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 on a form of a case study presented to a Dynamics 365 Supply Chain
Management functional consultant.

Each exercise will be bases on a business scenario followed by a question or discussion
then a step-by-step guidance to perform the system related steps.

Course dates and course fee may be subjected to changes.

Course Outline

Lesson 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
• Lab – Explore Dynamics 365 Supply Chain Management

Lesson 2: Configure and work with inventory management in Dynamics 365 Supply Chain Management

• Inbound operations
• Outbound operations
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Allocate batch and serial numbers
• Configure sites
• Configure warehouses
• Transfer orders
• Set up bar codes
• Set up default order settings
• Inventory journals
• Work with journals
• Inventory journal approval workflows
• Work with reason codes
• Work with consignment inventory
• Configure item groups and item model groups
• Inventory cost methodologies
• Configure inventory policies
• Inventory closing and adjustment
• Archive inventory transactions
• Work with reason codes for inventory counting
• Lab – Work with inventory management

Lesson 3: 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
• Exercise – Use the ABC classification report
• Exercise – Use the Physical inventory by inventory dimension report
• Exercise – Export a report to Microsoft Excel

Lesson 4: Create bill of materials in Dynamics 365 Supply Chain Management

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Exercise – Create a BOM in the BOM Designer

Lesson 5: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

• Procurement scenario
• Overview of the procure-to-purchase process
• 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
• Lab – Work with procure-to-purchase processes

Lesson 6: 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
• Work with request for quotes
• Purchase order confirmation workspace
• Accessing vendor master data in the Vendor information workspace
• Exercise – Set up an external role for a vendor

Lesson 7: 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
• Lab – Create and process a purchase order

Lesson 8: Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

• Configure quality management
• Perform quality control and management processes
• Apply inventory blocking
• Perform quarantine management
• Exercise – Create and process a quality order
• Exercise – Create and process a nonconformance order

Lesson 9: 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
• Exercise – Create a purchase agreement
• Exercise – Generate and process customer rebates
• Exercise – Create trade agreements

Lesson 10: Configure and use intercompany trade in Dynamics 365 Supply Chain Management

• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders
• Set up intercompany agreements and direct deliveries
• Lab – Configure intercompany relations
• Exercise – Process a purchase order-initiated intercompany chain
• Exercise – Process a sales order-initiated intercompany chain
• Exercise – Process returns in intercompany
• Exercise – Process an intercompany direct delivery

Lesson 11: Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

• Introduction – Order to cash process
• Sales and marketing overview
• Create and confirm sales quotations
• Create and process sales orders
• Sales order entry scenarios
• Sales order picking processes
• Configure order promising
• Configure order hold codes
• Process customer returns
• Sales order reservations
• Configure and use commissions
• Configure customer and item search
• Lab – Create a sales order and work with commissions

Lesson 12: 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
• Lab – Configure warehouse management

Lesson 13: Work with warehouse management in Dynamics 365 Supply Chain Management

• Configure mobile device setup
• Set up and deploy GS1 and QR bar codes
• Configure work type menu items
• Configure mobile app step instructions
• Inbound operations
• Cycle counting
• Transfer orders and replenishment
• Outbound operations
• Warehouse work
• Material handling equipment interface
• Sales order picking and consolidated shipments
• Cluster picking
• Packing and containerization
• Lab – Work with warehouse management

Lesson 14: 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
• Exercise – Firm a planned order
• Exercise – Change a planned order type
• Exercise – Create and run an intercompany master plan

Lesson 15: 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
• Exercise – Set up purchase trade agreements for Planning Optimization
• Exercise – Approve a planned order

Lesson 16: Manage transportation management in Dynamics 365 Supply Chain Management

• Install the Planning Optimization Add-in
• 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
• Lab – Explore transportation management