Configure and use discrete manufacturing in Dynamics 365 for Finance and Operations


Duration: 2 days

Organizations use Dynamics 365 for Finance and Operations to run smarter with connected operations, by selecting best-fit manufacturing processes, improving operational procedures, simplifying resource management, accelerating product delivery, and increasing quality and customer satisfaction. 

This course discusses how to configure and use discrete manufacturing in Dynamics 365 for Finance and Operations.


In this course you will learn about:
  • Discrete, lean, and process manufacturing methodologies
  • Unified manufacturing
  • How to configure production control for unified manufacturing
  • Capacity planning
  • Interconnectivity between the General ledger and the Production control modules
  • Production pools
  • How to work with allocation keys
  • Discrete manufacturing concepts
  • Production process statues
  • Production stages
  • Bill of Material (BOM)
  • Resources
  • Routes and Operations
  • Configure inventory dimensions in production
  • Configure parameters, production orders and status
  • Configure calendars and resources
  • Configure operations and routes.
  • Understand capacity planning
  • Create discrete production orders
  • Schedule a production order
  • Process production orders
  • Control and end production 
  • How to work with the costing sheet
  • Understand the manufacturing execution
  • Identify the roles in manufacturing execution
  • Process production orders
  • Understand the process workflows to manage a production
  • The terminology that is important for understanding the concepts and processes that are associated with product configuration
  • Product configuration end-to-end scenario
  • The different areas that span the product configuration process
  • The product configuration model
  • How to build a product configuration model


Course OutlineModule 1: Get Started with Production ControlThis module explains the concepts used in the Production control module in Finance and Operations.Lessons
  • Introduction
  • Compare discrete, lean and process manufacturing
  • Configure production control for unified manufacturing
  • Understand capacity planning
  • General ledger and production control module
  • Practice labs
  • Summary
Module 2: Get Started with Discrete ManufacturingEven though each legal entity's manufacturing processes are unique, depending on the nature of the production environment, the core conceptual elements that are used in the Production control module are frequently very similar.Lessons
  • Introduction
  • Understand the discrete production process statuses
  • Understand the bill of materials
  • Working with BOM and item configurations
  • Create bill of materials
  • Production orders
  • Practice Labs
  • Module summary
Module 3: Configure Discrete ManufacturingBefore you can work in the Production control module, and create production orders, you must set up production parameters. The parameters you select have direct impact on the production order and the production life cycle. You can set the parameters by company or by site, which determines whether Dynamics 365 for Finance and Operations uses the company-level parameters or the site-specific parameters.Parameters, Production Orders and Life Cycle reviews how these parameters are defined, how journal names are used, how production orders are created, and the ways in which they are processed through manufacturing based on their status and the production life cycle. This lesson explains how to configure Discrete manufacturing in Finance and Operations.Lessons
  • Introduction
  • Prepare general ledger for production
  • Configure production control parameters
  • Configure calendar and resources
  • Configure operations and routes
  • Practice lab
  • Module summary
Module 4: Create and Complete Production OrdersThe life cycle of a production order reflects the actual steps that are taken to manufacture a product. It begins with the creation of a production order and ends with a finished, manufactured product that is ready for the customer. The production order is assigned a status that reflects where it is in the production life cycle.This module reviews the Release, Start, Report as finished, and End stages in the production life cycle in the order in which they are conducted. Release, Start, and Report as finished are considered part of production controlLessons
  • Introduction
  • Capacity planning, scheduling, and subcontracting
  • Scrap and waste
  • Practice Labs
  • Module summary
Module 5: Work with Cost SheetingThis module describes how to set up a costing sheet that includes material and manufacturing, and how the setup affects the BOM calculation results.Let’s learn how to configure and manage costing sheet in Finance and Operations.Module 6: Use Manufacturing ExecutionManufacturing execution is primarily intended to be used by manufacturing companies. Workers can register time and item consumption on production jobs and project activities using the Job registration form.All registrations are approved and subsequently transferred to the relevant Dynamics 365 for Finance and Operations modules. Continuous approval and transfer of registrations give managers the ability to easily track actual costs on production orders.Lessons
  • Introduction
  • Understand the manufacturing executions
  • Identify roles
  • Planning considerations
  • Configure manufacturing execution
  • Control production
  • Practice Labs
  • Module summary
Module 7: Get Started with Product ConfigurationProduct configuration is a constraint-based product configuration tool that uses the Microsoft Solver Foundation (MSF) product technology that is designed for modeling and constraint solving.You can use product configuration to create and maintain product configuration models, and to reuse components and attribute types. Attributes, constraints, subcomponents, user requirements, Bill of Material (BOM) lines, and route operations are implicitly reused when you reuse a component. Components can also reuse table constraint definitions.This module explains how to get started with product configurator in Finance and Operations.Lessons
  • Introduction
  • Understand the product configuration model
  • Build a product configuration model
  • Practice Labs
  • Module summary
Module 8: Course ConclusionFinal assessment and course summary, as well as a post-course survey for the course.Lessons
  • Final assessment
  • Course summary
  • Post-course survey
You will have completed the course.


A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.


Basic understanding of ERP, CRM concepts.



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