In diesem Training lernen Sie die Grundlagen der Dynamics 365 Supply Chain Management-Anwendung kennen. Es werden die wichtigsten Features und Funktionalitäten behandelt, die ein Functional Consultant für Dynamics 365 Supply Chain Management benötigt. Dazu zählen: Produktinformationen und das Konfigurieren, Erstellen und Verwalten Ihrer Produkte und Ihres Lagers. Das Konfigurieren und Verarbeiten von Supply Chain Management. Die Features für Transport- und Lagerverwaltung. Funktionen für Qualitätsmanagement und Qualitätskontrolle. Konfiguration und Verarbeitung des Produktprogrammplans. Dieser Training umfasst Lektionen und verschiedene praktische Übungen. Die Übungen werden Ihnen in Form einer Fallstudie vorgestellt, die einem Functional Consultant für Dynamics 365 Supply Chain Management vorgelegt wird. Jede Übung basiert auf einem Geschäftsszenario, gefolgt von einer Frage oder Diskussion und einer Schrittanleitung zum Ausführen der systembezogenen Schritte.

Dieser Training richtet sich an den Functional Consultant für Dynamics 365 Supply Chain Management. Der Functional Consultant für Dynamics 365 Supply Chain Management entwickelt und konfiguriert Anwendungen so, dass sie den Anforderungen des Kunden entsprechen. Er analysiert die geschäftlichen Anforderungen und setzt diese in Form von Geschäftsprozessen und Lösungen um, die branchenübliche Best Practices implementieren. Functional Consultants spezialisieren sich auf eine oder mehrere der folgenden Featuregruppen in Dynamics: Finanzen, Fertigung oder Supply Chain Management. Gemeinsam mit Architekten, Entwicklern, Administratoren und anderen Beteiligten arbeitet ein Functional Consultant an Lösungen, die die Anforderungen der Kunden erfüllen oder übertreffen.

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

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
    Gain productivity by using the Variant suggestions page
    Create and set up category hierarchies and attributes
    Set up item pricing

Configure and work with inventory management in Dynamics 365 Supply Chain Management

    Inbound operations
    Outbound operations
    Configure inventory dimensions
    Configure storage dimensions
    Configure tracking dimensions
    Configure serial and batch numbers
    Allocate batch and serial numbers
    Configure sites
    Configure warehouses
    Transfer orders
    Set up bar codes
    Set up default order settings
    Inventory journals
    Work with journals
    Inventory journal approval workflows
    Work with reason codes
    Work with consignment inventory
    Configure item groups and item model groups
    Inventory cost methodologies
    Configure inventory policies
    Inventory closing and adjustment
    Archive inventory transactions
    Work with reason codes for inventory counting
    

Configure warehouse management in Dynamics 365 Supply Chain Management

    Roles in warehouse managemen
    Set up warehouse management
    Configure the warehouse layout
    Configure catch weight processing for warehouse management
    Warehouse processes
    Reservation hierarchies

Create bill of materials in Dynamics 365 Supply Chain Management

    Work with the BOM designer
    BOM and formula versions
    BOM line types
    BOM levels

Set up versioned products in Dynamics 365 Supply Chain Management

    Create an engineering organization
    Create nomenclature for product versions
    Create product version number rules
    Create product dimension groups by using the version dimension
    Create product life cycle states
    Engineering attributes
    Product readiness policies
    Product release policies
    Create engineering categories

Warehouse implementation experience in Dynamics 365 Supply Chain Management

    Enable warehousing telemetry
    Warehouse implementation workspace
    Wizard-driven setup of Warehouse Management parameters
    Wizard-driven warehouse configuration
    Simplified query view of location directives

Inbound warehouse operations using Dynamics 365 Supply Chain Management

    Inbound operations
    Inbound advanced shipping notices
    Cross dock products from receiving warehouse to stores
    Create a GTIN code for a product
    Wizard-driven setup of Warehouse Management parameters

Outbound warehouse operations using Dynamics 365 Supply Chain Management

    Outbound operations
    Warehouse work
    Cluster picking
    Packing and containerization
    Packing containers with the Warehouse Management mobile app
    Transfer orders and replenishment

Execute across warehouse operations in Dynamics 365 Warehouse Management

    Cycle counting
    Material handling equipment interface

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

    Global mobile device parameters
    Set up and deploy GS1 and QR bar codes
    Set up work type menu items
    Set up mobile app step instructions
    Set up detours for steps in mobile device menu items

Work with the costing sheet in Dynamics 365 Supply Chain Management

    Costing versions
    Cost groups
    Calculation groups
    Costing sheets
    BOM calculations
    BOM Measurements
    BOM Reports

Configure and use agreements in Dynamics 365 Supply Chain Management

    Work with trade agreements
    Create sales agreements
    Create purchase agreements
    Configure trade allowance management
    Configure brokerage contract management
    Configure royalty contract management
    Configure vendor rebates
    Rebate management module

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

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

    Configure quality management
    Perform quality control and management processes
    Describe transactions types and create quality orders
    Apply inventory blocking
    Perform quarantine management

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

    All assets page
    Create an asse
    Multi-level assets
    Copy an asset or asset structure
    Move, remove, and install an asset
    Create assets based on purchase orders
    Asset bills of materials
    Asset event history
    Asset view
    Asset attribute overview

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

    Maintenance plans
    Interval types
    Assign a maintenance plan to an asset
    Schedule maintenance plans
    Maintenance rounds
    Maintenance schedule
    Maintenance schedule cost
    Maintenance downtime

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

    Manually create work orders
    Maintenance forecasts
    Procurement of work order purchase requisitions
    Bill customers for maintenance work
    Manual update of asset counters
    Automatic update of asset counters
    Maintenance checklists

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

    Configure workers for work order scheduling
    Schedule and dispatch work orders
    Calculate capacity load on scheduled work orders

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

    Procurement scenario
    Overview of the procure-to-purchase process
    Set up procurement categories
    Use procurement catalogs
    Create a purchase requisition
    Create and process a request for quotation
    Create purchase orders
    Vendor categories and catalogs
    Evaluate a vendor and put a vendor on hold
    Use purchasing policies

Process purchase orders in Dynamics 365 Supply Chain Management

    Set up purchasing parameters
    Use purchase order change management
    Use Item arrivals and Arrival overview
    Manage over/under delivery for purchase orders
    Manage charges for purchase orders
    Create vendor returns

Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

    Purchase order statuses with vendor collaboration
    Configure vendor collaboration
    Maintain vendor certification
    Set up vendor collaboration security roles
    Use the Vendor collaboration invoicing workspace
    Define purchase order response information
    Work with purchase orders when vendor collaboration is used
    Purchase order statuses and versions
    Sharing information about consignment inventory
    Work with request for quotes
    Purchase order confirmation workspace
    Accessing vendor master data in the Vendor information workspace

Set up accounts receivable in Dynamics 365 Finance

    Payment schedule
    Terms of payment and payment days
    Cash discounts
    Payment fees
    Set up the credit card payment service
    Methods of payment and payment control
    Set up a payment calendar and payment calendar rules
    Create and maintain customers
    Set up customer posting profiles
    Configure accounts receivable charges

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

    Prerequisites and mapping setup
    Sales quotations
    Sales orders
    Dual-write solution for Sales
    Invoices
    Limitations
    Demonstration - Create and edit sales quotations

Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

    Sales and marketing overview
    Create and confirm sales quotations
    Create and process sales orders
    Sales order entry scenarios
    Sales order picking processes

Configure and use intercompany trade in Dynamics 365 Supply Chain Management

    Intercompany trading
    Set up intercompany trade
    Process intercompany chain orders
    Set up intercompany agreements and direct deliveries

Set up landed cost in Dynamics 365 Supply Chain Management

    Landed cost concepts and terminology
    Landed cost parameters
    Set up voyages and shipping containers
    Set up delivery information
    Set up multi-leg journeys
    Set up shipping information
    Set up costing parameter values
    General ledger integration configuration
    Vendor settings for Landed cost

Manage transportation management in Dynamics 365 Supply Chain Management

    Planning transportation management
    Configure transportation management
    Routing and transportation flows
    Load building strategy
    Transportation management engines
    Bill of lading
    Plan freight transportation routes with multiple stops
    Reconcile freight in transportation management

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

    Production output location
    Staging and order picking
    Release BOM and formula lines to the warehouse
    Cross-docking
    Planned cross docking
    Visibility into material exceptions

Set up Master Planning in Dynamics 365 Supply Chain Management

    Master planning considerations and set up
    Master planning parameters page
    Create a master plan
    Coverage settings
    Action messages
    Demand Forecasting
    Run plans and firm planned orders
    Set up and use the Supply schedule page

Use master planning in Dynamics 365 Supply Chain Management

    Set up master planning add-in
    Apply filters to a plan
    Master planning with demand forecasts
    Master planning support for capability-based resource allocation
    Priority-based planning
    Master planning and purchase trade agreements
    Safety margins
    Coverage time fences
    Approved planned orders
    Generate planned production orders
    Analyze and approve planned orders
    Auto-firming
    Planning with negative on-hand quantities
    View history and planning logs
    Cancel a planning job

Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

    Describe costing methods
    Describe item arrival journals and cross-docking
    Describe inventory reservations, picking and packing, replenishment, and shipments
    Describe inventory counting and inventory on-hand concepts
    Describe quality management capabilities
    Describe use cases for Warehouse Management Systems (WMS)
    Describe use cases for Transportation Management Systems

 Wichtige Information
Dieser Training behandelt prüfungsrelevante Themen zum Microsoft Examen:
MB-330 Microsoft Dynamics 365 Supply Chain Management