MB-330T01 - Configure and Use Supply Chain Management in Dynamics 365 for Finance and Operations

This course discusses how to configure and use supply chain management in Dynamics 365 for Finance and Operations.


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

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