Microsoft 365 Training | Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course in Irvine

Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course Outline

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 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 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: 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 11: 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 12: 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 13: 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 14: Set Up and Use Discrete Manufacturing Resources in Dynamics 365 Supply Chain Management

• Introduction
• Set Up Calendars and Resources
• Set Up Working Time Templates
• Create Calendars
• Resource Capabilities
• Resource Groups

Module 15: 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 16: 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 17: 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 Using the Costing Sheet

Module 18: 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 19: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management

• Introduction
• Understand 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 20: 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 21: 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 22: 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 23: 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 24: Configure Process Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Process Manufacturing Item Types
• Production Type Setup
• Set Up Packaging and Batch Attributes
• Shelf Life Related Setup
• Item Model Group, Product Compliance, and Approved Vendors
• Catch Weight
• Transaction Adjustments
• Catch Weight Item Handling Policy
• Supported Scenarios
• Catch Weight Tags
• Configure Approved Vendors
• Exercise - Create an Approved Vendor List
• Exercise - Create and Use a Partial Visibility Catch Weight Item
• Exercise - Use Catch Weight Items
• Exercise - Create Process Activities for Lean Manufacturing

Module 25: Configure Formulas for Process Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Formulas, Formula Lines, and Formula Versions
• Formula Features
• Approve and Activate Formulas and Formula Versions
• Use Step Consumption
• Coproducts
• By-products
• Burden Allocation
• Planning Items
• Exercise - Create Co-products and By-products
• Exercise - Create a New Formula with a Version from the Released Products Page
• Exercise - Copy and Modify Formula Versions
• Exercise - Create and Update a Scalable Formula
• Exercise - Create a Percentage-Based Formula
• Exercise - Create a Step Consumption Formula

Module 26: Identify and Configure Batch Attributes for Process Manufacturing in Dynamics 365 Supply Chain Management

• Batch Attributes
• Assign and Reserve Batch Attributes
• Products that Have an Active Ingredient
• Ingredient Types
• The Batch Balancing Process
• Exercise - Create and Assign Batch Attributes
• Exercise - Record Batch Attributes at Batch Creation
• Exercise - Record Batch Attribute Values Using Quality Orders
• Exercise - Reserve Batch Attributes on Sales Orders

Module 27: Work with Commodity Pricing and Compliance in Dynamics 365 Supply Chain Management

• Batch Attributes
• Assign and Reserve Batch Attributes
• Products that Have an Active Ingredient
• Ingredient Types
• The Batch Balancing Process
• Exercise - Create and Assign Batch Attributes
• Exercise - Record Batch Attributes at Batch Creation
• Exercise - Record Batch Attribute Values Using Quality Orders
• Exercise - Reserve Batch Attributes on Sales Orders

Module 28: 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 Using an Engineering Change Order
• Exercise - Release the Changed Product

Module 29: 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 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 30: 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 31: 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 32: 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 Using an Engineering Change Order
• Exercise - Release the Changed Product

Module 33: Manage a Discrete Product BOM and Route for Versioned Products in Dynamics 365 Supply Chain Management

• Introduction
• Create a New Engineering Product
• Set Up a Product Version BOM
• Set Up a Product Version Route
• Release the Product to Operational Companies
• Review and Accept the Product Before Release
• Change a Life Cycle State and Use a Product in Transactions
• Use Readiness Checks
• Exercise - Create and Release an Engineering Product

Module 34: Request and Follow Up with Product Changes in Dynamics 365 Supply Chain Management

• Introduction
• Engineering Change Requests
• Engineering Change Orders
• Exercise – Create an Engineering Change Request

Module 35: Manage Changes in Formulas and Their Ingredients in Dynamics 365 Supply Chain Management

• Introduction
• Engineering Change Management
• Centralised Product Data Management
• Product Versioning
• Formula Lines and Versioning
• Product Life Cycle Management
• Formula Management Process
• Formula Change Management
• Evaluate Business Impact of a Change Request and Send Notifications
• Engineering Change Orders
• Readiness Control
• Enhanced Product Release Functionality
• Introduction
• Roles in Warehouse Management
• Set Up Warehouse Management
• Configure the Warehouse Layout
• Configure Catch Weight Processing
• Warehouse Processes
• Reservation Hierarchies
• Lab - Configure Warehouse Management

Module 37: Warehouse Implementation Experience

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

Module 38: Inbound Warehouse Operations

• 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 39: Outbound Warehouse Operations

• 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 40: Execute Across Warehouse Operations

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

Module 41: Warehouse Management Mobile Device Configuration

• 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 42: Use Warehouse Management for Manufacturing

• Production Input Location
• Production Output Location
• Staging and Order Picking
• Release BOM and Formula Lines to the Warehouse
• Automatically Rewave to Add Unfulfilled Lines to New Waves
• Cross-Docking
• Planned Cross Docking
• Visibility into Material Exceptions
• Lab - Work with Warehouse Management in Manufacturing

Module 43: Get Started with Asset 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 44: Set Up Functional Locations in Asset Management

• Introduction
• Functional Location Lifecycle States
• Configure Functional Location Types
• Maintenance Attribute Types
• Exercise – Create a Functional Location Lifecycle State and Model
• Exercise – Create Functional Location Types

Module 45: Set Up Assets in Asset Management

• Introduction
• Create Asset Lifecycle States
• Create Asset Lifecycle Models
• Asset Types
• Create Asset Type Defaults
• Condition Assessments and Templates
• Create Asset Manufacturers and Models
• Asset Counters
• Set Up Asset Management Parameters
• Set Up Asset Service Levels
• Set Up Asset Criticality Types
• Create Asset Document Relations
• Create Assets Based on Purchase Orders
• Create Maintenance Workers and Worker Groups
• Exercise – Set Up Assets

Module 46: Set Up Work Orders in Asset Management

• Introduction
• Maintenance Job Type Categories
• Create a Maintenance Job Type Variant
• Maintenance Job Trade
• Maintenance Checklist Variables
• Maintenance Checklist Template
• Maintenance Job Types
• Create Maintenance Job Type Default Lines and Related Forecasts
• Overview of Maintenance Job Types Related to Assets
• Work Order Lifecycle States and Projects
• Relationships between Work Order Lifecycle Models, Types, and States
• Work Order Lifecycle Models
• Work Order Project Setup
• Service Levels and Descriptions
• Fault Management
• Exercise- Set Up Work Orders

Module 47: Set Up Maintenance Requests in Asset Management

• Introduction
• Create Maintenance Request Lifecycle States
• Create Maintenance Request Lifecycle Models
• Create Maintenance Request Types
• Maintenance Worker Responsibilities
• Exercise – Set Up Maintenance Request Lifecycle States, Models, and Types

Module 48: Get Started with Asset 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 49: Work with Functional Locations in Asset Management

• Introduction
• Create Functional Locations
• Install Assets on Functional Locations
• Exercise – Create a Default Functional Location, and Assign It as the Default

Module 50: Work with Assets in Asset 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 51: Manage Maintenance Requests in Asset 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 52: Create and Manage Work Orders in Asset 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 53: Schedule Work Orders in Asset 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 54: Use Controls and Reports in Asset 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 55: Use Preventive and Reactive Maintenance in Asset 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 56: Work with Capacity Planning in Asset Management

• Introduction
• Calculate Capacity Load
• Calculate an Item Forecast
• Exercise – Run a Capacity Load, and Run an Item Forecast

Module 57: Register and Report Consumption in Asset Management

• Introduction

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

Module 58: Work with Warranties in Asset Management

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

Module 59: Work with Maintenance Budgets in Asset Management

• Introduction
• Create Maintenance Budgets
• Update Maintenance Budgets
• Exercise – Create, and Adjust a Maintenance Budget

Module 60: Configure and Perform the Procure-to-Purchase Process

• 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 61: Configure and Manage Vendor Collaboration

• 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 62: Process Purchase Orders in Dynamics 365 Supply Chain Management

• Introduction
• Overview of the Purchase Order Process
• Set Up Purchasing Parameters
• Use Purchase Order Change Management
• 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 63: Set Up and Work with Quality Control and Quality 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 64: 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 65: 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 66: 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 67: Get Started with Lean Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Understand Lean Concepts and Terminology
• Lean Manufacturing Techniques and Processes

Module 68: Set Up Lean Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Configure Parameters
• Create Value Streams and Production Flow Models
• Create Production Flows
• Set Up Production Flows
• Exercises - Configure Lean Manufacturing

Module 69: Create and Process Fixed Kanbans in Dynamics 365 Supply Chain Management

• Introduction
• Understand Kanban Boards
• Configure a Fixed Kanban Rule
• Process a Fixed Kanban
• Kanban Quantity Calculations and Circulating Kanbans
• Exercise - Configure a Fixed Quantity Kanban Rule
• Exercise - Fixed Kanban Job Processing

Module 70: Create and Process Event Kanban Rules in Dynamics 365 Supply Chain Management

• Introduction
• Configure Event Kanban Rules
• Capable to Promise
• Exercise - Create an Event Kanban from a Sales Order
• Exercise - Set Up a BOM Line Event Kanban Rule

Module 71: Create and Process Scheduled Kanbans in Dynamics 365 Supply Chain Management

• Introduction
• Configure Scheduled Kanban Rules
• Plan Scheduled Kanbans
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Module 72: Configure Activity-Based Subcontracting and Production Flow Costing

• Overview of Subcontracting and Production Flow Costing
• Subcontracting Capabilities
• Subcontracting a Vendor
• Subcontracting Service
• Create and Process Subcontracting Purchase Orders
• Transfer Activities as Subcontracting Activities
• Subcontracting as an Alternate Resource
• Cost Accounting of Subcontracted Services
• Subcontracting Cost Flow
• Backflush Costing
• Products and Material in Work in Progress
• Standard Cost
• Costing Lean Manufacturing
• Calculation of Standard Cost
• Calculate Unused Quantities
• Calculation of Production Variances to Standard Cost
• Ledger Entries Created from Processing a Production Flow
• Exercise - Set Up a Default Vendor and Create a Purchase Agreement
• Exercise - Create a Work Cell for Subcontracting
• Exercise - Create an Activity-Based Subcontracting Rule
• Exercise - Create and Schedule Kanbans for Subcontracting
• Exercise - Process and Transfer Jobs

Module 73: Set up Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Master planning considerations and set up
• 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
• Deprecated master planning

Module 74: 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 75: 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

Who should attend this Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course?

The Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Course in Irvine is intended for professionals and individuals who have a role or interest in working with Dynamics 365 Supply Chain Management and want to become certified experts in this area. This course is particularly suitable for the following professionals:

• Supply Chain Managers
• Functional Consultants
• ERP Implementation Specialists
• Business Analysts
• Inventory Managers
• Logistics Managers
• Operations Managers

Prerequisites of the Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course

There are no formal prerequisites for this Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Course in Irvine. However, it would be more beneficial for delegates to have a basic understanding of Microsoft Certified: Dynamics 365 Supply Chain Management beforehand.

Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course Overview

Microsoft Dynamics 365 in Irvine is a comprehensive suite of cloud-based business applications that integrate CRM and ERP functionalities for enhanced productivity and efficiency. It enables businesses to streamline operations, improve customer engagement, gain actionable insights, and drive growth through its versatile integrated applications.

For individuals, this training offers the opportunity to gain expertise in Dynamics 365 Supply Chain Management and advance their career prospects in Irvine. Organizations can benefit from this training by equipping their workforce with the expertise to optimize supply chain operations and drive business growth effectively. Furthermore, individuals attending this training can experience hands-on learning, real-world simulations, and practical scenarios for skill mastery.

The Knowledge Academy’s 2-day Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Course in Irvine provides delegates with knowledge in optimizing supply chain processes, leveraging Dynamics 365 capabilities, and driving business success. During this training, they will learn about supply chain optimization, demand forecasting, data analytics, and seamless application integration.

Course Objectives

• To equip participants with a comprehensive understanding of supply chain management principles
• To enable learners to proficiently navigate and utilize Microsoft Dynamics 365 Supply Chain Management
• To empower participants to implement advanced supply chain analytics and demand forecasting technique
• To enable customization of Dynamics 365 to align with specific business requirements
• To provide insights into effective end-to-end supply chain solution implementation strategies
• To cultivate data-driven decision-making skills for informed and agile supply chain management

After attending this training course in Irvine, delegates will be able to optimize supply chain processes effectively and drive business growth. They will also be able to implement data-driven strategies, streamline workflows, and make informed supply chain decisions.

What's included in this Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course?

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