Vendors

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.

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What You'll Learn

  • Learn the benefits of Supply Chain Management.
  • Get an overview of distribution and trade features in Supply Chain Management.
  • Understand inbound and outbound inventory operations.
  • Configure inventory parameters.
  • Configure tracking number groups.
  • Configure inventory breakdown.
  • Configure inventory and warehouse journals.
  • Configure inventory dimensions.
  • Configure inventory costing.
  • Understand inventory closing and adjustments.
  • Archive inventory transactions.
  • Use movement journals.
  • Use inventory adjustment journals.
  • Use transfer journals.
  • Use counting and tag counting journals.
  • Use item arrival journals.
  • Work with reason codes for inventory counting.
  • Understand ABC classification.
  • Use the Physical inventory by inventory dimension report.
  • Use the Inventory value reports, and Inventory on-hand report storage.
  • Use the Inventory on-hand mobile workspace.
  • Create products as type Item and Service.
  • Set up product unit conversions.
  • Set up transfer orders
  • Set up default order settings.
  • Create product masters with predefined variants.
  • Create and set up category hierarchies.
  • Create product attributes.
  • Apply the procurement and sourcing processes in a business scenario.
  • Use purchasing policies.
  • Create and maintain vendors.
  • Create and process purchase requisitions.
  • Create and process a request for quotation.
  • Configure vendor collaborations.
  • Work with the Vendor collaboration workspace.
  • Maintain vendor certifications.
  • Use vendor collaboration as part of a procure-to-pay process.
  • Set up purchase order parameters
  • Use purchase order change management.
  • Create a purchase order.
  • Use item arrivals and arrival overview.
  • Create vendor returns.
  • Configure quality management
  • Perform quality control processes
  • Apply inventory blocking
  • Perform quarantine management
  • Maintain trade agreements.
  • Configure smart rounding.
  • Create sales agreements.
  • Use procurement policies.
  • Create purchase agreements.
  • Configure trade allowance.
  • Configure brokerage.
  • Configure royalties.
  • Configure rebates.
  • Learn about the Rebate management module.
  • Configure products for intercompany trade relations.
  • Configure intercompany trade relationships.
  • Configure intercompany agreements.
  • Process intercompany orders.
  • Process intercompany direct deliveries.
  • Process intercompany charges.
  • Recognize the intercompany return order chain process.
  • Perform the order to cash process.
  • Configure and use commissions.
  • Configure customer and item search.
  • Create and confirm sales quotations.
  • Create and confirm sales orders.
  • Print and post picking lists.
  • Generate and post a sales order invoice.
  • Configure order hold codes.
  • Process customer returns.
  • Work with sales order reservations.
  • Create warehouses and locations.
  • Configure work pools, zones, location format, and location profiles.
  • Configure catch weight processing for warehouse management.
  • Create reservation hierarchies.
  • Configure location directives.
  • Configure wave templates.
  • Configure inventory statuses.
  • GS1 and QR bar codes
  • Inbound operations
  • Outbound operations
  • Cluster picking
  • Packing and containerization
  • Cycle counting
  • Transfers and replenishment
  • The Warehouse Management mobile app
  • Set up and configure master planning.
  • Use the Supply schedule page.
  • Set up demand and supply forecasts.
  • Configure calculated delays.
  • Configure intercompany master planning.
  • Run plans and firm planned orders.
  • Review the architecture of the Planning Optimization Add-in.
  • Identify the benefits of using Planning Optimization.
  • Discover the performance improvements within Planning Optimization.
  • Learn about priority-based planning
  • Transportation planning
  • Routing
  • Rating
  • Inbound operations
  • Load processes
  • Outbound operations

Who Should Attend

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.

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Prerequisites

Please review the prerequisites listed for each module in the course content and click on the provided links for more information.

Learning Journey

Want to boost your career in Microsoft? Click on the roles below to see the learning pathways, specially designed to give you the skills to succeed.

  • Dynamics 365 Supply Chain Professional
  • Senior Dynamics 365 Supply Chain Professional
  • Supply Chain Consultant
  • Supply Chain Expert

1. 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.

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2. 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.

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3. 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.

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4. 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.

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5. 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.

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6. 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.

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7. 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.

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8. 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.

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9. 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.

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10. 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.

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11. 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.

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12. 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.

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13. 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.

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14. 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.

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15. Configure 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.

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16. 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.

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17. 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.

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18. 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.

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19. 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.

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20. 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.

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21. 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.

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22. 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.

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23. 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 are not 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.

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24. Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management

An important goal of most businesses is to convert prospects to customers and then maintain an ongoing business relationship with those customers. Integration of prospect-to-cash with dual-write creates a workflow that takes a quotation and an order that originate in either Dynamics 365 Sales or Dynamics 365 Supply Chain Management, and makes the quotation and order available in both apps.

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25. 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.

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26. 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.

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27. 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.

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28. 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.

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29. 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.

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30. 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.

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31. 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.

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32. 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.

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33. 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.

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34. Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

In Dynamics 365 Supply Chain Management, you can control the day-to-day operations of a warehouse, including costing methods, quality management, and inventory management.

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Skills Measured

  • Implement product information management (20–25%)
  • Implement inventory and asset management (25–30%)
  • Implement and manage supply chain processes (15–20%)
  • Implement warehouse management and transportation management (15–20%)
  • Implement master planning (10–15%)

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