Dynamics 365 Trade and Logistics Functional Training

• Manage sales leads
• Create and process business opportunities
• Manage sales prospects
• Maintain business contacts
• Create and process sales quotations
• Convert sales quotations to sales orders

Manage customer records and Set up and configure inventory management – 3 Hours

• Set up customer groups and posting profiles
• Create and manage customer record
• Review customer master data – credit limit, delivery terms, & payment terms
• Create sites
• Create warehouses
• Set up inventory aisles and locations

Manage products, services and Enrich product data – 5 Hours

• Create units of measure
• Create item groups and item model groups
• Create storage dimensions and tracking dimensions
• Create product and service records
• Create released products
• Track inventory using serial and batch numbers
• Create inventory posting profiles
• Set up product attributes
• Create attribute groups
• Create and maintain product hierarchies
• Set up supplementary items

• Set up vendor groups and posting profiles
• Create and maintain vendor records
• Review vendor master data – delivery terms, & payment terms
• Configure and manage vendor trade agreements
• Create charges codes
• Create vendor charges groups
• Create item charge groups
• Create delivery charge groups
• Create auto charges

• Create purchase orders
• Create purchase agreements and release lines
• Configure change management
• Perform desktop receiving and post-product receipt (GRN)
• Record purchase invoices and match receipts
• Set up quality management on purchase items
• Create tests and configure item sampling
• Create test groups
• Configure automatic and manual quality orders
• Create and process non conformance orders
• Manage quality reports and certificates
• Receive products and return rejections
• Manage purchase returns and debit notes

• Create charge codes
• Create customer charge groups
• Create item charge groups
• Create delivery charge groups
• Create auto charges on items, and customers
• Create sales orders
• Copy sales orders
• Configure order holds or Add order notes
• Create customer sales agreements
• Update charge

• Set up enhanced delivery date control
• Configure coverage calendars and transport times
• Configure available ship and receipt dates
• Add order entry deadlines
• Manage item reservations
• Configure sales orders picking
• Pick, pack and ship the product
• Post a packing slip
• Invoice customers
• Process returns from customers
• Create direct delivery orders

• Create commission customer groups
• Create commission item groups
• Create commission sales groups
• Set up commission calculations
• Create and submit purchase requisitions for approval
• Define control parameters and workflow on purchase requisition documents
• Set up purchasing policies

Create requests for quotations and Configure and manage Bills of materials (BOM) – 5 Hours

• Create requests for quotations
• Process requests for quotations
• Accept or reject requests for quotations
• Create a Bill of material and associate with an Item
• Check max report as finished

Configure and manage inventory journals – 3 Hours

• Set up inventory journals o Manage inventory adjustments
• Create transfer, bills of materials, movement and counting journals
• Process inventory blocking
• Configure and process transfer orders