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Descripción del curso: MB-330: Microsoft Dynamics 365 Supply Chain Management.
Este curso está diseñado como base de sus conocimientos de la aplicación Dynamics 365 Supply Chain Management. En él se abordarán las características y funcionalidades más importantes que requiere el consultor funcional de Dynamics 365 Supply Chain Management, incluidas la información del producto y cómo configurar, crear y administrar el producto y el inventario. Configuración y procesamiento de la administración de la cadena de suministro. Las características de administración de transporte y de administración de almacenamiento. Funcionalidades de administración de calidad y control de calidad. Configuración y procesamiento de la planificación maestra. Este curso incluye conferencias y varios ejercicios prácticos. Los ejercicios se presentarán en forma de caso práctico destinado a un consultor funcional de Dynamics 365 Supply Chain Management. Cada ejercicio se basará en un escenario empresarial seguido de una pregunta o de un debate y, a continuación, una guía detallada para realizar los pasos relacionados con el sistema.
Perfil de público
Este curso está diseñado para el consultor funcional de Dynamics 365 Supply Chain Management. El consultor funcional de Dynamics 365 Supply Chain Management es un recurso clave que diseña y configura aplicaciones para que cumplan los requisitos de un cliente. El consultor funcional analiza los requisitos empresariales y los convierte en soluciones y procesos empresariales plenamente eficaces que ponen en marcha procedimientos recomendados del sector. El consultor funcional se especializa en uno o varios de los siguientes conjuntos de características de Dynamics: finanzas, fabricación o administración de la cadena de suministro. Se asocian con arquitectos, desarrolladores, administradores y otras partes interesadas para ofrecer soluciones que cumplan o superen las necesidades de sus clientes.
Elementos de esta colección
- Introducción a Dynamics 365 Supply Chain Management
- Configurar y trabajar con gestión de inventario en Dynamics 365 Supply Chain
- Usar informes de inventario en Dynamics 365 Supply Chain Management
- Crear productos y productos maestros en Dynamics 365 Supply Chain Management
- Crear una lista de materiales en Dynamics 365 Supply Chain Management
- Configure y realice el proceso de adquisición a compra en Dynamics 365 Supply Chain Management
- Configurar y gestionar la colaboración de proveedores en Dynamics 365 Supply Chain Management
- Procesar pedidos de compra en Dynamics 365 Supply Chain Management
- Configurar y trabajar con control de calidad y administración de calidad en Dynamics 365 Supply Chain Management
- Configurar y usar contratos en Dynamics 365 Supply Chain Management
- Configurar y usar el comercio entre empresas vinculadas en Dynamics 365 Supply Chain Management
- Configurar y gestionar el proceso del pedido al cobro en Dynamics 365 Supply Chain Management
- Configurar la gestión de almacenes en Dynamics 365 Supply Chain Management
- Trabajar con gestión de almacenes en Dynamics 365 Supply Chain Management
- Configurar y utilizar la planificación maestra integrada en Dynamics 365 Supply Chain Management
- Usar la Optimización de planificación en Dynamics 365 Supply Chain Management
- Gestionar la administración del transporte en Dynamics 365 Supply Chain Management
Esquema del curso
Module 1: Implement product information management
This module will introduce you to the following topics: Create and release products and product variants Create and apply product templates Create bills of materials (BOMs) Identify the purpose and capabilities of the product configuration models Configure catch weights Configure direct-delivery products Create and manage inventory dimensions Configure item groups Create and assign bar codes and Global Trade Identification Number (GTIN) codes configure category hierarchies and product attributes Configure product unit conversions Configure default order settings Describe inventory costing methods & model groups Configure Costing versions for standard and planned costs Configure and default purchase prices, default sales prices, and trade agreements
Lesson
- Create and manage products
- Configure products for supply chain management
- Manage inventory pricing and costing
After completing this module, students will be able to:
- Implement product information management
Module 2: Implement inventory management
This module will introduce you to the following areas: Set up inventory management parameters and journals Configure inventory breakdown Structure Configure ABC classifications Configure inventory valuation reports Create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals Create and process transfer orders Perform inventory closings and adjustments
Lesson
- Configure Inventory management
- Manage and process inventory activities
Lab : Case study 1 Implement inventory management
- Exercise #1 Add products to a new warehouse using basic inventory management
- Exercise #2 Create a standard cost version that uses a specific model group
- Exercise #3 Add and releasing new products to a warehouse
- Exercise #4 Use the inventory movement journal to initialize stock levels in a warehouse
- Exercise #5 Use the inventory transfer journal to move items to a new location in the warehouse
- Exercise #6 Adjust stock levels using the inventory adjustment journal
- Exercise #7 Use the inventory counting journal to compare D365 inventory amounts to manually counted
- Exercise #8 Create a BOM in the BOM designer
After completing this module, students will be able to:
- Implement inventory management
Module 3: Implement and manage supply chain processes
This module will introduce you to the following topics: Create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs) Configure change management processes Configure and apply vendor rebates Introduction to Vendor collaboration manage consignment inventory Manage over and under deliveries Configure procurement categories and purchasing policies Configure charges Configure quotations, sales orders, and return orders Configure sales groups and commissions Configure customer, product, and prospect searches Configure and process inter-company trade relations documents Introduction to D365 Guides Authoring of D365 Guides Operating of D365 Guides
Lesson
- Implement Procurement and sourcing
- Implement common sales and marketing features
- Using Microsoft Guides
Lab : Case study 2A Procurement and sourcing
- Exercise #1 Create, submit, and approve a purchase requisition
- Exercise #2 Create, reply and accept a request for quotation
- Exercise #3 Create purchase requisition and purchasing policies
- Exercise #4 Create a purchase order for delivery to multiple sites
- Exercise #5 Create a charges code
- Exercise #6 Create a vendor charges group and assign to vendors
- Exercise #7 Create an automatic charge
- Exercise #8 Approve purchase orders prior to confirmation
- Exercise #9 Create trade agreements for vendors
- Exercise #10 Create a purchase order based on a trade agreement
- Lab : Case study 2B Sales and marketing
- Exercise #1 Enter and confirm sales order
- Exercise #2 Create and review a sales order for commission
- Exercise #3 Create a customer trade agreement
After completing this module, students will be able to:
- Implement and manage supply chain processes
Module 4: Implement warehouse management and transportation management
This module will introduce you to the following topics: Create sites, warehouses, locations, location formats, location profiles, location types, and zones Implement location directives Configure Inventory Statuses, unit sequence groups, and reservation hierarchies Implement wave and work, templates Implement wave load building template Configure mobile device menus, menu items, and display settings manage inventory stock movement processes Perform cycle counting Process inbound and outbound orders Process shipments Describe the replenishment process cross-docking Introduction Configure shipping carriers and carrier groups Perform planning and executing loads and shipments Configure and generate freight bills and invoices Configure route plans and guides Configure route and rate engines Configure and use dock appointment scheduling
Lesson
- Configure warehouse management
- Perform warehouse management processes
- Implement transportation management
Lab : Case study 3 Warehouse management and transportation management
- Exercise #1 Configure warehouse management
- Exercise #2 Create a reservation hierarchy
- Exercise #3 Create disposition codes and inbound location directives
- Exercise #4 Configure mobile devices
- Exercise #5 Configure purchase orders
- Exercise #6 Configure wave processing
- Exercise #7 Configure cycle counting
- Exercise #8 Define cycle counting
- Exercise #9 Define a partial location cycle counting process
- Exercise #10 Transfer orders and replenishments
- Exercise #11 Setup replenishment
- Exercise #12 Configure outbound processing
- Exercise #13 Configure cluster picking
- Exercise #14 Setup manual packing
- Exercise #15 Configure carriers
- Exercise #16 Configure rate masters
- Exercise #17 Setup route plans and route guides
- Exercise #18 Process inbound shipments
- Exercise #19 Process outbound shipments
- Exercise #20 Configure freight reconciliation
After completing this module, students will be able to:
- Implement warehouse management and transportation management
Module 5: Configure and manage quality control and quality management
This module will introduce you to the following topics: Configure quality control Configure quality management Manage quality orders and quarantine Order Manage inventory blocking
Lesson
- Configure quality control and quality management
- Manage quality control and quality management
Lab : Case study 4 Quality control and quality management
- Exercise #1 Enable quality management process
- Exercise #2 Create a manual quality order with a specification
- Exercise #3 Define conditions to work with non-conformance issues
- Exercise #4 Use non-conformance order to repair an item and a faulty machine
- Exercise #5 Run non-conformance reports
After completing this module, students will be able to:
- Configure and manage quality control and quality management
Module 6: Implement master planning
This module will introduce you to the following topics: Differentiate between planning optimization and master planning Set up coverage groups and item coverage Configure master planning parameters, master plan, forecast plans Differentiate between action messages, delay messages, time fences, and negative days Process and view planned orders Set up and use the Supply Schedule form Configure and process safety stock journals Set up and Implement inter-company master planning Implement demand-base forecasting Implement planning optimization
Lesson
- Configure master planning and forecasting
- Run master plans and manage planned orders
- Implement additional master planning features
Lab : Case study 5 Master planning
- Exercise #1 Process and view planned orders
- Exercise #2 Create and run intercompany master plans
After completing this module, students will be able to:
- Implement master planning
Requisitos previos
Idioma
- Curso: Inglés
- Labs: Inglés