Information Technology

MB-330T00 Conceptualize Supply Chain Management in Microsoft Dynamics 365

Instructor-Led 78 Agenda

Description

This course is designed to build your foundation in 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. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each

Course Overview

Course Objective

Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
Process most of the Dynamics 365 Supply Chain Management transactions.
Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

Who Should Attend

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

Get started with Dynamics 365 Supply Chain Management Lesson Id 1

Get started with Dynamics 365 Supply Chain Management

Get started with Dynamics 365 Supply Chain Management Lesson Id 2

Get started with Dynamics 365 Supply Chain Management

Get started with inventory management in Dynamics 365 Supply Chain Management Lesson Id 3

Get started with inventory management in Dynamics 365 Supply Chain Management

Work with inventory management operations in Dynamics 365 Supply Chain Management Lesson Id 4

Work with inventory management operations in Dynamics 365 Supply Chain Management

Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management Lesson Id 5

Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management

Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management Lesson Id 6

Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management

Set up and work with inventory control in Dynamics 365 Supply Chain Management Lesson Id 7

Set up and work with inventory control in Dynamics 365 Supply Chain Management

Use inventory reports in Dynamics 365 Supply Chain Management Lesson Id 8

Use inventory reports in Dynamics 365 Supply Chain Management

Create products and product masters in Dynamics 365 Supply Chain Management Lesson Id 9

Create products and product masters in Dynamics 365 Supply Chain Management

Create bill of materials in Dynamics 365 Supply Chain Management Lesson Id 10

Create bill of materials in Dynamics 365 Supply Chain Management

Configure warehouse management in Dynamics 365 Supply Chain Management Lesson Id 11

Configure warehouse management in Dynamics 365 Supply Chain Management

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management Lesson Id 12

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

Set up versioned products in Dynamics 365 Supply Chain Management Lesson Id 13

Set up versioned products in Dynamics 365 Supply Chain Management

Configure engineering change management for Dynamics 365 Supply Chain Management Lesson Id 14

Configure engineering change management for Dynamics 365 Supply Chain Management

Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management Lesson Id 15

Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management

Warehouse implementation experience in Dynamics 365 Supply Chain Management Lesson Id 16

Warehouse implementation experience in Dynamics 365 Supply Chain Management

Get started with production control in Dynamics 365 Supply Chain Management Lesson Id 17

Get started with production control in Dynamics 365 Supply Chain Management

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management Lesson Id 18

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management Lesson Id 19

Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management

Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management Lesson Id 20

Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management

Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management Lesson Id 21

Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management

Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management Lesson Id 22

Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management

Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management Lesson Id 23

Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management

Work with the costing sheet in Dynamics 365 Supply Chain Management Lesson Id 24

Work with the costing sheet in Dynamics 365 Supply Chain Management

Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management Lesson Id 25

Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

Work with manufacturing execution in Dynamics 365 Supply Chain Management Lesson Id 26

Work with manufacturing execution in Dynamics 365 Supply Chain Management

Set up configurable products in Dynamics 365 Supply Chain Management Lesson Id 27

Set up configurable products in Dynamics 365 Supply Chain Management

Validate and release product configuration models in Dynamics 365 Supply Chain Management Lesson Id 28

Validate and release product configuration models in Dynamics 365 Supply Chain Management

Work with configurable products in Dynamics 365 Supply Chain Management Lesson Id 29

Work with configurable products in Dynamics 365 Supply Chain Management

Configure and use agreements in Dynamics 365 Supply Chain Management Lesson Id 30

Configure and use agreements in Dynamics 365 Supply Chain Management

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management Lesson Id 31

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management Lesson Id 32

Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

Process purchase orders in Dynamics 365 Supply Chain Management Lesson Id 33

Process purchase orders in Dynamics 365 Supply Chain Management

Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management Lesson Id 34

Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

Configure and use agreements in Dynamics 365 Supply Chain Management Lesson Id 35

Configure and use agreements in Dynamics 365 Supply Chain Management

Set up intercompany trade in Dynamics 365 Supply Chain Management Lesson Id 36

Set up intercompany trade in Dynamics 365 Supply Chain Management

Work with intercompany trade in Dynamics 365 Supply Chain Management Lesson Id 37

Work with intercompany trade in Dynamics 365 Supply Chain Management

Get started with Asset Management for Dynamics 365 Supply Chain Management Lesson Id 38

Get started with Asset Management for Dynamics 365 Supply Chain Management

Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 39

Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management

Work with assets in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 40

Work with assets in Asset Management for Dynamics 365 Supply Chain Management

Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 41

Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management

Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 42

Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 43

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 44

Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management

Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 45

Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management

Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 46

Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management

Work with warranties in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 48

Work with warranties in Asset Management for Dynamics 365 Supply Chain Management

Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 49

Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management

Set up accounts receivable in Dynamics 365 Finance Lesson Id 50

Set up accounts receivable in Dynamics 365 Finance

Get started with accounts receivable daily procedures in Dynamics 365 Finance Lesson Id 51

Get started with accounts receivable daily procedures in Dynamics 365 Finance

Set up credit and collections in Dynamics 365 Finance Lesson Id 52

Set up credit and collections in Dynamics 365 Finance

Process credit and collections in Dynamics 365 Finance Lesson Id 53

Process credit and collections in Dynamics 365 Finance

Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management Lesson Id 54

Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management

Set up order to cash in Dynamics 365 Supply Chain Management Lesson Id 55

Set up order to cash in Dynamics 365 Supply Chain Management

Work with order to cash in Dynamics 365 Supply Chain Management Lesson Id 56

Work with order to cash in Dynamics 365 Supply Chain Management

Configure and use agreements in Dynamics 365 Supply Chain Management Lesson Id 57

Configure and use agreements in Dynamics 365 Supply Chain Management

Set up intercompany trade in Dynamics 365 Supply Chain Management Lesson Id 58

Set up intercompany trade in Dynamics 365 Supply Chain Management

Work with intercompany trade in Dynamics 365 Supply Chain Management Lesson Id 59

Work with intercompany trade in Dynamics 365 Supply Chain Management

Set up intercompany trade in Dynamics 365 Supply Chain Management Lesson Id 60

Set up intercompany trade in Dynamics 365 Supply Chain Management

Work with intercompany trade in Dynamics 365 Supply Chain Management Lesson Id 61

Work with intercompany trade in Dynamics 365 Supply Chain Management

Set up landed cost in Dynamics 365 Supply Chain Management Lesson Id 62

Set up landed cost in Dynamics 365 Supply Chain Management

Work with landed cost in Dynamics 365 Supply Chain Management Lesson Id 63

Work with landed cost in Dynamics 365 Supply Chain Management

Manage transportation management in Dynamics 365 Supply Chain Management Lesson Id 64

Manage transportation management in Dynamics 365 Supply Chain Management

Configure warehouse management in Dynamics 365 Supply Chain Management Lesson Id 65

Configure warehouse management in Dynamics 365 Supply Chain Management

Warehouse implementation experience in Dynamics 365 Supply Chain Management Lesson Id 66

Warehouse implementation experience in Dynamics 365 Supply Chain Management

Inbound warehouse operations using Dynamics 365 Supply Chain Management Lesson Id 67

Inbound warehouse operations using Dynamics 365 Supply Chain Management

Outbound warehouse operations using Dynamics 365 Supply Chain Management Lesson Id 68

Outbound warehouse operations using Dynamics 365 Supply Chain Management

Execute across warehouse operations in Dynamics 365 Warehouse Management Lesson Id 69

Execute across warehouse operations in Dynamics 365 Warehouse Management

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management Lesson Id 70

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management Lesson Id 71

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Set up Master Planning in Dynamics 365 Supply Chain Management Lesson Id 72

Set up Master Planning in Dynamics 365 Supply Chain Management

Use master planning in Dynamics 365 Supply Chain Management Lesson Id 73

Use master planning in Dynamics 365 Supply Chain Management

Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management Lesson Id 74

Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

Describe Dynamics 365 Supply Chain Management core capabilities Lesson Id 75

Describe Dynamics 365 Supply Chain Management core capabilities

Describe the sales and procurement processes in Dynamics 365 Supply Chain Management Lesson Id 76

Describe the sales and procurement processes in Dynamics 365 Supply Chain Management

Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management Lesson Id 77

Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

Describe the manufacturing process in Dynamics 365 Supply Chain Management Lesson Id 78

Describe the manufacturing process in Dynamics 365 Supply Chain Management

Lesson Id	Title	Description
1	Get started with Dynamics 365 Supply Chain Management	Benefits of Supply Chain Management<br />Overview of Supply Chain Management<br />Cost accounting<br />Cost management<br />Inventory management and Warehouse management<br />Master planning<br />Procurement and sourcing<br />Vendor collaboration<br />Sales and marketing<br />Customer portal<br />Product information management<br />Production control<br />Intercompany trade<br />Warehouse management<br />Transportation management
2	Get started with Dynamics 365 Supply Chain Management	Benefits of Supply Chain Management<br />Overview of Supply Chain Management<br />Cost accounting<br />Cost management<br />Inventory management and Warehouse management<br />Master planning<br />Procurement and sourcing<br />Vendor collaboration<br />Sales and marketing<br />Customer portal<br />Product information management<br />Production control<br />Intercompany trade<br />Warehouse management<br />Transportation management
3	Get started with inventory management in Dynamics 365 Supply Chain Management	Inventory management overview<br />Configure inventory dimensions<br />Configure storage dimensions<br />Configure tracking dimensions<br />Configure serial and batch numbers<br />Configure sites<br />Configure warehouses<br />Configure inventory policies<br />Set up item groups and item model groups<br />Allocate batch and serial numbers<br />Work with consignment inventory
4	Work with inventory management operations in Dynamics 365 Supply Chain Management	Inventory operations scenarios<br />Inventory locations<br />Inventory statuses<br />Set up disposition codes<br />Warehouse layout<br />Set up barcodes<br />Counting reason codes<br />Inventory journals<br />Inventory journal approval workflow<br />Initialize stock levels in the warehouse<br />Transfer orders<br />Create and post an inventory journal
5	Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management	Outbound operations<br />Outbound setup<br />Set up default order settings<br />Reserve inventory quantities<br />Reserve sales order batch numbers
6	Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management	Inbound operations<br />Arrival overview<br />Set up an item arrival overview profile<br />Set up default order settings
7	Set up and work with inventory control in Dynamics 365 Supply Chain Management	Inventory cost methodologies<br />Inventory closing and adjustment<br />Archive inventory transactions
8	Use inventory reports in Dynamics 365 Supply Chain Management	ABC inventory classification<br />Physical inventory by inventory dimension report<br />Inventory value report<br />Inventory on-hand report storage<br />Inventory on-hand mobile workspace
9	Create products and product masters in Dynamics 365 Supply Chain Management	Product information workspace<br />Concept of a product<br />Create products<br />Set up unit conversions<br />Batch disposition codes<br />Default order settings<br />Define products as not stocked<br />Create product masters with variants<br />Variant specific sales tax groups<br />Gain productivity by using the Variant suggestions page<br />Create and set up category hierarchies and attributes<br />Set up item pricing
10	Create bill of materials in Dynamics 365 Supply Chain Management	Work with the BOM designer<br />BOM and formula versions<br />BOM line types<br />BOM levels
11	Configure warehouse management in Dynamics 365 Supply Chain Management	Roles in warehouse management<br />Set up warehouse management<br />Configure the warehouse layout<br />Configure catch weight processing for warehouse management<br />Warehouse processes<br />Reservation hierarchies
12	Get started with Engineering Change Management for Dynamics 365 Supply Chain Management	Overview of features<br />End-to-end walkthrough of features
13	Set up versioned products in Dynamics 365 Supply Chain Management	Create an engineering organization<br />Create nomenclature for product versions<br />Create product version number rules<br />Create product dimension groups by using the version dimension<br />Create product life cycle states<br />Engineering attributes<br />Product readiness policies<br />Product release policies<br />Create engineering categories
14	Configure engineering change management for Dynamics 365 Supply Chain Management	Set up engineering change severities<br />Set up severity rule sets<br />Set up product owners<br />Engineering workflows
15	Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management	Enable change management on existing products<br />Enable engineering product categories<br />Run the convert to engineering product wizard
16	Warehouse implementation experience in Dynamics 365 Supply Chain Management	Enable warehousing telemetry<br />Warehouse implementation workspace<br />Wizard-driven setup of Warehouse Management parameters<br />Wizard-driven warehouse configuration<br />Simplified query view of location directives
17	Get started with production control in Dynamics 365 Supply Chain Management	Core concepts in production control<br />Understand unified manufacturing<br />Manufacturing principles<br />Overview of the production process and production life cycle<br />Set up and manage production-related reservations<br />Reset the status of a production order<br />Batch orders<br />Discrete manufacturing<br />Process manufacturing<br />Lean manufacturing<br />Configure production control for unified manufacturing<br />Capacity planning<br />Integration between the General ledger and the Production control modules<br />IoT intelligence and insights<br />Describe the value proposition for mixed-reality Guides for production floor workers
18	Get started with discrete manufacturing in Dynamics 365 Supply Chain Management	Discrete manufacturing life cycle<br />Master planning and planned production orders<br />Bills of materials<br />Working with BOM and item configurations<br />Create a bill of materials<br />Production orders
19	Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management	Prerequisite setup in production control<br />Production groups<br />Production control parameters<br />Production pools<br />Allocation keys<br />Set up journal parameters<br />Create a production unit
20	Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management	Create operations and operation relations<br />Work with simultaneous operations<br />Set up route groups and routes<br />Route versions<br />Copy routes<br />Route networks<br />Work with primary and secondary routes
21	Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management	Set up calendars and resources<br />Set up working time templates<br />Create calendars<br />Resource capabilities<br />Resource groups
22	Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management	Set up inventory dimensions in production<br />Set up production dimensions<br />Set up storage dimensions<br />Set up tracking dimensions
23	Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management	Production cost<br />General ledger and manufacturing integration<br />Inventory posting profiles, item groups, and item model groups<br />End production orders<br />Production journals<br />Dimension link<br />Production reports
24	Work with the costing sheet in Dynamics 365 Supply Chain Management	Costing versions<br />Cost groups<br />Calculation groups<br />Costing sheets<br />BOM calculations<br />BOM Measurements<br />BOM Reports
25	Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management	Scheduling options<br />Split a production order<br />Operations scheduling<br />Job scheduling<br />Scheduling options from the Gantt chart<br />Resource scheduling<br />Scrap and waste
26	Work with manufacturing execution in Dynamics 365 Supply Chain Management	Understand the manufacturing executions<br />Identify roles in manufacturing execution<br />Planning consideration for manufacturing execution<br />Configure manufacturing execution<br />Setup time and attendance for manufacturing execution processes<br />Control production with manufacturing execution<br />Create and process report as finished journals with co-products and by-products<br />Calculate and approve raw time registrations<br />Report as finished from the job card device
27	Set up configurable products in Dynamics 365 Supply Chain Management	Product configurator concepts and terminology<br />Elements of a product configuration model<br />Scenario<br />Product model components<br />Create a product configuration model<br />Expression constraints<br />Calculations for product configuration<br />BOMs and routes<br />Configuration rules<br />Sales price models
28	Validate and release product configuration models in Dynamics 365 Supply Chain Management	Extra configuration model options<br />Improve product configuration performance<br />Validate and test a product configuration model<br />Configuration templates<br />Configuration model versions<br />Release a product configuration model<br />Reuse product configuration
29	Work with configurable products in Dynamics 365 Supply Chain Management	Configurable product use cases<br />Intercompany and multiple site considerations<br />Extend a product configuration model through the API<br />Add a configurable product to a sales order line
30	Configure and use agreements in Dynamics 365 Supply Chain Management	Work with trade agreements<br />Create sales agreements<br />Create purchase agreements<br />Configure trade allowance management<br />Configure brokerage contract management<br />Configure royalty contract management<br />Configure vendor rebates<br />Rebate management module<br />Service management
31	Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management	Procurement scenario<br />Overview of the procure-to-purchase process<br />Set up procurement categories<br />Use procurement catalogs<br />Create a purchase requisition<br />Create and process a request for quotation<br />Create purchase orders<br />Vendor categories and catalogs<br />Evaluate a vendor and put a vendor on hold<br />Use purchasing policies
32	Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management	Purchase order statuses with vendor collaboration<br />Configure vendor collaboration<br />Maintain vendor certification<br />Set up vendor collaboration security roles<br />Use the Vendor collaboration invoicing workspace<br />Define purchase order response information<br />Work with purchase orders when vendor collaboration is used<br />Purchase order statuses and versions<br />Sharing information about consignment inventory<br />Inform vendors about vendor collaboration<br />Work with request for quotes<br />Purchase order confirmation workspace<br />Accessing vendor master data in the Vendor information workspace
33	Process purchase orders in Dynamics 365 Supply Chain Management	Overview of the purchase order process<br />Set up purchasing parameters<br />Use purchase order change management<br />Use Item arrivals and Arrival overview<br />Manage over/under delivery for purchase orders<br />Manage charges for purchase orders<br />Create vendor returns
34	Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management	Configure quality management<br />Perform quality control and management processes<br />Describe transactions types and create quality orders<br />Apply inventory blocking<br />Perform quarantine management
35	Configure and use agreements in Dynamics 365 Supply Chain Management	Work with trade agreements<br />Create sales agreements<br />Create purchase agreements<br />Configure trade allowance management<br />Configure brokerage contract management<br />Configure royalty contract management<br />Configure vendor rebates<br />Rebate management module<br />Service management
36	Set up intercompany trade in Dynamics 365 Supply Chain Management	Intercompany trading overview<br />Intercompany scenarios<br />Set up intercompany trade<br />Set up intercompany trade relationships<br />Action policies<br />Set up charges and posting<br />Set up intercompany agreements and direct deliveries
37	Work with intercompany trade in Dynamics 365 Supply Chain Management	Synced intercompany data<br />Create an intercompany sales order<br />Process intercompany purchase orders<br />Return an intercompany sales order<br />Customer payments for intercompany orders<br />Create an intercompany purchase order<br />Check intercompany order price discrepancies<br />Manage intercompany purchase orders
38	Get started with Asset Management for Dynamics 365 Supply Chain Management	Overview and benefits<br />Asset Management terminology and concepts<br />Functional locations and assets<br />Assets and work orders<br />Use the Asset Management mobile workspace<br />Asset Management integration capabilities<br />Integrate Asset Management with Dynamics 365 Guides
39	Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management	Create functional locations<br />Install assets on functional locations
40	Work with assets in Asset Management for Dynamics 365 Supply Chain Management	All assets page<br />Create an asset<br />Multi-level assets<br />Copy an asset or asset structure<br />Move, remove, and install an asset<br />Create assets based on purchase orders<br />Asset bills of materials<br />Asset event history<br />Asset view<br />Asset attribute overview
41	Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management	View maintenance requests<br />Maintenance request lifecycle states<br />Create and update maintenance requests<br />Create work orders from maintenance requests<br />Asset loans<br />Inbound and outbound assets<br />Maintenance request management workspace<br />Work order management workspace<br />Maintenance request reports
42	Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management	Manually create work orders<br />Maintenance forecasts<br />Procurement of work order purchase requisitions<br />Bill customers for maintenance work<br />Manual update of asset counters<br />Automatic update of asset counters<br />Maintenance checklists<br />Maintenance downtime<br />Add a fault to a work order<br />Work order report<br />Work order pools<br />Active work order maintenance jobs page<br />Work order management workspace
43	Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management	Configure workers for work order scheduling<br />Schedule and dispatch work orders<br />Calculate capacity load on scheduled work orders
44	Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management	Cost control for assets calculation<br />Work order date control calculation<br />Work order hour control calculation<br />Asset fault cost control calculation<br />Calculate asset KPIs<br />Item where used calculation<br />Maintenance status calculation
45	Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management	Maintenance plans<br />Interval types<br />Assign a maintenance plan to an asset<br />Schedule maintenance plans<br />Maintenance rounds<br />Maintenance schedule<br />Maintenance schedule cost<br />Maintenance downtime
46	Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management	Calculate capacity load<br />Calculate an item forecast
47	Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management	Register consumption<br />Create consumption reports
48	Work with warranties in Asset Management for Dynamics 365 Supply Chain Management	Warranty agreements<br />Warranty on assets and asset types
49	Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management	Create maintenance budgets<br />Update maintenance budgets
50	Set up accounts receivable in Dynamics 365 Finance	Payment schedule<br />Terms of payment and payment days<br />Cash discounts<br />Payment fees<br />Set up the credit card payment service<br />Methods of payment and payment control<br />Set up a payment calendar and payment calendar rules<br />Create and maintain customers<br />Set up customer posting profiles<br />Configure accounts receivable charges
51	Get started with accounts receivable daily procedures in Dynamics 365 Finance	Create free text invoices<br />Recurring free text invoices<br />Create and handle payments of customer invoices for sales orders<br />Settle transactions and undo settlements<br />Reimburse a customer
52	Set up credit and collections in Dynamics 365 Finance	Set up accounts receivables for credit and collections<br />Set up credit and collections components<br />Set up interest rates for an interest code<br />Waive, reinstate, or reverse interest fees<br />Set up and manage collection letters
53	Process credit and collections in Dynamics 365 Finance	Customer account statement<br />Working with collections<br />Collections coordinator workspace<br />Manage customer credit and collections<br />Credit management
54	Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management	Prerequisites and mapping setup<br />Sales quotations<br />Sales orders<br />Dual-write solution for Sales<br />Invoices<br />Limitations<br />Demonstration - Create and edit sales quotations
55	Set up order to cash in Dynamics 365 Supply Chain Management	Overview<br />Order to cash business processes<br />Relationship management<br />Trade agreements<br />Sales quotation setup<br />Sales order setup<br />Order promising concepts<br />Set up order promising<br />Set up order hold codes<br />Set up commissions<br />Set up customer and item search
56	Work with order to cash in Dynamics 365 Supply Chain Management	Sales order entry scenarios<br />Create and process sales orders<br />Sales order picking process<br />Process customer returns<br />Sales order reservations
57	Configure and use agreements in Dynamics 365 Supply Chain Management	Work with trade agreements<br />Create sales agreements<br />Create purchase agreements<br />Configure trade allowance management<br />Configure brokerage contract management<br />Configure royalty contract management<br />Configure vendor rebates<br />Rebate management module<br />Service management
58	Set up intercompany trade in Dynamics 365 Supply Chain Management	Intercompany trading overview<br />Intercompany scenarios<br />Set up intercompany trade<br />Set up intercompany trade relationships<br />Action policies<br />Set up charges and posting<br />Set up intercompany agreements and direct deliveries
59	Work with intercompany trade in Dynamics 365 Supply Chain Management	Synced intercompany data<br />Create an intercompany sales order<br />Process intercompany purchase orders<br />Return an intercompany sales order<br />Customer payments for intercompany orders<br />Create an intercompany purchase order<br />Check intercompany order price discrepancies<br />Manage intercompany purchase orders
60	Set up intercompany trade in Dynamics 365 Supply Chain Management	Intercompany trading overview<br />Intercompany scenarios<br />Set up intercompany trade<br />Set up intercompany trade relationships<br />Action policies<br />Set up charges and posting<br />Set up intercompany agreements and direct deliveries
61	Work with intercompany trade in Dynamics 365 Supply Chain Management	Synced intercompany data<br />Create an intercompany sales order<br />Process intercompany purchase orders<br />Return an intercompany sales order<br />Customer payments for intercompany orders<br />Create an intercompany purchase order<br />Check intercompany order price discrepancies<br />Manage intercompany purchase orders
62	Set up landed cost in Dynamics 365 Supply Chain Management	Landed cost concepts and terminology<br />Landed cost parameters<br />Set up voyages and shipping containers<br />Set up delivery information<br />Set up multi-leg journeys<br />Set up shipping information<br />Set up costing parameter values<br />General ledger integration configuration<br />Vendor settings for Landed cost
63	Work with landed cost in Dynamics 365 Supply Chain Management	Create a voyage<br />Manage a voyage<br />Estimate and manage landed costs<br />Track inbound voyages and shipping container journey<br />In-transit processing<br />Warehouse management and landed cost<br />Process over and under transactions<br />Update tracking for put away<br />Inquiries and reports for landed cost
64	Manage transportation management in Dynamics 365 Supply Chain Management	Planning transportation management<br />Configure transportation management<br />Routing and transportation flows<br />Load building strategy<br />Transportation management engines<br />Bill of lading<br />Plan freight transportation routes with multiple stops<br />Reconcile freight in transportation management
65	Configure warehouse management in Dynamics 365 Supply Chain Management	Roles in warehouse management<br />Set up warehouse management<br />Configure the warehouse layout<br />Configure catch weight processing for warehouse management<br />Warehouse processes<br />Reservation hierarchies
66	Warehouse implementation experience in Dynamics 365 Supply Chain Management	Enable warehousing telemetry<br />Warehouse implementation workspace<br />Wizard-driven setup of Warehouse Management parameters<br />Wizard-driven warehouse configuration<br />Simplified query view of location directives
67	Inbound warehouse operations using Dynamics 365 Supply Chain Management	Inbound operations<br />Inbound advanced shipping notices<br />Cross dock products from receiving warehouse to stores<br />Create a GTIN code for a product<br />Wizard-driven setup of Warehouse Management parameters
68	Outbound warehouse operations using Dynamics 365 Supply Chain Management	Outbound operations<br />Warehouse work<br />Cluster picking<br />Packing and containerization<br />Packing containers with the Warehouse Management mobile app<br />Transfer orders and replenishment
69	Execute across warehouse operations in Dynamics 365 Warehouse Management	Cycle counting<br />Material handling equipment interface
70	Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management	Global mobile device parameters<br />Set up and deploy GS1 and QR bar codes<br />Set up work type menu items<br />Set up mobile app step instructions<br />Set up detours for steps in mobile device menu items
71	Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management	Production input location<br />Production output location<br />Staging and order picking<br />Release BOM and formula lines to the warehouse<br />Automatically rewave to add unfulfilled lines to new waves<br />Cross-docking<br />Planned cross docking<br />Visibility into material exceptions
72	Set up Master Planning in Dynamics 365 Supply Chain Management	Master planning considerations and set up<br />Master planning parameters page<br />Create a master plan<br />Coverage settings<br />Action messages<br />Demand Forecasting<br />Run plans and firm planned orders<br />Set up and use the Supply schedule page<br />Deprecated master planning
73	Use master planning in Dynamics 365 Supply Chain Management	Set up master planning add-in<br />Apply filters to a plan<br />Master planning with demand forecasts<br />Master planning support for capability-based resource allocation<br />Priority-based planning<br />Master planning and purchase trade agreements<br />Set up supply chain calendars<br />Safety margins<br />Coverage time fences<br />Approved planned orders<br />Generate planned production orders<br />Analyze and approve planned orders<br />Auto-firming<br />Planning with negative on-hand quantities<br />View history and planning logs<br />Cancel a planning job
74	Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management	Demand Driven Material Requirements Planning (DDMRP) Overview<br />Inventory positioning<br />Buffer profile and levels<br />Demand-driven planning<br />Visual and collaborative implementation
75	Describe Dynamics 365 Supply Chain Management core capabilities	Describe use cases for Dynamics 365 Supply Chain Management<br />Describe products and released products<br />Describe product master records, product variants, and product dimensions<br />Describe pricing and discounts<br />Describe intercompany capabilities
76	Describe the sales and procurement processes in Dynamics 365 Supply Chain Management	Describe the order-to-cash process<br />Describe the sales order creation process<br />Describe the fulfillment process<br />Describe the procure-to-pay process<br />Describe purchase requisitions<br />Describe the purchase order creation process<br />Describe purchase order receipts
77	Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management	Describe costing methods<br />Describe on-hand inventory capabilities<br />Identify types of inventory journals<br />Describe quality management capabilities<br />Describe use cases for Warehouse Management Systems (WMS)<br />Describe use cases for Transportation Management Systems<br />Describe use cases for landed cost
78	Describe the manufacturing process in Dynamics 365 Supply Chain Management	Describe lean, discrete, and process manufacturing<br />Describe manufacturing strategies<br />Describe bills of materials (BOMs), routes, and operations<br />Identify the production lifecycle stages<br />Describe shop floor management<br />Describe master planning and planning optimization