Introduction:

In today’s rapidly evolving business environment, efficient supply chain and financial management is essential for organizational success. Microsoft Dynamics 365 Supply Chain Management and Finance offer powerful tools to streamline operations, enhance productivity, and ensure better decision-making. This comprehensive training course is designed to equip participants with a deep understanding of Dynamics 365 functionalities, focusing on supply chain and finance integration.
Participants will explore critical modules such as product information management, procurement and sourcing, inventory management, sales and marketing, and cost management, as well as their integration with financial processes. Through hands-on practice and practical examples, this course will provide the knowledge and skills necessary to optimize business operations and meet organizational goals.

Objectives:

  • Master Core Concepts
  • Understand the foundational components of Dynamics 365 Supply Chain Management, including product information management, procurement, inventory, and sales.
  • Learn Product Lifecycle Management
  • Gain insights into managing product types, configurations, dimensions, categories, and attributes to optimize inventory and production.
  • Optimize Procurement and Vendor Management
  • Develop proficiency in vendor management, agreements, procurement processes, and workflows to enhance sourcing efficiency.
  • Enhance Inventory Management
  • Understand inventory structures, journals, transfer orders, and tracking methods for accurate and streamlined operations.
  • Integrate Financial and Supply Chain Processes
  • Explore how supply chain operations link with financial systems, focusing on cost management, ledger setup, invoice matching, and payment workflows.
  • Improve Decision-Making through Reporting and Analytics
  • Utilize inquiries and reports within Dynamics 365 to extract valuable insights for strategic decision-making.
  • Explore Landed Cost Management
  • Learn to set up and manage shipping information, voyages, multi-leg journeys, and over/under processes for accurate cost allocation.
  • Gain Hands-On Experience
  • Apply learned concepts through practical examples, case studies, and exercises to ensure real-world applicability.

Course Outline:

Part 1: Dynamics 365 Supply Chain Management Core

Product information management

  • Understanding Product Types
  • Product Configuration Technology highlights
  • Product Dimension and variant groups
  • Product Categories and attributes
  • Item Model group
  • Item Group

Designing and creating BOM

  • Procurement and sourcing
  • Vendors definition
  • Charges
  • Vendor agreements
  • Workflow & change management
  • Procure to pay process in D365 FO
    • Purchase requisitions.
    • Requests for quotations
    • Purchase orders.
    • Receiving products
    • Invoicing
    • Vendor payment & settlement
  • Purchasing policies & other setup highlights
  • Inquiries and reports

Inventory management.

Inventory breakdown

  • ·Sites
  • ·Warehouses
  • ·Inventory aisles.
  • ·Inventory locations.

Inventory Journal names.

Workflow.

Inventory Journal entries

  • Movement
  • Inventory adjustment.
  • Transfer
  • Bills of materials
  • Item counting

Transfer orders.

Inquiries and reports

Landed Cost

  • Containers setup
  • Voyages
  • Costing setup
  • Shipping information setup
  • Multi-leg journeys setup
  • Over/under setup
  • Voyages transactions
  • Voyages tracking
  • Inquiries and reports

Sales and marketing overview

  • Customers
  • Sales agreements
  • Relationships & Sales quotations
  • Sales orders
  • Order shipping.
  • Invoicing

Part 2: Dynamics 365 Supply chain & finance integration.

Cost management

  • Costing Methods
  • Closing and adjustment

General ledger

  • Overview & introduction.
  • Charts of accounts
  • Dimensions
  • Structures

Inventory management.

  • Posting

Account Payable

  • Overview & introduction.
  • Invoice matching setup & system parameters.
  • Invoices
  • Payment setup
  • Workflow