MB-330T00 - Microsoft Dynamics 365 Supply Chain Management

MB-330T00 - Microsoft Dynamics 365 Supply Chain Management

Course Length:
Delivery Methods:   Available for private class only
Course Topics
  •  Perform inbound and outbound inventory operations
  •  Configure Inventory parameters
  •  Configure Tracking number groups
  •  Configure inventory breakdown
  •  Configure inventory and warehouse Journals
  •  Configure Units
  •  Configure Inventory dimensions
  •  Configure inventory costing
  •  Setup Distribution
  •  Understand inventory closing and adjustments
  •  Use movement journals
  •  Use inventory adjustment journals
  •  Use transfer journals
  •  Use counting and tag counting journals
  •  Use item arrival journals
  •  Use consignment journals
  •  Understand ABC Classification
  •  Use Inventory inquires and reports
  •  Create products as type item and service
  •  Configure default order settings
  •  Create Product masters with predefined variants
  •  Create and configure category hierarchies
  •  Create product attributes
  •  Create Bill of materials and BOM versions by using BOM designer
  •  Apply the procurement and sourcing processes in a business scenario
  •  Use procurement policies
  •  Create and maintain vendors
  •  Create purchase requisitions
  •  Create request for quotes
  •  Configure the Vendor Collaborations
  •  Work with vendor collaboration workspace
  •  Use vendor collaboration as part of procure-to-pay process
  •  Understand overview of the purchase-to-pay scenario
  •  Use purchase order change management
  •  Create a Purchase order
  •  Use Item arrivals and Arrival overview
  •  Generate and Post the Invoice
  •  Create the Invoice Journal
  •  Generate and post the vendor payments
  •  Create vendor returns
  •  Maintain trade agreements
  •  Configure smart rounding
  •  Create Sales agreements
  •  Use procurement policies
  •  Create Purchase agreements
  •  Configure Trade allowance
  •  Configure Brokerage
  •  Configure Royalties
  •  Configure Rebates
  •  Perform the order-to-cash process
  •  Configure and use commissions
  •  Configure customer and item search
  •  Create and confirm Sales quotations
  •  Create and confirm Sales orders
  •  Print and post picking lists
  •  Generate and Post the Invoice
  •  Configure order hold codes
  •  Process Customer returns
  •  Perform Quality Control and Quality Management Processes
  •  Apply inventory blocking
  •  Perform quarantine management
  •  Configure products for Intercompany trade relations
  •  Configure intercompany trade relationships
  •  Configure intercompany agreements
  •  Process Intercompany orders
  •  Process Intercompany direct deliveries
  •  Process Intercompany charges
  •  Understand Intercompany Return Order Chain
  •  Define master planning Policies
  •  Learn about Demand and Supply Forecasts
  •  Configure calculated delays
  •  Configure Item coverage
  •  Understand brief introduction to intercompany master planning
  •  Run plans and firm planned orders
  •  Configure Warehouse management parameters
  •  Create warehouses and locations
  •  Configure work pools, zones, location format, and profiles
  •  Create reservation hierarchies
  •  Configure location directives
  •  Configure Waves
  •  Configure Loads
  •  Configure Inventory statuses
  •  Configure cycle counting
  •  Configure Packing and containerization
  •  Set up and generate labels
  •  Create new work classes
  •  Configure mobile devices
  •  Configure menu items for activities and inquiries
  •  Configure menu items to create work for another worker or process
  •  Configure menu items to process existing work
  •  Define the layout of mobile device menus
  •  Configure the basic look and feel of mobile devices
  •  Create mobile device users
  •  Set up label layouts and define settings for printing labels
  •  Perform inbound operations, outbound operations, cluster picking, packing and containerization, cycle counting, and transfers and replenishment
  •  Perform transportation planning, routing, rating, inbound operations, load processes, and outbound operations
Course Overview

Take this course if you wish to learn to implement product information, inventory and warehouse and transportation management, to implement and manage supply chain processes and to perform business processes. This course prepares students for Exam MB-330: Microsoft Dynamics 365 Supply Chain Management.

  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. Supply Management
    1. Introduction
    2. Configure serial and batch numbers
    3. Configure inventory breakdown
    4. Configure inventory and warehouse journals
    5. Configure inventory dimensions
    6. Inventory closing and adjustment
    7. Practice Labs
    8. Module summary
  2. Use Inventory Journals
    1. Introduction
    2. Use inventory journals
    3. Practice labs
    4. Module summary
  3. Use Inventory Reports
    1. Introduction
    2. Understand ABC classification
    3. Use other inventory inquiries and reports
    4. Practice Labs
    5. Module summary
  4. Create Products and Product Masters
    1. Introduction
    2. Create products
    3. Create product masters with variants
    4. Create and configure attributes and category hierarchies
    5. Configure item pricing
    6. Practice Labs
    7. Module summary
  5. Create Bill of Materials
    1. Introduction
    2. Use BOM designer
    3. Practice lab
    4. Module summary
  6. Configure and Perform the Procure-to-Purchase Process
    1. Introduction
    2. Procurement and sourcing business scenario
    3. Create purchase requisition workflow
    4. Create purchase requisitions
    5. Create request for quotation
    6. Use procurement policies
    7. Practice Labs
    8. Module summary
  7. Configure Vendor Collaborations
    1. Introduction
    2. Configure vendor collaborators
    3. Use vendor collaboration
    4. Practice labs
    5. Module summary
  8. Configure and perform the Purchase-to-Pay Process
    1. Introduction
    2. Create purchase orders
    3. Use purchase order change management
    4. Use item orders and arrival
    5. Manage over and under delivery and charges
    6. Create vendor returns
    7. Practice labs
    8. Module summary
  9. Configure and Use Agreements
    1. Introduction
    2. Maintain trade agreements
    3. Create sales agreements
    4. Create purchase agreements
    5. Configure trade allowance
    6. Configure brokerage
    7. Configure royalties
    8. Configure rebates
    9. Practice Labs
    10. Module summary
  10. Configure and Use the Order-to-Cash Process
    1. Introduction
    2. Understand the order-to-cash scenario
    3. Configure and use commissions
    4. Configure customer and item search
    5. Create and confirm sales quotations and orders
    6. Configure order promising
    7. Configure order hold codes
    8. Print and post picking lists
    9. Process customer returns
    10. Practice Lab
    11. Module Summary
  11. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey
  12. Configure and Use Quality Control and Management Processes
    1. Introduction
    2. Perform quality control and management processes
    3. Apply inventory blocking
    4. Perform quarantine management
    5. Practice labs
    6. Module summary
  13. Configure and Use Intercompany Trade Relations
    1. Introduction
    2. Understand intercompany trading
    3. Setup intercompany trade relations
    4. Process intercompany chain orders
    5. Setup intercompany agreements and direct deliveries
    6. Practice labs
    7. Module summary
  14. Configure and Use Master Planning planning in Finance and Operations.Lessons
    1. Introduction
    2. Master planning considerations and setup
    3. Create master plans
    4. Learn about demand and supply forecasts
    5. Configure item coverage
    6. Brief introduction to intercompany planning
    7. Run plans and firm planned orders
    8. Practice labs
    9. Module summary
  15. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey
  16. Configure Warehouse Management
    1. Introduction
    2. Configure warehouse management setup
    3. Understand reservation hierarchies
    4. Location directives and work templates
    5. Practice Labs
    6. Module summary
  17. Configure Mobile Devices for Warehouse Management
    1. Introduction
    2. Configure mobile devices
    3. Practice Lab
    4. Module summary
  18. Use Warehouse Management
    1. Introduction
    2. Configure mobile device
    3. Inbound operations
    4. Cycle counting
    5. Transfers and replenishment
    6. Outbound operations
    7. Cluster picking
    8. Packing and containerization
    9. Practice Labs
    10. Module summary
  19. Configure Transportation Management
    1. Introduction
    2. Planning and configuring transportation management
    3. Procedures
    4. Routing and transportation flows
    5. Transportation engines and freight management
    6. Practice Labs
    7. Module summary
  20. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • Basic understanding of ERP and CRM concepts.
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  • Online or On-location
  • Customizable
  • Expert Instructors
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