Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Expert (MB330-335)

Microsoft Dynamics 365 Supply Chain Management Functional Consultant (MB-330T00)

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

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

Module 1: 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 2: 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 3: Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

• 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

Module 4: Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management

• Configure commodity pricing
• Configure product compliance

Module 5: Configure process manufacturing in Dynamics 365 Supply Chain Management

• 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

Module 6: Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

• Overview of features
• End-to-end walkthrough of features

Module 7: Set up versioned products in Dynamics 365 Supply Chain Management

• 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

Module 8: Configure engineering change management for Dynamics 365 Supply Chain Management

• Set up engineering change severities
• Set up severity rule sets
• Set up product owners
• Engineering workflows

Module 9: Request and follow up with product changes in Dynamics 365 Supply Chain Management

• Engineering change requests
• Engineering change orders

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

• 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

Module 11: Work with the costing sheet in Dynamics 365 Supply Chain Management

• Costing versions
• Cost groups
• Calculation groups
• Costing sheets
• BOM calculations
• BOM Measurements
• BOM Reports

Module 12: Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management

• 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

Module 13: Get started with production control in Dynamics 365 Supply Chain Management

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• 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

Module 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

Module 15: Work with manufacturing execution in Dynamics 365 Supply Chain Management

• Understand the manufacturing executions
• Identify roles in manufacturing execution
• Planning consideration for manufacturing execution
• Configure manufacturing execution
• Control production with manufacturing execution
• Report as finished from the job card device

Module 16: Get started with Asset Management for Dynamics 365 Supply Chain Management

• 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

Module 17: Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

• Configure workers for work order scheduling
• Schedule and dispatch work orders
• Calculate capacity load on scheduled work orders

Module 18: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

• 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

Module 19: Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management

• 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

Module 20: 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 21: Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

• Scheduling options
• Split a production order
• Operations scheduling
• Job scheduling
• Scheduling options from the Gantt chart
• Resource scheduling
• Scrap and waste

Module 22: 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 23: 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 24: Create and process fixed kanbans in Dynamics 365 Supply Chain Management

• Understand kanban boards
• Configure a fixed kanban rule
• Process a fixed kanban
• Kanban quantity calculations and circulating kanbans

Module 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