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Course MB-330T01-A: Configure and use supply chain management in Dynamics 365 for Finance and Operations

Organizations use Dynamics 365 for Finance and Operations to automate and streamline your supply chain, by modernizing business logistics, delivering timely customer response, getting ahead with predictive insights, stre... Show More
Course Prerequisites:
Basic understanding of ERP, CRM concepts.
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Exam
Included

Duration
2 Days

Course Schedule

Upcoming dates for Course MB-330T01-A: Configure and use supply chain management in Dynamics 365 for Finance and Operations

Module 1: Supply Management

To configure the inventory, you should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations. This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.
Lessons

  • Introduction
  • Configure serial and batch numbers
  • Configure inventory breakdown
  • Configure inventory and warehouse journals
  • Configure inventory dimensions
  • Inventory closing and adjustment
  • Practice Labs
  • Module summary

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Module 2: Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.
Lessons

  • Introduction
  • Use inventory journals
  • Practice labs
  • Module summary

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Module 3: Use Inventory Reports

This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.
Lessons

  • Introduction
  • Understand ABC classification
  • Use other inventory inquiries and reports
  • Practice Labs
  • Module summary

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Module 4: Create Products and Product Masters

Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository. This topic explains how to configure products for supply chain management processes in Finance and Operations
Lessons

  • Introduction
  • Create products
  • Create product masters with variants
  • Create and configure attributes and category hierarchies
  • Configure item pricing
  • Practice Labs
  • Module summary

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Module 5: Create Bill of Materials

A bill of materials is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create bill of materials and BOM versions by using BOM designer in Finance and Operations.
Lessons

  • Introduction
  • Use BOM designer
  • Practice lab
  • Module summary

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Module 6: Configure and Perform the Procure-to-Purchase Process

This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.
Lessons

  • Introduction
  • Procurement and sourcing business scenario
  • Create purchase requisition workflow
  • Create purchase requisitions
  • Create request for quotation
  • Use procurement policies
  • Practice Labs
  • Module summary

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Module 7: Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and Operations.
Lessons

  • Introduction
  • Configure vendor collaborators
  • Use vendor collaboration
  • Practice labs
  • Module summary

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Module 8: Configure and perform the Purchase-to-Pay Process

The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.
Lessons

  • Introduction
  • Create purchase orders
  • Use purchase order change management
  • Use item orders and arrival
  • Manage over and under delivery and charges
  • Create vendor returns
  • Practice labs
  • Module summary

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Module 9: Configure Localized Features

This topic explains how to configure and use agreement in Finance and Operations.
Lessons

  • Introduction
  • Maintain trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates
  • Practice Labs
  • Module summary

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Module 10: Configure and Use the Order-to-Cash Process

This topic explains how to configure and use the order-to-cash process in Finance and Operations.
Lessons

  • Introduction
  • Understand the order-to-cash scenario
  • Configure and use commissions
  • Configure customer and item search
  • Create and confirm sales quotations and orders
  • Configure order promising
  • Configure order hold codes
  • Print and post picking lists
  • Process customer returns
  • Practice Lab
  • Module Summary

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Module 11: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.
Lessons

  • Final assessment
  • Course summary
  • Post-course survey

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CTU Training Solutions , Updated: May 29th, 2019

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The course information above is subject to change without notification due to market trends in the industry, legislation and/or programme version updates. Terms and Conditions

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