Information Technology

MB-335T00 Augment advance level Supply Chain Management solutions with Microsoft Dynamics 365

Instructor-Led 25 Agenda

Description

Course Overview

This course is designed to build your 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. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. 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, Expert. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Course Objective

Objectives:
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.
Create bill of materials using BOM designer
Discrete manufacturing concepts
Production order statuses
Production stages
Bill of materials (BOM)
Resources
Routes and operations
Configure commodity pricing in Supply Chain Management.
Configure product compliance in Supply Chain Management.
Configure commodity pricing in Supply Chain Management.
Configure product compliance in Supply Chain Management.
Configure process manufacturing.
Create and configure catch weight items.
Configure approved vendors.
Understand the features in engineering change management.
Learn how the end-to-end engineering change management process works.
Set up engineering organizations.
Work with product versioning.
Create dimension groups by using the version dimensions.
Create product life cycle states.
Use engineering categories.
Set up engineering change severities and severity rules.
Set up product owners.
Use a workflow with engineering change management.
Create an engineering change request.
Learn about business impacts.
Create an engineering change order.
Important terminology to help you understand the concepts and processes that are associated with product configuration.
Product configuration end-to-end scenario.
Different areas that span the product configuration process.
The product configuration model.
How to build a product configuration model.
Configure the costing sheet.
Perform BOM calculation and analyze costs by using the costing sheet.
IoT intelligence and insights in Supply Chain Management

Who Should Attend

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.

Create products and product masters in Dynamics 365 Supply Chain Management Lesson Id 1

Create products and product masters in Dynamics 365 Supply Chain Management

Create bill of materials in Dynamics 365 Supply Chain Management Lesson Id 2

Create bill of materials in Dynamics 365 Supply Chain Management

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management Lesson Id 3

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management Lesson Id 4

Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management

Configure process manufacturing in Dynamics 365 Supply Chain Management Lesson Id 5

Configure process manufacturing in Dynamics 365 Supply Chain Management

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management Lesson Id 6

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

Set up versioned products in Dynamics 365 Supply Chain Management Lesson Id 7

Set up versioned products in Dynamics 365 Supply Chain Management

Configure engineering change management for Dynamics 365 Supply Chain Management Lesson Id 8

Configure engineering change management for Dynamics 365 Supply Chain Management

Request and follow up with product changes in Dynamics 365 Supply Chain Management Lesson Id 9

Request and follow up with product changes in Dynamics 365 Supply Chain Management

Get started with product configuration in Dynamics 365 Supply Chain Management Lesson Id 10

Get started with product configuration in Dynamics 365 Supply Chain Management

Work with the costing sheet in Dynamics 365 Supply Chain Management Lesson Id 11

Work with the costing sheet in Dynamics 365 Supply Chain Management

Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management Lesson Id 12

Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management

Get started with production control in Dynamics 365 Supply Chain Management Lesson Id 13

Get started with production control in Dynamics 365 Supply Chain Management

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management Lesson Id 14

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Work with manufacturing execution in Dynamics 365 Supply Chain Management Lesson Id 15

Work with manufacturing execution in Dynamics 365 Supply Chain Management

Get started with Asset Management for Dynamics 365 Supply Chain Management Lesson Id 16

Get started with Asset Management for Dynamics 365 Supply Chain Management

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management Lesson Id 17

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

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management Lesson Id 18

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

Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management Lesson Id 19

Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management

Configure and use agreements in Dynamics 365 Supply Chain Management Lesson Id 20

Configure and use agreements in Dynamics 365 Supply Chain Management

Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management Lesson Id 21

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

Set up Master Planning in Dynamics 365 Supply Chain Management Lesson Id 22

Set up Master Planning in Dynamics 365 Supply Chain Management

Use master planning in Dynamics 365 Supply Chain Management Lesson Id 23

Use master planning in Dynamics 365 Supply Chain Management

Create and process fixed kanbans in Dynamics 365 Supply Chain Management Lesson Id 24

Create and process fixed kanbans in Dynamics 365 Supply Chain Management

Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management Lesson Id 25

Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management

Lesson Id	Title	Description
1	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 />Gain productivity by using the Variant suggestions page<br />Create and set up category hierarchies and attributes<br />Set up item pricing
2	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
3	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
4	Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management	Configure commodity pricing<br />Configure product compliance
5	Configure process manufacturing in Dynamics 365 Supply Chain Management	Process manufacturing item types<br />Production type setup<br />Set up packaging and batch attributes<br />Shelf life related setup<br />Item model group, product compliance, and approved vendors<br />Catch weight<br />Transaction adjustments<br />Catch weight item handling policy<br />Supported scenarios<br />Catch weight tags<br />Configure approved vendors
6	Get started with Engineering Change Management for Dynamics 365 Supply Chain Management	Overview of features<br />End-to-end walkthrough of features
7	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
8	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
9	Request and follow up with product changes in Dynamics 365 Supply Chain Management	Engineering change requests<br />Engineering change orders
10	Get started with product configuration in Dynamics 365 Supply Chain Management	Overview<br />Elements of a product configuration model<br />Expression constraints and table constraints in product configuration models<br />Validate and test a product configuration model<br />Finalize a model for configuration<br />Set up a product configuration model<br />Calculations for product configuration models<br />Solver strategy for product configuration<br />Reuse product configurations<br />Release a product configuration model<br />Customize a product configuration model
11	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
12	Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management	Formulas, formula lines, and formula versions<br />Formula features<br />Approve and activate formulas and formula versions<br />Use step consumption<br />Coproducts<br />By-products<br />Burden allocation<br />Planning items
13	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 />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
14	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 />Cross-docking<br />Planned cross docking<br />Visibility into material exceptions
15	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
16	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 />Install the Asset Management mobile workspace<br />Use the Asset Management mobile workspace<br />Asset Management integration capabilities<br />Integrate Asset Management with Dynamics 365 Guides
17	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
18	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
19	Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management	Overview of subcontracting and production flow costing<br />Subcontracting capabilities<br />Subcontracting a vendor<br />Subcontracting service<br />Transfer activities as subcontracting activities<br />Subcontracting as an alternate resource<br />Cost accounting of subcontracted services<br />Subcontracting cost flow<br />Backflush costing<br />Products and material in Work in Progress<br />Standard cost<br />Costing lean manufacturing<br />Calculation of standard cost<br />Calculate unused quantities<br />Calculation of production variances to standard cost<br />Ledger entries created from processing a production flow
20	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
21	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
22	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
23	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 />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
24	Create and process fixed kanbans in Dynamics 365 Supply Chain Management	Understand kanban boards<br />Configure a fixed kanban rule<br />Process a fixed kanban<br />Kanban quantity calculations and circulating kanbans
25	Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management	Batch attributes<br />Assign and reserve batch attributes<br />Products that have an active ingredient<br />Ingredient types<br />The batch balancing process