DEMO: This is a sample video of this course.
Title: Course 7165
MB-330 Course Length: 14 Hours 26 Minutes 49 Seconds
The paid version of this course contains videos on the following topics:
This objective may include but is not limited to creating and maintaining customer records in Microsoft Dynamics 365; configuring and managing customer trade agreements including agreements with supplementary items; setting up customer groups and posting profiles; configuring credit limits; configuring additional customer parameters including delivery and payment terms; create a customer using default data and financial dimensionsManage vendor relationshipsThis objective may include but is not limited to creating and maintaining vendor records; configuring and managing vendor trade agreements; setting up vendor groups and posting profiles; configuring vendor collaboration workspacesControl and manage salesThis objective may include but is not limited to: creating charge codes; creating customer charges groups; creating item charge groups; creating delivery charges groups; creating auto charges on items, customers, and vendors; creating terms of paymentManage sales commissionsThis objective may include but is not limited to: creating commission customer groups; creating commission item groups; creating commission sales groups; setting up commission calculations; setup commissions for return itemsCreate sales quotationsThis objective may include but is not limited to: creating sales quotations; updating sales quotationsPerform the sales processThis objective may include but is not limited to creating sales orders; copy sales orders; creating order events; configuring order holds; adding order notes; creating customer sales agreements; updating charges; implementing items lists; implementing full-text searchConfigure delivery settingsThis objective may include but is not limited to: setting up enhanced delivery date control; configuring coverage calendars and transport times; configuring available ship and receipt dates; adding order entry deadlines; configuring sales orders pickingProcess outbound delivery and invoicingThis objective may include but is not limited to creating direct delivery orders; setting up warehouses; packing and shipping products; posting a packing slip; invoice customers; processing returns from customers; creating replacement orders; configuring and processing transfer orders; picking items for transfersControl and manage purchasesThis objective may include but is not limited to: creating charges codes; creating vendor charges groups; creating item charges groups; creating delivery charges groups; creating auto chargesCreate purchase requisitionsThis objective may include but is not limited to creating and submitting purchase requisitions for approval; configuring purchase requisition workflows; defining control parameters and workflow on purchase requisition documents; setting up purchasing policiesCreate requests for quotations This objective may include but is not limited to creating requests for quotations; processing requests for quotations; accepting or rejecting requests for quotations; managing bills of materials on sales quotationsPerform the procurement processThis objective may include but is not limited to: creating purchase orders; creating purchase agreements and release lines; configuring change managementReceive products and servicesThis objective may include but is not limited to: performing desktop receiving; creating purchase invoices and match receipts; setting up quality management on purchase items; creating tests and configuring item sampling; creating test groups; configuring automatic and manual quality orders; creating and processing nonconformance orders; manage quality reports and certificates; inspect product receipts; receive products and return rejections; create a case for undelivered products from a vendorConfigure and manage item reservationsThis objective may include but is not limited to: apply automatic and manual reservations; apply explosion reservations; view, lock, and cancel reservations; configure batch reservations; pick reservationsSet up and configure inventory managementThis objective may include but is not limited to: creating sites; creating warehouses; configuring warehouse items; setting up inventory aisles and locations; configuring boxing logic; managing the inventory close processManage products and servicesThis objective may include but is not limited to creating product and service records; creating item groups and item model groups; creating storage and tracking dimensions; tracking inventory using serial and batch numbers; creating units of measure; creating an inventory and posting profiles; create released productsEnrich product dataThis objective may include but is not limited to: setting up product attributes; creating attribute groups; creating and maintaining product hierarchies; setting up supplementary itemsConfigure, run, and review inventory reportsThis objective may include but is not limited to: configuring ABC classifications; determining physical inventory; running and analyzing inventory aging reports; configuring and running forecasting reportsConfigure and manage inventory journalsThis objective may include but is not limited to setting up inventory journals; managing inventory adjustments; creating a transfer, bills of materials, and counting journals; setting up and managing cycle counting operations; processing inventory blocking; setting up item registration