I. Overview:

This course is designed to build your 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. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. 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, Expert. 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 Expert. The Dynamics 365 Supply Chain Management Functional Consultant Expert is a key resource that implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. The functional consultant analyzes business requirements, translates those requirements into fully realized business processes and solutions, and applies industry-recommended practices to implementations. The functional consultant has a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. They partner with architects, developers, consultants and other stakeholders to implement solutions that meet or exceed the needs of their customers. The consultant identifies use cases for applying Dynamics 365 Supply Chain Management add-ins for mixed reality, internet of things (IoT), and machine learning (ML) technologies. 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 management processes.
• Ability to use Microsoft Dynamics 365 Supply Chain Management for basic processing and navigation.
• Working knowledge of inventory management and warehouse management.
• General understanding of manufacturing processes (discrete, process, or lean).
• Knowledge of procurement and sales order processing.
• Familiarity with production planning and master planning concepts.
• Environment requirements:
  • Microsoft Dynamics 365 Supply Chain Management version 10.0.36 or later
  • Advanced export control feature enabled
  • Supply Chain Management environment linked to Dataverse

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 use process 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.
• Configure process manufacturing in Dynamics 365 Supply Chain Management: Process manufacturing is associated with formulas and manufacturing recipes, whereas discrete manufacturing uses discrete units and bills of materials. Process manufacturing is used in manufacturing environments where production is completed in batch or semi-continuous processes.
• Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management: In process manufacturing in Dynamics 365 Supply Chain Management, a formula defines the materials, ingredients, and outcomes of a specific process.
• Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management: Often, customers demand specific requirements for the finished goods results from process manufacturing. For example, in the cheese industry, milk is one of the raw materials that is used to produce the cheese and it can have attributes such as fat content and percentage weight. The cheese that is produced from the milk can have other attributes, such as moisture and age. If the customer requirement is not met, you will either have to rework the process or start a new batch process. To ensure that process manufacturers meet customer demands, you must define batch attributes that reflect customer requirements. Additionally, after a quality check, the finished goods must meet the value or range of values from batch attributes.
• Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management: The fall and rise of prices for commodities such as renewable energy, natural gas, coal, and oil in manufacturing affect the cost of production. In this module, you'll learn how to set up commodity pricing and stay in compliance for your finished goods.

4. Set up engineering change management for 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.
• Set up versioned products in Dynamics 365 Supply Chain Management: Product data is an important part of any company that uses supply chain management processes. With Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management, manufacturers can use strong data management and version control.
• Configure engineering change management for Dynamics 365 Supply Chain Management: Some setup is required to use Engineering Change Management for Dynamics 365 Supply Chain Management. The feature must be enabled and severities identified. Also, you need to identify product owners and configure workflows to approve engineering change orders and engineering change requests.
• Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management: An engineering product in Dynamics 365 Supply Chain Management is a product that is version controlled through Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management. You can convert an existing product to an engineering product.

5. Use export control in Dynamics 365 Supply Chain Management

• Work with export control in Dynamics 365 Supply Chain Management: For companies that do business internationally, it can be difficult to keep track of and validate various international regulations. With the advanced export control system, companies can define these rules and regulations as expressions that are similar to Excel expressions. By using these defined rules, companies can validate that their exports comply with international regulations.
• Extend export control in Dynamics 365 Supply Chain Management: With the advanced export control system, your organization can define these rules and regulations as expressions that are similar to expressions in Excel. By using these defined rules, your organization can validate that their exports comply with all international regulations.

6. 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.

7. 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.

8. Configure and use lean 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 lean manufacturing in Dynamics 365 Supply Chain Management: The goal is to produce exactly what the customer wants, when the customer wants it, and in an economical manner. For lean manufacturing, perfection is an aspiration. You can use lean manufacturing in a unified (mixed-mode) manufacturing environment that combines various supply, production, and sourcing strategies. These strategies include production orders, batch orders for process industries, purchase orders, and transfer orders. The lean manufacturing architecture in Dynamics 365 Supply Chain Management consists of production flows, activities, and Kanban rules.
• Set up lean manufacturing in Dynamics 365 Supply Chain Management: The lean manufacturing architecture in Dynamics 365 Supply Chain Management consists of production flows, activities, and kanban rules. You can use lean manufacturing in a unified manufacturing environment that combines various supply, production, and sourcing strategies.
• Create and process fixed kanbans in Dynamics 365 Supply Chain Management: The Kanban schedule board lets the production planner control and optimize the production plan for kanban jobs. It makes the flow of kanban jobs transparent and gives the production planner a tool that optimizes and adjusts the production plan for the lean manufacturing work cell. Kanban rules in Dynamics 365 Supply Chain Management are tied to production flows as the foundation that defines the activities of a kanban. Kanban rules can be set up to support various make-to-stock and make-to-order scenarios. This module explains how to work with Kanban schedule boards and describes kanban types, kanban replenishment strategies, and fixed quantity kanban rules.
• Create and process event kanban rules in Dynamics 365 Supply Chain Management: You use event kanban rules to trigger and create related issues of raw materials when you create sales lines, estimate production orders, create kanbans from event kanban rules, or run the pegging event processing where inventory has hit a minimum quantity. This module explains how to create and process event kanbans in Dynamics 365 Supply Chain Management.
• Create and process scheduled kanbans in Dynamics 365 Supply Chain Management: Scheduled kanbans are used for items that aren't typically suited for fixed quantity kanban rules. These products aren't used frequently, and you base the production of these items on a schedule. The schedule is analyzed and updated weekly based on customer forecasts.
• Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management: The subcontracting functionality in Dynamics 365 Supply Chain Management offers visibility of the components that are provided to the subcontractor and also, if necessary, capacity visibility at the subcontractor. Additionally, working with kanban planning and process boards allows companies to make quick, informed decisions to effectively manage demand variations, especially when they are analyzing the production flow costing in lean manufacturing.

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: 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.

10. Configure and manage sales, and customers in Dynamics 365 Supply Chain Management

• Set up order to cash in Dynamics 365 Supply Chain Management: With Dynamics 365 Supply Chain Management, your organization can set up order to cash to streamline and enhance the efficiency of your organization's business processes.
• Work with order to cash in Dynamics 365 Supply Chain Management: Working with the order to cash process is crucial for businesses because it ensures the smooth flow of operations from receiving customer orders to receiving payment. Efficient management of the order to cash process leads to increased customer satisfaction, reduced order processing times, improved cash flow, and better financial visibility. By streamlining order processing, invoicing, and payment collection, businesses can optimize resource allocation, minimize errors, and enhance overall profitability.
• 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.

11. 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.