MB-330T00 - Microsoft Dynamics 365 Supply Chain Management

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.


Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

Course Topics
  1. Perform inbound and outbound inventory operations
  2. Configure Inventory parameters
  3. Configure Tracking number groups
  4. Configure inventory breakdown
  5. Configure inventory and warehouse Journals
  6. Configure Units
  7. Configure Inventory dimensions
  8. Configure inventory costing
  9. Setup Distribution
  10. Understand inventory closing and adjustments
  11. Use movement journals
  12. Use inventory adjustment journals
  13. Use transfer journals
  14. Use counting and tag counting journals
  15. Use item arrival journals
  16. Use consignment journals
  17. Understand ABC Classification
  18. Use Inventory inquires and reports
  19. Create products as type item and service
  20. Configure default order settings
  21. Create Product masters with predefined variants
  22. Create and configure category hierarchies
  23. Create product attributes
  24. Create Bill of materials and BOM versions by using BOM designer
  25. Apply the procurement and sourcing processes in a business scenario
  26. Use procurement policies
  27. Create and maintain vendors
  28. Create purchase requisitions
  29. Create request for quotes
  30. Configure the Vendor Collaborations
  31. Work with vendor collaboration workspace
  32. Use vendor collaboration as part of procure-to-pay process
  33. Understand overview of the purchase-to-pay scenario
  34. Use purchase order change management
  35. Create a Purchase order
  36. Use Item arrivals and Arrival overview
  37. Generate and Post the Invoice
  38. Create the Invoice Journal
  39. Generate and post the vendor payments
  40. Create vendor returns
  41. Maintain trade agreements
  42. Configure smart rounding
  43. Create Sales agreements
  44. Use procurement policies
  45. Create Purchase agreements
  46. Configure Trade allowance
  47. Configure Brokerage
  48. Configure Royalties
  49. Configure Rebates
  50. Perform the order-to-cash process
  51. Configure and use commissions
  52. Configure customer and item search
  53. Create and confirm Sales quotations
  54. Create and confirm Sales orders
  55. Print and post picking lists
  56. Generate and Post the Invoice
  57. Configure order hold codes
  58. Process Customer returns
  59. Perform Quality Control and Quality Management Processes
  60. Apply inventory blocking
  61. Perform quarantine management
  62. Configure products for Intercompany trade relations
  63. Configure intercompany trade relationships
  64. Configure intercompany agreements
  65. Process Intercompany orders
  66. Process Intercompany direct deliveries
  67. Process Intercompany charges
  68. Understand Intercompany Return Order Chain
  69. Define master planning Policies
  70. Learn about Demand and Supply Forecasts
  71. Configure calculated delays
  72. Configure Item coverage
  73. Understand brief introduction to intercompany master planning
  74. Run plans and firm planned orders
  75. Configure Warehouse management parameters
  76. Create warehouses and locations
  77. Configure work pools, zones, location format, and profiles
  78. Create reservation hierarchies
  79. Configure location directives
  80. Configure Waves
  81. Configure Loads
  82. Configure Inventory statuses
  83. Configure cycle counting
  84. Configure Packing and containerization
  85. Set up and generate labels
  86. Create new work classes
  87. Configure mobile devices
  88. Configure menu items for activities and inquiries
  89. Configure menu items to create work for another worker or process
  90. Configure menu items to process existing work
  91. Define the layout of mobile device menus
  92. Configure the basic look and feel of mobile devices
  93. Create mobile device users
  94. Set up label layouts and define settings for printing labels
  95. Perform inbound operations, outbound operations, cluster picking, packing and containerization, cycle counting, and transfers and replenishment
  96. Perform transportation planning, routing, rating, inbound operations, load processes, and outbound operations
  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.

Training for your Team

Length: 4 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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