MB-330T03 - Configure and Use Warehouse, and Transportation Management in Dynamics 365 for Finance and Operations

This course discusses how to configure and use warehouse, and transportation management 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.

Course Topics
  1. Configure Warehouse management parameters
  2. Create warehouses and locations
  3. Configure work pools, zones, location format, and profiles
  4. Create reservation hierarchies
  5. Configure location directives
  6. Configure Waves
  7. Configure Loads
  8. Configure Inventory statuses
  9. Configure cycle counting
  10. Configure Packing and containerization
  11. Set up and generate labels
  12. Create new work classes
  13. Configure mobile devices
  14. Configure menu items for activities and inquiries
  15. Configure menu items to create work for another worker or process
  16. Configure menu items to process existing work
  17. Define the layout of mobile device menus
  18. Configure the basic look and feel of mobile devices
  19. Create mobile device users
  20. Set up label layouts and define settings for printing labels
  21. Perform inbound operations, outbound operations, cluster picking, packing and containerization, cycle counting, and transfers and replenishment
  22. Perform transportation planning, routing, rating, inbound operations, load processes, and outbound operations
  1. 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
  2. Configure Mobile Devices for Warehouse Management
    1. Introduction
    2. Configure mobile devices
    3. Practice Lab
    4. Module summary
  3. 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
  4. 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
  5. 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

Equivalent to setting in a classroom. One of the most educational classes I have attended in a long time. The instructor was extremely knowledgeable on the subject and easy to understand.
Michael Rutherford
My new perferred way of getting trained.
Chrys Heard
Texas Department of Criminal Justice
I came into the class with no experience with the tool. I left after 2 days feeling very confident that I can create some very nice reports and graphs as soon as I get back to my desk.
Danielle Rowden
The writing class is great. I like the pace and the interactions between students and instructor. The information was well planned and smooth. I will take additional classes.
Tracy Davis
University of Colorado Hospital

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