Dynamics 365 Supply Chain Management Essentials Training Course

Dynamics 365 Supply Chain Management Essentials Training Course

Introduction

The modern Supply Chain landscape demands agility, real-time visibility, and robust digital integration to mitigate Disruption Risk and maintain a competitive edge. The complexity of global logistics, from Procurement and Sourcing to final Order Fulfillment, necessitates powerful, intelligent ERP solutions. Dynamics 365 Supply Chain Management Essentials Training Course is designed to equip professionals with the foundational knowledge and practical skills required to effectively navigate and configure the core capabilities of this enterprise-grade platform. Participants will master the fundamental modules, focusing on processes like Inventory Management, basic Warehouse Management, and transactional workflows, ensuring they can immediately contribute to Process Optimization and drive business efficiency using the powerful Microsoft ecosystem.

This training emphasizes a Hands-on Learning approach, transitioning theoretical concepts into actionable system configuration and execution. We blend instructor-led discussions with Real-World Scenarios and Case Studies that mirror typical business challenges, particularly those related to ensuring Supply Chain Resilience and leveraging Real-Time Data Analytics. By the end of this course, attendees will be proficient in managing key supply chain lifecycle stages within D365 SCM, establishing a solid foundation for more advanced modules like Master Planning and Transportation Management, positioning them as invaluable assets in their organization's Digital Transformation journey.

Course Duration

5 days

Course Objectives

1. Master the setup of Product Masters, variants, and Bills of Materials (BOMs) for accurate Master Data Management.
2. Implement and manage Tracking Dimensions, inventory journals, and Inventory Costing methods
3. Process end-to-end cycles, including Purchase Requisitions, Purchase Orders, and basic Vendor Collaboration workflows.
4. Configure Sales Orders, manage customer returns, and implement basic Trade Agreements and pricing.
5. Define Warehouse Layouts, locations, and simple inbound/outbound operations without advanced work creation.
6. Implement Quality Control processes, nonconformance, and basic inventory blocking.
7. Understand the role of MRP (Material Requirements Planning), coverage groups, and basic demand/supply signals.
8. Describe the functional purpose of Functional Locations and initial steps for Preventive Maintenance requests.
9. Recognize roles, security groups, and basic steps for maintaining Regulatory Compliance within the system.
10. Leverage embedded Power BI and standard reporting for effective Real-Time Data Analytics.
11. Confidently use workspaces, dashboards, and the mobile app for efficient User Adoption.
12. Recognize how SCM processes integrate with Dynamics 365 Finance and other ERP Systems.
13. Analyze existing supply chain processes and identify opportunities for Advanced Automation within D365 SCM.

Target Audience

1. Supply Chain Functional Consultants
2. Business Analysts specializing in Procurement, Inventory, or Logistics
3. Core Team Members involved in a D365 SCM Implementation or Upgrade
4. Key Business Users responsible for daily operations
5. ERP Project Managers requiring a fundamental understanding of D365 SCM capabilities
6. IT Professionals/System Administrators who support the D365 environment
7. Procurement Managers and Inventory Controllers seeking platform mastery
8. Internal Auditors needing to understand transactional controls and data flow

Course Modules

Module 1: D365 SCM Platform Foundation

• Overview of the Dynamics 365 Ecosystem and its SCM components.
• Navigation, Workspaces, and the core User Interface and experience.
• Setting up legal entities, number sequences, and foundational parameters.
• Introduction to Data Migration and the use of Data Entities.
• Case Study: Configuring initial system parameters for a new regional distribution center setup.

Module 2: Product Information Management & Costing

• Creating and releasing Product Masters and Product Variants.
• Configuring Product Dimensions
• Mastering the setup of Bills of Materials and routes.
• Overview of Inventory Costing methods and the closing process.
• Case Study: Managing an Engineering Change Management process for a complex finished good's BOM.

Module 3: Inventory and Warehouse Management Essentials

• Working with Inventory Journals
• Understanding Reservation Hierarchies and inventory blocking.
• Configuring basic Warehouse Structure
• Executing simple inbound operations
• Case Study: Performing an annual physical Cycle Counting process using mobile device flows and resolving discrepancies.

Module 4: Procurement and Vendor Management

• Setting up Vendors and managing vendor collaboration features.
• The Procure-to-Purchase lifecycle
• Implementing basic Purchase Agreements and trade agreements.
• Processing vendor returns and nonconformance management.
• Case Study: Implementing a Procurement Policy to enforce a three-way matching process for all high-value purchase orders.

Module 5: Sales Order and Customer Management

• Configuring Customers and basic sales parameters.
• Processing the Order-to-Cash lifecycle
• Setting up and applying Sales Agreements and basic pricing.
• Managing customer returns and disposition codes.
• Case Study: Using Available-to-Promise (ATP) and soft reservations to fulfill a high-priority customer order from an optimal warehouse.

Module 6: Master Planning Fundamentals

• Understanding the role of Master Planning in demand/supply balancing.
• Configuring Coverage Groups and item coverage settings.
• Running a Master Plan and analyzing Planned Orders.
• Introduction to the Planning Optimization service and its benefits.
• Case Study: Analyzing a shortage report after a Master Plan run and firming planned orders for critical raw materials.

Module 7: Quality and Asset Management

• Implementing Quality Associations and quality orders.
• Managing Non-conformance reports and corrective actions.
• Setting up Functional Locations and asset types.
• Creating and managing Maintenance Requests and Work Orders.
• Case Study: Using a Quarantine Order process for a defective batch of received goods and triggering a subsequent vendor quality report.

Module 8: Reporting, Analytics, and Integration

• Utilizing standard SCM Reports
• Accessing and customizing Power BI dashboards for SCM.
• Overview of integration points with D365 Finance and external systems
• Introduction to Security Roles and permission sets for SCM users.
• Case Study: Building a custom filter on the Inventory on-hand report to monitor Safety Stock levels across specific warehouses.

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.