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Introduction to supply chain management in Dynamics 365
- Categories:
- Infrastructure and Networking Data and Office Applications
- Level:
- Fundamentals
- Tier type:
- Specialist
- Code:
- MAB6005
- Exam:
- Yes - Available separately
Overview
This course introduces beginners to Dynamics 365 Supply Chain Management, focusing on how it supports end-to-end business operations. Learners will explore product setup, inventory control, sales, procurement, manufacturing, and integration with the Microsoft ecosystem. The course highlights AI-assisted insights and unified ERP processes to improve efficiency across supply chain functions.
Prerequisites
There are no specific prerequisites for this course.
Target audience
This course is designed for:
- Management
- Individuals interested in procurement, inventory, warehousing, manufacturing, and planning processes
- Those seeking to learn how these functions are unified within an ERP solution
What's included
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What is Virtual?
Live, instructor-led training delivered online
Enables teams or individuals to learn together without travel, maintaining interaction, discussion and practical exercises while minimising time away from the business and supporting scalable training delivery.
Who is it for: Individuals and teams needing flexible, instructor-led learning without time away from the business.
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What's included?
1 Day instructor led course
Exam: Yes - Available separately
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Dates
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Outline
Dynamics 365 Finance and Operations Apps Overview
- Explore how finance and operations apps enhance financial operations with AI-powered agents and Copilot-driven workflows
- Understand intelligent reconciliation and embedded analytics for forecasting, collections, and reporting
- Introduction to enterprise resource planning (ERP)
- Use cases for AI tools in finance and operations apps
- Overview of the finance and operations user interface
Reporting and Integration Capabilities
- Built-in reporting features
- Analyzing data with Power BI
- Integration with Microsoft 365
- Integration options for Microsoft Power Platform
- Business events capabilities and use cases
- Configuring and editing business documents
- Copilot-based insights in finance and operations apps
Shared Features in Finance and Operations Apps
- Security capabilities
- Workflow capabilities
- Batch jobs
- Managing organizations and legal entities
- Creating and maintaining record templates
- Global address book features
- Setting up alerts
- Number sequences
- Attachment capabilities
Core Capabilities of Dynamics 365 Supply Chain Management
- Product information management
- Inventory dimensions and item groups
- Copilot-powered product insights
- Managing products and released products
- Product masters, product dimensions, and variants
- Storage and tracking dimensions
- Default order settings
Inventory Management
- On-hand inventory management
- Inventory journals and journal types
- Transfer orders and inventory blocking
- AI-assisted inventory insights
- Quality management capabilities
Procurement Processes
- Vendor management
- Trade agreements
- Procure-to-pay process
- Purchase requisitions, orders, receipts, and returns
- Charges and Copilot support in procurement
- Supplier Communications Agent
- Supply risk assessment
Sales Processes
- Customer management
- Trade agreements
- Order-to-cash process
- Sales order creation, fulfillment, and returns
- Intercompany orders and charges
- Copilot support in sales scenarios
Warehouse Management
- Warehouse layout management
- Reservation hierarchies and unit sequence groups
- License plates and location directives
- Work templates and Warehouse Management mobile app
- Wave templates, cycle counting, and replenishments
- Packing dimension and containerization
Manufacturing Processes
- Production types
- BOMs, formulas, and BOM types
- Routes and operations
- Lean, discrete, and process manufacturing
- Manufacturing execution
Inventory Costing and Master Planning
- Costing methods and use cases
- Resources and cost groups
- Cost management and coverage groups
- Master planning and planning optimization
- AI-assisted demand forecasting
- Landed cost scenarios
Exams and assessments
Module assessments and knowledge checks are included throughout the course.
Hands-on learning
This course includes hands on labs.
Learning outcomes
By the end of this course, learners will be able to:
- Describe Dynamics 365 finance and operations apps and their AI-powered features
- Use reporting and integration capabilities within finance and operations apps
- Identify shared features that ensure consistency, compliance, and efficiency
- Explain core capabilities of Dynamics 365 Supply Chain Management
- Manage inventory, procurement, sales, warehouse, and manufacturing processes
- Apply inventory costing and master planning methods
- Integrate Dynamics 365 Supply Chain Management with Microsoft products
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