As a candidate for this certification, you design solutions and configure Dynamics 365 Supply Chain Management to meet the business requirements for a customer. You understand the end-to-end processes of supply chain management and can identify system capabilities and features that can be used to implement system functionality using industry-recommended practices.
You possess knowledge of supply chain management operations and implementing Dynamics 365 Supply Chain Management features, including product information management, sales processes, procurement processes, vendor collaboration, inventory processes, quality management, warehouse management, Warehouse Management mobile app, master planning and planning optimization, asset management, transportation management, landed cost, and Copilot in Dynamics 365 Supply Chain Management.
As a candidate, you analyze business requirements across multiple areas, map requirements to system capabilities and design reliable, scalable solutions, identify and manage dependencies between processes, and apply industry-recommended practices to implementations. You deliver effective solutions that meet or exceed the needs of your customers by partnering with solution architects, developers, consultants, business users, project managers, and other stakeholders.
Audience Profile:
A Dynamics 365 Supply Chain Management Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, and translating requirements into configured solutions. This role involves implementing solutions using out-of-the-box capabilities, codeless extensibility, and application/service integrations within Dynamics 365.
At Course Completion:
After completing this course, students will be able to:
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Manage inventory and warehousing operations in Dynamics 365 Supply Chain Management.
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Oversee key supply chain processes, including production control, procurement, and logistics.
Prerequisites:
Course Outline:
Module 1: Supply Management
Lessons:
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Introduction
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Configure Serial and Batch Numbers
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Configure Inventory Breakdown
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Configure Inventory and Warehouse Journals
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Configure Inventory Dimensions
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Inventory Closing and Adjustment
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Practice Labs
Module 2: Use Inventory Journals
Lessons:
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Introduction
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Use Inventory Journals
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Practice Labs
Module 3: Use Inventory Reports
Lessons:
Module 4: Create Products and Product Masters
Lessons:
Module 5: Create Bill of Materials
Lessons:
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Introduction
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Use BOM Designer
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Practice Labs
Module 6: Configure and Perform the Procure-to-Purchase Process
Lessons:
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Introduction
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Procurement and Sourcing Business Scenario
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Create Purchase Requisition Workflow
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Create Purchase Requisitions
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Create Request for Quotation
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Use Procurement Policies
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Practice Labs
Module 7: Configure Vendor Collaborations
Lessons:
Module 8: Configure and Perform the Purchase-to-Pay Process
Lessons:
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Introduction
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Create Purchase Orders
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Use Purchase Order Change Management
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Use Item Orders and Arrival
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Manage Over and Under Delivery and Charges
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Create Vendor Returns
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Practice Labs
Module 9: Configure and Use Agreements
Lessons:
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Introduction
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Maintain Trade Agreements
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Create Sales Agreements
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Create Purchase Agreements
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Configure Trade Allowance
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Configure Brokerage
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Configure Royalties
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Configure Rebates
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Practice Labs
Module 10: Configure and Use the Order-to-Cash Process
Lessons:
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Introduction
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Understand the Order-to-Cash Scenario
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Configure and Use Commissions
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Configure Customer and Item Search
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Create and Confirm Sales Quotations and Orders
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Configure Order Promising
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Configure Order Hold Codes
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Print and Post Picking Lists
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Process Customer Returns
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Practice Labs
Module 11: Configure and Use Quality Control and Management
Lessons:
Module 12: Configure and Use Intercompany Trade Relations
Lessons:
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Introduction
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Understand Intercompany Trading
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Setup Intercompany Trade Relations
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Process Intercompany Chain Orders
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Setup Intercompany Agreements and Direct Deliveries
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Practice Labs
Module 13: Configure and Use Master Planning
Lessons:
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Introduction
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Master Planning Considerations and Setup
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Create Master Plans
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Learn About Demand and Supply Forecasts
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Configure Item Coverage
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Brief Introduction to Intercompany Planning
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Run Plans and Firm Planned Orders
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Practice Labs
Module 14: Configure Warehouse Management
Lessons:
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Introduction
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Configure Warehouse Management Setup
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Understand Reservation Hierarchies
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Location Directives and Work Templates
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Practice Labs
Module 15: Configure Mobile Devices for Warehouse Management
Lessons:
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Introduction
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Configure Mobile Devices
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Practice Labs
Module 16: Use Warehouse Management
Lessons:
Module 17: Configure Transportation Management
Lessons:
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Introduction
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Planning and Configuring Transportation Management Procedures
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Routing and Transportation Flows
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Transportation Engines and Freight Management
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Practice Labs
Module 18: Course Conclusion
Lessons:
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Final Assessment
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Course Summary
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Post-Course Survey