| Infotec

MC-335T00: Microsoft Dynamics 365 Supply Chain Management, Expert

Course Schedule:

Please contact Infotec at 1-800-720-9185 regarding the availability of this class.

Overview

This course is designed to build your Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing.

This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert. The Dynamics 365 Supply Chain Management Functional Consultant Expert is a key resource that implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. The functional consultant analyzes business requirements, translates those requirements into fully realized business processes and solutions, and applies industry-recommended practices to implementations. The functional consultant has a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. They partner with architects, developers, consultants, and other stakeholders to implement solutions that meet or exceed the needs of their customers.

Objectives

This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including:

The product information and how to configure, create, and manage your product and inventory
Supply chain management configuration and processing
The transportation management feature
The warehouse management features
Asset Management functionalities
Master planning configuration and processing
Sales and procurement processes

This course includes lectures and several hands-on exercises.

Course Content

Module 1: Create Products and Product Master in Dynamics 365 Supply Chain Management

Product Information Workspace
Concept of a Product
Create Products
Setup Unit Conversions
Batch Dispositions Codes
Default Order Settings
Define Products as not Stocked
Create Product Masters with Variants
Gain productivity by Using the Variant Suggestions Page
Create and Set Up Category Hierarchies and Attributes
Set Up Item Pricing

Module 2: Create Bill of Materials in Dynamics 365 Supply Chain Management

Work with the BOM Designer
BOM and Formula Versions
BOM Line Types
BOM Levels

Module 3: Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management

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

Module 4: Work with Commodity Pricing and Compliance in Dynamics 365 Supply Chain Management

Configure Commodity Pricing
Configure Product Compliance

Module 5: Configure Process Manufacturing in Dynamics 365 Supply chain Management

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

Module 6: Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management

Overview Features
End-to-end Walkthrough of Features

Module 7: Set up Versioned Products in Dynamics 365 Supply Chain Management

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

Module 8: Configure Engineering Change Management for Dynamics 365 Supply Chain Management

Set up Engineering Change Severities
Set up Severity Rule Sets
Set up Product Owners
Engineering Workflows

Module 9: Request and Follow up with Product Changes in Dynamics 365 Supply Chain Management

Engineering change Requests
Engineering Change Orders

Module 10: Get Started with Product Configuration in Dynamics 365 Supply Chain Management

Elements of a Product configuration Model
Expression Constraints and Table Constraints in Product Configuration Models
Validate and Test a Product Configuration Model
Finalize a Model for Configuration
Set up a Product Configuration Model
Calculations for Product Configuration Models
Solver Strategy for Product Configuration
Reuse Product Configurations
Release a Product Configuration Model Customize a Product Configuration Model

Module 11: Work with the Costing Sheet in Dynamics 365 Supply Chain Management

Costing Versions
Cost Groups
Calculation Groups Costing Sheets
BOM Calculations
BOM Measurements
BOM Reports

Module 12: Configure Formulas for Process Manufacturing in Dynamics 365 Supply Chain Management

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

Module 13: Get Started with Production Control in Dynamics 365 Supply Chain Management

Core Concepts in production Control
Understand Unified Manufacturing Principles
Overview of the Production Process and Production Life Cycle
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

Module 14: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

Production Input Location
Production Output Location
Staging and Order Picking
Release BOM and Formula Lines to the Warehouse
Cross-Docking
Planned Cross Docking Visibility into Material Exceptions

Module 15: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management

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

Module 16: 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
Install the Asset Management Mobile Workspace
Use the Asset Management Mobile Workspace
Asset Management Integration Capabilities
Integrate Asset Management with Dynamics 365 Guides

Module 17: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

Configure Workers for Work Order Scheduling
Schedule and Dispatch Work Orders
Calculate Capacity load on Scheduled Work Orders

Module 18: Configure and Perform the Procure-to-Process in Dynamics 365 Supply Chain Management

Procurement Scenario
Overview of the Procure-to-Purchase Process
Setup 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

Module 19: Configure Activity-Based Subcontracting and Production Flow Costing in Dynamics 365 Supply Chain Management

Overview of Subcontracting and Production Flow Costing
Subcontracting Capabilities
Subcontracting a Vendor
Subcontracting Service
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
Cost and Lean Manufacturing
Calculation of Standard Cost
Calculate Unused Quantities
Calculation of Production Variances to Standard Cost
Ledger Entries Created from Processing a Production Flow

Module 20: Configure User Agreements in Dynamics 365 Supply Chain Management

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

Module 21: Work with Capacity Planning and Scheduling in Dynamics 365 Supply Chain Management

Scheduling Options
Split a Production Order
Operations Scheduling
Job Scheduling
Scheduling Operations from the Gantt Chart
Resource Scheduling Scrap and Waste

Module 22: Set up Master Planning in Dynamics 365 Supply Chain Management

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
Setup and Use the Supply Schedule Page

Module 23: Using Master Planning in Dynamics 365 Supply Chain Management

Setup a 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
Safety Margins
Coverage Time Fences
Approved Planned Orders
Generate Planned Production Orders
Analyze and Approve Planned Orders
Auto-Firming
Planning with Negative On-Hand quantities
View History and Planning Logs
Cancel a Planning Job

Module 24: Create and Process Fixed Kanbans in Dynamics 365 Supply Chain Management

Understand Kanban Boards
Configure a Fixed Kanban Rule
Process a Fixed Kanban
Kanban Quan Calculations and Circulating Kanbans

Module 25: 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

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