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

Dieses 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.
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Dieses 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.
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Wichtige Information

Dieses Training behandelt prüfungsrelevante Themen zum Examen: Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

Was werden Sie in diesem Training erlernen?

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.

Agenda

Get started with Dynamics 365 Supply Chain Management
Transportation management
Warehouse management
Intercompany trade
Production control
Product information management
Customer portal
Sales and marketing
Vendor collaboration
Procurement and sourcing
Master planning
Inventory management and Warehouse management
Cost management
Cost accounting
Overview of Supply Chain Management
Benefits of Supply Chain Management
Create products and product masters in Dynamics 365 Supply Chain Management
Set up item pricing
Create and set up category hierarchies and attributes
Gain productivity by using the Variant suggestions page
Create product masters with variants
Define products as not stocked
Default order settings
Batch disposition codes
Set up unit conversions
Create products
Concept of a product
Product information workspace
Configure and work with inventory management in Dynamics 365 Supply Chain Management
Work with reason codes for inventory counting
Archive inventory transactions
Inventory closing and adjustment
Configure inventory policies
Inventory cost methodologies
Configure item groups and item model groups
Work with consignment inventory
Work with reason codes
Inventory journal approval workflows
Work with journals
Inventory journals
Set up default order settings
Set up bar codes
Transfer orders
Configure warehouses
Configure sites
Allocate batch and serial numbers
Configure serial and batch numbers
Configure tracking dimensions
Configure storage dimensions
Configure inventory dimensions
Outbound operations
Inbound operations
Configure warehouse management in Dynamics 365 Supply Chain Management
Reservation hierarchies
Warehouse processes
Configure catch weight processing for warehouse management
Configure the warehouse layout
Set up warehouse management
Roles in warehouse management
Create bill of materials in Dynamics 365 Supply Chain Management
BOM levels
BOM line types
BOM and formula versions
Work with the BOM designer
Set up versioned products in Dynamics 365 Supply Chain Management
Create engineering categories
Product release policies
Product readiness policies
Engineering attributes
Create product life cycle states
Create product dimension groups by using the version dimension
Create product version number rules
Create nomenclature for product versions
Create an engineering organization
Warehouse implementation experience in Dynamics 365 Supply Chain Management
Simplified query view of location directives
Wizard-driven warehouse configuration
Wizard-driven setup of Warehouse Management parameters
Warehouse implementation workspace
Enable warehousing telemetry
Inbound warehouse operations using Dynamics 365 Supply Chain Management
Wizard-driven setup of Warehouse Management parameters
Create a GTIN code for a product
Cross dock products from receiving warehouse to stores
Inbound advanced shipping notices
Inbound operations
Outbound warehouse operations using Dynamics 365 Supply Chain Management
Transfer orders and replenishment
Packing containers with the Warehouse Management mobile app
Packing and containerization
Cluster picking
Warehouse work
Outbound operations
Execute across warehouse operations in Dynamics 365 Warehouse Management
Material handling equipment interface
Cycle counting
Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
Set up detours for steps in mobile device menu items
Set up mobile app step instructions
Set up work type menu items
Set up and deploy GS1 and QR bar codes
Global mobile device parameters
Work with the costing sheet in Dynamics 365 Supply Chain Management
BOM Reports
BOM Measurements
BOM calculations
Costing sheets
Calculation groups
Cost groups
Costing versions
Configure and use agreements in Dynamics 365 Supply Chain Management
Rebate management module
Configure vendor rebates
Configure royalty contract management
Configure brokerage contract management
Configure trade allowance management
Create purchase agreements
Create sales agreements
Work with trade agreements
Use inventory reports in Dynamics 365 Supply Chain Management
Inventory on-hand mobile workspace
Inventory on-hand report storage
Inventory value report
Physical inventory by inventory dimension report
ABC inventory classification
Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
Perform quarantine management
Apply inventory blocking
Describe transactions types and create quality orders
Perform quality control and management processes
Configure quality management
Work with assets in Asset Management for Dynamics 365 Supply Chain Management
Asset attribute overview
Asset view
Asset event history
Asset bills of materials
Create assets based on purchase orders
Move, remove, and install an asset
Copy an asset or asset structure
Multi-level assets
Create an asse
All assets page
Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
Maintenance downtime
Maintenance schedule cost
Maintenance schedule
Maintenance rounds
Schedule maintenance plans
Assign a maintenance plan to an asset
Interval types
Maintenance plans
Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management
Maintenance checklists
Automatic update of asset counters
Manual update of asset counters
Bill customers for maintenance work
Procurement of work order purchase requisitions
Maintenance forecasts
Manually create work orders
Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
Calculate capacity load on scheduled work orders
Schedule and dispatch work orders
Configure workers for work order scheduling
Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
Use purchasing policies
Evaluate a vendor and put a vendor on hold
Vendor categories and catalogs
Create purchase orders
Create and process a request for quotation
Create a purchase requisition
Use procurement catalogs
Set up procurement categories
Overview of the procure-to-purchase process
Procurement scenario
Process purchase orders in Dynamics 365 Supply Chain Management
Create vendor returns
Manage charges for purchase orders
Manage over/under delivery for purchase orders
Use Item arrivals and Arrival overview
Use purchase order change management
Set up purchasing parameters
Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
Accessing vendor master data in the Vendor information workspace
Purchase order confirmation workspace
Work with request for quotes
Sharing information about consignment inventory
Purchase order statuses and versions
Work with purchase orders when vendor collaboration is used
Define purchase order response information
Use the Vendor collaboration invoicing workspace
Set up vendor collaboration security roles
Maintain vendor certification
Configure vendor collaboration
Purchase order statuses with vendor collaboration
Set up accounts receivable in Dynamics 365 Finance
Configure accounts receivable charges
Set up customer posting profiles
Create and maintain customers
Set up a payment calendar and payment calendar rules
Methods of payment and payment control
Set up the credit card payment service
Payment fees
Cash discounts
Terms of payment and payment days
Payment schedule
Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
Demonstration - Create and edit sales quotations
Limitations
Invoices
Dual-write solution for Sales
Sales orders
Sales quotations
Prerequisites and mapping setup
Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
Sales order picking processes
Sales order entry scenarios
Create and process sales orders
Create and confirm sales quotations
Sales and marketing overview
Configure and use intercompany trade in Dynamics 365 Supply Chain Management
Set up intercompany agreements and direct deliveries
Process intercompany chain orders
Set up intercompany trade
Intercompany trading
Set up landed cost in Dynamics 365 Supply Chain Management
Vendor settings for Landed cost
General ledger integration configuration
Set up costing parameter values
Set up shipping information
Set up multi-leg journeys
Set up delivery information
Set up voyages and shipping containers
Landed cost parameters
Landed cost concepts and terminology
Manage transportation management in Dynamics 365 Supply Chain Management
Reconcile freight in transportation management
Plan freight transportation routes with multiple stops
Bill of lading
Transportation management engines
Load building strategy
Routing and transportation flows
Configure transportation management
Planning transportation management
Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
Visibility into material exceptions
Planned cross docking
Cross-docking
Release BOM and formula lines to the warehouse
Staging and order picking
Production output location
Set up Master Planning in Dynamics 365 Supply Chain Management
Set up and use the Supply schedule page
Run plans and firm planned orders
Demand Forecasting
Action messages
Coverage settings
Create a master plan
Master planning parameters page
Master planning considerations and set up
Use master planning in Dynamics 365 Supply Chain Management
Cancel a planning job
View history and planning logs
Planning with negative on-hand quantities
Auto-firming
Analyze and approve planned orders
Generate planned production orders
Approved planned orders
Coverage time fences
Safety margins
Master planning and purchase trade agreements
Priority-based planning
Master planning support for capability-based resource allocation
Master planning with demand forecasts
Apply filters to a plan
Set up master planning add-in
Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management
Describe use cases for Transportation Management Systems
Describe use cases for Warehouse Management Systems (WMS)
Describe quality management capabilities
Describe inventory counting and inventory on-hand concepts
Describe inventory reservations, picking and packing, replenishment, and shipments
Describe item arrival journals and cross-docking
Describe costing methods
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