Microsoft Dynamics 365 Supply Chain Management, Manufacturing (MB-330)

Module 1: Get started with Dynamics 365 Supply Chain Management Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

Learning objectives:

In this module, you will:

• Learn the benefits of Supply Chain Management.
• Get an overview of distribution and trade features in Supply Chain Management.

Module 2: Create products and product masters in Dynamics 365 Supply Chain Management Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and setup are required to manage the business processes that are related to specific products, product families, or product categories.

Learning objectives:

In this module, you will learn how to:

• Create products as type Item and Service.
• Set up product unit conversions.
• Set up transfer orders
• Set up default order settings.
• Create product masters with predefined variants.
• Create and set up category hierarchies.
• Create product attributes.

Module 3: Configure and work with inventory management in Dynamics 365 Supply Chain Management To perform the process of ordering, storing, and using a company's inventory of raw materials, components, and finished products, you need to configure the inventory management functionality in Dynamics 365 Supply Chain Management. Inventory journals are used to post physical inventory transactions of various types, such as the posting of issues and receipts, inventory movements, the creation of bills of material (BOMs), and the reconciliation of physical inventory.

Learning objectives:

In this module, you will learn how to:

• Understand inbound and outbound inventory operations.
• Configure inventory parameters.
• Configure tracking number groups.
• Configure inventory breakdown.
• Configure inventory and warehouse journals.
• Configure inventory dimensions.
• Configure inventory costing.
• Understand inventory closing and adjustments.
• Archive inventory transactions.
• Use movement journals.
• Use inventory adjustment journals.
• Use transfer journals.
• Use counting and tag counting journals.
• Use item arrival journals.
• Work with reason codes for inventory counting.

Module 4: Configure warehouse management in Dynamics 365 Supply Chain Management Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs. It also provides insight into your inventory and the tools you need to help increase customer satisfaction and reduce costs.

Learning objectives:

In this module, you will learn how to:

• Create warehouses and locations.
• Configure work pools, zones, location format, and location profiles.
• Configure catch weight processing for warehouse management.
• Create reservation hierarchies.
• Configure location directives.
• Configure wave templates.
• Configure inventory statuses.

Module 5: Create bill of materials in Dynamics 365 Supply Chain Management A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.

Learning objectives:

• In this module, you will learn how to create bill of materials and BOM versions by using the BOM designer in Supply Chain Management.

Module 6: Set up versioned products in Dynamics 365 Supply Chain Management Product data is an important part of any company that uses supply chain management processes. With Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management, manufacturers can use strong data management and version control.

Learning objectives:

In this module, you will:

• Set up engineering organizations.
• Work with product versioning.
• Create dimension groups by using the version dimensions.
• Create product life cycle states.
• Use engineering categories.

Module 7: Warehouse implementation experience in Dynamics 365 Supply Chain Management Implementing new warehouse management applications can be a cumbersome process with several unassisted configuration steps. Now, the implementation time and cost of setting up warehouse operations within Dynamics 365 Supply Chain Management is more straightforward. With the help of setup wizards and streamlined configuration, your organization’s warehouse professionals can set up and use Dynamics 365 Supply Chain Management without the need to consult subject matter experts.

Learning objectives:

This module explains the following concepts:

• Options for implementing Warehouse Management on a new legal entity or warehouse
• Warehouse Management setup wizards
• How to create and view location directives

Module 8: Inbound warehouse operations using Dynamics 365 Supply Chain Management Learn about some ways that your organization can complete your inbound warehouse operations from vendor to warehouse.

Learning objectives:

This module explains the following concepts:

• General inbound warehouse process
• Vendor advanced shipping notices (ASNs)
• How to set up cross-docking

Module 9: Outbound warehouse operations using Dynamics 365 Supply Chain Management Learn how to set up and maintain outbound warehouse operations within Dynamics 365 Warehouse Management. Additionally, learn about general setup and more advanced options to optimize your warehouse operations.

Learning objectives:

This module explains the following concepts:

• Outbound operations
• Warehouse work
• How to create sales order picking and consolidated shipments
• How to implement cluster picking
• How to pack shipments with speed and resilience
• Packing and containerization processes
• How to pack containers with the Warehouse Management mobile app
• How to transfer orders and replenishment

Module 10: Execute across warehouse operations in Dynamics 365 Warehouse Management Two essential components for handling inventory management and warehouse operations are cycle counting and the material handling equipment interface. These practices play a crucial role in maintaining accurate inventory records, optimizing stock levels, and ensuring efficient movement of goods within a facility.

Learning objectives:

This module explains the following concepts:

• Cycle counting and how you can use it within Dynamics 365 Warehouse Management
• How your organization can use the material handling equipment interface

Module 11: Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management Learn more about how to use the Warehouse Management mobile device application in Supply Chain Management. From initial parameter setup to creating mobile device menus, this module describes the basics around setting up your warehouse mobile devices to fit your business needs.

Learning objectives:

This module explains the following concepts:

• General configurations for warehouse management mobile devices
• How to set up menu items
• Menu item detours and how to set up these components

Module 12: Work with the costing sheet in Dynamics 365 Supply Chain Management Manufacturing companies need to calculate the costs that are related to finished goods that are being produced such as labor, materials, surcharges, and overheads. You can configure Dynamics 365 Supply Chain Management to calculate costs of bill of materials of the finished goods in production. Additionally, you can create costing sheets that are broken out by particular cost categories, incorporate routing costs, and even add surcharges and other indirect costs. Companies can then analyze, summarize, and evaluate cost data so they can make the best possible decisions for price updates, budgets, cost control, and so on.

Learning objectives:

In this module, you will learn how to:

• Configure the costing sheet.
• Perform BOM calculation and analyze costs by using the costing sheet.

Module 13: Configure and use agreements in Dynamics 365 Supply Chain Management Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.

Learning objectives:

In this module, you will:

• Maintain trade agreements.
• Configure smart rounding.
• Create sales agreements.
• Use procurement policies.
• Create purchase agreements.
• Configure trade allowance.
• Configure brokerage.
• Configure royalties.
• Configure rebates.
• Learn about the Rebate management module.

Module 14: Use inventory reports in Dynamics 365 Supply Chain Management One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.

Learning objectives:

In this module, you will learn how to:

• Understand ABC classification.
• Use the Physical inventory by inventory dimension report.
• Use the Inventory value reports, and Inventory on-hand report storage.
• Use the Inventory on-hand mobile workspace.

Module 15: Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management An important factor that impacts a company's reputation in today's market is the quality of their goods and services. By having a standard procedure for checking the quality of products when they arrive from vendors, move through supply chain, and are sent to customers, companies can reduce the number of returns and maintain their reputation in the market.

Learning objectives:

In this module, you'll learn how to:

• Configure quality management
• Perform quality control processes
• Apply inventory blocking
• Perform quarantine management

Module 16: Work with assets in Asset Management for Dynamics 365 Supply Chain Management Asset Management for Dynamics 365 Supply Chain Management allows your organization to effectively manage your resources, through the identification of asset locations. You can schedule maintenance tasks related to those assets, track usage, and review reports associated with the assets and their locations.

Learning objectives:

In this module, you will:

• Learn how to create, move, remove, and install assets.
• Review how to create assets based on purchase orders.
• Define how to create asset bills of materials.
• Learn how to use the Asset view page and Asset attribute overview page.

Module 17: Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management Machinery and equipment used in production and warehouses all require maintenance. It's like taking your car in for service. You take preventive measures and get the oil changed regularly, and you plan for the downtime of when you won't be able to use your vehicle until maintenance is complete. Your organization's success depends on planning maintenance, downtime, and the cost of maintaining your assets. This is where Asset Management for Dynamics 365 Supply Chain Management can help.

Learning objectives:

In this module, you will:

• Understand what preventive maintenance is
• Define maintenance plans and associate to an asset
• Establish maintenance rounds for assets that require maintenance at regular intervals
• Establish maintenance schedules and their associated budgeted costs for preventive maintenance on assets
• Create work orders for preventive maintenance jobs
• Define maintenance downtime activities for scheduled maintenance jobs on related assets for a defined period

Module 18: Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management Work orders are used to track and manage maintenance jobs scheduled on assets in Asset Management for Dynamics 365 Supply Chain Management.

Learning objectives:

In this module, you will:

• Learn how to manually create work orders
• Establish maintenance forecasts for maintenance job types
• Create purchase orders from a work order
• Bill customers for maintenance work
• Design counters manually or automatically to track the number of hours an asset has been in operation
• Create maintenance checklists by maintenance job types
• Create maintenance downtime registrations to track downtime in assets
• Add faults to work orders to report faults and reason for the fault
• Produce work order reports and work order maintenance jobs
• Define work order pools to group common work orders

Module 19: Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management Schedules for maintenance workers, assets and other tools are created when work orders are scheduled in Asset Management for Dynamics 365 Supply Chain Management.

Learning objectives:

In this module, you will:

• Create worker calendars and scheduling.
• Identify and assign preferred maintenance workers.
• Schedule and dispatch work orders, including scheduling for a specific date and time.
• Review the scheduled work order maintenance jobs to assign resources to maintenance jobs.
• Learn how to calculate a capacity load on scheduled work orders by defined periods.

Module 20: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management Procure-to-purchase is the first step of the procure-to-pay process. Procure-to-purchase involves the procurement agent finding a vendor and requesting a material or service to be purchased.

Learning objectives:

In this module, you will learn how to:

• Apply the procurement and sourcing processes in a business scenario.
• Use purchasing policies.
• Create and maintain vendors.
• Create and process purchase requisitions.
• Create and process a request for quotation.

Module 21: Process purchase orders in Dynamics 365 Supply Chain Management Organizations can use purchase orders to record information about the goods and services that they are purchasing from various vendors. Learn about processing purchase orders in Dynamics 365 Supply Chain Management.

Learning objectives:

In this module, you will:

• Set up purchase order parameters
• Use purchase order change management.
• Create a purchase order.
• Use item arrivals and arrival overview.
• Create vendor returns.

Module 22: Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management Speed, accuracy, and a digital solution when communicating with vendors is an essential need for a successful business. Dynamics 365 Supply Chain Management offers seamless collaborations with vendors through the Vendor collaboration portal.

Learning objectives:

In this module, you will learn how to:

• Configure vendor collaborations.
• Work with the Vendor collaboration workspace.
• Maintain vendor certifications.
• Use vendor collaboration as part of a procure-to-pay process.

Module 23: Set up accounts receivable in Dynamics 365 Finance Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that are not related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.

Learning objectives:

In this module, you will learn how to:

• Set up Accounts receivable components.
• Create and maintain a customer.
• Set up customer payments.
• Set up payment calendars and calendar rules.
• Set up customer posting profiles.
• Set up accounts receivable charges.

Module 24: Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management An important goal of most businesses is to convert prospects to customers and then maintain an ongoing business relationship with those customers. Integration of prospect-to-cash with dual-write creates a workflow that takes a quotation and an order that originate in either Dynamics 365 Sales or Dynamics 365 Supply Chain Management, and makes the quotation and order available in both apps.

Learning objectives:

In this module, you will:

• Learn about how to set up mapping in Dynamics 365 Sales and Dynamics 365 Supply Chain Management
• Learn how to sync orders and quotations between Sales and Supply Chain Management

Module 25: Configure and manage the order to cash process in Dynamics 365 Supply Chain Management The order to cash process manages the life cycle of the sales process, which consists of sub processes of receiving and processing customer sales. The invoicing and accounts receivable functions in the process determine the company's cash inflows.

Learning objectives:

In this module, you will learn how to:

• Perform the order to cash process.
• Configure and use commissions.
• Configure customer and item search.
• Create and confirm sales quotations.
• Create and confirm sales orders.
• Print and post picking lists.
• Generate and post a sales order invoice.
• Configure order hold codes.
• Process customer returns.
• Work with sales order reservations.

Module 26: Configure and use intercompany trade in Dynamics 365 Supply Chain Management Large organizations often buy and sell among their subsidiaries. Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while all documents are automatically generated for the participating legal entities, thus saving the organization time and money.

Learning objectives:

In this module, you will learn how to:

• Configure products for intercompany trade relations.
• Configure intercompany trade relationships.
• Configure intercompany agreements.
• Process intercompany orders.
• Process intercompany direct deliveries.
• Process intercompany charges.
• Recognize the intercompany return order chain process.

Module 27: Set up landed cost in Dynamics 365 Supply Chain Management The Landed cost module helps businesses streamline inbound shipping operations by giving users complete financial and logistical control over imported freight, from the manufacturer to the warehouse.

Learning objectives:

In this module, you will:

• Enable the Landed cost functionality.
• Learn about the Landed cost parameters.
• Set up voyages and shipping containers.
• Set up delivery information.
• Build multi-leg journeys.
• Learn about basic shipping setup.

Module 28: Manage transportation management in Dynamics 365 Supply Chain Management The Transportation management module in Dynamics 365 Supply Chain Management helps you find the most efficient way to deliver goods to your customers. Transportation management calculates the least expensive and fastest way of delivering goods and lets you identify vendor and routing solutions for inbound and outbound orders.

Learning objectives:

In this module, you will learn how to perform:

• Transportation planning
• Routing
• Rating
• Inbound operations
• Load processes
• Outbound operations

Module 29: Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management Do you want to get the best out of warehouse management to support your manufacturing activities? In this module, you can learn about the manufacturing-specific warehouse management features in Dynamics 365 Supply Chain Management.

Learning objectives:

In this module, you will learn about:

• Production input and output locations.
• Staging and order picking.
• Releasing BOM and formula lines to the warehouse.
• Cross-docking.
• Visibility into material exceptions.

Module 30: Set up Master Planning in Dynamics 365 Supply Chain Management In every industry, whether it's retail, manufacturing, distribution, services, or public sector entities, the ability to effectively anticipate and manage demand and supply for goods and services is crucial for both short-term and long-term operations. Familiarize yourself with the Master Planning feature within Dynamics 365 Supply Chain Management to simplify your planning process. When you use predefined criteria, this tool enables you to efficiently strategize your procurement, transfers, and manufacturing requirements for materials.

Learning objectives:

In this module, you learn how to:

• Set up master planning.
• Use the Supply schedule page.
• Set up demand and supply forecasts.
• Set up calculated delays.
• Set up intercompany master planning.
• Run plans and firm planned orders.

Module 31: Use master planning in Dynamics 365 Supply Chain Management The master planning features enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database. The master planning features also improve performance and has minimal impact on the SQL database during the planning runs. Therefore, it can be run during normal office hours and provide immediate results based on the most recent activity.

Learning objectives:

In this module, you will:

• Review the architecture of master planning features.
• Identify the benefits of master planning features.
• Discover the performance improvements within master planning features.
• Learn about priority-based planning

Module 32: Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management This module discusses the capabilities of Microsoft Dynamics 365 Supply Chain management used to control the day-to-day operations of a warehouse, including costing methods, warehouse configuration options and inventory management.

Learning objectives:

After completing this module, you will be able to:

• Describe costing methods, including standard costing, weighted averages, last in, first out (LIFO), and first in, first out (FIFO).
• Describe use cases for Warehouse Management Systems (WMS) and warehouse configuration options, including layout, stocking limits, and location profiles.
• Describe purchase orders, item arrival journals, and cross-docking
• Describe inventory concepts, including reservations, picking, and packing, replenishment, shipments, counting, and inventory on-hand.
• Describe transportation management.