Description

Introduction
Dynamics 365 Finance & Operations (D365 F&O) is a comprehensive ERP solution that integrates financials, operations, and supply chain processes. Effective Supply Chain Management (SCM) ensures smooth procurement, production, inventory management, and delivery operations. This course provides a complete understanding of end-to-end SCM processes in D365 F&O, enabling participants to optimize operations, improve efficiency, and gain real-time insights into supply chain performance. Participants will learn how to leverage D365 F&O to streamline procurement, manage inventory, plan production, and optimize logistics while using analytics for better decision-making.

Prerequisites
Basic understanding of ERP concepts
Familiarity with business processes including procurement, inventory, sales, and logistics
Knowledge of D365 F&O navigation and modules
Optional: Prior experience with other ERP systems
Basic understanding of reporting tools like Power BI is a plus

Table of Contents
1. Introduction to Supply Chain Management in D365 F&O
1.1 SCM modules overview
1.2 Key concepts: Procurement, Inventory, Warehousing, Production, and Logistics
1.3 Understanding master data: Items, Vendors, Customers, BOMs
1.4 Overview of integration between SCM modules
1.5 Role-based security and user permissions in SCM

2. Procurement and Sourcing
2.1 Vendor setup and management
2.2 Purchase requisitions and purchase orders
2.3 Approval workflows and procurement policies
2.4 Request for Quotations (RFQs) and vendor collaboration
2.5 Blanket orders, contracts, and vendor performance evaluation
2.6 Automating procurement processes and alerts

3. Inventory and Warehouse Management
3.1 Inventory setup and valuation methods
3.2 Warehouse configuration and location management
3.3 Stock movements, transfers, and adjustments
3.4 Cycle counting and inventory reconciliation
3.5 Lot and serial number tracking
3.6 Handling returns and damaged goods
3.7 Advanced warehouse operations: Picking, packing, and put-away strategies

4. Sales and Order Management
4.1 Customer setup and pricing
4.2 Sales order creation and fulfillment process
4.3 Shipping, packing, and delivery management
4.4 Integration with warehouse operations
4.5 Returns and order cancellation processing
4.6 Customer service and order tracking

5. Production and Demand Planning
5.1 Introduction to production control
5.2 Master planning and demand forecasting
5.3 Production orders, BOMs, and routing
5.4 Capacity planning and scheduling
5.5 Lean manufacturing and process optimization
5.6 Quality control and compliance in production

6. Transportation and Logistics
6.1 Transportation management setup
6.2 Shipment planning and route optimization
6.3 Carrier collaboration and freight management
6.4 Tracking and delivery performance
6.5 Cost calculation and freight settlement
6.6 International logistics and compliance

7. Analytics, Reporting, and Optimization
7.1 SCM KPIs and dashboards
7.2 Advanced reporting with Power BI integration
7.3 Identifying bottlenecks and process improvement
7.4 Demand and supply analytics
7.5 Continuous improvement using data insights
7.6 Best practices for end-to-end SCM management

Participants will gain comprehensive knowledge of D365 F&O Supply Chain Management covering procurement, inventory, production, sales, and logistics. By the end of this course, learners will be able to efficiently manage end-to-end supply chain operations, leverage analytics for better decision-making, and implement best practices to optimize overall business performance.