Configure and use warehouse, and transportation management in Dynamics 365 for Finance and Operations (MB-330T03-A)

Organizations use Dynamics 365 for Finance and Operations to automate and streamline your supply chain, by modernizing business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfillment. 

This course discusses how to configure and use warehouse, and transportation management in Dynamics 365 for Finance and Operations.


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.


Prerequisites

Basic understanding of ERP, CRM concepts.

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Course Outline


Module 1: Configure Warehouse Management

The Warehouse management module for Dynamics 365 for Finance and Operations lets you manage warehouse processes in manufacturing, distribution, and retail companies. It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

Lessons

  • Introduction
  • Configure warehouse management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Configure Warehouse management parameters
  • Create warehouses and locations
  • Configure work pools, zones, location format, and profiles
  • Create reservation hierarchies
  • Configure location directives
  • Configure Waves
  • Configure Loads
  • Configure Inventory statuses
  • Configure cycle counting
  • Configure Packing and containerization
  • Set up and generate labels


Module 2: Configure Mobile Devices for Warehouse Management

This topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile devices
  • Practice Lab
  • Module summary

In this module you learned to:

  • Create new work classes
  • Configure mobile devices
  • Configure menu items for activities and inquiries
  • Configure menu items to create work for another worker or process
  • Configure menu items to process existing work
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels


Module 3: Use Warehouse Management

Before you can use the Mobile device for Warehouse management you need to install the application. This topic explains how to use warehouse management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound oeprations
  • Cluster picking
  • Packing and containerization
  • Practice Labs
  • Module summary

In this module you learned how to perform:

  • Inbound operations
  • Outbound operations
  • Cluster Picking
  • Packing and containerization
  • Cycle counting
  • Transfers and Replenishment


Module 4: Configure Transportation Management

This module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches you how to configure and use Transportation management.

Lessons

  • Introduction
  • Planning and configuring transportation management
  • Procedures
  • Routing and transportation flows
  • Transportation engines and freight management
  • Practice Labs
  • Module summary

In this module you learned how to perform:

  • Transportation planning
  • Routing
  • Rating
  • Inbound operations
  • Load processes
  • Outbound operations


Module 5: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.