Configure and use warehouse, and transportation management in Dynamics 365 for Finance and Operations

Configure and use warehouse, and transportation management in Dynamics 365 for Finance and Operations

Overview

Duration :1 Day

Organizations use Dynamics 365 for Finance andOperations to automate and streamline your supply chain, by modernizingbusiness logistics, delivering timely customer response, getting ahead withpredictive insights, streamlining procurement, and unifying processes fromsales to fulfillment. 

This course discusses how to configure and usewarehouse and transportation management in Dynamics 365 for Finance andOperations.

Objectives

In this course you will learn how to:
  • Configure Warehouse management parameters
  • Create warehouses and locations
  • Configure work pools, zones, location format, and profiles
  • Create reservation hierarchies
  • Configure location directives
  • Configure Waves
  • Configure Loads
  • Configure Inventory statuses
  • Configure cycle counting
  • Configure Packing and containerization
  • Set up and generate labels
  • Create new work classes
  • Configure mobile devices
  • Configure menu items for activities and inquiries
  • Configure menu items to create work for another worker or process
  • Configure menu items to process existing work
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels
  • Inbound operations
  • Outbound operations
  • Cluster Picking
  • Packing and containerization
  • Cycle counting
  • Transfers and Replenishment
  • Transportation planning
  • Routing
  • Rating
  • Inbound operations
  • Load processes
  • Outbound operations
Course OutlineModule 1: Configure Warehouse ManagementThe Warehouse management module for Dynamics 365 for Finance and Operations lets you manage warehouse processes in manufacturing, distribution, and retail companies.It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.Lessons
  • Introduction
  • Configure warehouse management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs
  • Module summary
Module 2: Configure Mobile Devices for Warehouse ManagementThis topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.Lessons
  • Introduction
  • Configure mobile devices
  • Practice Lab
  • Module summary
Module 3: Use Warehouse ManagementBefore you can use the Mobile device for Warehouse management you need to install the application. This topic explains how to use warehouse management processes in Finance and Operations.Lessons
  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound operations
  • Cluster picking
  • Packing and containerization
  • Practice Labs
  • Module summary
Module 4: Configure Transportation ManagementThis module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches you how to configure and use Transportation management.Lessons
  • Introduction
  • Planning and configuring transportation management
  • Procedures
  • Routing and transportation flows
  • Transportation engines and freight management
  • Practice Labs
  • Module summary
Module 5: Course ConclusionFinal assessment and course summary, as well as a post-course survey for the course.Lessons
  • Final assessment
  • Course summary
  • Post-course survey
Basic understanding of ERP, CRM concepts.
Course ID:
MB-330T03-A


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