Overview

This course discusses supply chain management in the Dynamics 365 suite of apps

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Read more

Delegates will learn how to

Manage inventory and warehousing in Dynamics 365

Read more

Outline

Module 1: Supply Management
To configure the inventory, you should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations. This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure serial and batch numbers
  • Configure inventory breakdown
  • Configure inventory and warehouse journals
  • Configure inventory dimensions
  • Inventory closing and adjustment
  • Practice Labs
  • Module summary

Perform inbound and outbound inventory operations

  • Configure Inventory parameters
  • Configure Tracking number groups
  • Configure inventory breakdown
  • Configure inventory and warehouse Journals
  • Configure units

Module 2: Use Inventory Journals
This topic explains how to use Inventory journals in Finance and Operations.

Lessons

  • Introduction
  • Use inventory journals
  • Practice labs
  • Module summary

Use movement journals

  • Use inventory adjustment journals
  • Use transfer journals
  • Use counting and tag counting journals
  • Use item arrival journals
  • Use consignment journals

Module 3: Use Inventory Reports
This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Understand ABC classification
  • Use other inventory inquiries and reports
  • Practice Labs
  • Module summary

Understand ABC Classification

  • Use Inventory inquires and reports

Module 4: Create Products and Product Masters
Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository. This topic explains how to configure products for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Create products
  • Create product masters with variants
  • Create and configure attributes and category hierarchies
  • Configure item pricing
  • Practice Labs
  • Module summary

Create products as type item and service

  • Configure default order settings
  • Create Product masters with predefined variants
  • Create and configure category hierarchies
  • Create product attributes

Module 5: Create Bill of Materials
A bill of materials is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create bill of materials and BOM versions by using BOM designer in Finance and Operations.

Lessons

  • Introduction
  • Use BOM designer
  • Practice lab
  • Module summary

Create Bill of materials and BOM versions by using BOM designer

Module 6: Configure and Perform the Procure-to-Purchase Process
This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.

Lessons

  • Introduction
  • Procurement and sourcing business scenario
  • Create purchase requisition workflow
  • Create purchase requisitions
  • Create request for quotation
  • Use procurement policies
  • Practice Labs
  • Module summary

Apply the procurement and sourcing processes in a business scenario

  • Use procurement policies
  • Create and maintain vendors
  • Create purchase requisitions
  • Create request for quotes

Module 7: Configure Vendor Collaborations
This topic explains how configure vendor collaborations in Finance and Operations.

Lessons

  • Introduction
  • Configure vendor collaborators
  • Use vendor collaboration
  • Practice labs
  • Module summary

Configure the Vendor Collaborations

  • Work with vendor collaboration workspace
  • Use vendor collaboration as part of procure-to-pay process

Module 8: Configure and Perform the Purchase-to-Pay Process
The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.

Lessons

  • Introduction
  • Create purchase orders
  • Use purchase order change management
  • Use item orders and arrival
  • Manage over and under delivery and charges
  • Create vendor returns
  • Practice labs
  • Module summary

Understand overview of the purchase-to-pay scenario

  • Use purchase order change management
  • Create a Purchase order
  • Use Item arrivals and Arrival overview
  • Generate and Post the Invoice
  • Create an invoice journal
  • Generate and post the vendor payments
  • Create vendor returns

Module 9: Configure and Use Agreements
This topic explains how to configure and use agreement in Finance and Operations.

Lessons

  • Introduction
  • Maintain trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates
  • Practice Labs
  • Module summary

Maintain trade agreements

  • Configure smart rounding
  • Create Sales agreements
  • Use procurement policies
  • Create Purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates

Module 10: Configure and Use the Order-to-Cash Process
This topic explains how to configure and use the order-to-cash process in Finance and Operations.

Lessons

  • Introduction
  • Understand the order-to-cash scenario
  • Configure and use commissions
  • Configure customer and item search
  • Create and confirm sales quotations and orders
  • Configure order promising
  • Configure order hold codes
  • Print and post picking lists
  • Process customer returns
  • Practice Lab
  • Module Summary

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 the invoice
  • Configure order hold codes
  • Process customer returns

Module 11: Configure and Use Quality Control and Management Processes
In this module, we describe how to configure and use quality control in Finance and Operations, how you can use quality control functionality, how to define and maintain nonconformances, and how to handle corrections. But let’s first get familiar with the quality management overall processes.

Lessons

  • Introduction
  • Perform quality control and management processes
  • Apply inventory blocking
  • Perform quarantine management
  • Practice labs
  • Module summary

Perform Quality Control and Quality Management Processes

  • Apply inventory blocking
  • Perform quarantine management

Module 12: Configure and Use Intercompany Trade Relations
The Intercompany functionality in Dynamics 365 for Finance and Operations provides a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database. Intercompany Trade enables globally dispersed manufacturing sites, distribution centers, and sales subsidiaries to act as one unified organization. This topic explains how to configure and use the intercompany trade relations and process intercompany orders in Finance and Operations.

Lessons

  • Introduction
  • Understand intercompany trading
  • Setup intercompany trade relations
  • Process intercompany chain orders
  • Setup intercompany agreements and direct deliveries
  • Practice labs
  • Module summary

Configure products for Intercompany trade relations

  • Configure intercompany trade relationships
  • Configure intercompany agreements
  • Process Intercompany orders
  • Process Intercompany direct deliveries
  • Process Intercompany charges
  • Understand intercompany return order chain

Module 13: Configure and Use Master Planning
This topic explains how to configure and use the master planning in Finance and Operations.

Lessons

  • Introduction
  • Master planning considerations and setup
  • Create master plans
  • Learn about demand and supply forecasts
  • Configure item coverage
  • Brief introduction to intercompany planning
  • Run plans and firm planned orders
  • Practice labs
  • Module summary

Define master planning Policies

  • Learn about Demand and Supply Forecasts
  • Configure calculated delays
  • Configure Item coverage
  • Understand brief introduction to intercompany master planning
  • Run plans and firm planned orders

Module 14: Configure Warehouse Management
The Warehouse management module for Dynamics 365 for Finance and Operations lets you manage warehouse processes in manufacturing, distribution, and retail companies. It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

Lessons

  • Introduction
  • Configure warehouse management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs
  • Module summary

Configure Warehouse management parameters

  • Create warehouses and locations
  • Configure work pools, zones, location format, and profiles
  • Create reservation hierarchies
  • Configure location directives
  • Configure Waves
  • Configure Loads
  • Configure Inventory statuses
  • Configure cycle counting
  • Configure packing and containerization
  • Set up and generate labels

Module 15: Configure Mobile Devices for Warehouse Management
This topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile devices
  • Practice Lab
  • Module summary

Create new work classes

  • Configure mobile devices
  • Configure menu items for activities and inquiries
  • Configure menu items to create work for another worker or process
  • Configure menu items to process existing work
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels

Module 16: Use Warehouse Management
Before you can use the Mobile device for Warehouse management you need to install the application. This topic explains how to use warehouse management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound operations
  • Cluster picking
  • Packing and containerization
  • Practice Labs
  • Module summary

Inbound operations

  • Outbound operations
  • Cluster Picking
  • Packing and containerization
  • Cycle counting
  • Transfers and replenishment

Module 17: Configure Transportation Management
This module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches you how to configure and use Transportation management.

Lessons

  • Introduction
  • Planning and configuring transportation management
  • Procedures
  • Routing and transportation flows
  • Transportation engines and freight management
  • Practice Labs
  • Module summary

Transportation planning

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

Module 18: Course Conclusion
Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.

Read more

Why choose QA

Frequently asked questions

See all of our FAQs

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

Contact Us

Please complete this form and we'll be in touch

Please enter a date or timescale
Please type in a preferred location or region...