4 days


This course has six modules and is designed for a 4 day learning experience. The course will introduce you to the configure need for Dynamics 365 Supply Chain Management, Manufacturing. It will help you understand and practice most of the transactions needed for the different manufacturing scenarios.

It will explain the aspects of the master planning needed for manufacturing functional consultant. It will cover different important features commonly used by manufacturing customers and will focus on the configuration and use of subcontracting features.

Key Topics

Detailed Info
  • Manage Manufacturing Processes
  • Subcontracting for Product Manufacturing
  • Implement Master Planning
  • Implement other Manufacturing Features
Skills Gained
Key Topics
Target Audience

Skills Gained

After completing this course, students will be able to:

  • Configure the most important and commonly used features and functionalities within Dynamics 365
  • Process most of the Dynamics 365 Manufacturing transactions
  • Explain to others how Dynamics 365 Supply Chain Management, Manufacturing features

Key Topics

Module 1: Configure Dynamics 365 Supply Chain Management, Manufacturing
This module will cover the address the different configurations the functional consultants will need implement the manufacturing features.


  • Configure and manage the production control module
  • Configure and manage resources for production processes
  • Configure discrete manufacturing
  • Configure process manufacturing
  • Configure lean manufacturing

Module 2: Manage manufacturing processes
This module will help you understand and practice most of the transactions needed for the different manufacturing scenarios.


  • Manage production orders
  • Manage batch orders
  • Manage kanban orders

Lab : Case study 1A discrete manufacturing
Exercise #1: Update the production control parameters
Exercise #2: Create new production pools
Exercise #3: Create and manage resources
Exercise #4: Create an operation, assign relations and create a route
Exercise #5: Create a simple BOM without a version
Exercise #6: Create a BOM in the BOM designer (Bonus)
Exercise #7: Create a BOM with a version
Exercise #8: Create a production order
Exercise #9: Start a discrete production order (Bonus)
Exercise #10: Run a resource schedule
Exercise #12: Configure costing policies
Exercise #13: Configure manufacturing execution (Bonus)
Exercise #14: Configure automatic route consumption on setup jobs (Bonus)
Exercise #15: Use manufacturing execution (Bonus)
Lab : Case study 1B process manufacturing
Exercise #1: Create an approved vendor list and setting method to Warning Only (Bonus)
Exercise #2: Create items with different production types
Exercise #3: Create and activate a formula using different product types
Exercise #4: Create a new formula with a version from the released products form (Bonus)
Exercise #5: Revise, update and activate a formula (Bonus)
Exercise #6: Use the scalability feature to create a new formula
Exercise #7: Create and activate a percentage-based formula (Bonus)
Exercise #8: Change a linear consumption to a step-wise consumption
Exercise #9: Set up commodity pricing (Bonus)
Exercise #10: Change a price calculation and update trade agreements
Exercise #11: Setting up a commodity price calculation
Exercise #12: Creating PSDS lists, records and file uploads for product compliance
Exercise #13: Add reporting details for an item
Exercise #14: Create a sales order and printing a PSDS
Exercise #15: Create and associate a batch attribute
Exercise #16: Create a new batch number and manually record the batch attribute
Exercise #17: Create quality orders and verify batch attributes
Exercise #18: Complete a batch reservation using an attribute requirement
Exercise #19: Set a partial visibility catch weight item
Exercise #20: Use catch weight items in a purchase trade agreement
Exercise #21: Create a batch attribute for a potency item
Exercise #22: Modify and activate a copy of a potency item formula
Exercise #23: Set up pricing based on an item’s attribute (Bonus)
Exercise #24: Record a potency attribute upon receipt (Bonus)
Exercise #25: Reporting and balancing batch orders (Bonus)
Lab : Case study 1C Lean manufacturing
Exercise #1: Create value streams
Exercise #2 create a new production flow model
Exercise #3: Create a process activity
Exercise #4 Create a new transfer activity
Exercise #5: Add a successor to the production flow activity and perform validation and activation
Exercise #6: Create Kanban rules and schedule the Kanban job
Exercise #7: Process scheduled Kanban for process and transfer jobs
Exercise #8: Fulfill a sales order by planning a Kanban and produce an item (Bonus)

Module 3: Implement master planning for production
This module will explain the aspects of master planning needed for manufacturing functional consultant


  • Configure and manage master planning
  • Plan, schedule, and perform production capacity planning

Lab : Case study 2 master planning
Exercise #1: Firm a planned order and change the order type
Exercise #2: Create an intercompany planning group and assign an item allocation key
Exercise #3: Plan a production schedule from a master planning run (Bonus)

Module 4: Implement other manufacturing features
This module will cover different important features commonly used by manufacturing customers.


  • Configure manufacturing execution
  • Configure costing policies
  • Define product configuration models by using Product Configurator

Module 5: Subcontracting for product manufacturing
This module will cover the configuration and use of subcontracting features


  • Configuring subcontracting
  • Using subcontracting

Lab : Case study 3 subcontracting
Exercise #1: Set up subcontracting features

Target Audience

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please call us at +632 8244 2098 or email [email protected]







  • Basic understanding for supply chain management and manufacturing terminology
  • Basic understanding of Dynamics 365 finance and operation apps
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The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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