Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary

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Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330

Calgary

Microsoft Dynamics 365 Supply Chain Management – Functional Consultant MB330 in Calgary builds skills to manage supply chain functions in Dynamics 365. This course develops knowledge in inventory, procurement, warehousing, and production to support efficient business operations.

Acquire knowledge of creating and releasing products and product variants.
Become familiar with the setup of inventory management parameters and journals.
Attain an understanding of performing planning and executing loads and shipments.

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Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Overview

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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: Get Started with Inventory Management in Dynamics 365 Supply Chain Management

Introduction
Inventory Management Overview
Configure Inventory Dimensions
Configure Storage Dimensions
Configure Tracking Dimensions
Configure Serial and Batch Numbers
Configure Sites
Configure Warehouses
Configure Inventory Policies
Exercise - Set Up Inventory Policies for An Item Model Group
Set Up Item Groups and Item Model Groups
Allocate Batch and Serial Numbers
Work with Consignment Inventory
Lab - Work with Inventory Management

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

Introduction
Inventory Operations Scenarios
Inventory Locations
Inventory Statuses
Set Up Disposition Codes
Warehouse Layout
Set Up Barcodes
Counting Reason Codes
Inventory Journals
Inventory Journal Approval Workflow
Initialise Stock Levels in The Warehouse
Transfer Orders
Create and Post an Inventory Journal
Exercise - Create and Post an Inventory Journal

Module 4: Set Up and Work with Outbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management

Introduction
Outbound Operations
Outbound Setup
Set Up Default Order Settings
Reserve Inventory Quantities
Reserve Sales Order Batch Numbers

Module 5: Set Up and Work with Inbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management

Introduction
Inbound Operations
Arrival Overview
Set Up an Item Arrival Overview Profile
Set Up Default Order Settings
Exercise - Use the Item Arrival Profile

Module 6: Set Up and Work with Inventory Control in Dynamics 365 Supply Chain Management

Introduction
Inventory Cost Methodologies
Inventory Closing and Adjustment
Consolidate Inventory Transactions

Module 7: 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 8: 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
Variant Specific Sales Tax Groups
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 9: 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 10: 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 11: 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 12: 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 13: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

Introduction
Outbound Operations
Warehouse Work
Cluster Picking
Packing and Containerisation
Packing Containers with The Warehouse Management Mobile App
Transfer Orders and Replenishment
Exercise - Set Up A Cluster Profile

Module 14: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

Introduction
Cycle Counting
Material Handling Equipment Interface
Exercise - Create A Cycle Counting Plan

Module 15: 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 16: Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management

Introduction
Overview of Features
End-to-end Walkthrough of Features
Exercise - Set Up Demo Data for The Sample Scenario
Exercise - Create A New Engineering Product
Exercise - Release an Engineering Product to A Local Company
Exercise - Review and Accept the Product Before You Release It in The Local Company
Exercise - Use the Product in Transactions in The Local Company
Exercise - Add the Engineering Product to A Sales Order
Exercise - Request Changes in The Engineering Product
Exercise - Make Changes to The Product by Using an Engineering Change Order
Exercise - Release the Changed Product

Module 17: Set Up Versioned Products in Dynamics 365 Supply Chain Management

Introduction
Create an Engineering Organisation
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 18: Configure Engineering Change Management for Dynamics 365 Supply Chain Management

Introduction
Set Up Engineering Change Severities
Set Up Severity Rule Sets
Set Up Product Owners
Engineering Workflows
Exercise - Create A Severity Rule

Module 19: Convert an Existing Product to An Engineering Product in Dynamics 365 Supply Chain Management

Introduction
Enable Change Management on Existing Products
Enable Engineering Product Categories
Run the Convert to Engineering Product Wizard

Module 20: Get Started with Production Control in Dynamics 365 Supply Chain Management

Introduction
Core Concepts in Production Control
Understand Unified Manufacturing
Manufacturing Principles
Overview of The Production Process and Production Life Cycle
Set Up and Manage Production-Related Reservations
Reset the Status of a Production Order
Batch Orders
Discrete Manufacturing
Process Manufacturing
Lean Manufacturing
Configure Production Control for Unified Manufacturing
Capacity Planning
Integration Between the General Ledger and The Production Control Modules
IoT Intelligence and Insights
Describe the Value Proposition for Mixed-reality Guides for Production Floor Workers
Lab - Explore Production Control

Module 21: Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management

Introduction
Discrete Manufacturing Life Cycle
Master Planning and Planned Production Orders
Bills of Materials
Working with BOM And Item Configurations
Create A Bill of Materials
Production Orders
Exercise - Create A BOM Without A Version
Exercise - Create A BOM In the BOM Designer
Exercise - Create A BOM With A Version
Exercise - Create and Process A Production Order

Module 22: Set Up and Use Production Control for Discrete Manufacturing in Dynamics 365 Supply Chain Management

Introduction
Prerequisite Setup in Production Control
Production Groups
Production Control Parameters
Production Pools
Allocation Keys
Set Up Journal Parameters
Create A Production Unit

Module 23: Set Up and Use Discrete Manufacturing Routes in Dynamics 365 Supply Chain Management

Introduction
Create Operations and Operation Relations
Work with Simultaneous Operations
Set Up Route Groups and Routes
Route Versions
Copy Routes
Route Networks
Work with Primary and Secondary Routes
Exercise - Set Up Operations and Routes

Module 24: Set Up Products for Production for Discrete Manufacturing in Dynamics 365 Supply Chain Management

Introduction
Set Up Inventory Dimensions in Production
Set Up Production Dimensions
Set Up Storage Dimensions
Set Up Tracking Dimensions

Module 25: Production Costing for Discrete Manufacturing in Dynamics 365 Supply Chain Management

Introduction
Production Cost
General Ledger and Manufacturing Integration
Inventory Posting Profiles, Item Groups, And Item Model Groups
End Production Orders
Production Journals
Dimension Link
Production Reports

Module 26: 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 - Analyse BOM Costs by Using the Costing Sheet

Module 27: Work with Capacity Planning and Scheduling in Dynamics 365 Supply Chain Management

Introduction
Scheduling Options
Split A Production Order
Operations Scheduling
Job Scheduling
Scheduling Options from The Gantt Chart
Resource Scheduling
Scrap and Waste
Exercise - Start A Discrete Production Order
Exercise - Run A Resource Schedule

Module 28: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management

Introduction
Understand the Manufacturing Executions
Identify Roles in Manufacturing Execution
Planning Consideration for Manufacturing Execution
Configure Manufacturing Execution
Setup Time and Attendance for Manufacturing Execution Processes
Control Production with Manufacturing Execution
Create and Process Report as Finished Journals with Co-products And By-products
Calculate and Approve Raw Time Registrations
Report as Finished from The Job Card Device
Lab - Manufacturing Execution

Module 29: Set Up Configurable Products in Dynamics 365 Supply Chain Management

Introduction
Product Configurator Concepts and Terminology
Elements of A Product Configuration Model
Scenario
Product Model Components
Exercise - Set Up Components
Create A Product Configuration Model
Expression Constraints
Calculations for Product Configuration
BOMs And Routes
Configuration Rules
Sales Price Models
Exercise - Create A Product Configuration Model
Exercise - Add Components and Constraints to A Configuration Model

Module 30: Validate and Release Product Configuration Models in Dynamics 365 Supply Chain Management

Introduction
Extra Configuration Model Options
Improve Product Configuration Performance
Validate and Test A Product Configuration Model
Configuration Templates
Configuration Model Versions
Release A Product Configuration Model
Exercise - Release A Product Configuration Model
Reuse Product Configuration

Module 31: Work with Configurable Products in Dynamics 365 Supply Chain Management

Introduction
Configurable Product Use Cases
Intercompany and Multiple Site Considerations
Extend A Product Configuration Model Through The API
Add A Configurable Product to A Sales Order Line
Exercise - Add A Configurable Product to A Sales Order Line

Module 32: 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 Catalos
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 33: 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
Inform Vendors About Vendor Collaboration
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 34: 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 35: 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 36: 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
Service Management
Exercise - Create A Purchase Agreement
Exercise - Generate and Process Customer Rebates
Exercise - Create Trade Agreements

Module 37: Set Up Intercompany Trade in Dynamics 365 Supply Chain Management

Introduction
Intercompany Trading Overview
Intercompany Scenarios
Set Up Intercompany Trade
Set Up Intercompany Trade Relationships
Action Policies
Set Up Charges and Posting
Set Up Intercompany Agreements and Direct Deliveries
Lab - Set Up Intercompany Relations

Module 38: Work with Intercompany Trade in Dynamics 365 Supply Chain Management

Introduction
Synced Intercompany Data
Create an Intercompany Sales Order
Process Intercompany Purchase Orders
Exercise - Process A Sales Order-initiated Intercompany Chain
Return an Intercompany Sales Order
Customer Payments for Intercompany Orders
Exercise - Process Returns in Intercompany
Create an Intercompany Purchase Order
Check Intercompany Order Price Discrepancies
Manage Intercompany Purchase Orders
Exercise - Process A Purchase Order-initiated Intercompany Chain

Module 39: Get Started with Asset Management for Dynamics 365 Supply Chain Management

Overview and Benefits
Asset Management Terminology and Concepts
Functional Locations and Assets
Assets and Work Orders
Use the Asset Management Mobile Workspace
Asset Management Integration Capabilities
Integrate Asset Management with Dynamics 365 Guides

Module 40: Work with Functional Locations in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Create Functional Locations
Install Assets on Functional Locations
Exercise – Create A Default Functional Location, And Assign It as The Default

Module 41: 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 42: Manage Maintenance Requests in Asset Management for Dynamics 365 Supply Chain Management

Introduction
View Maintenance Requests
Maintenance Request Lifecycle States
Create and Update Maintenance Requests
Create Work Orders from Maintenance Requests
Asset Loans
Inbound and Outbound Assets
Maintenance Request Management Workspace
Work Order Management Workspace
Maintenance Request Reports
Exercise - Create A Maintenance Request
Exercise - Create A Maintenance Request List Report

Module 43: 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 44: 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 45: Use Controls and Reports in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Cost Control for Assets Calculation
Work Order Date Control Calculation
Work Order Hour Control Calculation
Asset Fault Cost Control Calculation
Calculate Asset KPIs
Item Where Used Calculation
Maintenance Status Calculation
Exercise - Create A Work Order Cost Control Report
Exercise – Create an Item Where Used Report

Module 46: 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 47: Work with Capacity Planning in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Calculate Capacity Load
Calculate an Item Forecast
Exercise – Run A Capacity Load, And Run an Item Forecast

Module 48: Register and Report Consumption in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Register Consumption
Create Consumption Reports
Exercise - Create an Asset Consumption

Module 49: Work with Warranties in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Warranty Agreements
Warranty on Assets and Asset Types
Exercise – Set Up A Warranty

Module 50: Work with Maintenance Budgets in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Create Maintenance Budgets
Update Maintenance Budgets
Exercise – Create, And Adjust A Maintenance Budget

Module 51: Set Up 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 52: Get Started with Accounts Receivable Daily Procedures in Dynamics 365 Finance

Introduction
Create Free Text Invoices
Exercise - Create and Process A Free Text Invoice
Recurring Free Text Invoices
Create and Handle Payments of Customer Invoices for Sales Orders
Exercise - Work with Invoices from Sales Orders
Settle Transactions and Undo Settlements
Exercise - Process an Invoice and Settle It Against A Payment
Reimburse A Customer

Module 53: Set Up Credit and Collections in Dynamics 365 Finance

Introduction
Set Up Accounts Receivables for Credit and Collections
Set Up Credit and Collections Components
Set Up Interest Rates for An Interest Code
Waive, Reinstate, Or Reverse Interest Fees
Set Up and Manage Collection Letters
Exercise - Set Up Credit and Collections in Finance
Exercise - Create A Write-off Journal for A Customer

Module 54: Process Credit and Collections in Dynamics 365 Finance

Introduction
Customer Account Statement
Working with Collections
Collections Coordinator Workspace
Manage Customer Credit and Collections
Credit Management
Lab - Work with Credit and Collections

Module 55: Set Up Order to Cash in Dynamics 365 Supply Chain Management

Introduction
Overview
Order to Cash Business Processes
Relationship Management
Trade Agreements
Sales Quotation Setup
Sales Order Setup
Order Promising Concepts
Set Up Order Promising
Set Up Order Hold Codes
Set Up Commissions
Set Up Customer and Item Search

Module 56: Work with Order to Cash in Dynamics 365 Supply Chain Management

Introduction
Sales Order Entry Scenarios
Create and Process Sales Orders
Sales Order Picking Process
Process Customer Returns
Sales Order Reservations
Lab - Create A Sales Order and Work with Commissions

Module 57: 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 58: Work with Landed Cost in Dynamics 365 Supply Chain Management

Introduction
Create A Voyage
Manage A Voyage
Estimate and Manage Landed Costs
Track Inbound Voyages and Shipping Container Journey
In-transit Processing
Warehouse Management and Landed Cost
Process Over and Under Transactions
Update Tracking for Put Away
Inquiries and Reports for Landed Cost

Module 59: 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 60: 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 61: 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 62: 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 63: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

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

Module 64: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

Introduction
Cycle Counting
Material Handling Equipment Interface
Exercise - Create A Cycle Counting Plan

Module 65: 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 66: 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
Automatically Rewove to Add Unfulfilled Lines to New Waves
Cross-Docking
Planned Cross Docking
Visibility into Material Exceptions
Lab - Work with Warehouse Management in Manufacturing

Module 67: Set Up Master Planning in Dynamics 365 Supply Chain Management

Introduction
Master Planning Considerations and Setup
Master Planning Parameters Page
Create A Master Plan
Coverage Settings
Action Messages
Demand Forecasting
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

Module 68: Use Master Planning in Dynamics 365 Supply Chain Management

Introduction
Set Up Master Planning Add-In
Apply Filters to A Plan
Master Planning with Demand Forecasts
Master Planning Support for Capability-Based Resource Allocation
Priority-Based Planning
Master Planning and Purchase Trade Agreements
Set Up Supply Chain Calendars
Safety Margins
Coverage Time Fences
Approved Planned Orders
Generate Planned Production Orders
Analyse and Approve Planned Orders
Auto-Firming
Planning with Negative On-Hand Quantities
View History and Planning Logs
Cancel A Planning Job
Use Item Substitution for Bill of Materials
Exercise - Set Up Purchase Trade Agreements
Exercise - Approve A Planned Order

Module 69: Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

Introduction
Demand Driven Material Requirements Planning (DDMRP) Overview
Inventory Positioning
Buffer Profile and Levels
Demand-Driven Planning
Visual and Collaborative Implementation

Module 70: Describe Dynamics 365 Supply Chain Management Core Capabilities

Introduction
Describe Use Cases for Dynamics 365 Supply Chain Management
Describe Products and Released Products
Describe Product Master Records, Product Variants, and Product Dimensions
Describe Pricing and Discounts
Describe Intercompany Capabilities

Module 71: Describe the Sales and Procurement Processes in Dynamics 365 Supply Chain Management

Introduction
Describe the Order-To-Cash Process
Describe the Sales Order Creation Process
Describe the Fulfilment Process
Describe the Procure-To-Pay Process
Describe Purchase Requisitions
Describe the Purchase Order Creation Process
Describe Purchase Order Receipts

Module 72: Describe Inventory and Warehousing Capabilities in Dynamics 365 Supply Chain Management

Introduction
Describe Costing Methods
Describe On-Hand Inventory Capabilities
Identify Types of Inventory Journals
Describe Quality Management Capabilities
Describe Use Cases for Warehouse Management Systems (WMS)
Describe Use Cases for Transportation Management Systems
Describe Use Cases for Landed Cost

Module 73: Describe the Manufacturing Process in Dynamics 365 Supply Chain Management

Introduction
Describe Lean, Discrete, and Process Manufacturing
Describe Manufacturing Strategies
Describe Bills of Materials (BOMs), Routes, and Operations
Identify the Production Lifecycle Stages
Describe Shop Floor Management
Describe Master Planning and Planning Optimisation

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

The Microsoft Dynamics 365 Supply Chain Management Course MB-330 focuses on enhancing supply chain processes using Dynamics 365. It addresses inventory management, procurement, and logistics, crucial for organisational efficiency and customer satisfaction in today's competitive landscape.

Supply chain management, logistics, and procurement professionals must master Dynamics 365 Supply Chain Management to streamline operations and achieve business success. Proficiency in Dynamics 365 SCM enables efficient management of inventory, procurement, and logistics, leading to enhanced operational efficiency and customer satisfaction.

This 5-day training by the Knowledge Academy provides delegates with practical skills and knowledge in utilising Dynamics 365 for Supply Chain Management. Through hands-on exercises and real-world examples, participants will learn to optimise inventory, streamline procurement, and improve logistics operations.

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.

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

Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.

Train Your Workforce

Looking for Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in-house or onsite training in Calgary? We specialise in corporate group training and bulk bookings for organisations of all sizes in Calgary. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling to train your team.

Our Calgary venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Calgary is located in the south of Alberta, Canada and has a population of around 1 million people, making it the largest city in Alberta and the third largest in Canada. It also became the first Canadian city to host the Olympic Winter Games. There is a strong economy in Calgary, as it boasts the second most corporate head offices in Canada and has activity based in the health, retail, tourism, transportation, film, technology and energy sectors. There are a large amount of educational facilities in Calgary, including a large number of public and private schools ran by different school boards including English and French language boards. There is also a high school dedicated to training athletes ready for the Olympics. Each high school in Calgary is large, consisting of around 2000 students each. Private schools include Rundle Academy, Calgary French and International School, Chinook Winds Adventist Academy and Delta West Academy. The biggest university in Calgary is the ‘University of Calgary’ which enrols around 30,000 students. It offers a wide variety of degrees, diplomas and certificates. Also in Calgary are Mount Royal University, SAI Polytechnic and Athabasca University, which provides distance education programs for students. There are a number of private universities as well, including Reeves College and Columbia College.

Ways to take Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary

Online Instructor-Led Learning

Online Self-Paced Learning

Onsite Learning

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Live classes

Join a scheduled class with a live instructor and other delegates.

Interactive

Engage in activities, and communicate with your trainer and peers.

Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

Scalable Training Delivery

Access Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary delivered by one of the largest training providers, with scalable instructor-led classes, accessible worldwide.

Master Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With Weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

Structured Yet Flexible Learning

Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

Global Training Accessibility

Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Learn Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 through The Knowledge Academy’s Online Self-Paced Learning. This flexible and structured format supports your training goals and enables every professional to build skills with confidence.

Flexible Learning

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Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Schedule in Calgary

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Our training experts have compiled a range of course packages on a variety of categories in Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330, to boost your career. The packages consist of the best possible qualifications with Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330, and allows you to purchase multiple courses at a discounted rate.

Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary FAQs

What is Dynamics 365?

Dynamics 365 is a collection of integrated, modular SaaS apps and services that transform and enable core customers, workers, and business processes.

What are the prerequisites?

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.

Who should attend this course?

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.

What is Supply Chain Management in Dynamics 365?

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.

Why Supply Chain Management is important in the business?

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.

How this training will be beneficial for delegates?

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.

What will I learn in this Microsoft Dynamics 365 Supply Chain Management MB330 Training course?

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.

What is the cost/training fees for Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary?

The training fees for Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary starts from CAD9295

Which is the best training institute/provider of Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 in Calgary?

The Knowledge Academy is one of the Leading global training provider for Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330.

What are the best Microsoft Dynamics 365 Training courses in Calgary?

Please see our Microsoft Dynamics 365 Training courses available in Calgary

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