Warehouse Management in Microsoft Dynamics 365 for Finance and Operations Course Overview

Last Updated : 04 Jan 2024

Warehouse Management in Microsoft Dynamics 365 for Finance and Operations Course Overview

The Warehouse Management in Microsoft Dynamics 365 for Finance and Operations course is an extensive program designed to equip learners with the knowledge and skills to effectively manage warehouse processes using the Dynamics 365 platform. The course covers a range of topics from general warehouse and product setup, optimizing warehouse layout, to more complex activities like setting up reservation hierarchies, location directives, and work templates.

Learners will also delve into mobile device setup for warehouse operations, handling purchase order receipts and put away, and mastering the outbound process setup. The course provides practical insights into sales order picking and shipping, cluster picking, and manual packing and containerization. It also includes critical warehouse activities such as cycle counting, replenishment, managing transfer orders, cross-docking, and integrating warehouse management with manufacturing processes. This comprehensive training will help learners streamline warehouse operations, increase efficiency, and enhance overall supply chain performance using Dynamics 365.

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Course Prerequisites

To ensure the best learning experience and success in the Warehouse Management in Microsoft Dynamics 365 for Finance and Operations course, participants should ideally meet the following minimum prerequisites:

Basic understanding of warehouse management concepts and processes.
Familiarity with Microsoft Dynamics 365 for Finance and Operations, particularly in navigation and common operations within the system.
Knowledge of fundamental inventory management principles.
Experience with or exposure to basic operations within a warehouse setting is helpful but not essential.
Comfort with using Windows operating systems and Microsoft Office applications, especially Excel.
Ability to understand and interpret business requirements and translate them into system configurations.
An open mindset to learn and adapt to new technologies and methodologies.

While prior experience in warehouse management systems (WMS) can be beneficial, it is not a strict requirement for this training. The course is designed to guide participants through the setup and use of warehouse management features in Microsoft Dynamics 365 for Finance and Operations, starting with foundational concepts and progressing through to advanced functionality.

Exam-Format Table

Exam Component	Details
Exam Name	MB-330: Microsoft Dynamics 365 Supply Chain Management, Manufacturing
Exam Type	Multiple Choice Questions (MCQs), Multiple Response, Drag and Drop, Case Studies
Total Questions	40-60
Passing Score	700 (out of 1000)
Exam Duration	120 minutes
Language	English, along with other available languages such as Japanese, Chinese (Simplified), Korean, French, German, and others.
Exam Provider	Microsoft
Exam Registration	Through Microsoft's official certification website or authorized testing centers
Certification Validity	Generally does not expire, but skills updates and continuous learning recommended as the software evolves
Recommended Training	Microsoft Dynamics 365 Supply Chain Management Training, including Warehouse Management Module

Target Audience for Warehouse Management in Microsoft Dynamics 365 for Finance and Operations

This course provides in-depth training on Warehouse Management within Dynamics 365 for Finance and Operations, aimed at professionals seeking to optimize inventory and supply chain processes.
Target audience for the Warehouse Management in Microsoft Dynamics 365 for Finance and Operations course includes:

Warehouse Managers and Supervisors
Inventory and Stock Control Managers
Supply Chain Specialists
Operations Managers with a focus on logistics
ERP System Administrators and Consultants specializing in Dynamics 365
IT Professionals aiming to implement or manage warehouse management systems
Logistics Coordinators and Planners
Production Planners in manufacturing environments
Business Analysts and Project Managers overseeing warehouse operations
Procurement Professionals seeking integration with warehouse systems
Quality Control Managers involved in inventory processes
Financial Controllers with oversight of warehouse efficiency and inventory valuation
Dynamics 365 Developers and Technical Support staff working on customizations and integrations for warehouse management functions

Learning Objectives - What you will Learn in this Warehouse Management in Microsoft Dynamics 365 for Finance and Operations?

Introduction to Course Learning Outcomes:

Gain practical expertise in managing warehouses efficiently with Dynamics 365 for Finance and Operations, covering setup, processes, and mobile device utilization for optimal inventory and logistics performance.

Learning Objectives and Outcomes:

Understand the setup and configuration of warehouse management within Microsoft Dynamics 365 for Finance and Operations.
Learn how to design and organize warehouse layouts to optimize storage and streamline operations.
Master the creation and use of reservation hierarchies to control inventory reservation and allocation.
Implement location directives and work templates to guide warehouse workloads effectively.
Configure mobile devices for real-time warehouse operations and transactions.
Handle purchase order receipts and put-away strategies for accurate inventory management.
Set up outbound processes for efficient picking, packing, and shipping of sales orders.
Utilize cluster picking methods to improve the picking process for multiple orders.
Understand manual packing procedures and containerization to optimize shipment preparation.
Perform cycle counting and inventory reconciliation to maintain inventory accuracy.
Develop strategies for inventory replenishment to avoid stockouts and overstocking.
Manage transfer orders within the warehousing framework to ensure smooth intra-company stock movement.
Apply cross-docking techniques for direct transfer of goods to reduce storage time.
Integrate warehouse management processes with manufacturing operations for synchronized production and distribution.

These objectives and outcomes aim to equip students with the knowledge and skills to efficiently manage warehouse operations using Microsoft Dynamics 365 for Finance and Operations, ultimately enhancing organizational logistics and supply chain effectiveness.