Understand how Dynamics 365 unifies procurement, inventory, warehousing, and manufacturing operations.
Supply chain teams rely on accurate inventory data, efficient procurement processes, coordinated warehouse operations, and effective production planning to keep goods moving.
This course introduces the core capabilities of Microsoft Dynamics 365 Supply Chain Management and demonstrates how a single ERP platform helps organizations manage end-to-end supply chain operations with greater visibility and control.
- Why get trained: Learn how Dynamics 365 Supply Chain Management supports product information management, procurement, inventory control, warehouse management, production, master planning, demand fulfilment, and AI-assisted operational insights within an integrated business application.
- Why it matters: Disconnected systems make it difficult to maintain inventory accuracy, respond to changing demand, and coordinate procurement with production. Dynamics 365 brings operational data together, helping organizations improve planning, reduce manual processes, and make informed supply chain decisions using real-time information.
- Who should attend: Supply chain professionals, procurement specialists, warehouse managers, inventory controllers, production planners, operations managers, business analysts, ERP functional consultants, and business users evaluating Microsoft Dynamics 365 Supply Chain Management.
Understand the operational capabilities of Dynamics 365 Supply Chain Management and identify where it can improve planning, inventory visibility, procurement, and manufacturing processes. HRD Corp Claimable.
Overview
Designed for beginners, this course explores how Dynamics 365 Supply Chain Management supports end-to-end business operations—from product setup and inventory control to sales, procurement, and manufacturing—while integrating with the Microsoft ecosystem and leveraging AI-assisted insights.
Skills Covered
By the end of this module, you’re able to:
- Describe enterprise resource planning (ERP).
- Describe use cases for using AI tools in finance and operations apps, including Copilot and agent capabilities.
- Navigate efficiently within and across finance and operations apps.
Learn about the capabilities and business value of Microsoft’s finance and operations apps. After completing this module, you can describe enterprise resource planning (ERP).
You can also describe how the finance and operations apps, Copilot, and agents can be used to improve your business processes. Finally, you can navigate the finance and operations user interface.
Prerequisites
None
Target Audience
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.
That includes:
- Business Owner
- Business User
- Functional Consultant
- Student
Module 1: 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
- 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
Module 2: 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
- 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
Module 3: 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
- 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
Module 4: 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
- 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
Module 5: Describe Inventory Management in Dynamics 365 Supply Chain Management
- Learn how inventory management in Dynamics 365 Supply Chain Management helps businesses maintain accurate, near real-time visibility of stock across sites, warehouses, and locations
- 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
Module 6: Describe Procurement Processes in Dynamics 365 Supply Chain Management
- Explore 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
- 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
Module 7: Describe Sales Processes in Dynamics 365 Supply Chain Management
- Learn 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
- 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
Module 8: Describe Warehouse Management in Dynamics 365 Supply Chain Management
- Learn 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
- Manage the warehouse layout
- Describe reservation hierarchies
- Describe unit sequence groups
- Describe license plates
- Describe location directives
- Describe work templates
- Describe the Warehouse Management mobile app
- Describe wave templates
- Describe cycle counting
- Describe replenishments
- Describe packing dimensions and containerization
- Module assessment
Module 9: 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
- 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
Module 10: 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
- 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
Exam & Certification
Note:Â There is no exam directly associated with this course. However, Microsoft offers an extensive portfolio of industry-recognized certifications that can help you stand out as a tech professional in 2026 and beyond. Achieving Microsoft certification is one of the most effective ways to validate your skills and accelerate your career.
With our expert-led training, you’ll be prepared to:
- Master in-demand capabilities across Cloud, Data & AI, and Cybersecurity — areas driving global digital transformation.
- Prove your expertise with a globally respected credential recognized by employers worldwide.
- Advance your career by enhancing your credibility, increasing your earning potential, and opening doors to new opportunities.
Explore our full range of Microsoft certifications and start building the skills that matter today.
Training & Certification Guide
Why train with Trainocate
Speak to a Training Consultant
All courses are HRD Claimable.
Get in touch with our team via the form or WhatsApp us on +6011-5119 6631
