This course discusses supply chain management in the Dynamics 365 suite of apps.
This course discusses supply chain management in the Dynamics 365 suite of apps.
After completing this course, students will be able to:
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
Perform inbound and outbound inventory operations
Module 2: Use Inventory Journals
This topic explains how to use Inventory journals in Finance and Operations.
Lessons
Use movement journals
Module 3: Use Inventory Reports
How to use Inventory reports for supply chain management processes in Finance and Operations.
Lessons
Understand ABC Classification
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
Create products as type item and service
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
Module 6: Configure and Perform the Procure-to-Purchase Process
Lessons
Apply the procurement and sourcing processes in a business scenario
Module 7: Configure Vendor Collaborations
Lessons
Configure the Vendor Collaborations
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
Understand overview of the purchase-to-pay scenario
Module 9: Configure and Use Agreements
Lessons
Maintain trade agreements
Module 10: Configure and Use the Order-to-Cash Process
Lessons
Perform the order-to-cash process
Module 11: 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 non-conformances, and how to handle corrections. But let’s first get familiar with the quality management overall processes.
Lessons
Perform Quality Control and Quality Management Processes
Module 12: 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. Inter-company 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 inter-company trade relations and process inter-company orders in Finance and Operations.
Lessons
Configure products for Inter-company trade relations
Module 13: Configure and Use Master Planning
Lessons
Define master planning Policies
Module 14: 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
Configure Warehouse management parameters
Module 15: Configure Mobile Devices for Warehouse Management
Lessons
Create new work classes
Module 16: Use Warehouse Management
Before you can use the Mobile device for Warehouse management you need to install the application.
Lessons
Inbound operations
Module 17: 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
Transportation planning
Module 18: Course Conclusion
Final assessment and course summary, as well as a post-course survey for the course.
Before attending this course, students must have:
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, codeless extensibility, application and service integrations.