A Dynamics 365 Supply Chain Management Functional Consultant is a professional who specializes in configuring and customizing Microsoft Dynamics 365 Supply Chain Management, which is part of the Dynamics 365 suite designed for supply chain and logistics management. Obtaining relevant Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate certification, can validate expertise in this role. The training helps you obtain practical working experience in managing inventories, dealing with vendors, mastering production schedules, etc. This practical programme combines simulations with mentorship and is intended for learners willing to advance their knowledge of Dynamics 365. Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

Course Objectives:

In this course, you will learn to:

• Understand and manage product information throughout its lifecycle in Dynamics 365.
• Configure products, item groups, inventory dimensions, and product variants.
• Manage inventory pricing and costing models to maintain accurate financial data.
• Set up and operate inventory management to maintain optimal stock levels and reduce overheads.
• Implement procurement and sourcing strategies to streamline purchasing and vendor management.
• Use Microsoft AI and predictive insights to maintain product quality and improve profit margins.
• Establish and manage effective supply chain optimization strategies.
• Configure and execute master planning, including demand forecasting, to align supply with demand and build a resilient supply chain.

Course content

Get started with Dynamics 365 Supply Chain Management

• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost accounting
• Cost management
• Inventory management and Warehouse management
• Master planning
• Procurement and sourcing
• Vendor collaboration
• Sales and marketing
• Customer portal
• Product information management
• Production control
• Intercompany trade
• Warehouse management
• Transportation management
• Lab: Explore Dynamics 365 Supply Chain Management

Get started with inventory management in Dynamics 365 Supply Chain Management

• Inventory management overview
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Configure sites
• Configure warehouses
• Configure inventory policies
• Exercise – Set up inventory policies for an item model group
• Set up item groups and item model groups
• Allocate batch and serial numbers
• Work with consignment inventory
• Lab: Work with inventory management

Work with inventory management operations in Dynamics 365 Supply Chain Management

• Inventory operations scenarios
• Inventory locations
• Inventory statuses
• Set up disposition codes
• Warehouse layout
• Set up barcodes
• Counting reason codes
• Inventory journals
• Inventory journal approval workflow
• Initialize stock levels in the warehouse
• Transfer orders
• Create and post an inventory journal
• Lab: Create and post an inventory journal

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

• Outbound operations
• Outbound setup
• Set up default order settings
• Reserve inventory quantities
• Reserve sales order batch numbers

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

• Inbound operations
• Arrival overview
• Set up an item arrival overview profile
• Set up default order settings
• Lab: Use the item arrival profile

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

• Inventory cost methodologies
• Inventory closing and adjustment
• Consolidate inventory transactions

Use inventory reports in Dynamics 365 Supply Chain Management

• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace
• Lab: Use the ABC classification report
• Lab: Use the Physical inventory by inventory dimension report
• Lab: Export a report to Microsoft Excel

Create products and product masters in Dynamics 365 Supply Chain Management

• Product information workspace
• Concept of a product
• Create products
• Set up unit conversions
• Batch disposition codes
• Default order settings
• Define products as not stocked
• Create product masters with variants
• Variant specific sales tax groups
• Gain productivity by using the Variant suggestions page
• Create and set up category hierarchies and attributes
• Set up item pricing
• Lab: Create a product and product master

Create bill of materials in Dynamics 365 Supply Chain Management

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Lab: Create a BOM in the BOM Designer

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