Get started with Dynamics 365 Supply Chain Management

Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

• 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
• Lab - Explore Dynamics 365 Supply Chain Management

Get started with inventory management in Dynamics 365 Supply Chain Management

Inventory management in Dynamics 365 Supply Chain Management helps you streamline the tracking, control, and optimization of inventory throughout your organization.

• Inventory management overview
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Configure sites
• Configure warehouses
• Configure inventory policies
• Exercise - Set up inventory policies for an item model group
• Set up item groups and item model groups
• Allocate batch and serial numbers
• Work with consignment inventory
• Lab - Work with inventory management

Work with inventory management operations in Dynamics 365 Supply Chain Management

Working with inventory operations in Dynamics 365 Supply Chain Management is essential for enhancing operational efficiency, reducing costs, meeting customer demands, and maintaining compliance with industry regulations.

• Inventory operations scenarios
• Inventory locations
• Inventory statuses
• Set up disposition codes
• Warehouse layout
• Set up barcodes
• Counting reason codes
• Inventory journals
• Inventory journal approval workflow
• Initialize stock levels in the warehouse
• Transfer orders
• Create and post an inventory journal
• Exercise- Create and post an inventory journal

Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management

Your organization can use outbound operations in Dynamics 365 Supply Chain Management to help streamline order fulfillment processes, improve accuracy and visibility, optimize operations, and scale effectively to meet growing demand.

• Outbound operations
• Outbound setup
• Set up default order settings
• Reserve inventory quantities
• Reserve sales order batch numbers

Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management

This module provides a comprehensive explanation of the Arrival overview page and its role in enhancing the efficiency and accuracy of inbound order management processes in Dynamics 365 Supply Chain Management.

• Inbound operations
• Arrival overview
• Set up an item arrival overview profile
• Set up default order settings
• Exercise - Use the item arrival profile

Set up and work with inventory control in Dynamics 365 Supply Chain Management

This module explores inventory cost methodologies and their impact on value, profits, and price management. You learn about methods, such as FIFO, LIFO, weighted average, standard cost, and their effects on inventory valuation and financial reporting. Additionally, you learn about the inventory close process, its role in settling transactions, and its impact on the general ledger. Then, you examine inventory recalculation, adjustments, and archiving for optimized storage and performance efficiency.

• Inventory cost methodologies
• Inventory closing and adjustment
• Consolidate inventory transactions

Use inventory reports in Dynamics 365 Supply Chain Management

One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.

• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace
• Exercise - Use the ABC classification report
• Exercise - Use the Physical inventory by inventory dimension report
• Exercise - Export a report to Microsoft Excel

Create products and product masters in Dynamics 365 Supply Chain Management

Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and setup are required to manage the business processes that are related to specific products, product families, or product categories.

• 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
• Variant specific sales tax groups
• 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

Create bill of materials in Dynamics 365 Supply Chain Management

A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Exercise - Create a BOM in the BOM Designer

Get started with production control in Dynamics 365 Supply Chain Management

The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• 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

Configure process manufacturing in Dynamics 365 Supply Chain Management

Process manufacturing is associated with formulas and manufacturing recipes, whereas discrete manufacturing uses discrete units and bills of materials. Process manufacturing is used in manufacturing environments where production is completed in batch or semi-continuous processes.

• 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

Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management

In process manufacturing in Dynamics 365 Supply Chain Management, a formula defines the materials, ingredients, and outcomes of a specific process.

• 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

Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management

Often, customers demand specific requirements for the finished goods results from process manufacturing. For example, in the cheese industry, milk is one of the raw materials that is used to produce the cheese and it can have attributes such as fat content and percentage weight. The cheese that is produced from the milk can have other attributes, such as moisture and age. If the customer requirement is not met, you will either have to rework the process or start a new batch process. To ensure that process manufacturers meet customer demands, you must define batch attributes that reflect customer requirements. Additionally, after a quality check, the finished goods must meet the value or range of values from batch attributes.

• 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

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

The fall and rise of prices for commodities such as renewable energy, natural gas, coal, and oil in manufacturing affect the cost of production. In this module, you'll learn how to set up commodity pricing and stay in compliance for your finished goods.

• 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

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

Engineering Change Management for Dynamics 365 Supply Chain Management brings structure and discipline to the product data management process and enables products to be defined, released, and revised in a controlled manner supported by workflows. Engineering change management makes it possible to document, assess the impact of, and apply engineering changes throughout the entire lifecycle of a product.

• Overview of features
• 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

Set up versioned products in Dynamics 365 Supply Chain Management

Product data is an important part of any company that uses supply chain management processes. With Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management, manufacturers can use strong data management and version control.

• 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

Configure engineering change management for Dynamics 365 Supply Chain Management

Some setup is required to use Engineering Change Management for Dynamics 365 Supply Chain Management. The feature must be enabled and severities identified. Also, you need to identify product owners and configure workflows to approve engineering change orders and engineering change requests.

• Set up engineering change severities
• Set up severity rule sets
• Set up product owners
• Engineering workflows
• Exercise - Create a severity rule

Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management

An engineering product in Dynamics 365 Supply Chain Management is a product that is version controlled through Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management. You can convert an existing product to an engineering product.

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

Work with export control in Dynamics 365 Supply Chain Management

For companies that do business internationally, it can be difficult to keep track of and validate various international regulations. With the advanced export control system, companies can define these rules and regulations as expressions that are similar to Excel expressions. By using these defined rules, companies can validate that their exports comply with international regulations.

• Advanced export control overview
• Turn on and set up advanced export control
• Work with advanced export control for products and sales orders

Extend export control in Dynamics 365 Supply Chain Management

With the advanced export control system, your organization can define these rules and regulations as expressions that are similar to expressions in Excel. By using these defined rules, your organization can validate that their exports comply with all international regulations.

• Extend export control sales order functionality
• Extend export control rules functionality
• Extend export control license functionality

Configure warehouse management in Dynamics 365 Supply Chain Management

Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs. It also provides insight into your inventory and the tools you need to help increase customer satisfaction and reduce costs.

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

Warehouse implementation experience in Dynamics 365 Supply Chain Management

Implementing new warehouse management applications can be a cumbersome process with several unassisted configuration steps. Now, the implementation time and cost of setting up warehouse operations within Dynamics 365 Supply Chain Management is more straightforward. With the help of setup wizards and streamlined configuration, your organization’s warehouse professionals can set up and use Dynamics 365 Supply Chain Management without the need to consult subject matter experts.

• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives

Inbound warehouse operations using Dynamics 365 Supply Chain Management

Learn about some ways that your organization can complete your inbound warehouse operations from vendor to warehouse.

• Inbound operations
• Inbound advanced shipping notices
• Cross dock products from receiving warehouse to stores
• Create a GTIN code for a product
• Wizard-driven setup of Warehouse Management parameters
• Exercise - Register a load where items are missing

Outbound warehouse operations using Dynamics 365 Supply Chain Management

Learn how to set up and maintain outbound warehouse operations within Dynamics 365 Warehouse Management. Additionally, learn about general setup and more advanced options to optimize your warehouse operations.

• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment
• Exercise - Set up a cluster profile

Execute across warehouse operations in Dynamics 365 Supply Chain Management

Two essential components for handling inventory management and warehouse operations are cycle counting and the material handling equipment interface. These practices play a crucial role in maintaining accurate inventory records, optimizing stock levels, and ensuring efficient movement of goods within a facility.

• Cycle counting
• Material handling equipment interface
• Exercise - Create a cycle counting plan

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

Learn more about how to use the Warehouse Management mobile device application in Supply Chain Management. From initial parameter setup to creating mobile device menus, this module describes the basics around setting up your warehouse mobile devices to fit your business needs.

• Global mobile device parameters
• Set up and deploy GS1 and QR bar codes
• Set up work type menu items
• Set up mobile app step instructions
• Set up detours for steps in mobile device menu items
• Exercise - Set up a detour for a step in a task flow

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Do you want to get the best out of warehouse management to support your manufacturing activities? In this module, you can learn about the manufacturing-specific warehouse management features in Dynamics 365 Supply Chain Management.

• Production input location
• Production output location
• Staging and order picking
• Release BOM and formula lines to the warehouse
• Automatically rewave to add unfulfilled lines to new waves
• Cross-docking
• Planned cross docking
• Visibility into material exceptions
• Lab - Work with warehouse management in manufacturing

Get started with production control in Dynamics 365 Supply Chain Management

The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• 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

Get started with lean manufacturing in Dynamics 365 Supply Chain Management

The goal is to produce exactly what the customer wants, when the customer wants it, and in an economical manner. For lean manufacturing, perfection is an aspiration. You can use lean manufacturing in a unified (mixed-mode) manufacturing environment that combines various supply, production, and sourcing strategies. These strategies include production orders, batch orders for process industries, purchase orders, and transfer orders. The lean manufacturing architecture in Dynamics 365 Supply Chain Management consists of production flows, activities, and Kanban rules.

• Understand lean concepts and terminology
• Lean manufacturing techniques and processes

Set up lean manufacturing in Dynamics 365 Supply Chain Management

The lean manufacturing architecture in Dynamics 365 Supply Chain Management consists of production flows, activities, and kanban rules. You can use lean manufacturing in a unified manufacturing environment that combines various supply, production, and sourcing strategies.

• Configure parameters
• Create value streams and production flow models
• Create production flows
• Set up production flows
• Exercises - Configure lean manufacturing

Create and process fixed kanbans in Dynamics 365 Supply Chain Management

The Kanban schedule board lets the production planner control and optimize the production plan for kanban jobs. It makes the flow of kanban jobs transparent and gives the production planner a tool that optimizes and adjusts the production plan for the lean manufacturing work cell. Kanban rules in Dynamics 365 Supply Chain Management are tied to production flows as the foundation that defines the activities of a kanban. Kanban rules can be set up to support various make-to-stock and make-to-order scenarios. This module explains how to work with Kanban schedule boards and describes kanban types, kanban replenishment strategies, and fixed quantity kanban rules.

• 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

Create and process event kanban rules in Dynamics 365 Supply Chain Management

You use event kanban rules to trigger and create related issues of raw materials when you create sales lines, estimate production orders, create kanbans from event kanban rules, or run the pegging event processing where inventory has hit a minimum quantity. This module explains how to create and process event kanbans in Dynamics 365 Supply Chain Management.

• Configure event kanban rules
• Capable to Promise
• Exercise - Create an event kanban from a sales order
• Exercise - Set up a BOM line event kanban rule

Create and process scheduled kanbans in Dynamics 365 Supply Chain Management

Scheduled kanbans are used for items that aren't typically suited for fixed quantity kanban rules. These products aren't used frequently, and you base the production of these items on a schedule. The schedule is analyzed and updated weekly based on customer forecasts.

• Configure scheduled kanban rules
• Plan scheduled kanbans
• Exercise - Set up scheduled kanban rules

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

The subcontracting functionality in Dynamics 365 Supply Chain Management offers visibility of the components that are provided to the subcontractor and also, if necessary, capacity visibility at the subcontractor. Additionally, working with kanban planning and process boards allows companies to make quick, informed decisions to effectively manage demand variations, especially when they are analyzing the production flow costing in lean manufacturing.

• Overview of subcontracting and production flow costing
• Subcontracting capabilities
• Subcontracting a vendor
• Subcontracting service
• Create and process subcontracting purchase orders
• 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 jobs

Set up order to cash in Dynamics 365 Supply Chain Management

With Dynamics 365 Supply Chain Management, your organization can set up order to cash to streamline and enhance the efficiency of your organization's business processes.

• Sales and marketing workspaces
• Order to cash business processes
• Relationship management
• Customer setup
• Trade and Sales agreements
• Sales quotation setup
• Sales order setup
• Order promising concepts
• Set up order promising
• Set up order hold codes
• Set up commissions
• Set up customer and item search

Work with order to cash in Dynamics 365 Supply Chain Management

Working with the order to cash process is crucial for businesses because it ensures the smooth flow of operations from receiving customer orders to receiving payment. Efficient management of the order to cash process leads to increased customer satisfaction, reduced order processing times, improved cash flow, and better financial visibility. By streamlining order processing, invoicing, and payment collection, businesses can optimize resource allocation, minimize errors, and enhance overall profitability.

• Sales order entry scenarios
• Create and process sales orders
• Sales order picking process
• Process customer returns
• Sales order reservations
• Lab - Create a sales order and work with commissions

Configure and use agreements in Dynamics 365 Supply Chain Management

Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.

• 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
• Service management
• Exercise - Create a purchase agreement
• Exercise - Generate and process customer rebates
• Exercise - Create trade agreements

Set up intercompany trade in Dynamics 365 Supply Chain Management

Large organizations often buy and sell among their subsidiaries. Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while the system automatically generates all documents for the participating legal entities, saving the organization time and money.

• Intercompany trading overview
• Intercompany scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Action policies
• Set up charges and posting
• Set up intercompany agreements and direct deliveries
• Lab - Set up intercompany relations

Work with intercompany trade in Dynamics 365 Supply Chain Management

Intercompany trade helps your organization streamline and automate transactions between legal entities. This integration improves efficiency by reducing manual data entry, which ensures consistency in pricing and inventory management. Additionally, it provides a comprehensive view of supply chain operations across different entities in the organization.

• Synced intercompany data
• Create an intercompany sales order
• Process intercompany purchase orders
• Exercise- Process a sales order-initiated intercompany chain
• Return an intercompany sales order
• Customer payments for intercompany orders
• Exercise- Process returns in intercompany
• Create an intercompany purchase order
• Check intercompany order price discrepancies
• Manage intercompany purchase orders
• Exercise- Process a purchase order-initiated intercompany chain

Set up Master Planning in Dynamics 365 Supply Chain Management

In every industry, whether it's retail, manufacturing, distribution, services, or public sector entities, the ability to effectively anticipate and manage demand and supply for goods and services is crucial for both short-term and long-term operations. Familiarize yourself with the Master Planning feature within Dynamics 365 Supply Chain Management to simplify your planning process. When you use predefined criteria, this tool enables you to efficiently strategize your procurement, transfers, and manufacturing requirements for materials.

• Master planning considerations and set up
• Master planning parameters page
• Create a master plan
• Coverage settings
• Action messages
• Demand Forecasting
• 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
• Deprecated master planning

Use master planning in Dynamics 365 Supply Chain Management

The master planning features enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database. The master planning features also improve performance and has minimal impact on the SQL database during the planning runs. Therefore, it can be run during normal office hours and provide immediate results based on the most recent activity.

• Set up master planning add-in
• Apply filters to a plan
• Master planning with demand forecasts
• Master planning support for capability-based resource allocation
• Priority-based planning
• Master planning and purchase trade agreements
• Set up supply chain calendars
• 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
• Use item substitution for bill of materials
• Exercise - Set up purchase trade agreements
• Exercise - Approve a planned order

Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

Material Requirements Planning (MRP) has become an increasingly challenging area for supply chain management due to a multitude of factors. For instance, the growing use of materials from overseas has greatly affected lead times for those materials. Furthermore, market fluctuation and an increasingly shorter lead time requested by customers has led many businesses to misjudge their stock and experience understocked situations. Demand Driven Material Requirements Planning (DDMRP) helps alleviate these problems by enforcing buffers on various items that you can define min, max, and resupply amounts for. This module explores the benefits and applications of DDMRP.

• Demand Driven Material Requirements Planning (DDMRP) Overview
• Inventory positioning
• Buffer profile and levels
• Demand-driven planning
• Visual and collaborative implementation