MB-330T00 Conceptualize Supply Chain Management in Microsoft Dynamics 365
This course is designed to build your foundation 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. Quality management and quality control functionalities. Master planning configuration and processing. 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. 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.
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Product & Inventory Management
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Create, configure, and manage products and product masters.
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Set up and process inbound/outbound inventory operations and transactions.
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Optimize inventory and warehouse processes to reduce handling costs.
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Procurement & Sales
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Configure procurement processes and purchasing transactions.
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Manage sales, marketing, and trade agreements within the supply chain.
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Warehouse & Transportation Management
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Configure and use warehouse management, including mobile device functionality.
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Implement inventory control practices.
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Understand and apply transportation management features for logistics efficiency.
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Quality & Compliance
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Configure and process quality control and assurance practices.
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Master Planning & Manufacturing Execution
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Configure and apply master planning to optimize forecasting and operations.
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Understand and implement manufacturing execution processes, including production control.
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General SCM Functionality
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Configure core SCM tools and processes within Dynamics 365.
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Apply SCM concepts to improve procurement, vendor management, and supply chain effectiveness.
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Design and extend functionalities to support specific organizational needs.
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This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. 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.
While there are no specific prerequisites for the MB-330 exam, having prior experience or knowledge in finance and operations management can be beneficial.
- Benefits and overview of SCM
- Core modules: inventory, warehouse, procurement, sales, product information, production, master planning, vendor collaboration, intercompany, transportation, asset management
- Create and manage products and product masters with variants
- Unit conversions, default order settings, pricing, category hierarchies, and attributes
- Bills of materials (BOMs) and formula versions
- Engineering change management and versioned products
- Configurable products and product configuration models
- Configure inventory and storage dimensions, sites, warehouses, policies, item groups
- Serial and batch numbers, consignment inventory
- Inventory operations: journals, transfers, counting, statuses, disposition codes
- Inbound and outbound operations setup (arrival, reservations, order settings)
- Inventory costing, closing, and adjustments
- Inventory reporting and analysis
- Warehouse setup, layout, and processes
- Mobile device configuration, barcodes, QR/GS1 codes, detours, menu items
- Inbound, outbound, and cross-docking operations
- Packing, containerization, replenishment, and cluster picking
- Cycle counting and material handling equipment interfaces
- Warehouse management for production integration
- Procure-to-pay process, categories, catalogs, and policies
- Purchase requisitions, RFQs, and purchase orders
- Vendor management, certification, and collaboration
- Purchase agreements, rebates, trade allowance, brokerage, royalties
- Vendor invoicing, returns, and collaboration workspaces
- Order-to-cash process overview
- Sales quotations, orders, and order promising
- Trade agreements, commissions, and pricing setup
- Sales order processing: picking, returns, reservations
- Customer management, dual-write integration with Dynamics 365 Sales
- Setup of intercompany relationships, agreements, and policies
- Processing intercompany sales and purchase orders
- Managing intercompany returns, payments, pricing discrepancies, and synced data
- Transportation management planning, routing, load building, and reconciliation
- Bill of lading and freight planning with multiple stops
- Landed cost configuration: voyages, containers, journeys, shipping, costing
- Manage and track landed cost processes and reporting
- Core concepts: discrete, process, and lean manufacturing
- Production life cycle, production orders, and status management
- BOMs, routes, operations, and resources setup
- Capacity planning and scheduling (operations, job scheduling, Gantt charts)
- Manufacturing execution: time and attendance, reporting, IoT insights
- Production costing and integration with the general ledger
- Costing sheets, cost groups, and BOM calculations
- Expense tracking and reporting for production
- Configure and apply quality management and quality orders
- Quarantine management, blocking, and compliance processes
- Master planning setup, coverage settings, safety margins, supply chain calendars
- Demand forecasting, action messages, and planned orders
- Priority-based and capability-based planning
- Demand Driven MRP (DDMRP) for inventory positioning and buffer planning
- Functional locations, assets, and multi-level structures
- Maintenance requests, work orders, and scheduling
- Preventive and reactive maintenance, maintenance rounds, downtime tracking
- Capacity planning, consumption reporting, warranties, and maintenance budgets
- Inquiries, reports, and KPIs across inventory, warehouse, procurement, and production
- Integration with Microsoft Power Platform and embedded analytics