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Microsoft

Learn the fundamentals of Microsoft Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

Overview

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  • Module 1: Get introduced to the finance and operations apps
  • After completing this module, you will be able to:

    • Describe built-in reporting capabilities.
    • Describe options for exporting data to other Microsoft products.
    • Describe options for analyzing data.
    • Describe use cases for and integration capabilities with other Microsoft products.
    • Describe options for managing documents.
  • Module 2: Identify general capabilities of Microsoft Dynamics 365 Supply Chain Management
  • After completing this module, you will be able to:

    • Describe manufacturing types including Discrete, Lean, and Process manufacturing.
    • Describe production control elements including bills of materials (BOMs), formulas, Kanban’s, resources, and routing.
    • Describe product master records and product variants
    • Describe master planning.
    • Describe trade agreements and discounts.
  • Module 3: Explore warehouse and inventory management capabilities in Microsoft Dynamics 365 Supply Chain Management
  • After completing this module, you will be able to:

    • Describe costing methods including standard costing, weighted averages, last-in-first-out (LIFO), and first-in-first-out (FIFO)
    • Describe use cases for Warehouse Management System (WMS) and warehouse configuration options including layout, stocking limits, and location profiles
    • Describe purchase orders, item arrival journals, and cross-docking
    • Describe inventory concepts including reservations, picking and packing, replenishment, shipments, counting, and inventory on-hand
    • Describe quality management capabilities
  • Module 4: Explore manufacturing strategies in Microsoft Dynamics 365 Supply Chain Management
  • After completing this module, you will be able to:

    • Describe manufacturing strategies including make to order (MTO), make to stock (MTS), and configure to order (CTO)
    • Describe item tracking and tracing processes
    • Describe tools that can be used to manage shop floors
  • Module 5: Explore enterprise asset management capabilities in Microsoft Dynamics 365 Supply Chain Management
  • After completing this module, you will be able to:

    • Describe enterprise asset management concepts
    • Describe the work order lifecycle including work order scheduling, preventative work orders, corrective work orders, and inspections
    • Describe vendor warranty agreements including full and partial agreements

Syllabus

  • Module 1: Get introduced to the finance and operations apps
    • Introduction
    • Discover enterprise resource planning (ERP)
    • Review Dynamics 365 use cases
    • Create and use reports, including workspaces
    • Explore options for exporting to Excel
    • Explore options for analyzing data with Power BI
    • Explore Microsoft Teams integration capabilities
    • Integrate Dynamics 365 with Microsoft Word and Excel
    • Explore options for managing documents by using SharePoint Online
    • Explore email integration capabilities
    • Lab: Navigate the finance and operations apps
    • Lab: Explore workspace and filtering
    • Knowledge check
    • Summary
  • Module 2: Identify general capabilities of Microsoft Dynamics 365 Supply Chain Management
    • Introduction
    • Differentiate manufacturing types
    • Explore production control elements
    • Explore product master records and product variants
    • Lab: Create a product offering with various sizes and colors
    • Explore master planning
    • Explore trade agreements and discounts
    • Knowledge check
    • Summary
  • Module 3: Explore warehouse and inventory management capabilities in Microsoft Dynamics 365 Supply Chain Management
    • Introduction
    • Explore costing methods
    • Explore use cases for Warehouse Management Systems (WMS) in production environments
    • Explore purchase orders, item arrival journals, and cross-docking
    • Explore inventory reservations, picking and packing, replenishment, and shipments
    • Explore inventory counting and inventory on-hand concepts
    • Explore quality management capabilities
    • Explore warehouse configuration options
    • Lab: Create a purchase order
    • Lab: Create a warehouse
    • Knowledge check
    • Summary
  • Module 4: Explore manufacturing strategies in Microsoft Dynamics 365 Supply Chain Management
    • Introduction
    • Explore manufacturing strategies
    • Explore item tracking and tracing processes
    • Explore shop floor management tools
    • Lab: Create a production order
    • Knowledge check
    • Summary
  • Module 5: Explore enterprise asset management capabilities in Microsoft Dynamics 365 Supply Chain Management
    • Introduction
    • Discover enterprise asset management concepts
    • Explore the work order lifecycle
    • Lab: Create a planned work order
    • Explore vendor warranty agreements
    • Knowledge check
    • Summary

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