MB-335T00: Microsoft Dynamics 365 Supply Chain Management, Expert (UT-Microsoft-MB-335T00)

Course Description

This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management Functional Consultant, Expert. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Course Outline

1. Create products and product masters 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
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
Check your knowledge
Summary

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
Check your knowledge
Summary

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
Check your knowledge
Summary

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
Summary

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
Check your knowledge
Summary

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 - 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

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
Check your knowledge
Summary

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
Check your knowledge
Summary

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
Check your knowledge
Summary

10. Get started with product configuration in Dynamics 365 Supply Chain Management

Introduction
Overview
Elements of a product configuration model
Expression constraints and table constraints in product configuration models
Validate and test a product configuration model
Finalize a model for configuration
Set up a product configuration model
Calculations for product configuration models
Solver strategy for product configuration
Reuse product configurations
Release a product configuration model
Customize a product configuration model
Exercise - Build and use a product configuration model
Check your knowledge
Summary

11. 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
Check your knowledge
Summary

12. 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 - Create co-products and by-products
Exercise - Create a new formula with a version from the Released products page
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
Check your knowledge
Summary

13. 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
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
Check your knowledge
Summary

14. 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
Cross-docking
Planned cross docking
Visibility into material exceptions
Lab - Work with warehouse management in manufacturing
Check your knowledge
Summary

15. 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
Check your knowledge
Summary

16. 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
Install the Asset Management mobile workspace
Use the Asset Management mobile workspace
Asset Management integration capabilities
Integrate Asset Management with Dynamics 365 Guides
Check your knowledge
Summary

17. 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
Check your knowledge
Summary

18. 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
Use purchasing policies
Lab - Work with procure-to-purchase processes
Check your knowledge
Summary

19. 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
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 job
Check your knowledge
Summary

20. 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
Exercise - Create a purchase agreement
Exercise - Generate and process customer rebates
Exercise - Create trade agreements
Check your knowledge
Summary

21. 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
Check your knowledge
Summary

22. Configure and use built-in master planning in Dynamics 365 Supply Chain Management

Introduction
Master planning considerations and setup
Master planning parameters page
Create a master plan
Demand forecasting
Coverage settings
Action messages
Configure intercompany planning
Run plans and firm planned orders
Set up and use the Supply schedule page
Exercise - Firm a planned order
Exercise - Change a planned order type
Exercise - Create and run an intercompany master plan
Check your knowledge
Summary

23. Use Planning Optimization in Dynamics 365 Supply Chain Management

Introduction
Install the Planning Optimization Add-in
Integration and fit analysis
Apply filters to a plan
Master planning with demand forecasts
Planning optimization support for capability-based resource allocation
Priority-based planning
Master planning and purchase trade agreements
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
Exercise - Set up purchase trade agreements for Planning Optimization
Exercise - Approve a planned order
Check your knowledge
Summary

24. 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
Check your knowledge
Summary

25. 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
Check your knowledge
Summary

There are no prerequisites for this course.

Course Information

Length: 5 day

Format: Lecture and Lab

Delivery Method: Virtual

Max. Capacity: 16

Schedule

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Who Should Attend

This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert. The Dynamics 365 Supply Chain Management Functional Consultant Expert is a key resource that implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. The functional consultant analyzes business requirements, translates those requirements into fully realized business processes and solutions, and applies industry-recommended practices to implementations. The functional consultant has a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. They partner with architects, developers, consultants and other stakeholders to implement solutions that meet or exceed the needs of their customers. The consultant identifies use cases for applying Dynamics 365 Supply Chain Management add-ins for mixed reality, internet of things (IoT), and machine learning (ML) technologies. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.