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MB-340: Microsoft Dynamics 365 Commerce Functional Consultant

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MB-340: Microsoft Dynamics 365 Commerce Functional Consultant Course Outline

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

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 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.

Preparation for exam: MB-320

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

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

Course outline

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.
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.
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 itemís 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)

Module 3: Implement master planning for production
This module will explain the aspects of master planning needed for manufacturing functional consultant
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)

Module 4: Implement other manufacturing features
This module will cover different important features commonly used by manufacturing customers.
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
Configuring subcontracting
Using subcontracting
Lab : Case study 3 subcontracting
Exercise #1: Set up subcontracting features
View outline in Word


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