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MB-330T00-A - Microsoft Dynamics 365 Supply Chain Management

Overview

Duration: 5 days
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.

Objectives

Configure the most important Dynamics 365 Supply Chain Management functionalities.
Process most of the Dynamics 365 Supply Chain Management transactions.
Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

Audience

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.

This Microsoft official course prepares candidates for the Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate certification exam.

The MB-330 exam measures your ability to accomplish the following technical tasks: implement product information management; implement inventory management; implement and manage supply chain processes; implement warehouse and transportation management; and implement master planning.

Content

Module 1: Implement product information managementThis module will introduce you to the following topics:
Create and release products and product variants
Create and apply product templates
Create bills of materials (BOMs)
Identify the purpose and capabilities of the product configuration models
Configure catch weights
Configure direct-delivery products
Create and manage inventory dimensions
Configure item groups
Create and assign bar codes and Global Trade Identification Number (GTIN) codes
Configure category hierarchies and product attributes
Configure product unit conversions
Configure default order settings
Describe inventory costing methods & model groups
Configure Costing versions for standard and planned costs
Configure and default purchase prices, default sales prices, and trade agreements.
Lessons
 Create and manage products
 Configure products for supply chain management
 Manage inventory pricing and costing
After completing this module, students will be able to:
 Implement product information management
Module 2: Implement inventory managementThis module will introduce you to the following areas:
Set up inventory management parameters and journals
Configure inventory breakdown Structure
Configure ABC classifications
Configure inventory valuation reports
Create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals
Create and process transfer orders
Perform inventory closings and adjustments.
Lessons
 Configure Inventory management
 Manage and process inventory activities
Lab : Case study 1 Implement inventory management
 Exercise #1 Add products to a new warehouse using basic inventory management
 Exercise #2 Create a standard cost version that uses a specific model group
 Exercise #3 Add and releasing new products to a warehouse
 Exercise #4 Use the inventory movement journal to initialize stock levels in a warehouse
 Exercise #5 Use the inventory transfer journal to move items to a new location in the warehouse
 Exercise #6 Adjust stock levels using the inventory adjustment journal
 Exercise #7 Use the inventory counting journal to compare D365 inventory amounts to manually counted
 Exercise #8 Create a BOM in the BOM designer
After completing this module, students will be able to:
 Implement inventory management
Module 3: Implement and manage supply chain processesThis module will introduce you to the following topics:
Create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
Configure change management processes
Configure and apply vendor rebates
Introduction to Vendor collaboration
Manage consignment inventory
Manage over and under deliveries
Configure procurement categories and purchasing policies
Configure charges
Configure quotations, sales orders, and return orders
Configure sales groups and commissions
Configure customer, product, and prospect searches
Configure and process inter-company trade relations documents
Introduction to D365 Guides
Authoring of D365 Guides
Operating of D365 Guides.
Lessons
 Implement Procurement and sourcing
 Implement common sales and marketing features
 Using Microsoft Guides
Lab : Case study 2A Procurement and sourcing
 Exercise #1 Create, submit, and approve a purchase requisition
 Exercise #2 Create, reply and accept a request for quotation
 Exercise #3 Create purchase requisition and purchasing policies
 Exercise #4 Create a purchase order for delivery to multiple sites
 Exercise #5 Create a charges code
 Exercise #6 Create a vendor charges group and assign to vendors
 Exercise #7 Create an automatic charge
 Exercise #8 Approve purchase orders prior to confirmation
 Exercise #9 Create trade agreements for vendors
 Exercise #10 Create a purchase order based on a trade agreement
Lab : Case study 2B Sales and marketing
 Exercise #1 Enter and confirm sales order
 Exercise #2 Create and review a sales order for commission
 Exercise #3 Create a customer trade agreement
After completing this module, students will be able to:
 Implement and manage supply chain processes
Module 4: Implement warehouse management and transportation managementThis module will introduce you to the following topics:
Create sites, warehouses, locations, location formats, location profiles, location types, and zones
Implement location directives
Configure Inventory Statuses, unit sequence groups, and reservation hierarchies
Implement wave and work, templates
Implement wave load building template
Configure mobile device menus, menu items, and display settings
manage inventory stock movement processes
Perform cycle counting
Process inbound and outbound orders
Process shipments
Describe the replenishment process cross-docking
Introduction
Configure shipping carriers and carrier groups
Perform planning and executing loads and shipments
Configure and generate freight bills and invoices
Configure route plans and guides
Configure route and rate engines
Configure and use dock appointment scheduling
Lessons
 Configure warehouse management
 Perform warehouse management processes
 Implement transportation management
Lab : Case study 3 Warehouse management and transportation management
 Exercise #1 Configure warehouse management
 Exercise #2 Create a reservation hierarchy
 Exercise #3 Create disposition codes and inbound location directives
 Exercise #4 Configure mobile devices
 Exercise #5 Configure purchase orders
 Exercise #6 Configure wave processing
 Exercise #7 Configure cycle counting
 Exercise #8 Define cycle counting
 Exercise #9 Define a partial location cycle counting process
 Exercise #10 Transfer orders and replenishments
 Exercise #11 Setup replenishment
 Exercise #12 Configure outbound processing
 Exercise #13 Configure cluster picking
 Exercise #14 Setup manual packing
 Exercise #15 Configure carriers
 Exercise #16 Configure rate masters
 Exercise #17 Setup route plans and route guides
 Exercise #18 Process inbound shipments
 Exercise #19 Process outbound shipments
 Exercise #20 Configure freight reconciliation
After completing this module, students will be able to:
 Implement warehouse management and transportation management
Module 5: Configure and manage quality control and quality managementThis module will introduce you to the following topics:
Configure quality control
Configure quality management
Manage quality orders and quarantine Order
Manage inventory blocking.
Lessons
 Configure quality control and quality management
 Manage quality control and quality management
Lab : Case study 4 Quality control and quality management
 Exercise #1 Enable quality management process
 Exercise #2 Create a manual quality order with a specification
 Exercise #3 Define conditions to work with non-conformance issues
 Exercise #4 Use non-conformance order to repair an item and a faulty machine
 Exercise #5 Run non-conformance reports
After completing this module, students will be able to:
 Configure and manage quality control and quality management
Module 6: Implement master planningThis module will introduce you to the following topics:
Differentiate between planning optimization and master planning
Set up coverage groups and item coverage
Configure master planning parameters, master plan, forecast plans, and continuity plans
Differentiate between action messages, delay messages, time fences, and negative days
Process and view planned orders
Set up and use the Supply Schedule form
Configure and process safety stock journals
Set up and Implement inter-company master planning
Implement demand-base forecasting
Implement planning optimization
Lessons
 Configure master planning and forecasting
 Run master plans and manage planned orders
 Implement additional master planning features
Lab : Case study 5 Master planning
 Exercise #1 Process and view planned orders
 Exercise #2 Create and run intercompany master plans
After completing this module, students will be able to:
 Implement master planning


Prerequisites

N/A

Certification

Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

Schedule

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