Microsoft Private

Introduction to supply chain management in Dynamics 365 (AB-6005)

8 hours
Dynamics 365

Learn how Dynamics 365 Supply Chain Management supports products, inventory, procurement, sales, warehousing, manufacturing, planning, and AI insights.

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Course Overview

This one-day introductory course explores how Microsoft Dynamics 365 Supply Chain Management supports end-to-end business operations. Learn how the platform brings together product setup, inventory, procurement, sales, warehousing, manufacturing, costing, and planning while integrating with Microsoft 365, Power BI, and Microsoft Power Platform.

Designed for learners who are new to Dynamics 365, the course also examines how Copilot and other AI-assisted capabilities provide insights across supply chain processes.

Course Benefits

  • Explain the role of ERP and the core capabilities of Dynamics 365 finance and operations apps.
  • Identify reporting, integration, security, workflow, and shared platform capabilities.
  • Describe product setup and inventory management in Dynamics 365 Supply Chain Management.
  • Explain procure-to-pay and order-to-cash processes.
  • Describe core warehouse management concepts and capabilities.
  • Compare lean, discrete, and process manufacturing concepts.
  • Explain inventory costing, master planning, planning optimization, and landed cost scenarios.
  • Recognize how Copilot and AI-assisted insights support product, inventory, procurement, sales, and forecasting scenarios.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Course Outline

  1. Describe Dynamics 365 finance and operations apps
    1. Describe enterprise resource planning (ERP)
    2. Describe use cases for using AI tools in finance and operations apps
    3. Explore the finance and operations user interface
    4. Module assessment
  2. Describe reporting and integration capabilities in Dynamics 365 finance and operations apps
    1. Describe built-in reporting capabilities
    2. Describe options for analyzing data with Power BI
    3. Describe integration capabilities with Microsoft 365
    4. Describe integration options for Microsoft Power Platform
    5. Describe capabilities and use cases for business events
    6. Configure and edit business documents
    7. Describe how Copilot-based insights support finance and operations apps
  3. Describe shared features in Dynamics 365 finance and operations apps
    1. Describe security capabilities in finance and operations apps
    2. Describe workflow capabilities in Dynamics 365 finance and operations apps
    3. Describe batch jobs in finance and operations apps
    4. Manage organizations and legal entities
    5. Create and maintain record templates
    6. Describe global address book features
    7. Set up alerts in finance and operations apps
    8. Describe number sequences in finance and operations apps
    9. Describe attachment capabilities in finance and operations apps
  4. Describe core capabilities of Dynamics 365 Supply Chain Management
    1. Describe Dynamics 365 Supply Chain Management core capabilities
    2. Manage products and released products
    3. Describe products and product masters
    4. Describe product dimensions and product variants
    5. Describe storage dimensions
    6. Describe tracking dimensions
    7. Describe item groups
    8. Describe item model groups
    9. Describe default order settings
    10. Explore Copilot to generate product insights
  5. Describe inventory management in Dynamics 365 Supply Chain Management
    1. Illustrate on-hand inventory maneuvers
    2. Manage inventory journals
    3. Explore inventory journal types
    4. Describe transfer orders
    5. Describe inventory blocking
    6. Illustrate AI-assisted inventory insights
    7. Describe quality management capabilities
    8. Module assessment
  6. Describe procurement processes in Dynamics 365 Supply Chain Management
    1. Manage vendors
    2. Describe trade agreements
    3. Describe the procure-to-pay process
    4. Describe purchase requisitions
    5. Describe purchase orders, receipts, and returns
    6. Describe charges
    7. Describe Copilot support in procurement scenarios
    8. Explain the capabilities of the Supplier Communications Agent
    9. Describe supply risk assessment
  7. Describe sales processes in Dynamics 365 Supply Chain Management
    1. Manage customers
    2. Describe trade agreements
    3. Describe the order-to-cash process
    4. Describe sales order creation, fulfillment, and returns
    5. Describe intercompany orders
    6. Describe charges
    7. Describe Copilot support in sales scenarios
  8. Describe warehouse management in Dynamics 365 Supply Chain Management
    1. Manage the warehouse layout
    2. Describe reservation hierarchies
    3. Describe unit sequence groups
    4. Describe license plates
    5. Describe location directives
    6. Describe work templates
    7. Describe the Warehouse Management mobile app
    8. Describe wave templates
    9. Describe cycle counting
    10. Describe replenishment
    11. Describe packing dimensions and containerization
    12. Module assessment
  9. Describe manufacturing processes in Dynamics 365 Supply Chain Management
    1. Describe production types
    2. Describe BOMs and formulas
    3. Describe BOM types
    4. Describe routes and operations
    5. Describe lean, discrete, and process manufacturing
    6. Describe manufacturing execution
    7. Module assessment
  10. Describe inventory costing and master planning in Dynamics 365 Supply Chain Management
    1. Describe costing methods and use cases
    2. Describe resources
    3. Describe cost groups
    4. Describe cost management
    5. Describe coverage groups
    6. Describe master planning and planning optimization
    7. Illustrate AI-assisted demand forecasting
    8. Demonstrate landed cost scenarios
    9. Module assessment

Class Materials

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

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