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Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate
Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate: Optimize and streamline supply chain management processes to improve outcomes and reduce costs

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Profile Icon Juan Bravo Vargas Profile Icon Mariano Martínez Melo
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€33.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.7 (7 Ratings)
Paperback Nov 2023 422 pages 1st Edition
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Arrow left icon
Profile Icon Juan Bravo Vargas Profile Icon Mariano Martínez Melo
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Full star icon Full star icon Full star icon Full star icon Half star icon 4.7 (7 Ratings)
Paperback Nov 2023 422 pages 1st Edition
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Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

Getting Started with Dynamics 365 Supply Chain Management

The pace of the world today is vastly different from what it was 5 or 10 years ago, and even more so compared to the last century. Companies’ and customers’ demands have shifted toward agile solutions, and we now live in a fully connected world. Companies require the same connectivity and agility to keep up with these changes and ensure smooth operations.

Supply Chain Management (SCM) in Dynamics 365 encompasses much more than planning and logistics. It offers a unified platform for business intelligence, incorporating advanced predictive analysis, artificial intelligence (AI) technology, and the Internet of Things (IoT) to optimize performance, quality, and profits across all aspects of the supply chain – from planning and production to warehousing and transportation management.

In this chapter, we will cover the following main topics:

  • Overview of Dynamics 365 Supply Chain Management
  • Applications...

Overview of Dynamics 365 Supply Chain Management

Dynamics 365 SCM offers several valuable features to help you manage your organization effectively.

The warehouse management system provides valuable insights driven by AI, allowing you to manage your stock efficiently and streamline inbound and outbound delivery processes using Microsoft Power BI.

With supply chain optimization, you can comprehensively view your entire supply chain, including stock information from partner organizations, and streamline deliveries to reduce costs and improve accuracy through analytics.

Automation with real-time insights from IoT can help minimize downtime and boost margins while improving operational performance.

To ensure product quality, Dynamics 365 SCM uses predictive insights and IoT data to anticipate issues with equipment and machines and maintain consistent product quality.

With the Asset Management add-in, you can systematically plan asset maintenance routines to extend the life...

Asset Management

Asset Management is a sophisticated tool for overseeing assets and maintenance tasks within Dynamics 365 SCM. This module integrates smoothly with multiple finance and operations applications.

This module allows you to manage the entire life cycle of the assets in your organization.

Figure 1.1 – Asset life cycle process in Dynamics 365

Figure 1.1 – Asset life cycle process in Dynamics 365

With Asset Management, you can proficiently oversee and maintain a wide range of equipment in your organization, including machines, production gear, and vehicles. This module provides solutions that cater to diverse industries.

Inventory management

Inventory management is a crucial component of any supply chain. It plays a vital role in ensuring that businesses have the right products in the right quantities at the right time. The Dynamics 365 SCM Inventory management module provides businesses with a comprehensive solution to manage and track their inventory.

This module helps businesses to accurately maintain and manage their inventory levels by providing real-time data on stock availability, sales trends, and purchase orders. The Inventory management module also enables businesses to create, manage, and monitor their stock levels and set up reordering rules based on their business requirements.

One of the critical features of the Inventory management module is the ability to track and manage the inventory of multiple sites and locations. This enables businesses to monitor their inventory levels across multiple warehouses, stores, or other locations and to make informed decisions about when and where...

Procurement and sourcing

The Procurement and sourcing module in Dynamics 365 SCM is a comprehensive solution for managing businesses’ procurement and sourcing processes. This module provides businesses with the tools to manage the entire procurement process, from identifying the need for products or services to negotiating contracts and making purchases.

One of the essential features of the Procurement and sourcing module is the ability to manage and track suppliers. This includes creating and managing supplier records, monitoring supplier performance, and evaluating suppliers based on cost, quality, and delivery.

Another essential feature of the Procurement and sourcing module is the ability to manage and track purchase requisitions. This includes creating and approving purchase requisitions, tracking the status of requisitions, and managing the approval process for requisitions.

The Procurement and sourcing module equips businesses with the tools to manage and monitor...

Master planning

The Master planning module in Dynamics 365 SCM is a powerful tool for businesses to plan and manage their production and inventory processes. This module allows businesses to create and manage production plans, track production schedules, and manage inventory levels.

One of the critical features of the Master planning module is the ability to create and manage production plans. This includes creating plans based on demand forecasts, tracking production schedules, and managing the production process. The module also provides businesses with tools to manage and track production orders, progress, and schedules.

Another essential feature of the Master planning module is the ability to manage and track inventory levels. This includes the ability to track inventory quantities, track inventory movements, and manage inventory levels. The module also provides businesses with tools to manage and track inventory costs, track inventory transactions, and manage inventory balances...

Product information management

Product information forms the foundation of SCM and commerce operations across all sectors. Product information management aims to centralize and streamline product information, such as product definitions, attributes, documentation, and identification. A consistent and uniform method of product information sharing must be utilized to ensure an accurate representation of products. Within the different components of a business solution, specific product information and configuration are needed to effectively manage the business processes tied to individual products, product groups, or product categories.

One of the key benefits of the Product information management module in Dynamics 365 is the ability to manage product information in a centralized location. This enables businesses to ensure that all relevant stakeholders have access to the same product information, reducing the risk of errors and inconsistencies. In addition, the module provides a...

Production control

The Dynamics 365 SCM Production control module is a powerful tool that allows manufacturers to streamline their production processes and improve efficiency. This module lets users plan, schedule, and manage production orders, monitor work in progress, and track inventory levels in real time. The module gives users visibility into their production processes, enabling them to make informed decisions about resource allocation, inventory management, and production scheduling. Additionally, the module allows manufacturers to automate repetitive tasks and reduce the risk of errors, saving time and money in the long run. With its comprehensive features and ease of use, the Production control module is a must-have for any manufacturer looking to improve their production processes.

Warehouse management

The Dynamics 365 SCM Warehouse management module is a comprehensive solution that enables businesses to manage their operations efficiently. This module allows businesses to optimize their warehouse layout, manage inventory levels, and streamline their order fulfillment processes. The module provides real-time visibility into warehouse operations, enabling businesses to track inventory movements, monitor order statuses, and identify potential bottlenecks in their processes.

One of the key features of the warehouse management module is its ability to automate many warehouse tasks, such as inventory counting, replenishment, and put away. This helps businesses save time and reduce the risk of errors while increasing their inventory levels’ accuracy. The module also supports various warehouse configurations, such as bin locations, zones, and cross-docking, allowing businesses to customize their warehouse operations to suit their unique needs.

The Warehouse...

Transportation management

The Transportation management module in Dynamics 365 SCM is a powerful solution that allows businesses to manage their transportation operations efficiently. With this module, businesses can plan, execute, and monitor transportation orders, track shipments in real time, and optimize transportation routes to reduce costs and improve efficiency.

The Transportation management module provides businesses with end-to-end visibility into their transportation operations, enabling them to track shipments across multiple carriers and modes of transportation. This helps businesses identify potential issues and proactively avoid delays and other problems.

Additionally, the Transportation management module integrates with other modules in Dynamics 365 SCM, such as the warehouse and production control modules, enabling businesses to manage their entire supply chain from a single platform. This gives businesses a comprehensive view of their operations, enabling them...

Summary

In this chapter, we have gained a deeper understanding of the powerful modules that Dynamics 365 SCM offers. From Asset management to Inventory management, Procurement and sourcing, and Master planning, each module provides a comprehensive solution for various aspects of supply chain operations.

With these modules, businesses can enhance their processes, lower their costs, and ensure high levels of customer satisfaction. By utilizing the various features and tools these modules offer, companies can streamline their operations and achieve their goals efficiently.

In the upcoming chapters, we will explore the capabilities of each core module of Dynamics 365 SCM and explore practical examples that can make a significant impact during your implementation journey. Through a detailed examination of these modules and hands-on examples, you will better understand how to effectively leverage the features of Dynamics 365 SCM to optimize your business operations.

If you are struggling...

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Key benefits

  • Learn how to set up and manage core supply chain flows such as procure to pay and order to cash
  • Create robust warehouse and transport management process flows and learn how to optimize them
  • Plan and schedule all your supply chain tasks with planning optimization techniques to maximize resource efficiency
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

Meeting delivery commitments has become increasingly challenging due to evolving demands and fluctuating material availability. As a result, establishing robust systems and processes that can adapt to this dynamic environment has become a necessity. With Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate, you’ll understand how to initiate and implement effective supply chain management processes. This book begins with an overview of the processes and modules within Dynamics 365 and then delves into real-life case studies involving procurement, sales, and quality assurance. You’ll explore more advanced tools and core processes, such as warehouse and transportation management, which allows you to define storage flows and shipping controls. You’ll also learn about the various tools available to define solutions and discover how to work within the Dynamics 365 Supply Chain Management platform. The last set of chapters will take you through the planning techniques and considerations to schedule and control all supply process flows seamlessly. By the end of this book, you’ll not only be well-prepared to obtain your certification as a Microsoft Dynamics 365 Supply Chain Management Functional Consultant Associate but also be equipped to solidify your expertise and pursue exciting career opportunities.

Who is this book for?

This book is for solution consultants working with Dynamics 365 Supply Chain Management or IT professionals looking to gain expertise in supply chain management using Dynamics 365. Business users looking to learn about supply chain concepts will also find lots of useful information in this book. Basic knowledge of supply chain processes is needed to make the most of this book.

What you will learn

  • Understand the scope of the Dynamics 365 Supply Chain Management platform
  • Find out how to define an effective strategy to set up and control products and inventory
  • Implement core supply chain flows such as procure to pay and order to cash successfully
  • Discover how to comply with quality assurance controls
  • Define and optimize warehouse management flows and transport management shipping
  • Plan and schedule all your replenishments with master planning
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Publication date : Nov 30, 2023
Length: 422 pages
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Language : English
ISBN-13 : 9781804618004

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ISBN-13 : 9781804618004

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Table of Contents

13 Chapters
Chapter 1: Getting Started with Dynamics 365 Supply Chain Management Chevron down icon Chevron up icon
Chapter 2: Working with Product Information Management Chevron down icon Chevron up icon
Chapter 3: Getting Started with the Inventory Management Module Chevron down icon Chevron up icon
Chapter 4: Procurement and Sourcing, the Start of the Journey Chevron down icon Chevron up icon
Chapter 5: Working with Quality Control Processes – a Hands-On Approach Chevron down icon Chevron up icon
Chapter 6: Setting up and Managing Sales and Customers Chevron down icon Chevron up icon
Chapter 7: Warehouse Management Implementation – Best Practices and Strategies - Part 1 Chevron down icon Chevron up icon
Chapter 8: Warehouse Management Implementation – Best Practices and Strategies - Part 2 Chevron down icon Chevron up icon
Chapter 9: Transportation Management – From Planning to Execution Chevron down icon Chevron up icon
Chapter 10: Master Planning Implementation – A Guide to Streamlining Operations Chevron down icon Chevron up icon
Chapter 11: Master Planning Implementation – Advanced Scenarios Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Frank Meyer Feb 13, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Excellent book quality thanks
Feefo Verified review Feefo
Business Partner Oct 07, 2024
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Gutes Buch, die wichtigsten Themen werden abgehandelt.
Amazon Verified review Amazon
Claudio Jan 12, 2024
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It's not just a book, but a roadmap to mastering Dynamics 365 and transforming supply chain management. Highly recommended for those looking to elevate their skills on Dynamics 365 Supply Chain Management
Amazon Verified review Amazon
Babu Apr 10, 2024
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Book Review: “Dynamics 365 Finance and Operations Supply Chain Management”Overview“Dynamics 365 Finance and Operations Supply Chain Management” is a comprehensive guide that delves into the intricacies of managing supply chains using Microsoft’s powerful platform. Written by an 33 year experienced professionals in the field, this book offers practical insights, real-world examples, and actionable strategies for optimizing supply chain processes.Key Highlights1. Practical ApproachThe book stands out for its pragmatic approach. Rather than drowning readers in theoretical concepts, it focuses on hands-on techniques that can be immediately applied. Whether you’re a seasoned supply chain manager or a newcomer to the field, you’ll appreciate the step-by-step instructions and practical tips provided throughout.2. Author’s Experience Shines ThroughThe author’s extensive experience in supply chain management is evident on every page. Their deep understanding of industry challenges, best practices, and common pitfalls bleeds through the text. As you read, you’ll feel like you’re learning from a mentor who has navigated the complexities of supply chains firsthand.3. Comprehensive CoverageFrom procurement and inventory management to demand forecasting and logistics, the book covers all aspects of supply chain management within Dynamics 365 Finance and Operations. Whether you’re interested in configuring workflows, optimizing inventory levels, or streamlining production processes, you’ll find relevant content here.4. Real-World ExamplesThe inclusion of real-world examples adds immense value. Case studies, scenarios, and practical use cases illustrate how the concepts discussed in the book translate to actual business scenarios. These relatable examples make the material more engaging and actionable.5. Implementation StrategiesThe book doesn’t stop at theory; it provides actionable implementation strategies. Whether you’re setting up master planning, configuring transportation management, or fine-tuning warehouse processes, the book guides you through the necessary steps. Screenshots and detailed explanations ensure that readers can follow along effectively.Final Thoughts“Dynamics 365 Finance and Operations Supply Chain Management” is a must-read for professionals seeking to harness the full potential of Microsoft’s supply chain management capabilities. Its practicality, author’s expertise, and real-world insights make it an invaluable resource for anyone involved in supply chain optimization.
Amazon Verified review Amazon
Morph360Tech Dec 21, 2023
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Having spent many years of my life in and around Dynamics 365 mainly CE it is still good to know the foundations are the same across the entire Dynamics stack.I have spent years in Warehousing, Logistics and Transportation as well as Financial systems so it was great to be offered the chance to look at this great book which covers the vast array of content within what is a fast pace changing development area with the advances in AI and IoT this book helps to get you to grip the foundations to boost your career in the right direction or just for general reference.So my take on the book..Product Information Management (PIM) and BOM with what is a product and product variants I.e. size, colour of a T-Shirt all a core part of PIM to how to create and handle hazardous materials establishing effective protocols and ensure compliance and then onto BOM designing and creating them to build out what is each component needed to make up a product.Inventory Management – inbound, outbound and internal moving between warehouses and adjustments good to see the Landed Costs and Good-In-Transit mentioned as this is becoming more and more of a requirement of many companies using imports from abroad to fulfil orders as well as the FIFO costing method.Procurement and Sourcing RFQs and PO Processing the Procure-to-purchase process was nice to see this going through the RFQ then convert to a PO managing every step with you from vendor bidding and communications all in one place.Quality Control with Quality Management and conformance constraints setting clear consistent products the book explores many aspects of this so worth a read.Sales and Customers with Sales Quotations and Sales orders all covered in this Order to Cash steps as well as intercompany mentioned here too.Warehousing Management Information (Best Practices and Strategies)Setup and Transfers, Replenishments and Sales Order picking and cross-docking and a containerisation process flow nice touch.Transportation Management – planning to execution, routing and planning with segmentation and scheduling.Master Planning or materials resource planning (MRP) allowing plan of your materials and manage stocks according to company needs manufacturing or distribution the MRP will ensure that a company has everything required to address these needs and demands, great section and have spent many hours poring over other books in this area alone nice to see the term Bullwhip effect.
Amazon Verified review Amazon
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