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.

  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

Intelligently presented training with a talented and informed instructor made this training a valuable experience.
Teresa Krueger
Brother International Corp
This was an excellent way to get introduced to a topic I did not know much about. I really feel like I received a quality introduction to Excel.
Terry Petrucci
Fuller & Company
Great class! I learned a LOT about iOS Development and even Objective-C. We covered just about every major function of creating iOS apps. The labs and demos were engaging and reinforced the major concepts well.
Paul Santana
The instructor is a very good online teacher. He had many real life tech experiences to share from, so always fun and relevant.
Bo Persson

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