This course introduces the core capabilities of Microsoft Dynamics 365 Supply Chain Management and how organisations use it to manage products, inventory, procurement, warehousing, manufacturing, and planning processes. Students will gain a foundational understanding of modern supply chain operations within an ERP environment and explore how AI-driven insights and Microsoft ecosystem integrations improve visibility, efficiency, and decision-making.

This course is designed for:

• Business professionals who want to understand how supply chain processes are managed within Dynamics 365.
• Operations and supply chain staff looking to build foundational ERP knowledge.
• Dynamics 365 Functional Consultants who need an introduction to Supply Chain Management capabilities.
• Supply Chain Consultants seeking an overview of Dynamics 365 functionality.
• Students and graduates interested in business operations, supply chain management, and digital transformation.

Required

• Basic computer literacy.
• General understanding of business operations and organisational processes.

Recommended

• Familiarity with supply chain, procurement, inventory, or manufacturing concepts.
• Basic understanding of ERP systems and business workflows.
• Interest in business operations, logistics, and digital transformation initiatives.

After completing this course, students will be able to:

• Explain the role of Dynamics 365 Supply Chain Management in end-to-end business operations.
• Understand how products, inventory, procurement, and manufacturing processes are managed within Dynamics 365.
• Navigate key supply chain management features and capabilities.
• Describe procurement and sourcing workflows used to manage supplier relationships.
• Understand warehouse and logistics management processes.
• Explore demand planning and supply chain optimisation capabilities.
• Recognise how AI-powered insights can improve operational visibility and decision-making.
• Understand integration between Dynamics 365 and the wider Microsoft ecosystem.
• Identify opportunities to improve business efficiency through modern supply chain technologies.

1) Describe Dynamics 365 Finance and Operations Apps

* 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

2) Describe Reporting and Integration Capabilities in Dynamics 365 Finance and Operations Apps

* 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

3) Describe Shared Features in Dynamics 365 Finance and Operations Apps

* 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

4) Describe Core Capabilities of Dynamics 365 Supply Chain Management

* 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

5) Describe Inventory Management in Dynamics 365 Supply Chain 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

6) Describe Procurement Processes in Dynamics 365 Supply Chain Management

* 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

7) Describe Sales Processes in Dynamics 365 Supply Chain Management

* 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

8) Describe Warehouse Management in Dynamics 365 Supply Chain Management

* 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

9) Describe Manufacturing Processes in Dynamics 365 Supply Chain Management

* Introduction

* Describe Production Types

* Describe BOMs and Formulas

* Describe BOM Types

* Describe Routes and Operations

* Describe Lean, Discrete, and Process Manufacturing

* Describe Manufacturing Execution

10) Describe Inventory Costing and Master Planning in Dynamics 365 Supply Chain Management

* 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 Scenario