1 – Get started with Dynamics 365 Supply Chain Management

• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost accounting
• Cost management
• Inventory management and Warehouse management
• Master planning
• Procurement and sourcing
• Vendor collaboration
• Sales and marketing
• Customer portal
• Product information management
• Production control
• Intercompany trade
• Warehouse management
• Transportation management

2 – Get started with inventory management in Dynamics 365 Supply Chain Management

• Inventory management overview
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Configure sites
• Configure warehouses
• Configure inventory policies
• Set up item groups and item model groups
• Allocate batch and serial numbers
• Work with consignment inventory

3 – Work with inventory management operations in Dynamics 365 Supply Chain Management

• Inventory operations scenarios
• Inventory locations
• Inventory statuses
• Set up disposition codes
• Warehouse layout
• Set up barcodes
• Counting reason codes
• Inventory journals
• Inventory journal approval workflow
• Initialize stock levels in the warehouse
• Transfer orders
• Create and post an inventory journal

4 – Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management

• Outbound operations
• Outbound setup
• Set up default order settings
• Reserve inventory quantities
• Reserve sales order batch numbers

5 – Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management

• Inbound operations
• Arrival overview
• Set up an item arrival overview profile
• Set up default order settings

6 – Set up and work with inventory control in Dynamics 365 Supply Chain Management

• Inventory cost methodologies
• Inventory closing and adjustment
• Consolidate inventory transactions

7 – Use inventory reports in Dynamics 365 Supply Chain Management

• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace

8 – Create products and product masters in Dynamics 365 Supply Chain Management

• Product information workspace
• Concept of a product
• Create products
• Set up unit conversions
• Batch disposition codes
• Default order settings
• Define products as not stocked
• Create product masters with variants
• Variant specific sales tax groups
• Gain productivity by using the Variant suggestions page
• Create and set up category hierarchies and attributes
• Set up item pricing

9 – Create bill of materials in Dynamics 365 Supply Chain Management

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels

10 – Get started with production control in Dynamics 365 Supply Chain Management

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers

11 – Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

• Discrete manufacturing life cycle
• Master planning and planned production orders
• Bills of materials
• Working with BOM and item configurations
• Create a bill of materials
• Production orders

12 – Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management

• Prerequisite setup in production control
• Production groups
• Production control parameters
• Production pools
• Allocation keys
• Set up journal parameters
• Create a production unit

13 – Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management

• Create operations and operation relations
• Work with simultaneous operations
• Set up route groups and routes
• Route versions
• Copy routes
• Route networks
• Work with primary and secondary routes

14 – Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management

• Set up calendars and resources
• Set up working time templates
• Create calendars
• Resource capabilities
• Resource groups

15 – Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management

• Set up inventory dimensions in production
• Set up production dimensions
• Set up storage dimensions
• Set up tracking dimensions

16 – Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management

• Production cost
• General ledger and manufacturing integration
• Inventory posting profiles, item groups, and item model groups
• End production orders
• Production journals
• Dimension link
• Production reports

17 – Work with the costing sheet in Dynamics 365 Supply Chain Management

• Costing versions
• Cost groups
• Calculation groups
• Costing sheets
• BOM calculations
• BOM Measurements
• BOM Reports

18 – Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

• Scheduling options
• Split a production order
• Operations scheduling
• Job scheduling
• Scheduling options from the Gantt chart
• Resource scheduling
• Scrap and waste

19 – Work with manufacturing execution in Dynamics 365 Supply Chain Management

• Understand the manufacturing executions
• Identify roles in manufacturing execution
• Planning consideration for manufacturing execution
• Configure manufacturing execution
• Setup time and attendance for manufacturing execution processes
• Control production with manufacturing execution
• Create and process report as finished journals with co-products and by-products
• Calculate and approve raw time registrations
• Report as finished from the job card device
• Module assessment

20 – Set up configurable products in Dynamics 365 Supply Chain Management

• Product configurator concepts and terminology
• Elements of a product configuration model
• Scenario
• Product model components
• Create a product configuration model
• Expression constraints
• Calculations for product configuration
• BOMs and routes
• Configuration rules
• Sales price models

21 – Validate and release product configuration models in Dynamics 365 Supply Chain Management

• Extra configuration model options
• Improve product configuration performance
• Validate and test a product configuration model
• Configuration templates
• Configuration model versions
• Release a product configuration model
• Reuse product configuration

22 – Work with configurable products in Dynamics 365 Supply Chain Management

• Configurable product use cases
• Intercompany and multiple site considerations
• Extend a product configuration model through the API
• Add a configurable product to a sales order line

23 – Get started with production control in Dynamics 365 Supply Chain Management

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers

24 – Configure process manufacturing in Dynamics 365 Supply Chain Management

• Process manufacturing item types
• Production type setup
• Set up packaging and batch attributes
• Shelf life related setup
• Item model group, product compliance, and approved vendors
• Catch weight
• Transaction adjustments
• Catch weight item handling policy
• Supported scenarios
• Catch weight tags
• Configure approved vendors

25 – Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management

• Formulas, formula lines, and formula versions
• Formula features
• Approve and activate formulas and formula versions
• Use step consumption
• Coproducts
• By-products
• Burden allocation
• Planning items

26 – Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management

• Batch attributes
• Assign and reserve batch attributes
• Products that have an active ingredient
• Ingredient types
• The batch balancing process
• Module assessment

27 – Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management

• Configure commodity pricing
• Configure product compliance
• Module assessment

28 – Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

• Overview of features
• End-to-end walkthrough of features

29 – Set up versioned products in Dynamics 365 Supply Chain Management

• Create an engineering organization
• Create nomenclature for product versions
• Create product version number rules
• Create product dimension groups by using the version dimension
• Create product life cycle states
• Engineering attributes
• Product readiness policies
• Product release policies
• Create engineering categories

30 – Configure engineering change management for Dynamics 365 Supply Chain Management

• Set up engineering change severities
• Set up severity rule sets
• Set up product owners
• Engineering workflows

31 – Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management

• Enable change management on existing products
• Enable engineering product categories
• Run the convert to engineering product wizard

32 – Work with export control in Dynamics 365 Supply Chain Management

• Advanced export control overview
• Turn on and set up advanced export control
• Work with advanced export control for products and sales orders

33 – Extend export control in Dynamics 365 Supply Chain Management

• Extend export control sales order functionality
• Extend export control rules functionality
• Extend export control license functionality

34 – Configure warehouse management in Dynamics 365 Supply Chain Management

• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies

35 – Warehouse implementation experience in Dynamics 365 Supply Chain Management

• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives

36 – Inbound warehouse operations using Dynamics 365 Supply Chain Management

• Inbound operations
• Inbound advanced shipping notices
• Cross dock products from receiving warehouse to stores
• Create a GTIN code for a product
• Wizard-driven setup of Warehouse Management parameters

37 – Outbound warehouse operations using Dynamics 365 Supply Chain Management

• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment

38 – Execute across warehouse operations in Dynamics 365 Supply Chain Management

• Cycle counting
• Material handling equipment interface

39 – Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

• Global mobile device parameters
• Set up and deploy GS1 and QR bar codes
• Set up work type menu items
• Set up mobile app step instructions
• Set up detours for steps in mobile device menu items

40 – Configure warehouse management in Dynamics 365 Supply Chain Management

• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies

41 – Warehouse implementation experience in Dynamics 365 Supply Chain Management

• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives

42 – Inbound warehouse operations using Dynamics 365 Supply Chain Management

• Inbound operations
• Inbound advanced shipping notices
• Cross dock products from receiving warehouse to stores
• Create a GTIN code for a product
• Wizard-driven setup of Warehouse Management parameters

43 – Outbound warehouse operations using Dynamics 365 Supply Chain Management

• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment

44 – Execute across warehouse operations in Dynamics 365 Supply Chain Management

• Cycle counting
• Material handling equipment interface

45 – Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

• Global mobile device parameters
• Set up and deploy GS1 and QR bar codes
• Set up work type menu items
• Set up mobile app step instructions
• Set up detours for steps in mobile device menu items

46 – Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

• Production input location
• Production output location
• Staging and order picking
• Release BOM and formula lines to the warehouse
• Automatically rewave to add unfulfilled lines to new waves
• Cross-docking
• Planned cross docking
• Visibility into material exceptions

47 – Get started with production control in Dynamics 365 Supply Chain Management

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers

48 – Get started with lean manufacturing in Dynamics 365 Supply Chain Management

• Understand lean concepts and terminology
• Lean manufacturing techniques and processes
• Module assessment

49 – Set up lean manufacturing in Dynamics 365 Supply Chain Management

• Configure parameters
• Create value streams and production flow models
• Create production flows
• Set up production flows
• Module assessment

50 – Create and process fixed kanbans in Dynamics 365 Supply Chain Management

• Understand kanban boards
• Configure a fixed kanban rule
• Process a fixed kanban
• Kanban quantity calculations and circulating kanbans
• Module assessment

51 – Create and process event kanban rules in Dynamics 365 Supply Chain Management

• Configure event kanban rules
• Capable to Promise
• Module assessment

52 – Create and process scheduled kanbans in Dynamics 365 Supply Chain Management

• Configure scheduled kanban rules
• Plan scheduled kanbans
• Module assessment

53 – Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management

• Overview of subcontracting and production flow costing
• Subcontracting capabilities
• Subcontracting a vendor
• Subcontracting service
• Create and process subcontracting purchase orders
• Transfer activities as subcontracting activities
• Subcontracting as an alternate resource
• Cost accounting of subcontracted services
• Subcontracting cost flow
• Backflush costing
• Products and material in Work in Progress
• Standard cost
• Costing lean manufacturing
• Calculation of standard cost
• Calculate unused quantities
• Calculation of production variances to standard cost
• Ledger entries created from processing a production flow

54 – Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

• Procurement scenario
• Overview of the procure-to-purchase process
• Set up procurement categories
• Use procurement catalogs
• Create a purchase requisition
• Create and process a request for quotation
• Create purchase orders
• Vendor categories and catalogs
• Evaluate a vendor and put a vendor on hold
• Use purchasing policies

55 – Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

• Purchase order statuses with vendor collaboration
• Configure vendor collaboration
• Maintain vendor certification
• Set up vendor collaboration security roles
• Use the Vendor collaboration invoicing workspace
• Define purchase order response information
• Work with purchase orders when vendor collaboration is used
• Purchase order statuses and versions
• Sharing information about consignment inventory
• Inform vendors about vendor collaboration
• Work with request for quotes
• Purchase order confirmation workspace
• Accessing vendor master data in the Vendor information workspace

56 – Process purchase orders in Dynamics 365 Supply Chain Management

• Overview of the purchase order process
• Set up purchasing parameters
• Use purchase order change management
• Use Item arrivals and Arrival overview
• Manage over/under delivery for purchase orders
• Manage charges for purchase orders
• Create vendor returns
• Module assessment

57 – Set up and work with quality control and quality management in Dynamics 365 Supply Chain Management

• Configure quality management
• Perform quality control and management processes
• Describe transactions types and create quality orders
• Apply inventory blocking
• Perform quarantine management

58 – Configure and use agreements in Dynamics 365 Supply Chain Management

• Work with trade agreements
• Create sales agreements
• Create purchase agreements
• Configure trade allowance management
• Configure brokerage contract management
• Configure royalty contract management
• Configure vendor rebates
• Rebate management module
• Service management

59 – Set up intercompany trade in Dynamics 365 Supply Chain Management

• Intercompany trading overview
• Intercompany scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Action policies
• Set up charges and posting
• Set up intercompany agreements and direct deliveries

60 – Work with intercompany trade in Dynamics 365 Supply Chain Management

• Synced intercompany data
• Create an intercompany sales order
• Process intercompany purchase orders
• Return an intercompany sales order
• Customer payments for intercompany orders
• Create an intercompany purchase order
• Check intercompany order price discrepancies
• Manage intercompany purchase orders

61 – Set up order to cash in Dynamics 365 Supply Chain Management

• Sales and marketing workspaces
• Order to cash business processes
• Relationship management
• Customer setup
• Trade and Sales agreements
• Sales quotation setup
• Sales order setup
• Order promising concepts
• Set up order promising
• Set up order hold codes
• Set up commissions
• Set up customer and item search

62 – Work with order to cash in Dynamics 365 Supply Chain Management

• Sales order entry scenarios
• Create and process sales orders
• Sales order picking process
• Process customer returns
• Sales order reservations

63 – Configure and use agreements in Dynamics 365 Supply Chain Management

• Work with trade agreements
• Create sales agreements
• Create purchase agreements
• Configure trade allowance management
• Configure brokerage contract management
• Configure royalty contract management
• Configure vendor rebates
• Rebate management module
• Service management

64 – Set up intercompany trade in Dynamics 365 Supply Chain Management

• Intercompany trading overview
• Intercompany scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Action policies
• Set up charges and posting
• Set up intercompany agreements and direct deliveries

65 – Work with intercompany trade in Dynamics 365 Supply Chain Management

• Synced intercompany data
• Create an intercompany sales order
• Process intercompany purchase orders
• Return an intercompany sales order
• Customer payments for intercompany orders
• Create an intercompany purchase order
• Check intercompany order price discrepancies
• Manage intercompany purchase orders

66 – Set up Master Planning in Dynamics 365 Supply Chain Management

• Master planning considerations and set up
• Master planning parameters page
• Create a master plan
• Coverage settings
• Action messages
• Demand Forecasting
• Run plans and firm planned orders
• Set up and use the Supply schedule page
• Deprecated master planning

67 – Use master planning in Dynamics 365 Supply Chain Management

• Set up master planning add-in
• Apply filters to a plan
• Master planning with demand forecasts
• Master planning support for capability-based resource allocation
• Priority-based planning
• Master planning and purchase trade agreements
• Set up supply chain calendars
• Safety margins
• Coverage time fences
• Approved planned orders
• Generate planned production orders
• Analyze and approve planned orders
• Auto-firming
• Planning with negative on-hand quantities
• View history and planning logs
• Cancel a planning job
• Use item substitution for bill of materials

68 – Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

• Demand Driven Material Requirements Planning (DDMRP) Overview
• Inventory positioning
• Buffer profile and levels
• Demand-driven planning
• Visual and collaborative implementation