Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management (MB-330)

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Course Code: MB-330

Duration: 5 days

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COURSE OVERVIEW

Organizations use Dynamics 365 for Finance and Operations to automate and streamline your supply chain, by modernizing business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfillment.

This course discusses how to configure and use supply chain management in Dynamics 365 for Finance and Operations.

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TARGET 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, code-less extensibility, application and service integrations.

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COURSE CONTENT

MB-330T01

Module 1: Supply Management

To configure the inventory, you should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations. This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.

Lessons for Module 1

Introduction
Configure serial and batch numbers
Configure inventory breakdown
Configure inventory and warehouse journals
Configure inventory dimensions
Inventory closing and adjustment
Practice Labs
Module summary

In module 1 you learned how to:

Perform inbound and outbound inventory operations
Configure Inventory parameters
Configure Tracking number groups
Configure inventory breakdown
Configure inventory and warehouse Journals
Configure Units
Configure Inventory dimensions
Configure inventory costing
Setup Distribution
Understand inventory closing and adjustments

Module 2: Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.

Lessons for module 2

Introduction
Use inventory journals
Practice labs
Module summary

In module 2 you learned to:

Use movement journals
Use inventory adjustment journals
Use transfer journals
Use counting and tag counting journals
Use item arrival journals
Use consignment journals

Module 3: Use Inventory Reports

This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

Lessons for module 3

Introduction
Understand ABC classification
Use other inventory inquiries and reports
Practice Labs
Module summary

In module 3 you learned to:

Understand ABC Classification
Use Inventory inquires and reports

Module 4: Create Products and Product Masters

Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository. This topic explains how to configure products for supply chain management processes in Finance and Operations.

Lessons for module 4

Introduction
Create products
Create product masters with variants
Create and configure attributes and category hierarchies
Configure item pricing
Practice Labs
Module summary

In module 4 you learned how to:

Create products as type item and service
Configure default order settings
Create Product masters with predefined variants
Create and configure category hierarchies
Create product attributes

Module 5: Create Bill of Materials

A bill of materials is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create bill of materials and BOM versions by using BOM designer in Finance and Operations.

Lessons for module 5

Introduction
Use BOM designer
Practice lab
Module summary

In module 5 you learned how to:

Create Bill of materials and BOM versions by using BOM designer

Module 6: Configure and Perform the Procure-to-Purchase Process

This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.

Lessons for module 6

Introduction
Procurement and sourcing business scenario
Create purchase requisition workflow
Create purchase requisitions
Create request for quotation
Use procurement policies
Practice Labs
Module summary

In module 6 you learned how to:

Apply the procurement and sourcing processes in a business scenario
Use procurement policies
Create and maintain vendors
Create purchase requisitions
Create request for quotes

Module 7: Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and Operations.

Lessons for module 7

Introduction
Configure vendor collaborators
Use vendor collaboration
Practice labs
Module summary

In module 7 you learned to:

Configure the Vendor Collaborations
Work with vendor collaboration workspace
Use vendor collaboration as part of procure-to-pay process

Module 8: Configure and perform the Purchase-to-Pay Process

The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.

Lessons for module 8

Introduction
Create purchase orders
Use purchase order change management
Use item orders and arrival
Manage over and under delivery and charges
Create vendor returns
Practice labs
Module summary

In module 8 you learned to:

Understand overview of the purchase-to-pay scenario
Use purchase order change management
Create a Purchase order
Use Item arrivals and Arrival overview
Generate and Post the Invoice
Create the Invoice Journal
Generate and post the vendor payments
Create vendor returns

Module 9: Configure and Use Agreements

This topic explains how to configure and use agreement in Finance and Operations.

Lessons for module 9

Introduction
Maintain trade agreements
Create sales agreements
Create purchase agreements
Configure trade allowance
Configure brokerage
Configure royalties
Configure rebates
Practice Labs
Module summary

In module 9 you learned how to:

Maintain trade agreements
Configure smart rounding
Create Sales agreements
Use procurement policies
Create Purchase agreements
Configure Trade allowance
Configure Brokerage
Configure Royalties
Configure Rebates

Module 10: Configure and Use the Order-to-Cash Process

This topic explains how to configure and use the order-to-cash process in Finance and Operations.

Lessons for module 10

Introduction
Understand the order-to-cash scenario
Configure and use commissions
Configure customer and item search
Create and confirm sales quotations and orders
Configure order promising
Configure order hold codes
Print and post picking lists
Process customer returns
Practice Lab
Module Summary

In module 10 you learned how to:

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 the Invoice
Configure order hold codes
Process Customer returns

Module 11: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons for module 11

Final assessment
Course summary
Post-course survey

You will have completed the course.

MB-330T02

Module 1: Configure and Use Quality Control and Management Processes

In this module, we describe how to configure and use quality control in Finance and Operations, how you can use quality control functionality, how to define and maintain nonconformances, and how to handle corrections. But let’s first get familiar with the quality management overall processes.

Lessons for module 1

Introduction
Perform quality control and management processes
Apply inventory blocking
Perform quarantine management
Practice labs
Module summary

In module 1 you learned to:

Perform Quality Control and Quality Management Processes
Apply inventory blocking
Perform quarantine management

Module 2: Configure and Use Inter-company Trade Relations

The Inter-company functionality in Dynamics 365 for Finance and Operations provides a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database. Intercompany Trade enables globally dispersed manufacturing sites, distribution centers, and sales subsidiaries to act as one unified organization. This topic explains how to configure and use the intercompany trade relations and process intercompany orders in Finance and Operations.

Lessons for module 2

Introduction
Understand inter-company trading
Setup inter-company trade relations
Process inter-company chain orders
Setup inter-company agreements and direct deliveries
Practice labs
Module summary

In module 2 you learned how to:

Configure products for Inter-company trade relations
Configure inter-company trade relationships
Configure inter-company agreements
Process Inter-company orders
Process Inter-company direct deliveries
Process Inter-company charges
Understand Inter-company Return Order Chain

Module 3: Configure and Use Master Planning

This topic explains how to configure and use the master planning in Finance and Operations.

Lessons for module 3

Introduction
Master planning considerations and setup
Create master plans
Learn about demand and supply forecasts
Configure item coverage
Brief introduction to inter-company planning
Run plans and firm planned orders
Practice labs
Module summary

In module 3 you learned how to:

Define master planning Policies
Learn about Demand and Supply Forecasts
Configure calculated delays
Configure Item coverage
Understand brief introduction to inter-company master planning
Run plans and firm planned orders

Module 4: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons for module 4

Final assessment
Course summary
Post-course survey

You will have completed the course.

MB-330T03

Module 1: Configure Warehouse Management

The 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 for module 1

Introduction
Configure warehouse management setup
Understand reservation hierarchies
Location directives and work templates
Practice Labs
Module summary

In module 1 you learned 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

Module 2: Configure Mobile Devices for Warehouse Management

This topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.

Lessons for module 2

Introduction
Configure mobile devices
Practice Lab
Module summary

In module 2 you learned to:

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

Module 3: Use Warehouse Management

Before 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 for module 3

Introduction
Configure mobile device
Inbound operations
Cycle counting
Transfers and replenishment
Outbound operations
Cluster picking
Packing and containerization
Practice Labs
Module summary

In module 3 you learned how to perform:

Inbound operations
Outbound operations
Cluster Picking
Packing and containerization
Cycle counting
Transfers and Replenishment

Module 4: Configure Transportation Management

This 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 for module 4