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MB-330T00 - Microsoft Dynamics 365 Supply Chain Management

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Course duration

  • 5 days

Course Benefits

  • Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
  • Process most of the Dynamics 365 Supply Chain Management transactions.
  • Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.
Available Delivery Methods
Public Class
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private Class
Private classes are delivered for groups at your offices or a location of your choice.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline

  1. Implement product information management
    1. Create and manage products
    2. Configure products for supply chain management
    3. Manage inventory pricing and costing
  2. Implement inventory management
    1. Configure Inventory management
    2. Manage and process inventory activities
    3. Lab: Case study 1 Implement inventory management
      1. Exercise #1 Add products to a new warehouse using basic inventory management
      2. Exercise #2 Create a standard cost version that uses a specific model group
      3. Exercise #3 Add and releasing new products to a warehouse
      4. Exercise #4 Use the inventory movement journal to initialize stock levels in a warehouse
      5. Exercise #5 Use the inventory transfer journal to move items to a new location in the warehouse
      6. Exercise #6 Adjust stock levels using the inventory adjustment journal
      7. Exercise #7 Use the inventory counting journal to compare D365 inventory amounts to manually counted
      8. Exercise #8 Create a BOM in the BOM designer
  3. Implement and manage supply chain processes
    1. Implement Procurement and sourcing
    2. Implement common sales and marketing features
    3. Using Microsoft Guides
    4. Lab: Case study 2A Procurement and sourcing
      1. Exercise #1 Create, submit, and approve a purchase requisition
      2. Exercise #2 Create, reply and accept a request for quotation
      3. Exercise #3 Create purchase requisition and purchasing policies
      4. Exercise #4 Create a purchase order for delivery to multiple sites
      5. Exercise #5 Create a charges code
      6. Exercise #6 Create a vendor charges group and assign to vendors
      7. Exercise #7 Create an automatic charge
      8. Exercise #8 Approve purchase orders prior to confirmation
      9. Exercise #9 Create trade agreements for vendors
      10. Exercise #10 Create a purchase order based on a trade agreement
    5. Lab: Case study 2B Sales and marketing
      1. Exercise #1 Enter and confirm sales order
      2. Exercise #2 Create and review a sales order for commission
      3. Exercise #3 Create a customer trade agreement
  4. Implement warehouse management and transportation management
    1. Configure warehouse management
    2. Perform warehouse management processes
    3. Implement transportation management
    4. Lab: Case study 3 Warehouse management and transportation management
      1. Exercise #1 Configure warehouse management
      2. Exercise #2 Create a reservation hierarchy
      3. Exercise #3 Create disposition codes and inbound location directives
      4. Exercise #4 Configure mobile devices
      5. Exercise #5 Configure purchase orders
      6. Exercise #6 Configure wave processing
      7. Exercise #7 Configure cycle counting
      8. Exercise #8 Define cycle counting
      9. Exercise #9 Define a partial location cycle counting process
      10. Exercise #10 Transfer orders and replenishments
      11. Exercise #11 Setup replenishment
      12. Exercise #12 Configure outbound processing
      13. Exercise #13 Configure cluster picking
      14. Exercise #14 Setup manual packing
      15. Exercise #15 Configure carriers
      16. Exercise #16 Configure rate masters
      17. Exercise #17 Setup route plans and route guides
      18. Exercise #18 Process inbound shipments
      19. Exercise #19 Process outbound shipments
      20. Exercise #20 Configure freight reconciliation
  5. Configure and manage quality control and quality management
    1. Configure quality control and quality management
    2. Manage quality control and quality management
    3. Lab: Case study 4 Quality control and quality management
      1. Exercise #1 Enable quality management process
      2. Exercise #2 Create a manual quality order with a specification
      3. Exercise #3 Define conditions to work with non-conformance issues
      4. Exercise #4 Use non-conformance order to repair an item and a faulty machine
      5. Exercise #5 Run non-conformance reports
  6. Implement master planning
    1. Configure master planning and forecasting
    2. Run master plans and manage planned orders
    3. Implement additional master planning features
    4. Lab: Case study 5 Master planning
      1. Exercise #1 Process and view planned orders
      2. Exercise #2 Create and run intercompany master plans

Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics 365 class:

  • Basic understanding of ERP and CRM concepts.
Since its founding in 1995, InterSource has been providing high quality and highly customized training solutions to clients worldwide. With over 500 course titles constantly updated and numerous course customization and creation possibilities, we have the capability to meet your I.T. training needs.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.
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