Augment advance level Supply Chain Management solutions with Microsoft Dynamics 365 (MB-335)

Course Outline

1) Configure and manage products and inventory in Dynamics 365 Supply Chain Management
• Get started with Dynamics 365 Supply Chain Management
• Learn the benefits of Supply Chain Management
• Get an overview of distribution and trade features in Supply Chain Management
• Lab: Explore Dynamics 365 Supply Chain Management
• Get started with inventory management in Dynamics 365 Supply Chain Management
• Inventory management process
• How to configure inventory dimensions, storage dimensions, and tracking dimensions
• How to set up sites and warehouses
• Inventory policies and how to set up the policies
• How to configure item groups and item model groups
• How to allocate batch and serial numbers
• Consignment inventory
• Lab: Set up inventory policies for an item model group
• Lab: Work with inventory management
• Work with inventory management operations in Dynamics 365 Supply Chain Management
• Analyze inventory operations scenarios
• Work with inventory locations
• Review inventory statuses
• Configure disposition codes
• Review warehouse layouts
• Set up bar codes
• Configure counting reason codes
• Work with inventory journals
• Configure inventory approval workflow
• Initialize stock levels in the warehouse
• Review transfer orders
• Create and post an inventory journal
• Lab: Create and post an inventory journal
• Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
• Outbound operations
• Outbound setup
• How to set up default order settings for sales orders
• Reverse inventory quantities
• How to reserve sales batch order numbers
• Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
• Inbound operations
• Arrival overview page
• How to set up an item arrival overview profile
• How to configure default order settings
• Lab: Use the item arrival profile
• Set up and work with inventory control in Dynamics 365 Supply Chain Management
• Costing methods
• Inventory closing and adjustments
• How to archive inventory transactions
• Use inventory reports in Dynamics 365 Supply Chain Management
• Understand ABC classification
• Use the Physical inventory by inventory dimension report
• Use the Inventory value reports, and Inventory on-hand report storage
• Use the Inventory on-hand mobile workspace
• Lab: Use the ABC classification report
• Lab: Use the Physical inventory by inventory dimension report
• Lab: Export a report to Microsoft Excel
• Create products and product masters in Dynamics 365 Supply Chain Management
• 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
• Lab: Create a product and product master
• Create bill of materials in Dynamics 365 Supply Chain Management
• Lab: Create a BOM in the BOM Designer

2) Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management
• Get started with production control in Dynamics 365 Supply Chain Management
• Discrete, lean, and process manufacturing methodologies
• Unified manufacturing
• How to configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• Production pools
• How to work with allocation keys
• IoT intelligence and insights in Supply Chain Management
• Lab: Explore production control
• Get started with discrete manufacturing in Dynamics 365 Supply Chain Management
• Discrete manufacturing concepts
• Production order statuses
• Production stages
• Bill of materials (BOM)
• Resources
• Routes and operations
• Lab: Create a BOM without a version
• Lab: Create a BOM in the BOM designer
• Lab: Create a BOM with a version
• Lab: Create and process a production order
• Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management
• How to set up prerequisites in production control
• Production groups
• Production control parameters
• Production pools
• Allocation keys and their setup
• How to set up journal parameters
• Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management
• Operations and operation relations
• How to work with simultaneous operations
• Route groups and routes
• Route versions
• The purpose of copying routes
• How to set up route networks
• How to work with primary and secondary routes
• Lab: Set up operations and routes
• Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management
• How to set up calendars and resources
• How to set up working time templates
• How to create calendars
• Resource capabilities
• Resource groups
• Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management
• How to set up inventory dimensions in production
• How to set up production dimensions
• How to create storage dimensions
• Tracking dimensions
• Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management
• Production costs
• General ledger and manufacturing integration
• Inventory posting profiles, item groups, and item model groups
• End production orders
• Production journals
• How to set up a dimension link
• How to use production reports
• Work with the costing sheet in Dynamics 365 Supply Chain Management
• Configure the costing sheet
• Perform BOM calculation and analyze costs by using the costing sheet
• Lab: Analyze BOM costs by using the costing sheet
• Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management
• Work with capacity planning
• Schedule a production order
• Split a production order
• Set up scrap and waste
• Lab: Start a discrete production order
• Work with manufacturing execution in Dynamics 365 Supply Chain Management
• Learn about the manufacturing execution process
• Identify the roles in manufacturing execution
• Process production orders
• Discover the process workflows to manage a production
• Lab: Manufacturing execution
• Set up configurable products in Dynamics 365 Supply Chain Management
• Product configurator concepts and terminology
• Product model components and how to set up the components
• How to create a product configuration model
• Expression constraints and table constraints
• How to configure BOMs and routes
• Sales price models and how to configure them
• Lab: Set up components
• Lab: Create a product configuration model
• Lab: Add components and constraints to a configuration model
• Validate and release product configuration models in Dynamics 365 Supply Chain Management
• Extra configuration model options
• How to improve product configuration performance
• How to validate and test a product configuration model
• Configuration templates and model versions
• How to release a product configuration model
• How to make product configurations available for reuse
• Lab: Release a product configuration model
• Work with configurable products in Dynamics 365 Supply Chain Management
• Configurable product use cases
• Intercompany and multiple site considerations
• How to extend a product configuration model through the API
• How to add a configurable product to a sales order line
• Lab: Add a configurable product to a sales order line

3) Configure and use process manufacturing in Dynamics 365 Supply Chain Management
• Get started with production control in Dynamics 365 Supply Chain Management
• Discrete, lean, and process manufacturing methodologies
• Unified manufacturing
• How to configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• Production pools
• How to work with allocation keys
• IoT intelligence and insights in Supply Chain Management
• Lab: Explore production control
• Configure process manufacturing in Dynamics 365 Supply Chain Management
• Configure process manufacturing
• Create and configure catch weight items
• Configure approved vendors
• Lab: Create an approved vendor list
• Lab: Create and use a partial visibility catch weight item
• Lab: Use catch weight items
• Lab: Create process activities for lean manufacturing
• Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management
• Manage formulas
• Create co-products and by-products
• Lab: Create co-products and by-products
• Lab: Create a new formula with a version from the Released products page
• Lab: Copy and modify formula versions
• Lab: Create and update a scalable formula
• Lab: Create a percentage-based formula
• Lab: Create a step consumption formula
• Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management
• Batch attributes
• Batch balancing process
• Potency management
• Lab: Create and assign batch attributes
• Lab: Record batch attributes at batch creation
• Lab: Record batch attribute values by using quality orders
• Lab: Reserve batch attributes on sales orders
• Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management
• Configure commodity pricing in Supply Chain Management
• Configure product compliance in Supply Chain Management
• Lab: Set up commodity pricing
• Lab: Set up pricing calculation
• Lab: Create price data and update agreements
• Lab: Product compliance

4) Set up engineering change management for Dynamics 365 Supply Chain Management
• Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
• Understand the features in engineering change management
• Learn how the end-to-end engineering change management process works
• Lab: Set up demo data for the sample scenario
• Lab: Create a new engineering product
• Lab: Release an engineering product to a local company
• Lab: Review and accept the product before you release it in the local company
• Lab: Use the product in transactions in the local company
• Lab: Add the engineering product to a sales order
• Lab: Request changes in the engineering product
• Lab: Make changes to the product by using an engineering change order
• Lab: Release the changed product
• Set up versioned products in Dynamics 365 Supply Chain Management
• Set up engineering organizations
• Work with product versioning
• Create dimension groups by using the version dimensions
• Create product life cycle states
• Use engineering categories
• Lab: Create a product readiness policy
• Configure engineering change management for Dynamics 365 Supply Chain Management
• Set up engineering change severities and severity rules
• Set up product owners
• Use a workflow with engineering change management
• Lab: Create a severity rule
• 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

5) Use export control in Dynamics 365 Supply Chain Management
• Work with export control in Dynamics 365 Supply Chain Management
• Explore the capabilities of advanced export control
• Turn on and set up advanced export control
• Work with advanced export control for products and sales orders
• Extend export control in Dynamics 365 Supply Chain Management
• Sales order functionality for implementing export controls
• License functionality for implementing export controls
• Rules functionality for implementing export controls

6) Configure and work with warehouse management in Dynamics 365 Supply Chain Management
• Configure warehouse management in Dynamics 365 Supply Chain Management
• Create warehouses and locations
• Configure work pools, zones, location format, and location profiles
• Configure catch weight processing for warehouse management
• Create reservation hierarchies
• Configure location directives
• Configure wave templates
• Configure inventory statuses
• Lab: Configure warehouse management
• Warehouse implementation experience in Dynamics 365 Supply Chain Management
• Options for implementing Warehouse Management on a new legal entity or warehouse
• Warehouse Management setup wizards
• How to create and view location directives
• Inbound warehouse operations using Dynamics 365 Supply Chain Management
• General inbound warehouse process
• Vendor advanced shipping notices (ASNs)
• How to set up cross-docking
• Lab: Register a load where items are missing
• Outbound warehouse operations using Dynamics 365 Supply Chain Management
• Outbound operations
• Warehouse work
• How to create sales order picking and consolidated shipments
• How to implement cluster picking
• How to pack shipments with speed and resilience
• Packing and containerization processes
• How to pack containers with the Warehouse Management mobile app
• How to transfer orders and replenishment
• Lab: Set up a cluster profile
• Execute across warehouse operations in Dynamics 365 Supply Chain Management
• Cycle counting and how you can use it within Dynamics 365 Supply Chain Management
• How your organization can use the material handling equipment interface
• Lab: Create a cycle counting plan
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
• General configurations for warehouse management mobile devices
• How to set up menu items
• Menu item detours and how to set up these components
• Lab: Set up a detour for a step in a task flow

7) Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
• Configure warehouse management in Dynamics 365 Supply Chain Management
• Create warehouses and locations
• Configure work pools, zones, location format, and location profiles
• Configure catch weight processing for warehouse management
• Create reservation hierarchies
• Configure location directives
• Configure wave templates
• Configure inventory statuses
• Lab: Configure warehouse management
• Warehouse implementation experience in Dynamics 365 Supply Chain Management
• Options for implementing Warehouse Management on a new legal entity or warehouse
• Warehouse Management setup wizards
• How to create and view location directives
• Inbound warehouse operations using Dynamics 365 Supply Chain Management
• General inbound warehouse process
• Vendor advanced shipping notices (ASNs)
• How to set up cross-docking
• Lab: Register a load where items are missing
• Outbound warehouse operations using Dynamics 365 Supply Chain Management
• Outbound operations
• Warehouse work
• How to create sales order picking and consolidated shipments
• How to implement cluster picking
• How to pack shipments with speed and resilience
• Packing and containerization processes
• How to pack containers with the Warehouse Management mobile app
• How to transfer orders and replenishment
• Lab: Set up a cluster profile
• Execute across warehouse operations in Dynamics 365 Supply Chain Management
• Cycle counting and how you can use it within Dynamics 365 Supply Chain Management
• How your organization can use the material handling equipment interface
• Lab: Create a cycle counting plan
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
• General configurations for warehouse management mobile devices
• How to set up menu items
• Menu item detours and how to set up these components
• Lab: Set up a detour for a step in a task flow
• Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
• Production input and output locations
• Staging and order picking
• Releasing BOM and formula lines to the warehouse
• Cross-docking
• Visibility into material exceptions
• Lab: Work with warehouse management in manufacturing

8) Configure and use lean manufacturing in Dynamics 365 Supply Chain Management
• Get started with production control in Dynamics 365 Supply Chain Management
• Discrete, lean, and process manufacturing methodologies
• Unified manufacturing
• How to configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• Production pools
• How to work with allocation keys
• IoT intelligence and insights in Supply Chain Management
• Lab: Explore production control
• Get started with lean manufacturing in Dynamics 365 Supply Chain Management
• Learn about lean manufacturing
• Explore the lean concepts and terminology
• Set up lean manufacturing in Dynamics 365 Supply Chain Management
• Configure parameters
• Create value streams
• Create production flows
• Configure lean manufacturing work cells
• Lab: Configure lean manufacturing
• Create and process fixed kanbans in Dynamics 365 Supply Chain Management
• Kanban rules
• Manufacturing kanbans
• Withdrawal kanbans
• Fixed quantity kanbans
• Kanban quantity calculations and circulating kanbans
• Lab: Configure a fixed quantity kanban rule
• Lab: Fixed kanban job processing
• Create and process event kanban rules in Dynamics 365 Supply Chain Management
• Create event kanban rules
• Create and manage a sales line event kanban
• Create and manage a BOM line event kanban
• Lab: Create an event kanban from a sales order
• Lab: Set up a BOM line event kanban rule
• Create and process scheduled kanbans in Dynamics 365 Supply Chain Management
• Kanban rules
• Manufacturing kanbans
• Withdrawal kanbans
• Creation and management of scheduled kanbans
• Supply schedule
• Lab: Set up scheduled kanban rules
• Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management
• Configure activity-based subcontracting
• Designate vendors as subcontractors
• Configure production flow costing
• Lab: Set up a default vendor and create a purchase agreement
• Lab: Create a work cell for subcontracting
• Lab: Create an activity-based subcontracting rule
• Lab: Create and schedule kanbans for subcontracting
• Lab: Process and transfer jobs

9) Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
• Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
• Apply the procurement and sourcing processes in a business scenario
• Use purchasing policies
• Create and maintain vendors
• Create and process purchase requisitions
• Create and process a request for quotation
• Lab: Work with procure-to-purchase processes
• Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
• Configure vendor collaborations
• Work with the Vendor collaboration workspace
• Maintain vendor certifications
• Use vendor collaboration as part of a procure-to-pay process
• Lab: Set up an external role for a vendor
• Process purchase orders in Dynamics 365 Supply Chain Management
• Set up purchase order parameters
• Use purchase order change management
• Create a purchase order
• Use item arrivals and arrival overview
• Create vendor returns
• Lab: Create and process a purchase order
• Set up and work with quality control and quality management in Dynamics 365 Supply Chain Management
• Configure quality management
• Perform quality control processes
• Apply inventory blocking
• Perform quarantine management
• Lab: Create and process a quality order
• Lab: Create and process a nonconformance order
• Configure and use agreements in Dynamics 365 Supply Chain Management
• Maintain trade agreements
• Configure smart rounding
• Create sales agreements
• Use procurement policies
• Create purchase agreements
• Configure trade allowance
• Configure brokerage
• Configure royalties
• Configure rebates
• Learn about the Rebate management module
• Lab: Create a purchase agreement
• Lab: Generate and process customer rebates
• Lab: Create trade agreements
• Set up intercompany trade in Dynamics 365 Supply Chain Management
• Work with intercompany trade through various scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Set up charges and posting
• Set up intercompany agreements and direct deliveries
• Lab: Set up intercompany relations
• Work with intercompany trade in Dynamics 365 Supply Chain Management
• Create and process intercompany orders
• Process intercompany sales order returns
• Review customer payments for intercompany orders
• Check intercompany order price discrepancies
• Lab: Process a sales order-initiated intercompany chain
• Lab: Process returns in intercompany
• Lab: Process a purchase order-initiated intercompany chain

10) Configure and manage sales and customers in Dynamics 365 Supply Chain Management
• Set up order to cash in Dynamics 365 Supply Chain Management
• Order to cash business processes
• Trade agreements and sales quotations
• Order promising concepts
• How to set up order hold codes
• How to set up commissions and analyze various scenarios
• How to set up customer and item search
• Work with order to cash in Dynamics 365 Supply Chain Management
• Perform the order to cash process
• Create and confirm sales orders
• Create and confirm sales quotations
• Process customer returns
• Work with sales order reservations
• Lab: Create a sales order and work with commissions
• Configure and use agreements in Dynamics 365 Supply Chain Management
• Maintain trade agreements
• Configure smart rounding
• Create sales agreements
• Use procurement policies
• Create purchase agreements
• Configure trade allowance
• Configure brokerage
• Configure royalties
• Configure rebates
• Learn about the Rebate management module
• Lab: Create a purchase agreement
• Lab: Generate and process customer rebates
• Lab: Create trade agreements
• Set up intercompany trade in Dynamics 365 Supply Chain Management
• Work with intercompany trade through various scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Set up charges and posting
• Set up intercompany agreements and direct deliveries
• Lab: Set up intercompany relations
• Work with intercompany trade in Dynamics 365 Supply Chain Management
• Create and process intercompany orders
• Process intercompany sales order returns
• Review customer payments for intercompany orders
• Check intercompany order price discrepancies
• Lab: Process a sales order-initiated intercompany chain
• Lab: Process returns in intercompany
• Lab: Process a purchase order-initiated intercompany chain

11) Master planning in Dynamics 365 Supply Chain Management
• Set up Master Planning in Dynamics 365 Supply Chain Management
• Set up master planning
• Use the Supply schedule page
• Set up demand and supply forecasts
• Set up calculated delays
• Set up intercompany master planning
• Run plans and firm planned orders
• Lab: Firm a planned order
• Lab: Change a planned order type
• Use master planning in Dynamics 365 Supply Chain Management
• Review the architecture of master planning features
• Identify the benefits of master planning features
• Discover the performance improvements within master planning features
• Learn about priority-based planning
• Lab: Set up purchase trade agreements
• Lab: Approve a planned order
• Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management
• Learn about the basic principles behind Demand Driven Material Requirements Planning
• Discover how to use inventory positioning
• Learn about buffer configuration