- 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.
In this module, you will:
- Learn the benefits of Supply Chain Management.
- Get an overview of distribution and trade features in Supply Chain Management.
- Learn how to get started with inventory management in Dynamics 365 Supply Chain Management.
This module explains the following concepts:
- Inventory management process
- How to configure inventory dimensions, storage dimensions, and tracking dimensions
- How to set up sites and warehouses
- Inventory policies and how to set up the policies
- How to configure item groups and item model groups
- How to allocate batch and serial numbers
- Consignment inventory
- Learn how to work with inventory management operations in Dynamics 365 Supply Chain Management.
This module explains the following concepts:
- Analyze inventory operations scenarios.
- Work with inventory locations.
- Review inventory statuses.
- Configure disposition codes.
- Review warehouse layouts.
- Set up bar codes.
- Configure counting reason codes.
- Work with inventory journals.
- Configure inventory approval workflow.
- Initialize stock levels in the warehouse.
- Review transfer orders.
- Create and post an inventory journal.
- Learn how to set up and work with outbound operations.
This module explains the following concepts:
- Outbound operations
- Outbound setup
- How to set up default order settings for sales orders
- Reverse inventory quantities
- How to reserve sales batch order numbers
- Learn to set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management.
This module explains the following concepts:
- Inbound operations
- Arrival overview page
- How to set up an item arrival overview profile
- How to configure default order settings
- Learn to set up and work with inventory control in Dynamics 365 Supply Chain Management.
This module explains the following concepts:
- Costing methods
- Inventory closing and adjustments
- How to archive inventory transactions
- One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.
In this module, you will learn how to:
- Understand ABC classification.
- Use the Physical inventory by inventory dimension report.
- Use the Inventory value reports, and Inventory on-hand report storage.
- Use the Inventory on-hand mobile workspace.
- Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and setup are required to manage the business processes that are related to specific products, product families, or product categories.
In this module, you will learn how to:
- 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.
- A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.
In this module, you will learn how to create bill of materials and BOM versions by using the BOM designer in Supply Chain Management.
Overview
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Syllabus
- Get started with Dynamics 365 Supply Chain Management
- Introduction
- 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
- Check your knowledge
- Summary
- Get started with inventory management in Dynamics 365 Supply Chain Management
- Introduction
- 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
- Check your knowledge
- Summary
- Work with inventory management operations in Dynamics 365 Supply Chain Management
- Introduction
- 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
- Exercise- Create and post an inventory journal
- Check your knowledge
- Summary
- Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
- Introduction
- Outbound operations
- Outbound setup
- Set up default order settings
- Reserve inventory quantities
- Reserve sales order batch numbers
- Check your knowledge
- Summary
- Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
- Introduction
- Inbound operations
- Arrival overview
- Set up an item arrival overview profile
- Set up default order settings
- Exercise - Use the item arrival profile
- Check your knowledge
- Summary
- Set up and work with inventory control in Dynamics 365 Supply Chain Management
- Introduction
- Inventory cost methodologies
- Inventory closing and adjustment
- Consolidate inventory transactions
- Check your knowledge
- Summary
- Use inventory reports in Dynamics 365 Supply Chain Management
- Introduction
- ABC inventory classification
- Physical inventory by inventory dimension report
- Inventory value report
- Inventory on-hand report storage
- Inventory on-hand mobile workspace
- Exercise - Use the ABC classification report
- Exercise - Use the Physical inventory by inventory dimension report
- Exercise - Export a report to Microsoft Excel
- Check your knowledge
- Summary
- Create products and product masters in Dynamics 365 Supply Chain Management
- Introduction
- 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
- Check your knowledge
- Summary
- Create bill of materials in Dynamics 365 Supply Chain Management
- Introduction
- Work with the BOM designer
- BOM and formula versions
- BOM line types
- BOM levels
- Exercise - Create a BOM in the BOM Designer
- Check your knowledge
- Summary