MB-330T02 - Use Quality Management, Intercompany Trading and Master Planning in Dynamics 365 for Finance and Operations

This course discusses how to use quality management, Intercompany trading and master planning in Dynamics 365 for Finance and Operations.


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.

  1. Perform Quality Control and Quality Management Processes
  2. Apply inventory blocking
  3. Perform quarantine management
  4. Configure products for Intercompany trade relations
  5. Configure intercompany trade relationships
  6. Configure intercompany agreements
  7. Process Intercompany orders
  8. Process Intercompany direct deliveries
  9. Process Intercompany charges
  10. Understand Intercompany Return Order Chain
  11. Define master planning Policies
  12. Learn about Demand and Supply Forecasts
  13. Configure calculated delays
  14. Configure Item coverage
  15. Understand brief introduction to intercompany master planning
  16. Run plans and firm planned orders
  1. 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
  2. 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
  3. 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
  4. 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: 1 Day
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

What people say about our training

I was very pleased with the quality of the instruction and the willingness of the instructor to interact with the class and use our company data to practice our new skills.
Jon Clarke
Professional Aircraft Accessories
This class met all my expectations and I'm so glad I took it. Lisa did a great job and was very personable.
Paula Harlow
Kenco Management Services,LLC
The trainer was very experienced and knowledgeable, and she was very nice and patient too!
Denisse Bays
Pure Romance, LLC
Excellent way to learn new software and programs. Exceeded my expectations.
Jeff Foster

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