I. Overview:

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 in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

II. Duration: 40 hours (5 days)

III. Intended Audience:

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

IV. Prerequisites:

• General understanding of supply chain processes.
• The ability to use Supply Chain Management for basic processing.
• Knowledge of inventory management.
• Knowledge of warehouse management.

V. Course outlines:

1. Configure and manage products and inventory in Dynamics 365 Supply Chain Management

• Get started with Dynamics 365 Supply Chain Management: Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.
• Get started with inventory management in Dynamics 365 Supply Chain Management: Inventory management in Dynamics 365 Supply Chain Management helps you streamline the tracking, control, and optimization of inventory throughout your organization.
• Work with inventory management operations in Dynamics 365 Supply Chain Management: Working with inventory operations in Dynamics 365 Supply Chain Management is essential for enhancing operational efficiency, reducing costs, meeting customer demands, and maintaining compliance with industry regulations.
• Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management: Your organization can use outbound operations in Dynamics 365 Supply Chain Management to help streamline order fulfillment processes, improve accuracy and visibility, optimize operations, and scale effectively to meet growing demand.
• Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management: This module provides a comprehensive explanation of the Arrival overview page and its role in enhancing the efficiency and accuracy of inbound order management processes in Dynamics 365 Supply Chain Management.
• Set up and work with inventory control in Dynamics 365 Supply Chain Management: This module explores inventory cost methodologies and their impact on value, profits, and price management. You learn about methods, such as FIFO, LIFO, weighted average, standard cost, and their effects on inventory valuation and financial reporting. Additionally, you learn about the inventory close process, its role in settling transactions, and its impact on the general ledger. Then, you examine inventory recalculation, adjustments, and archiving for optimized storage and performance efficiency.
• Use inventory reports in Dynamics 365 Supply Chain Management: One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.
• Create products and product masters in Dynamics 365 Supply Chain Management: Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and setup are required to manage the business processes that are related to specific products, product families, or product categories.
• Create bill of materials in Dynamics 365 Supply Chain Management: A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.

2. Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management

• Get started with production control in Dynamics 365 Supply Chain Management: The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.
• Get started with discrete manufacturing in Dynamics 365 Supply Chain Management: If a company only produces several simple products, production can be scheduled manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time, and at the proper resource. This module explains what discrete manufacturing is and how it works in Dynamics 365 Supply Chain Management.
• Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management: If a company only produces simple products, they can schedule production manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time and at the proper resource. As a functional consultant for manufacturing, you need to know how to set up Dynamics 365 Supply Chain Management for discrete manufacturing so that your customer can perform and control the production life cycle.
• Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management: This module describes how to create operations and operation relations, define route groups, routes, and route versions. It also describes how to work with simultaneous operations and primary and secondary routes.
• Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management: Calendars and resources are two essential components to discrete manufacturing. These components play a crucial role in defining working times and producing the finished items in an efficient way.
• Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management: Allocating inventory dimensions, production dimensions, storage dimensions, and tracking dimensions on products for production helps your organization obtain granular tracking and analysis, improved planning and forecasting, enhanced visibility, streamlined operations, and more. With these dimensions, your organization can adapt to diverse requirements, support customization, and enhance overall operational effectiveness.
• Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management: Manufacturing businesses must be able to calculate costs for labor, materials, surcharges, and overhead so that they know what these items cost while they're producing finished goods. Manufacturers can set up Dynamics 365 Supply Chain Management to compute the bill of materials costs for completed goods throughout production.
• Work with the costing sheet in Dynamics 365 Supply Chain Management: Manufacturing companies need to calculate the costs that are related to finished goods that are being produced such as labor, materials, surcharges, and overheads. You can configure Dynamics 365 Supply Chain Management to calculate costs of bill of materials of the finished goods in production. Additionally, you can create costing sheets that are broken out by particular cost categories, incorporate routing costs, and even add surcharges and other indirect costs. Companies can then analyze, summarize, and evaluate cost data so they can make the best possible decisions for price updates, budgets, cost control, and so on.
• Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management: The role of the scheduling system in Dynamics 365 Supply Chain Management is to plan the production process so that each operation in the production route is assigned a starting and ending date and time, and that the materials needed for production are available when the operation starts.
• Work with manufacturing execution in Dynamics 365 Supply Chain Management: The Manufacturing execution module is intended primarily for manufacturing companies. It can be used to register time and item consumption on production jobs or projects. Before you start to use manufacturing execution for job registrations, you must set up various production parameters that define how and when registrations are posted during the production process. The settings of production parameters affect inventory management, production management, and cost calculation.
• Set up configurable products in Dynamics 365 Supply Chain Management: Your organization can use product configuration to create and maintain product configuration models and to reuse components and attribute types in Dynamics 365 Supply Chain Management.
• Validate and release product configuration models in Dynamics 365 Supply Chain Management: Validating and releasing product configuration models in Dynamics 365 Supply Chain Management is essential for maintaining product integrity, enhancing operational efficiency, and ensuring a positive customer experience.
• Work with configurable products in Dynamics 365 Supply Chain Management: Product configuration in Dynamics 365 Supply Chain Management helps your organization streamline and customize the sales and production processes. With this capability, your business can efficiently manage complex product variations and tailor configurations to meet specific customer needs, ultimately reducing lead times and improving customer satisfaction.

3. Configure and work with warehouse management in Dynamics 365 Supply Chain Management

• Configure warehouse management in Dynamics 365 Supply Chain Management: Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs. It also provides insight into your inventory and the tools you need to help increase customer satisfaction and reduce costs.
• Warehouse implementation experience in Dynamics 365 Supply Chain Management: Implementing new warehouse management applications can be a cumbersome process with several unassisted configuration steps. Now, the implementation time and cost of setting up warehouse operations within Dynamics 365 Supply Chain Management is more straightforward. With the help of setup wizards and streamlined configuration, your organization's warehouse professionals can set up and use Dynamics 365 Supply Chain Management without the need to consult subject matter experts.
• Inbound warehouse operations using Dynamics 365 Supply Chain Management: Learn about some ways that your organization can complete your inbound warehouse operations from vendor to warehouse.
• Outbound warehouse operations using Dynamics 365 Supply Chain Management: Learn how to set up and maintain outbound warehouse operations within Dynamics 365 Warehouse Management. Additionally, learn about general setup and more advanced options to optimize your warehouse operations.
• Execute across warehouse operations in Dynamics 365 Supply Chain Management: Two essential components for handling inventory management and warehouse operations are cycle counting and the material handling equipment interface. These practices play a crucial role in maintaining accurate inventory records, optimizing stock levels, and ensuring efficient movement of goods within a facility.
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management: Learn more about how to use the Warehouse Management mobile device application in Supply Chain Management. From initial parameter setup to creating mobile device menus, this module describes the basics around setting up your warehouse mobile devices to fit your business needs.

4. Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management

• Configure warehouse management in Dynamics 365 Supply Chain Management: Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs. It also provides insight into your inventory and the tools you need to help increase customer satisfaction and reduce costs.
• Warehouse implementation experience in Dynamics 365 Supply Chain Management: Implementing new warehouse management applications can be a cumbersome process with several unassisted configuration steps. Now, the implementation time and cost of setting up warehouse operations within Dynamics 365 Supply Chain Management is more straightforward. With the help of setup wizards and streamlined configuration, your organization's warehouse professionals can set up and use Dynamics 365 Supply Chain Management without the need to consult subject matter experts.
• Inbound warehouse operations using Dynamics 365 Supply Chain Management: Learn about some ways that your organization can complete your inbound warehouse operations from vendor to warehouse.
• Outbound warehouse operations using Dynamics 365 Supply Chain Management: Learn how to set up and maintain outbound warehouse operations within Dynamics 365 Warehouse Management. Additionally, learn about general setup and more advanced options to optimize your warehouse operations.
• Execute across warehouse operations in Dynamics 365 Supply Chain Management: Two essential components for handling inventory management and warehouse operations are cycle counting and the material handling equipment interface. These practices play a crucial role in maintaining accurate inventory records, optimizing stock levels, and ensuring efficient movement of goods within a facility.
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management: Learn more about how to use the Warehouse Management mobile device application in Supply Chain Management. From initial parameter setup to creating mobile device menus, this module describes the basics around setting up your warehouse mobile devices to fit your business needs.
• Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management: Do you want to get the best out of warehouse management to support your manufacturing activities? In this module, you can learn about the manufacturing-specific warehouse management features in Dynamics 365 Supply Chain Management.

5. Manage product version information in Dynamics 365 Supply Chain Management

• Get started with Engineering Change Management for Dynamics 365 Supply Chain Management: Engineering Change Management for Dynamics 365 Supply Chain Management brings structure and discipline to the product data management process and enables products to be defined, released, and revised in a controlled manner supported by workflows. Engineering change management makes it possible to document, assess the impact of, and apply engineering changes throughout the entire lifecycle of a product.
• Manage a discrete product BOM and route for versioned products in Dynamics 365 Supply Chain Management: Learn how to create a new engineering product, include the BOM and routes, and handle changes to the product in Microsoft Dynamics 365 Supply Chain Management.
• Request and follow up with product changes in Dynamics 365 Supply Chain Management: During the life cycle of an engineering product, instances might occur where the product information will need to be updated, removed, or replaced. In this scenario, Engineering Change Management for Dynamics 365 Supply Chain Management provides you with a structured process for making these changes.
• Manage changes in formulas and their ingredients in Dynamics 365 Supply Chain Management: The formula change management process allows for an iterative product development process in Dynamics 365 Supply Chain Management by using the Engineering Change Management features. The features that are used in this module will cover formula change management and will help you take advantage of the capabilities within these features.

6. 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: Procure-to-purchase is the first step of the procure-to-pay process. Procure-to-purchase involves the procurement agent finding a vendor and requesting a material or service to be purchased.
• Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management: Speed, accuracy, and a digital solution when communicating with vendors is an essential need for a successful business. Dynamics 365 Supply Chain Management offers seamless collaborations with vendors through the Vendor collaboration portal.
• Process purchase orders in Dynamics 365 Supply Chain Management: Organizations can use purchase orders to record information about the goods and services that they are purchasing from various vendors. Learn about processing purchase orders in Dynamics 365 Supply Chain Management.
• Set up and work with quality control and quality management in Dynamics 365 Supply Chain Management: An important factor that impacts a company's reputation in today's market is the quality of their goods and services. By having a standard procedure for checking the quality of products when they arrive from vendors, move through supply chain, and are sent to customers, companies can reduce the number of returns and maintain their reputation in the market.
• Configure and use agreements in Dynamics 365 Supply Chain Management: Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.
• Set up intercompany trade in Dynamics 365 Supply Chain Management: Large organizations often buy and sell among their subsidiaries. Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while the system automatically generates all documents for the participating legal entities, saving the organization time and money.
• Work with intercompany trade in Dynamics 365 Supply Chain Management: Intercompany trade helps your organization streamline and automate transactions between legal entities. This integration improves efficiency by reducing manual data entry, which ensures consistency in pricing and inventory management. Additionally, it provides a comprehensive view of supply chain operations across different entities in the organization.

7. Configure Asset Management for Dynamics 365 Supply Chain Management

• Get started with Asset Management for Dynamics 365 Supply Chain Management: Asset Management is a module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management. Asset Management enables you to efficiently manage and carry out tasks related to managing and servicing many types of equipment in your company, for example, machines, production equipment, and vehicles. Asset Management supports solutions across numerous industries.
• Set up functional locations in Asset Management for Dynamics 365 Supply Chain Management: Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. Functional locations are used to identify where your physical assets are installed.
• Set up assets in Asset Management for Dynamics 365 Supply Chain Management: Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. This module will walk you through the steps on how to set up the key functionalities for assets such as how to create asset types, create condition assessment templates and registrations on those assets, create lifecycle states for assets, establish criticality types, and much more.
• Set up work orders in Asset Management for Dynamics 365 Supply Chain Management: Work orders are used to track and manage maintenance jobs in Asset Management for Dynamics 365 Supply Chain Management. Before work orders can be used by your organization, they must first be configured based on your organizational structure and processes.
• Set up maintenance requests in Asset Management for Dynamics 365 Supply Chain Management: For your organization to use the Maintenance components of Asset Management for Dynamics 365 Supply Chain Management, you must first set up the framework. This module will show you how to configure maintenance requests and request types, lifecycle states, and establish maintenance worker responsibilities.

8. Work with Asset Management for Dynamics 365 Supply Chain Management

• Get started with Asset Management for Dynamics 365 Supply Chain Management: Asset Management is a module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management. Asset Management enables you to efficiently manage and carry out tasks related to managing and servicing many types of equipment in your company, for example, machines, production equipment, and vehicles. Asset Management supports solutions across numerous industries.
• Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management: Functional locations in Asset Management for Dynamics 365 Supply Chain Management provides your organization the ability to define and track where your assets are located. The benefit of functional locations not only provides traceability, but improves the reporting relationship to work orders, condition and fault assessments, and production stop registrations.
• Work with assets in Asset Management for Dynamics 365 Supply Chain Management: Asset Management for Dynamics 365 Supply Chain Management allows your organization to effectively manage your resources, through the identification of asset locations. You can schedule maintenance tasks related to those assets, track usage, and review reports associated with the assets and their locations.
• Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management: Maintenance requests in Asset Management for Dynamics 365 Supply Chain Management are fundamental in keeping your valuable assets running efficiently, while managing downtime and protecting your overall productivity. This module defines maintenance requests, how to create maintenance requests, using asset loans, tracking inbound and outbound assets, and reporting.
• Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management: Work orders are used to track and manage maintenance jobs scheduled on assets in Asset Management for Dynamics 365 Supply Chain Management.
• Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management: Schedules for maintenance workers, assets and other tools are created when work orders are scheduled in Asset Management for Dynamics 365 Supply Chain Management.
• Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management: To effectively manage your assets in Asset Management for Dynamics 365 Supply Chain Management, you can use controls and reports.
• Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management: Machinery and equipment used in production and warehouses all require maintenance. It's like taking your car in for service. You take preventive measures and get the oil changed regularly, and you plan for the downtime of when you won't be able to use your vehicle until maintenance is complete. Your organization's success depends on planning maintenance, downtime, and the cost of maintaining your assets. This is where Asset Management for Dynamics 365 Supply Chain Management can help.
• Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management: Capacity planning helps your organization estimate the capacity of your asset load. This is important because it helps you plan for maintenance, identify work orders assigned to your assets, whether scheduled or unscheduled. This module reviews how to calculate capacity loads for your assets as well as forecasting item consumption for your assets over a period of time.
• Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management: Consumption registrations must be completed when the maintenance job is completed for a work order. The registration feeds the associated costs to the asset and consumption reports in Asset Management for Dynamics 365 Supply Chain Management.
• Work with warranties in Asset Management for Dynamics 365 Supply Chain Management: Protecting your organizational assets begins with maintaining detailed warranty records in Asset Management for Dynamics 365 Supply Chain Management. In this module, we will review the warranty agreement process, and establish warranties on assets and asset types.
• Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management: Maintenance budgets provide a place for organizations to forecast expected costs for preventive maintenance on assets.

9. Set up and work with landed cost in Dynamics 365 Supply Chain Management

• Set up landed cost in Dynamics 365 Supply Chain Management: The Landed cost module helps businesses streamline inbound shipping operations by giving users complete financial and logistical control over imported freight, from the manufacturer to the warehouse.
• Work with landed cost in Dynamics 365 Supply Chain Management: Landed costs in Dynamics 365 Supply Chain Management help your organization have more efficient inbound shipping operations. Additionally, landed costs allow your users to complete financial and logistical control over imported freight from the manufacturer to the warehouse.

10. Work with accounts receivable in Dynamics 365 Finance

• Set up accounts receivable in Dynamics 365 Finance: Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.
• Get started with accounts receivable daily procedures in Dynamics 365 Finance: Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.
• Set up credit and collections in Dynamics 365 Finance: Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.
• Process credit and collections in Dynamics 365 Finance: Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers

11. Configure and work with transportation management in Dynamics 365 Supply Chain Management

• Manage transportation management in Dynamics 365 Supply Chain Management: The Transportation management module in Dynamics 365 Supply Chain Management helps you find the most efficient way to deliver goods to your customers. Transportation management calculates the least expensive and fastest way of delivering goods and lets you identify vendor and routing solutions for inbound and outbound orders.

12. Master planning in Dynamics 365 Supply Chain Management

• Set up Master Planning in Dynamics 365 Supply Chain Management: In every industry, whether it's retail, manufacturing, distribution, services, or public sector entities, the ability to effectively anticipate and manage demand and supply for goods and services is crucial for both short-term and long-term operations. Familiarize yourself with the Master Planning feature within Dynamics 365 Supply Chain Management to simplify your planning process. When you use predefined criteria, this tool enables you to efficiently strategize your procurement, transfers, and manufacturing requirements for materials.
• Use master planning in Dynamics 365 Supply Chain Management: The master planning features enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database. The master planning features also improve performance and has minimal impact on the SQL database during the planning runs. Therefore, it can be run during normal office hours and provide immediate results based on the most recent activity.
• Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management: Material Requirements Planning (MRP) has become an increasingly challenging area for supply chain management due to a multitude of factors. For instance, the growing use of materials from overseas has greatly affected lead times for those materials. Furthermore, market fluctuation and an increasingly shorter lead time requested by customers has led many businesses to misjudge their stock and experience understocked situations. Demand Driven Material Requirements Planning (DDMRP) helps alleviate these problems by enforcing buffers on various items that you can define min, max, and resupply amounts for. This module explores the benefits and applications of DDMRP.