Supply Chain Management

Benefits of Supply Chain Management
Overview of Supply Chain Management
Cost accounting
Cost management
Inventory management and Warehouse management
Master planning
Procurement and sourcing
Vendor collaboration
Sales and marketing
Customer portal
Product information management
Production control
Intercompany trade
Warehouse management
Transportation management

2 - Get started with Dynamics 365 Supply Chain Management

Benefits of Supply Chain Management
Overview of Supply Chain Management
Cost accounting
Cost management
Inventory management and Warehouse management
Master planning
Procurement and sourcing
Vendor collaboration
Sales and marketing
Customer portal
Product information management
Production control
Intercompany trade
Warehouse management
Transportation management

3 - Get started with inventory management in Dynamics 365 Supply Chain Management

Inventory management overview
Configure inventory dimensions
Configure storage dimensions
Configure tracking dimensions
Configure serial and batch numbers
Configure sites
Configure warehouses
Configure inventory policies
Set up item groups and item model groups
Allocate batch and serial numbers
Work with consignment inventory

4 - Work with inventory management operations in Dynamics 365 Supply Chain Management

Inventory operations scenarios
Inventory locations
Inventory statuses
Set up disposition codes
Warehouse layout
Set up barcodes
Counting reason codes
Inventory journals
Inventory journal approval workflow
Initialize stock levels in the warehouse
Transfer orders
Create and post an inventory journal

5 - Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management

Outbound operations
Outbound setup
Set up default order settings
Reserve inventory quantities
Reserve sales order batch numbers

6 - Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management

Inbound operations
Arrival overview
Set up an item arrival overview profile
Set up default order settings

7 - Set up and work with inventory control in Dynamics 365 Supply Chain Management

Inventory cost methodologies
Inventory closing and adjustment
Archive inventory transactions

8 - Use inventory reports in Dynamics 365 Supply Chain Management

ABC inventory classification
Physical inventory by inventory dimension report
Inventory value report
Inventory on-hand report storage
Inventory on-hand mobile workspace

9 - 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
Variant specific sales tax groups
Gain productivity by using the Variant suggestions page
Create and set up category hierarchies and attributes
Set up item pricing

10 - Create bill of materials in Dynamics 365 Supply Chain Management

Work with the BOM designer
BOM and formula versions
BOM line types
BOM levels

11 - Configure warehouse management in Dynamics 365 Supply Chain Management

Roles in warehouse management
Set up warehouse management
Configure the warehouse layout
Configure catch weight processing for warehouse management
Warehouse processes
Reservation hierarchies

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

Overview of features
End-to-end walkthrough of features

13 - 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

14 - 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

15 - Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management

Enable change management on existing products
Enable engineering product categories
Run the convert to engineering product wizard

16 - Warehouse implementation experience in Dynamics 365 Supply Chain Management

Enable warehousing telemetry
Warehouse implementation workspace
Wizard-driven setup of Warehouse Management parameters
Wizard-driven warehouse configuration
Simplified query view of location directives

17 - 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
Set up and manage production-related reservations
Reset the status of a production order
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

18 - 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

19 - Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management

Prerequisite setup in production control
Production groups
Production control parameters
Production pools
Allocation keys
Set up journal parameters
Create a production unit

20 - Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management

Create operations and operation relations
Work with simultaneous operations
Set up route groups and routes
Route versions
Copy routes
Route networks
Work with primary and secondary routes

21 - Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management

Set up calendars and resources
Set up working time templates
Create calendars
Resource capabilities
Resource groups

22 - Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management

Set up inventory dimensions in production
Set up production dimensions
Set up storage dimensions
Set up tracking dimensions

23 - Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management

Production cost
General ledger and manufacturing integration
Inventory posting profiles, item groups, and item model groups
End production orders
Production journals
Dimension link
Production reports

24 - 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

25 - 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

26 - 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

27 - Set up configurable products in Dynamics 365 Supply Chain Management

Product configurator concepts and terminology
Elements of a product configuration model
Scenario
Product model components
Create a product configuration model
Expression constraints
Calculations for product configuration
BOMs and routes
Configuration rules
Sales price models

28 - Validate and release product configuration models in Dynamics 365 Supply Chain Management

Extra configuration model options
Improve product configuration performance
Validate and test a product configuration model
Configuration templates
Configuration model versions
Release a product configuration model
Reuse product configuration

29 - Work with configurable products in Dynamics 365 Supply Chain Management

Configurable product use cases
Intercompany and multiple site considerations
Extend a product configuration model through the API
Add a configurable product to a sales order line

30 - 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
Service management

31 - 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

32 - Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

Purchase order statuses with vendor collaboration
Configure vendor collaboration
Maintain vendor certification
Set up vendor collaboration security roles
Use the Vendor collaboration invoicing workspace
Define purchase order response information
Work with purchase orders when vendor collaboration is used
Purchase order statuses and versions
Sharing information about consignment inventory
Inform vendors about vendor collaboration
Work with request for quotes
Purchase order confirmation workspace
Accessing vendor master data in the Vendor information workspace

33 - Process purchase orders in Dynamics 365 Supply Chain Management

Overview of the purchase order process
Set up purchasing parameters
Use purchase order change management
Use Item arrivals and Arrival overview
Manage over/under delivery for purchase orders
Manage charges for purchase orders
Create vendor returns

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

Configure quality management
Perform quality control and management processes
Describe transactions types and create quality orders
Apply inventory blocking
Perform quarantine management

35 - 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
Service management

36 - Set up intercompany trade in Dynamics 365 Supply Chain Management

Intercompany trading overview
Intercompany scenarios
Set up intercompany trade
Set up intercompany trade relationships
Action policies
Set up charges and posting
Set up intercompany agreements and direct deliveries

37 - Work with intercompany trade in Dynamics 365 Supply Chain Management

Synced intercompany data
Create an intercompany sales order
Process intercompany purchase orders
Return an intercompany sales order
Customer payments for intercompany orders
Create an intercompany purchase order
Check intercompany order price discrepancies
Manage intercompany purchase orders

38 - Get started with Asset Management for Dynamics 365 Supply Chain Management

Overview and benefits
Asset Management terminology and concepts
Functional locations and assets
Assets and work orders
Use the Asset Management mobile workspace
Asset Management integration capabilities
Integrate Asset Management with Dynamics 365 Guides

39 - Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management

Create functional locations
Install assets on functional locations

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

All assets page
Create an asset
Multi-level assets
Copy an asset or asset structure
Move, remove, and install an asset
Create assets based on purchase orders
Asset bills of materials
Asset event history
Asset view
Asset attribute overview

41 - Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management

View maintenance requests
Maintenance request lifecycle states
Create and update maintenance requests
Create work orders from maintenance requests
Asset loans
Inbound and outbound assets
Maintenance request management workspace
Work order management workspace
Maintenance request reports

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

Manually create work orders
Maintenance forecasts
Procurement of work order purchase requisitions
Bill customers for maintenance work
Manual update of asset counters
Automatic update of asset counters
Maintenance checklists
Maintenance downtime
Add a fault to a work order
Work order report
Work order pools
Active work order maintenance jobs page
Work order management workspace

43 - 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

44 - Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management

Cost control for assets calculation
Work order date control calculation
Work order hour control calculation
Asset fault cost control calculation
Calculate asset KPIs
Item where used calculation
Maintenance status calculation

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

Maintenance plans
Interval types
Assign a maintenance plan to an asset
Schedule maintenance plans
Maintenance rounds
Maintenance schedule
Maintenance schedule cost
Maintenance downtime

46 - Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management

Calculate capacity load
Calculate an item forecast

47 - Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management

Register consumption
Create consumption reports

48 - Work with warranties in Asset Management for Dynamics 365 Supply Chain Management

Warranty agreements
Warranty on assets and asset types

49 - Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management

Create maintenance budgets
Update maintenance budgets

50 - Set up accounts receivable in Dynamics 365 Finance

Payment schedule
Terms of payment and payment days
Cash discounts
Payment fees
Set up the credit card payment service
Methods of payment and payment control
Set up a payment calendar and payment calendar rules
Create and maintain customers
Set up customer posting profiles
Configure accounts receivable charges

51 - Get started with accounts receivable daily procedures in Dynamics 365 Finance

Create free text invoices
Recurring free text invoices
Create and handle payments of customer invoices for sales orders
Settle transactions and undo settlements
Reimburse a customer

52 - Set up credit and collections in Dynamics 365 Finance

Set up accounts receivables for credit and collections
Set up credit and collections components
Set up interest rates for an interest code
Waive, reinstate, or reverse interest fees
Set up and manage collection letters

53 - Process credit and collections in Dynamics 365 Finance

Customer account statement
Working with collections
Collections coordinator workspace
Manage customer credit and collections
Credit management

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

Prerequisites and mapping setup
Sales quotations
Sales orders
Dual-write solution for Sales
Invoices
Limitations
Demonstration - Create and edit sales quotations

55 - Set up order to cash in Dynamics 365 Supply Chain Management

Overview
Order to cash business processes
Relationship management
Trade agreements
Sales quotation setup
Sales order setup
Order promising concepts
Set up order promising
Set up order hold codes
Set up commissions
Set up customer and item search

56 - Work with order to cash in Dynamics 365 Supply Chain Management

Sales order entry scenarios
Create and process sales orders
Sales order picking process
Process customer returns
Sales order reservations

57 - 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
Service management

58 - Set up intercompany trade in Dynamics 365 Supply Chain Management

Intercompany trading overview
Intercompany scenarios
Set up intercompany trade
Set up intercompany trade relationships
Action policies
Set up charges and posting
Set up intercompany agreements and direct deliveries

59 - Work with intercompany trade in Dynamics 365 Supply Chain Management

Synced intercompany data
Create an intercompany sales order
Process intercompany purchase orders
Return an intercompany sales order
Customer payments for intercompany orders
Create an intercompany purchase order
Check intercompany order price discrepancies
Manage intercompany purchase orders

60 - Set up intercompany trade in Dynamics 365 Supply Chain Management

Intercompany trading overview
Intercompany scenarios
Set up intercompany trade
Set up intercompany trade relationships
Action policies
Set up charges and posting
Set up intercompany agreements and direct deliveries

61 - Work with intercompany trade in Dynamics 365 Supply Chain Management

Synced intercompany data
Create an intercompany sales order
Process intercompany purchase orders
Return an intercompany sales order
Customer payments for intercompany orders
Create an intercompany purchase order
Check intercompany order price discrepancies
Manage intercompany purchase orders

62 - Set up landed cost in Dynamics 365 Supply Chain Management

Landed cost concepts and terminology
Landed cost parameters
Set up voyages and shipping containers
Set up delivery information
Set up multi-leg journeys
Set up shipping information
Set up costing parameter values
General ledger integration configuration
Vendor settings for Landed cost

63 - Work with landed cost in Dynamics 365 Supply Chain Management

Create a voyage
Manage a voyage
Estimate and manage landed costs
Track inbound voyages and shipping container journey
In-transit processing
Warehouse management and landed cost
Process over and under transactions
Update tracking for put away
Inquiries and reports for landed cost

64 - Manage transportation management in Dynamics 365 Supply Chain Management

Planning transportation management
Configure transportation management
Routing and transportation flows
Load building strategy
Transportation management engines
Bill of lading
Plan freight transportation routes with multiple stops
Reconcile freight in transportation management

65 - Configure warehouse management in Dynamics 365 Supply Chain Management

Roles in warehouse management
Set up warehouse management
Configure the warehouse layout
Configure catch weight processing for warehouse management
Warehouse processes
Reservation hierarchies

66 - Warehouse implementation experience in Dynamics 365 Supply Chain Management

Enable warehousing telemetry
Warehouse implementation workspace
Wizard-driven setup of Warehouse Management parameters
Wizard-driven warehouse configuration
Simplified query view of location directives

67 - Inbound warehouse operations using Dynamics 365 Supply Chain Management

Inbound operations
Inbound advanced shipping notices
Cross dock products from receiving warehouse to stores
Create a GTIN code for a product
Wizard-driven setup of Warehouse Management parameters

68 - Outbound warehouse operations using Dynamics 365 Supply Chain Management

Outbound operations
Warehouse work
Cluster picking
Packing and containerization
Packing containers with the Warehouse Management mobile app
Transfer orders and replenishment

69 - Execute across warehouse operations in Dynamics 365 Warehouse Management

Cycle counting
Material handling equipment interface

70 - Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

Global mobile device parameters
Set up and deploy GS1 and QR bar codes
Set up work type menu items
Set up mobile app step instructions
Set up detours for steps in mobile device menu items

71 - 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
Automatically rewave to add unfulfilled lines to new waves
Cross-docking
Planned cross docking
Visibility into material exceptions

72 - Set up Master Planning in Dynamics 365 Supply Chain Management

Master planning considerations and set up
Master planning parameters page
Create a master plan
Coverage settings
Action messages
Demand Forecasting
Run plans and firm planned orders
Set up and use the Supply schedule page
Deprecated master planning

73 - Use master planning in Dynamics 365 Supply Chain Management

Set up master planning add-in
Apply filters to a plan
Master planning with demand forecasts
Master planning support for capability-based resource allocation
Priority-based planning
Master planning and purchase trade agreements
Set up supply chain calendars
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

74 - Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

Demand Driven Material Requirements Planning (DDMRP) Overview
Inventory positioning
Buffer profile and levels
Demand-driven planning
Visual and collaborative implementation

75 - Describe Dynamics 365 Supply Chain Management core capabilities

Describe use cases for Dynamics 365 Supply Chain Management
Describe products and released products
Describe product master records, product variants, and product dimensions
Describe pricing and discounts
Describe intercompany capabilities

76 - Describe the sales and procurement processes in Dynamics 365 Supply Chain Management

Describe the order-to-cash process
Describe the sales order creation process
Describe the fulfillment process
Describe the procure-to-pay process
Describe purchase requisitions
Describe the purchase order creation process
Describe purchase order receipts

77 - Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

Describe costing methods
Describe on-hand inventory capabilities
Identify types of inventory journals
Describe quality management capabilities
Describe use cases for Warehouse Management Systems (WMS)
Describe use cases for Transportation Management Systems
Describe use cases for landed cost

78 - Describe the manufacturing process in Dynamics 365 Supply Chain Management

Describe lean, discrete, and process manufacturing
Describe manufacturing strategies
Describe bills of materials (BOMs), routes, and operations
Identify the production lifecycle stages
Describe shop floor management
Describe master planning and planning optimization

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