Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Overview

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Module 1: Get Started with Dynamics 365 Supply Chain Management

  • Introduction
  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost Accounting
  • Cost Management
  • Inventory Management and Warehouse Management
  • Master Planning
  • Procurement and Sourcing
  • Vendor Collaboration
  • Sales and Marketing
  • Customer Portal
  • Product Information Management
  • Production Control
  • Intercompany Trade
  • Warehouse Management
  • Transportation Management
  • Lab - Explore Dynamics 365 Supply Chain Management

Module 2: Create Products and Product Masters in Dynamics 365 Supply Chain Management

  • Introduction
  • Product Information Workspace
  • Concept of a Product
  • Create Products
  • Set Up Unit Conversions
  • Batch Disposition Codes
  • Default Order Settings
  • Define Products as Not Stocked
  • Create Product Masters with Variants
  • Gain Productivity by Using the Variant Suggestions Page
  • Create and Set Up Category Hierarchies And Attributes
  • Set Up Item Pricing
  • Lab - Create a Product and Product Master

Module 3: Configure and Work with Inventory Management in Dynamics 365 Supply Chain Management

  • Introduction
  • Inbound Operations
  • Outbound Operations
  • Configure Inventory Dimensions
  • Configure Storage Dimensions
  • Configure Tracking Dimensions
  • Configure Serial and Batch Numbers
  • Allocate Batch and Serial Numbers
  • Configure Sites
  • Configure Warehouses
  • Transfer Orders
  • Set Up Bar Codes
  • Set Up Default Order Settings
  • Inventory Journals
  • Work with Journals
  • Inventory Journal Approval Workflows
  • Work with Reason Codes
  • Work with Consignment Inventory
  • Configure Item Groups and Item Model Groups
  • Inventory Cost Methodologies
  • Configure Inventory Policies
  • Inventory Closing and Adjustment
  • Archive Inventory Transactions
  • Work with Reason Codes for Inventory Counting
  • Lab - Work with Inventory Management

Module 4: Configure Warehouse Management in Dynamics 365 Supply Chain Management

  • Introduction
  • Roles in Warehouse Management
  • Set Up Warehouse Management
  • Configure the Warehouse Layout
  • Configure Catch Weight Processing for Warehouse Management
  • Warehouse Processes
  • Reservation Hierarchies
  • Lab - Configure Warehouse Management

Module 5: Create Bill of Materials in Dynamics 365 Supply Chain Management

  • Introduction
  • Work with the BOM Designer
  • BOM and Formula Versions
  • BOM Line Types
  • BOM Levels
  • Exercise - Create A BOM In the BOM Designer

Module 6: Set Up Versioned Products in Dynamics 365 Supply Chain Management

  • Introduction
  • Create an Engineering Organization
  • Create Nomenclature for Product Versions
  • Create Product Version Number Rules
  • Create Product Dimension Groups by Using the Version Dimension
  • Create Product Life Cycle States
  • Engineering Attributes
  • Product Readiness Policies
  • Product Release Policies
  • Create Engineering Categories
  • Exercise - Create a Product Readiness Policy

Module 7: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

  • Introduction
  • Enable Warehousing Telemetry
  • Warehouse Implementation Workspace
  • Wizard-Driven Setup of Warehouse Management Parameters
  • Wizard-Driven Warehouse Configuration
  • Simplified Query View of Location Directives

Module 8: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

  • Introduction
  • Inbound Operations
  • Inbound Advanced Shipping Notices
  • Cross Dock Products from Receiving Warehouse to Stores
  • Create A GTIN Code for a Product
  • Wizard-Driven Setup of Warehouse Management Parameters
  • Exercise - Register a Load Where Items are Missing

Module 9: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

  • Introduction
  • Outbound Operations
  • Warehouse Work
  • Cluster Picking
  • Packing and Containerization
  • Packing Containers with the Warehouse Management Mobile App
  • Transfer Orders and Replenishment
  • Exercise - Set Up a Cluster Profile

Module 10: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

  • Introduction
  • Cycle Counting
  • Material Handling Equipment Interface
  • Exercise - Create a Cycle Counting Plan

Module 11: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

  • Introduction
  • Global Mobile Device Parameters
  • Set Up and Deploy GS1 And QR Bar Codes
  • Set Up Work Type Menu Items
  • Set Up Mobile App Step Instructions
  • Set Up Detours for Steps in Mobile Device Menu Items
  • Exercise - Set Up a Detour for a Step in a Task Flow

Module 12: Work with the Costing Sheet in Dynamics 365 Supply Chain Management

  • Introduction
  • Costing Versions
  • Cost Groups
  • Calculation Groups
  • Costing Sheets
  • BOM Calculations
  • BOM Measurements
  • BOM Reports
  • Lab - Analyze BOM Costs by Using the Costing Sheet

Module 13: Configure and Use Agreements in Dynamics 365 Supply Chain Management

  • Introduction
  • Work with Trade Agreements
  • Create Sales Agreements
  • Create Purchase Agreements
  • Configure Trade Allowance Management
  • Configure Brokerage Contract Management
  • Configure Royalty Contract Management
  • Configure Vendor Rebates
  • Rebate Management Module
  • Exercise - Create a Purchase Agreement
  • Exercise - Generate and Process Customer Rebates
  • Exercise - Create Trade Agreements

Module 14: Use Inventory Reports in Dynamics 365 Supply Chain Management

  • Introduction
  • ABC Inventory Classification
  • Physical Inventory by Inventory Dimension Report
  • Inventory Value Report
  • Inventory On-Hand Report Storage
  • Inventory On-Hand Mobile Workspace
  • Exercise - Use the ABC Classification Report
  • Exercise - Use the Physical Inventory by Inventory Dimension Report
  • Exercise - Export a Report to Microsoft Excel

Module 15: Configure and Work With Quality Control And Quality Management In Dynamics 365 Supply Chain Management

  • Introduction
  • Configure Quality Management
  • Perform Quality Control and Management Processes
  • Describe Transactions Types and Create Quality Orders
  • Apply Inventory Blocking
  • Perform Quarantine Management
  • Exercise - Create and Process a Quality Order
  • Exercise - Create and Process a Nonconformance Order

Module 16: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • All Assets Page
  • Create an Asset
  • Multi-Level Assets
  • Copy an Asset or Asset Structure
  • Move, Remove, And Install an Asset
  • Create Assets Based on Purchase Orders
  • Asset Bills of Materials
  • Asset Event History
  • Asset View
  • Asset Attribute Overview
  • Lab - Work with Assets

Module 17: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • Maintenance Plans
  • Interval Types
  • Assign A Maintenance Plan to an Asset
  • Schedule Maintenance Plans
  • Maintenance Rounds
  • Maintenance Schedule
  • Maintenance Schedule Cost
  • Maintenance Downtime
  • Exercise - Create a Maintenance Plan
  • Exercise - Update the Maintenance Schedule

Module 18: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • Manually Create Work Orders
  • Maintenance Forecasts
  • Procurement of Work Order Purchase Requisitions
  • Bill Customers for Maintenance Work
  • Manual Update of Asset Counters
  • Automatic Update of Asset Counters
  • Maintenance Checklists
  • Maintenance Downtime
  • Add a Fault to a Work Order
  • Work Order Report
  • Work Order Pools
  • Active Work Order Maintenance Jobs Page
  • Work Order Management Workspace
  • Exercise - Create and Manage Work Orders

Module 19: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • Configure Workers for Work Order Scheduling
  • Schedule and Dispatch Work Orders
  • Calculate Capacity Load on Scheduled Work Orders
  • Lab – Set Up a Preferred Worker, and Schedule a Work Order

Module 20: Configure and Perform the Procure-To-Purchase Process in Dynamics 365 Supply Chain Management

  • Introduction
  • Procurement Scenario
  • Overview of the Procure-To-Purchase Process
  • Set Up Procurement Categories
  • Use Procurement Catalogs
  • Create a Purchase Requisition
  • Create and Process a Request for Quotation
  • Create Purchase Orders
  • Vendor Categories and Catalogs
  • Evaluate a Vendor and Put a Vendor on Hold
  • Use Purchasing Policies
  • Lab - Work with Procure-To-Purchase Processes

Module 21: Process Purchase Orders in Dynamics 365 Supply Chain Management

  • Overview of the Purchase Order Process
  • Set Up Purchasing Parameters
  • Use Purchase Order Change Management
  • Use Item Arrivals and Arrival Overview
  • Manage Over/Under Delivery for Purchase Orders
  • Manage Charges for Purchase Orders
  • Create Vendor Returns
  • Lab - Create and Process a Purchase Order

Module 22: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management

  • Introduction
  • Purchase Order Statuses with Vendor Collaboration
  • Configure Vendor Collaboration
  • Maintain Vendor Certification
  • Set Up Vendor Collaboration Security Roles
  • Use the Vendor Collaboration Invoicing Workspace
  • Define Purchase Order Response Information
  • Work with Purchase Orders When Vendor Collaboration is Used
  • Purchase Order Statuses and Versions
  • Sharing Information About Consignment Inventory
  • Work with Request for Quotes
  • Purchase Order Confirmation Workspace
  • Accessing Vendor Master Data in the Vendor Information Workspace
  • Exercise - Set Up an External Role for a Vendor

Module 23: Configure Accounts Receivable in Dynamics 365 Finance

  • Introduction
  • Payment Schedule
  • Terms of Payment And Payment Days
  • Cash Discounts
  • Payment Fees
  • Set Up the Credit Card Payment Service
  • Methods of Payment And Payment Control
  • Set Up a Payment Calendar and Payment Calendar Rules
  • Create and Maintain Customers
  • Set Up Customer Posting Profiles
  • Configure Accounts Receivable Charges
  • Lab - Configure Customer Posting Profiles and Create a New Customer

Module 24: Convert Prospects in Dynamics 365 Sales to Customers in Dynamics 365 Supply Chain Management

  • Introduction
  • Prerequisites and Mapping Setup
  • Sales Quotations
  • Sales Orders
  • Dual-Write Solution for Sales
  • Invoices
  • Limitations
  • Demonstration - Create and Edit Sales Quotations

Module 25: Configure and Manage the Order to Cash Process in Dynamics 365 Supply Chain Management

  • Introduction - Order to Cash Process
  • Sales and Marketing Overview
  • Create and Confirm Sales Quotations
  • Create and Process Sales Orders
  • Sales Order Entry Scenarios
  • Sales Order Picking Processes
  • Configure Order Promising
  • Configure Order Hold Codes
  • Process Customer Returns
  • Sales Order Reservations
  • Configure and Use Commissions
  • Configure Customer and Item Search
  • Lab - Create A Sales Order and Work with Commissions

Module 26: Configure and Use Intercompany Trade in Dynamics 365 Supply Chain Management

  • Introduction
  • Intercompany Trading
  • Set Up Intercompany Trade
  • Process Intercompany Chain Orders
  • Set Up Intercompany Agreements and Direct Deliveries
  • Lab - Configure Intercompany Relations
  • Exercise - Process a Purchase Order-Initiated Intercompany Chain
  • Exercise - Process a Sales Order-Initiated Intercompany Chain
  • Exercise - Process Returns in Intercompany
  • Exercise - Process an Intercompany Direct Delivery

Module 27: Set up Landed Cost in Dynamics 365 Supply Chain Management

  • Introduction
  • Landed Cost Concepts and Terminology
  • Landed Cost Parameters
  • Set Up Voyages and Shipping Containers
  • Set Up Delivery Information
  • Set Up Multi-Leg Journeys
  • Set Up Shipping Information
  • Set Up Costing Parameter Values
  • General Ledger Integration Configuration
  • Vendor Settings for Landed Cost
  • Lab - Create a Voyage Leg

Module 28: Manage Transportation Management in Dynamics 365 Supply Chain Management

  • Introduction
  • Planning Transportation Management
  • Configure Transportation Management
  • Routing and Transportation Flows
  • Load Building Strategy
  • Transportation Management Engines
  • Bill of Lading
  • Plan Freight Transportation Routes with Multiple Stops
  • Reconcile Freight in Transportation Management
  • Lab - Explore Transportation Management

Module 29: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

  • Production Input Location
  • Production Output Location
  • Staging and Order Picking
  • Release BOM And Formula Lines to the Warehouse
  • Cross-Docking
  • Planned Cross Docking
  • Visibility into Material Exceptions
  • Lab - Work with Warehouse Management In Manufacturing

Module 30: Configure and Use Built-In Master Planning in Dynamics 365 Supply Chain Management

  • Introduction
  • Master Planning Considerations and Setup
  • Master Planning Parameters Page
  • Create a Master Plan
  • Demand Forecasting
  • Coverage Settings
  • Action Messages
  • Configure Intercompany Planning
  • Run Plans and Firm Planned Orders
  • Set Up and Use The Supply Schedule Page
  • Exercise - Firm a Planned Order
  • Exercise - Change a Planned Order Type
  • Exercise - Create and Run an Intercompany Master Plan

Module 31: Use Planning Optimization in Dynamics 365 Supply Chain Management

  • Introduction
  • Install the Planning Optimization Add-In
  • Integration and Fit Analysis
  • Apply Filters to a Plan
  • Master Planning with Demand Forecasts
  • Planning Optimization Support for Capability-Based Resource Allocation
  • Priority-Based Planning
  • Master Planning and Purchase Trade Agreements
  • Safety Margins
  • Coverage Time Fences
  • Approved Planned Orders
  • Generate Planned Production Orders
  • Analyze and Approve Planned Orders
  • Auto-Firming
  • Planning with Negative On-Hand Quantities
  • View History and Planning Logs
  • Cancel a Planning Job
  • Exercise - Set Up Purchase Trade Agreements for Planning Optimization
  • Exercise - Approve a Planned Order

Module 32: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

  • Introduction
  • Describe Costing Methods
  • Describe Item Arrival Journals and Cross-Docking
  • Describe Inventory Reservations, Picking and Packing, Replenishment, and Shipments
  • Describe Inventory Counting and Inventory On-Hand Concepts
  • Describe Quality Management Capabilities
  • Describe Use Cases for Warehouse Management Systems (WMS)
  • Describe Use Cases for Transportation Management Systems

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Who should attend this Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course?

The Microsoft Dynamics 365 Supply Chain Management Course is designed for professionals with the skills and knowledge required to utilise the Supply Chain Management capabilities of Dynamics 365 Supply Chain Management. This can be beneficial for a wide range of professionals, including:

  • Supply Chain Managers
  • Procurement Specialists
  • Inventory Managers
  • ERP Project Managers
  • IT Managers
  • Consultants
  • ERP Implementation Consultants

Prerequisites of the Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course

There are no formal prerequisites of the Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course. However, a basic understanding of Supply Chain Management concepts can be beneficial.

 

Microsoft Dynamics 365 Supply Chain Management Course Overview | MB-330

Microsoft Dynamics 365 Supply Chain Management is a solution developed to evolve manufacturing, trade, and supply chain processes. Organisations use Dynamics 365 for Supply Chain Management to automate and streamline their supply chain by modernising business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfilment. This training will help learners to increase their productivity and operational efficiency. Holding a proficient knowledge of Dynamics 365 Supply Chain Management will help individuals get the desired job roles as support supply chain management functional consultants in multinational companies.

This 5-day Microsoft Dynamics 365 Supply Chain Management MB330 Training course is designed to provide a thorough understanding of Microsoft Dynamics 365 Supply Chain Management and its important features and functionalities. During this training, delegates will learn how to configure costing versions for standard and planned costs, along with the techniques of implementing product information management to collect, handle, and integrate data sources. They will understand the use of non-conformance orders to repair an item or a faulty machine and how to run non-conformance reports. Our highly skilled trainer with years of teaching experience will conduct this course and equip delegates with a comprehensive knowledge of various supply chain management methods.

Course Objectives

  • To configure products for supply chain management
  • To learn how to implement common sales and marketing features
  • To understand the partial location cycle counting process
  • To know how to perform warehouse management processes
  • to adjust stock levels using the inventory adjustment journal
  • To run master plans and manage planned orders

After attending this Microsoft Dynamics 365 Supply Chain Management MB330 Training course, delegates will be able to manage and process inventory activities and implement inventory management. They will also be able to configure and perform warehouse management processes.

 

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What’s included in this Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

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Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 sessions.

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Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 FAQs

Dynamics 365 is a collection of integrated, modular SaaS apps and services that transform and enable core customers, workers, and business processes.
There are no formal prerequisites to attend this Microsoft Dynamics 365 Supply Chain Management MB330 Training course. However, having a basic understanding of supply chain management would be beneficial.
This Microsoft Dynamics 365 Supply Chain Management MB330 Training course is suitable for anyone who wants to design and configure apps as per their customer requirement.
Dynamics 365 Supply Chain Management, formerly known as Dynamics 365 for Finance and Operations, is warehouse and operational management software that gives businesses and employees a single view of their data so they can transform it into insights that help them make better strategic decisions.
Supply Chain Management streamlines the movement of everything from goods to natural disasters. Supply chain managers oversee the logistics of every organisation on a global scale and can easily discover problems/disruptions for uninterrupted product transportation with effective supply chain management.
At the end of this training course, delegates will be able to manage quality control and quality management, manage inventory pricing and costing, create disposition codes and inbound location directives, and implement and configure applications to meet business requirements.
In this Microsoft Dynamics 365 Supply Chain Management MB330 Training course, you will learn about procurement and sourcing, processing and viewing planned orders, outbound and inbound shipments, cycle counting, and other essential topics.
The price for Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 certification in Belgium starts from €3795
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330.
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