Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate (MB330)

Microsoft Dynamics 365 Supply Chain Management Functional Consultant (MB330T00)

Module 1: Get started with Dynamics 365 Supply Chain Management

• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost accounting
• Cost management
• Inventory management and Warehouse management
• Master planning
• Procurement and sourcing
• Vendor collaboration
• Sales and marketing
• Customer portal
• Product information management
• Production control
• Intercompany trade
• Warehouse management
• Transportation management

Module 2: Configure and work with inventory management in Dynamics 365 Supply Chain Management

• Inbound operations
• Outbound operations
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Allocate batch and serial numbers
• Configure sites
• Configure warehouses
• Transfer orders
• Set up bar codes
• Set up default order settings
• Inventory journals
• Work with journals
• Inventory journal approval workflows
• Work with reason codes
• Work with consignment inventory
• Configure item groups and item model groups
• Inventory cost methodologies
• Configure inventory policies
• Inventory closing and adjustment
• Archive inventory transactions
• Work with reason codes for inventory counting

Module 3: Use inventory reports in Dynamics 365 Supply Chain Management

• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace

Module 4: Create products and product masters in Dynamics 365 Supply Chain Management

• 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

Module 5: Create bill of materials in Dynamics 365 Supply Chain Management

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels

Module 6: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

• Procurement scenario
• Overview of the procure-to-purchase process
• 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

Module 7: Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

• Purchase order statuses with vendor collaboration
• Configure vendor collaboration
• Maintain vendor certification
• Set up vendor collaboration security roles
• Use the Vendor collaboration invoicing workspace
• Define purchase order response information
• Work with purchase orders when vendor collaboration is used
• Purchase order statuses and versions
• Sharing information about consignment inventory
• Work with request for quotes
• Purchase order confirmation workspace
• Accessing vendor master data in the Vendor information workspace

Module 8: Process purchase orders in Dynamics 365 Supply Chain Management

• Set up purchasing parameters
• Use purchase order change management
• Use Item arrivals and Arrival overview
• Manage over/under delivery for purchase orders
• Manage charges for purchase orders
• Create vendor returns

Module 9: Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

• Configure quality management
• Perform quality control and management processes
• Apply inventory blocking
• Perform quarantine management

Module 10: Configure and use agreements in Dynamics 365 Supply Chain Management

• 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

Module 11: Configure and use intercompany trade in Dynamics 365 Supply Chain Management

• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders
• Set up intercompany agreements and direct deliveries

Module 12: Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

• Sales and marketing overview
• Create and confirm sales quotations
• Create and process sales orders
• Sales order entry scenarios
• Sales order picking processes
• Configure order promising
• Configure order hold codes
• Process customer returns
• Sales order reservations
• Configure and use commissions
• Configure customer and item search

Module 13: Configure warehouse management in Dynamics 365 Supply Chain Management

• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies

Module 14: Work with warehouse management in Dynamics 365 Supply Chain Management

• Configure mobile device setup
• Set up and deploy GS1 and QR bar codes
• Configure work type menu items
• Configure mobile app step instructions
• Inbound operations
• Cycle counting
• Transfer orders and replenishment
• Outbound operations
• Warehouse work
• Material handling equipment interface
• Sales order picking and consolidated shipments
• Cluster picking
• Packing and containerization

Module 15: Configure and use built-in master planning in Dynamics 365 Supply Chain Management

• 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

Module 16: Use Planning Optimization in Dynamics 365 Supply Chain Management

• 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

Module 17: Manage transportation management in Dynamics 365 Supply Chain Management

• Planning transportation management
• Configure transportation management
• Routing and transportation flows
• Load building strategy
• Transportation management engines
• Bill of lading
• Plan freight transportation routes with multiple stops
• Reconcile freight in transportation management