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    Overview

    This course has six modules and designed for 4 days learning experience. It can be taught in-person and/or virtually. Your instructor(s) will provide you with the agenda for this course. Module 1 will introduce you to the configure need for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 will get deeper into managing the different types of manufacturing processes. Module 3 will be your address implementing master planning for production. Module 4 will be tackle Implementing several manufacturing features. Module 5 will focus on 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.

    Job role: Developer

    Preparation for exam: MB-320

    Features: none

    Skills gained

    • 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

    Prerequisites

    Basic understanding for supply chain management and manufacturing terminology

    Basic understanding of Dynamics 365 finance and operation apps

    Description

    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

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

    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