Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course - Canada

Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course Outline

Module 1: Create Products and Product Masters in Dynamics 365 Supply Chain Management

• Configure and Manage Products and Inventory in Dynamics 365 Supply Chain Management
• Introduction
• 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
• Lab - Create a Product and Product Master

Module 2: Create Bill of Materials in Dynamics 365 Supply Chain Management

• Introduction
• Work with the BOM Designer
• BOM and Formula Versions
• BOM Line Types
• BOM Levels
• Exercise - Create a BOM in the BOM Designer

Module 3: Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Create a Simple BOM without a Version
• Exercise - Create a BOM in the BOM Designer
• Exercise - Create a BOM with a Version
• Exercise - Create and Process a Production Order

Module 4: Work with Commodity Pricing and Compliance in Dynamics 365 Supply Chain Management

• Configure Commodity Pricing
• Configure Product Compliance
• Exercise - Set up Commodity Pricing
• Exercise - Set up Pricing Calculation
• Exercise - Create Price Data and Update Agreements
• Exercise - Product Compliance

Module 5: Configure Process Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Create an Approved Vendor List
• Exercise - Create and use a Partial Visibility Catch Weight Item
• Exercise - Use Catch Weight Items
• Exercise - Create Process Activities for Lean Manufacturing

Module 6: Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management

• Introduction
• Overview of Features
• End-to-end Walkthrough of Features
• Exercise - Set up Demo Data for the Sample Scenario
• Exercise - Create a New Engineering Product
• Exercise - Release an Engineering Product to a Local Company
• Exercise - Review and Accept the Product Before you Release it in the Local Company
• Exercise - Use the Product in Transactions in the Local Company
• Exercise - Add the Engineering Product to a Sales Order
• Exercise - Request Changes in the Engineering Product
• Exercise - Make Changes to the Product by using an Engineering Change Order
• Exercise - Release the Changed Product

Module 7: Set up Versioned Products in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Create a Product Readiness Policy

Module 8: Configure Engineering Change Management for Dynamics 365 Supply Chain Management

• Introduction
• Set up Engineering Change Severities
• Set up Severity Rule Sets
• Set up Product Owners
• Engineering Workflows
• Exercise - Create a Severity Rule

Module 9: Request and Follow Up with Product Changes in Dynamics 365 Supply Chain Management

• Introduction
• Engineering Change Requests
• Engineering Change Orders
• Exercise - Create an Engineering Change Request

Module 10: Set up Configurable Products in Dynamics 365 Supply Chain Management

• Introduction
• Product Configurator Concepts and Terminology
• Elements of a Product Configuration Model
• Scenario
• Product Model Components
• Exercise - Set up Components
• Create a Product Configuration Model
• Expression Constraints
• Calculations for Product Configuration
• BOMs and Routes
• Configuration Rules
• Sales Price Models
• Exercise - Create a Product Configuration Model
• Exercise - Add Components and Constraints to a Configuration Model

Module 11: Validate and Release Product Configuration Models in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Release a Product Configuration Model

Module 12: Work with Configurable Products in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Add a Configurable Product to a Sales Order Line

Module 13: Work with the Costing Sheet in Dynamics 365 Supply Chain Management

• Introduction
• Costing Versions
• Cost Groups
• Calculation Groups
• Costing Sheets
• BOM Calculations
• BOM Measurements
• BOM Reports
• Lab - Analyze BOM Costs by using the Costing Sheet

Module 14: Configure Formulas for Process Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Copy and Modify Formula Versions
• Exercise - Create and Update a Scalable Formula
• Exercise - Create a Percentage-Based Formula
• Exercise - Create a Step Consumption Formula
• Exercise - Create Co-Products and by-Products
• Exercise - Create a New Formula with a Version from the Released Products Page

Module 15: Get Started with Production Control in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Lab - Explore Production Control

Module 16: 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
• Lab - Work with Warehouse Management in Manufacturing

Module 17: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Lab - Manufacturing Execution

Module 18: Get Started with Asset Management for Dynamics 365 Supply Chain Management

• Overview and Benefits
• Asset Management Terminology and Concepts
• Functional Locations and Assets
• Assets and Work Orders
• Use the Asset Management Mobile Workspace
• Asset Management Integration Capabilities
• Integrate Asset Management with Dynamics 365 Guides

Module 19: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Configure Workers for Work Order Scheduling
• Schedule and Dispatch Work Orders
• Calculate Capacity Load on Scheduled Work Orders
• Lab - Set up a Preferred Worker, and Schedule A Work Order

Module 20: Configure and Perform the Procure-To-Purchase Process in Dynamics 365 Supply Chain Management

• Introduction
• 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

Module 21: 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
• Exercise - Set up a Default Vendor and Create a Purchase Agreement
• Exercise - Create a Work Cell for Subcontracting
• Exercise - Create an Activity-Based Subcontracting Rule
• Exercise - Create and Schedule Kanbans for Subcontracting
• Exercise - Process and Transfer Jobs

Module 22: Configure and Use Agreements in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Create a Purchase Agreement
• Exercise - Generate and Process Customer Rebates
• Exercise - Create Trade Agreements

Module 23: Work with Capacity Planning and Scheduling in Dynamics 365 Supply Chain Management

• Introduction
• Scheduling Options
• Split a Production Order
• Operations Scheduling
• Job Scheduling
• Scheduling Options from the Gantt Chart
• Resource Scheduling
• Scrap and Waste
• Exercise - Start a Discrete Production Order
• Exercise - Run a Resource Schedule

Module 24: Set up Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Firm a Planned Order
• Deprecated Master Planning

Module 25: Use Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• 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
• Exercise - Set up Purchase Trade Agreement

Module 26: Create and Process Fixed Kanbans in Dynamics 365 Supply Chain Management

• Introduction
• Understand Kanban Boards
• Configure a Fixed Kanban Rule
• Process a Fixed Kanban
• Kanban Quantity Calculations and Circulating Kanbans
• Exercise - Configure a Fixed Quantity Kanban Rule
• Exercise - Fixed Kanban Job Processing

Module 27: 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
• Exercise - Create and Assign Batch Attributes
• Exercise - Record Batch Attributes at Batch Creation
• Exercise - Record Batch Attribute Values by using Quality Orders
• Exercise - Reserve Batch Attributes on Sales Orders