Introduction to supply chain management in Dynamics 365 (AB-6005)

Describe Dynamics 365 finance and operations apps

Explore how Dynamics 365 finance and operations apps enhance financial operations through AI-powered agents and Copilot-driven workflows. Intelligent reconciliation and embedded analytics improve forecasting, collections, and reporting.

• Introduction
• Describe enterprise resource planning (ERP)
• Describe use cases for using AI tools in finance and operations apps
• Explore the finance and operations user interface
• Module assessment
• Summary

Describe reporting and integration capabilities in Dynamics 365 finance and operations apps

Use reporting and integration features within finance and operations apps and their integration with Microsoft products

• Introduction
• Describe built-in reporting capabilities
• Describe options for analyzing data with Power BI
• Describe integration capabilities with Microsoft 365
• Describe integration options for Microsoft Power Platform
• Describe capabilities and use cases for business events
• Configure and edit business documents
• Describe how Copilot-based insights support finance and operations apps
• Knowledge check
• Summary

Describe shared features in Dynamics 365 finance and operations apps

Learn about the shared features in finance apps that ensure consistency, compliance, and efficiency in organizational operations.

• Introduction
• Describe security capabilities in finance and operations apps
• Describe workflow capabilities in Dynamics 365 finance and operations apps
• Describe batch jobs in finance and operations apps
• Manage organizations and legal entities
• Create and maintain record templates
• Describe global address book features
• Set up alerts in finance and operations apps
• Describe number sequences in finance and operations apps
• Describe attachment capabilities in finance and operations apps
• Knowledge check
• Summary

Describe core capabilities of Dynamics 365 Supply Chain Management

Learn about Dynamics 365 Supply Chain Management core capabilities, including product information management, inventory dimensions, item groups, and Copilot-powered product insights.

• Introduction
• Describe Dynamics 365 Supply Chain Management core capabilities
• Manage products and released products
• Describe products and product masters
• Describe product dimensions and product variants
• Describe storage dimensions
• Describe tracking dimensions
• Describe item groups
• Describe item model groups
• Describe default order settings
• Explore Copilot to generate product insights
• Knowledge check
• Summary

Describe inventory management in Dynamics 365 Supply Chain Management

Inventory management in Dynamics 365 Supply Chain Management helps businesses maintain accurate, near real-time visibility of stock across sites, warehouses, and locations. This module covers on-hand inventory, inventory journals, transfer orders, inventory blocking, AI-assisted inventory insights, and quality management.

• Introduction
• Illustrate on-hand inventory maneuvers
• Manage inventory journals
• Explore inventory journal types
• Describe transfer orders
• Describe inventory blocking
• Illustrate AI-assisted inventory insights
• Describe quality management capabilities
• Module assessment
• Summary

Describe procurement processes in Dynamics 365 Supply Chain Management

This module describes the procurement capabilities in Dynamics 365 Supply Chain Management, covering vendor management, trade agreements, purchase requisitions, purchase orders, receipts, returns, charges, Copilot support, the Supplier Communications Agent, and supply risk assessment.

• Introduction
• Manage vendors
• Describe trade agreements
• Describe the procure-to-pay process
• Describe purchase requisitions
• Describe purchase orders, receipts, and returns
• Describe charges
• Describe Copilot support in procurement scenarios
• Explain the capabilities of the Supplier Communications Agent
• Describe supply risk assessment
• Knowledge check
• Summary

Describe sales processes in Dynamics 365 Supply Chain Management

This module describes how to use the sales capabilities of Dynamics 365 Supply Chain Management to manage the order-to-cash process, including customer management, trade agreements, sales order creation, fulfillment, returns, intercompany orders, and charges.

• Introduction
• Manage customers
• Describe trade agreements
• Describe the order-to-cash process
• Describe sales order creation, fulfillment, and returns
• Describe intercompany orders
• Describe charges
• Describe Copilot support in sales scenarios
• Knowledge check
• Summary

Describe warehouse management in Dynamics 365 Supply Chain Management

This module discusses how to use the Warehouse management module of Dynamics 365 Supply Chain Management to standardize and optimize warehouse execution, improve inventory accuracy, increase throughput, and support reliable, on-time fulfillment.

• Introduction
• Manage the warehouse layout
• Describe reservation hierarchies
• Describe unit sequence group
• Describe license plate
• Describe location directives
• Describe work templates
• Describe the Warehouse Management mobile app
• Describe wave templates
• Describe cycle counting
• Describe replenishments
• Describe packing dimension and containerization
• Module assessment
• Summary

Describe manufacturing processes in Dynamics 365 Supply Chain Management

Learn how to use manufacturing processes in Dynamics 365 Supply Chain Management to manage production orders, materials, resources, and shop floor execution.

• Introduction
• Describe production types
• Describe BOMs and formulas
• Describe BOM types
• Describe routes and operations
• Describe lean, discrete, and process manufacturing
• Describe manufacturing execution
• Module assessment
• Summary

Describe inventory costing and master planning in Dynamics 365 Supply Chain Management

Learn how Dynamics 365 Supply Chain Management supports inventory costing, demand and supply balancing through master planning, and AI-assisted forecasting.

• Introduction
• Describe costing methods and use cases
• Describe resources
• Describe cost groups
• Describe cost management
• Describe coverage groups
• Describe master planning and planning optimization
• Illustrate AI-assisted demand forecasting
• Demonstrate landed cost scenarios
• Module assessment
• Summary

This course is intended for learners who are new to Dynamics 365 and want to understand how Supply Chain Management supports end-to-end business operations. It is designed for individuals interested in procurement, inventory, warehousing, manufacturing, and planning processes, and how these functions are unified within an ERP solution.