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Microsoft

Set up engineering change management for Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

Overview

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  • Module 1: Learn the basics of the Engineering Change Management Add-in for Dynamics 365 Supply Chain Management.
  • In this module, you will:

    • Learn how to enable the Engineering Change Management Add-in.
    • Understand the features in engineering change management.
    • Learn how the end-to-end engineering change management process works.
  • Module 2: Product data is an important part of any company that uses supply chain management processes.
  • In this module, you will:

    • Set up engineering organizations.
    • Work with product versioning.
    • Create dimension groups by using the version dimensions.
    • Create product life cycle states.
    • Use engineering categories.
  • Module 3: Learn how to set up the Engineering Change Management Add-in for Microsoft Dynamics 365 Supply Chain Management.
  • In this module, you will:

    • Enable the Engineering change management feature and licenses.
    • Set up engineering change severities and severity rules.
    • Set up product owners.
    • Use a workflow with engineering change management.
  • Module 4: Learn how to convert an existing product to an engineering product in Dynamics 365 Supply Chain Management.
  • In this module, you will:

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

Syllabus

  • Module 1: Get started with the Engineering Change Management Add-in for Dynamics 365 Supply Chain Management
    • Introduction
    • Overview of features
    • Enable engineering change management
    • 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
    • Check your knowledge
    • Summary
  • Module 2: 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
    • Check your knowledge
    • Summary
  • Module 3: Enable 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
    • Check your knowledge
    • Summary
  • Module 4: Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management
    • Introduction
    • Enable change management on existing products
    • Enable engineering product categories
    • Run the convert to engineering product wizard
    • Check your knowledge
    • Summary

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