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Role Based Certifications

MB-320: Microsoft Dynamics 365 Supply Chain Management, Manufacturing - Functional Consultant


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Duration: 4 Days
Level: intermediate
Learning Mode: Live Online Instructor-Led Training
This course will help you configure needs for Dynamics 365 Supply Chain Management for performing discovery, capture requirements, engage with subject matter experts and stakeholders, translating requirements, and configuring the solution and applications with a deep dive into the different types of manufacturing processes. You will also learn how to master plan your production and implement different manufacturing features and subcontracting for product manufacturing.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

  Skill

  • Configure the most important and commonly used features and functionalities within Dynamics 365
  • Process most of the Dynamics 365 Manufacturing transactions
  • Explain to others how Dynamics 365 Supply Chain Management, Manufacturing features

Pre-requisites

  • Basic understanding for supply chain management and manufacturing terminology
  • Basic understanding of Dynamics 365 finance and operation apps
Course Agenda

Module 1: Configure Dynamics 365 Supply Chain Management, Manufacturing

This module will cover the address the different configurations the functional consultants will need implement the manufacturing features.

Lessons

  • Configure and manage the production control module
  • Configure and manage resources for production processes
  • Configure discrete manufacturing
  • Configure process manufacturing
  • Configure lean manufacturing

After completing this module, students will be able to:

  • Configure and manage the production control module
  • Configure and manage resources for production processes
  • Configure discrete manufacturing
  • Configure process manufacturing
  • Configure lean manufacturing

Module 2: Manage manufacturing processes

In this module, we will discuss how to create a new legal entity (company) and setup and configure financial management for it. This module includes general ledger.

Lessons

  • Manage production orders
  • Manage batch orders
  • Manage kanban orders

Lab : Case study 1A discrete manufacturing

  • Exercise #1: Update the production control parameters
  • Exercise #2: Create new production pools
  • Exercise #3: Create and manage resources
  • Exercise #4: Create an operation, assign relations and create a route
  • Exercise #5: Create a simple BOM without a version
  • Exercise #6: Create a BOM in the BOM designer (Bonus)
  • Exercise #7: Create a BOM with a version
  • Exercise #8: Create a production order
  • Exercise #9: Start a discrete production order (Bonus)
  • Exercise #10: Run a resource schedule
  • Exercise #12: Configure costing policies
  • Exercise #13: Configure manufacturing execution (Bonus)
  • Exercise #14: Configure automatic route consumption on setup jobs (Bonus)
  • Exercise #15: Use manufacturing execution (Bonus)

Lab : Case study 1B process manufacturing

  • Exercise #1: Create an approved vendor list and setting method to Warning Only (Bonus)
  • Exercise #2: Create items with different production types
  • Exercise #3: Create and activate a formula using different product types
  • Exercise #4: Create a new formula with a version from the released products form (Bonus)
  • Exercise #5: Revise, update and activate a formula (Bonus)
  • Exercise #6: Use the scalability feature to create a new formula
  • Exercise #7: Create and activate a percentage-based formula (Bonus)
  • Exercise #8: Change a linear consumption to a step-wise consumption
  • Exercise #9: Set up commodity pricing (Bonus)
  • Exercise #10: Change a price calculation and update trade agreements
  • Exercise #11: Setting up a commodity price calculation
  • Exercise #12: Creating PSDS lists, records and file uploads for product compliance
  • Exercise #13: Add reporting details for an item
  • Exercise #14: Create a sales order and printing a PSDS
  • Exercise #15: Create and associate a batch attribute
  • Exercise #16: Create a new batch number and manually record the batch attribute
  • Exercise #17: Create quality orders and verify batch attributes
  • Exercise #18: Complete a batch reservation using an attribute requirement
  • Exercise #19: Set a partial visibility catch weight item
  • Exercise #20: Use catch weight items in a purchase trade agreement
  • Exercise #21: Create a batch attribute for a potency item
  • Exercise #22: Modify and activate a copy of a potency item formula
  • Exercise #23: Set up pricing based on an item’s attribute (Bonus)
  • Exercise #24: Record a potency attribute upon receipt (Bonus)
  • Exercise #25: Reporting and balancing batch orders (Bonus)

Lab : Case study 1C Lean manufacturing

  • Exercise #1: Create value streams
  • Exercise #2 create a new production flow model
  • Exercise #3: Create a process activity
  • Exercise #4 Create a new transfer activity
  • Exercise #5: Add a successor to the production flow activity and perform validation and activation
  • Exercise #6: Create Kanban rules and schedule the Kanban job
  • Exercise #7: Process scheduled Kanban for process and transfer jobs
  • Exercise #8: Fulfill a sales order by planning a Kanban and produce an item (Bonus)

After completing this module, students will be able to:

  • Manage production orders
  • Manage batch orders
  • Manage kanban orders

Module 3: Implement master planning for production

This module will explain the aspects of master planning needed for manufacturing functional consultant

Lessons

  • Configure and manage master planning
  • Plan, schedule, and perform production capacity planning

Lab : Case study 2 master planning

  • Exercise #1: Firm a planned order and change the order type
  • Exercise #2: Create an intercompany planning group and assign an item allocation key
  • Exercise #3: Plan a production schedule from a master planning run (Bonus)

After completing this module, students will be able to:

  • Configure and manage master planning
  • Plan, schedule, and perform production capacity planning

Module 4: Implement other manufacturing features

This module will cover different important features commonly used by manufacturing customers.

Lessons

  • Configure manufacturing execution
  • Configure costing policies
  • Define product configuration models by using Product Configurator

After completing this module, students will be able to:

  • Configure manufacturing execution
  • Configure costing policies. Define product configuration models by using Product Configurator

Module 5: Subcontracting for product manufacturing

This module will cover the configuration and use of subcontracting features

Lessons

  • Configuring subcontracting
  • Using subcontracting

Lab : Case study 3 subcontracting

  • Exercise #1: Set up subcontracting features

After completing this module, students will be able to:

  • Configuring subcontracting
  • Using subcontracting

 

Here is the course outline:

1. Configure Dynamics 365 Supply Chain Management, Manufacturing

This module will help you understand the different configurations the functional consultants will need implement the manufacturing features.

2. Manage manufacturing processes

This module will help you understand and practice most of the transactions needed for the different manufacturing scenarios.

3. Implement master planning for production

This module will explain the aspects of master planning needed for manufacturing functional consultant.

4. Implement other manufacturing features

In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization. This module will cover different important features commonly used by manufacturing customers.

5. Subcontracting for product manufacturing

This module will cover the configuration and use of subcontracting features.

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