Microsoft Certified: Dynamics 365 Distribution and Trade for Finance and Operations (MB6-896)

On this 5-day accelerated Dynamics 365 course you'll develop the skills and knowledge to use advanced Distribution and Trade functionality in the latest Dynamics 365 application. You'll implement these skills to manage data for the supply chain and distribution and trade, bringing the benefits of Dynamics 365 to your business.

You'll be immersed in the curriculum through our unique Lecture | Lab | Review technique, which allows you to test your skills based on the theoretical knowledge you'll gain.

Your experienced Microsoft Certified Trainer (MCT) will guide you through the fundamentals of using Microsoft Dynamics 365 for Finance and Operations to:

• Configure and Manage Products and Inventory
• Manage Customer and Vendor Relationships
• Manage the Purchase Process
• Manage the Sales Process

During the course, you'll prepare for and sit Exam MB6-896: Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations, which acts as an elective requirement for MCSE: Business Applications

If you're a Microsoft Dynamics 365 partner staff such as a solutions architect, functional consultant or project manager, this course is ideal for you. This course is also suitable for anyone involved in finance, distribution, trade or retail who has a business software solution background.

Manage customer and vendor relationships

Manage Customer Relationships

• Create and maintain customer records in Microsoft Dynamics 365
• Configure and manage customer trade agreements including agreements with supplementary items
• Set up customer groups and posting profiles
• Configure credit limits
• Configure additional customer parameters including delivery and payment terms
• Create a customer using default data and financial dimensions

Manage vendor relationships

• Create and maintain vendor records
• Configure and manage vendor trade agreements
• Set up vendor groups and posting profiles
• Configure vendor collaboration workspaces

Manage the sales process

Control and manage sales

• Create charge codes
• Create customer charges groups
• Create item charge groups
• Create delivery charges groups
• Create auto charges on items, customers and vendors
• Create terms of payment

Manage sales commissions

• Create commission customer groups
• Create commission item groups
• Create commission sales groups
• Set up commission calculations
• Setup commissions for return items

Create sales quotations

• Create and Update sales quotations

Perform the sales process

• Create sales orders
• Copy sales orders
• Create order events
• Configure order holds
• Add order notes
• Create customer sales agreements
• Update charge
• Implement items lists
• Implement full text search

Configure delivery settings

• Set up enhanced delivery date control
• Configure coverage calendars and transport times
• Configure available ship and receipt dates
• Add order entry deadlines
• Configure sales orders picking

Process outbound delivery and invoicing

• Create direct delivery orders
• Set up warehouses
• Pack and ship products
• Post a packing slip
• Invoice customers
• Process returns from customers
• Create replacement orders
• Configure and process transfer orders
• Pick items for transfers

Manage the purchase process

Control and manage purchases

• Create charges codes
• Create vendor charges groups
• Create item charges groups
• Create delivery charges groups
• Create auto charges

Create purchase requisitions

• Create and submit purchase requisitions for approval
• Configure purchase requisition workflows
• Define control parameters and workflow on purchase requisition documents
• Set up purchasing policies

Create requests for quotations

• Create requests for quotations
• Process requests for quotations
• Accept or reject requests for quotations
• Manage bills of materials on sales quotations

Perform the procurement process

• Create purchase orders
• Create purchase agreements and release lines
• Configure change management

Receive products and services

• Perform desktop receiving
• Create 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
• Inspect product receipts
• Receive products and return rejections
• Create a case for undelivered products from a vendor

Configure and manage item reservations

• Apply automatic and manual reservations
• Apply explosion reservations
• View, lock, and cancel reservations
• Configure batch reservations
• Pick reservations

Configure and manage inventory

Set up and configure inventory management

• Create sites
• Create warehouse
• Configure warehouse items
• Set up inventory aisles and locations
• Configure boxing logic
• Manage the inventory close process

Manage products and services

• Create product and service records
• Create item groups and item model groups
• Create storage and tracking dimensions
• Track inventory using serial and batch numbers
• Create units of measure
• Create inventory and posting profiles; create released products

Enrich product data

• Set up product attributes
• Create attribute groups
• Create and maintain product hierarchies
• Set up supplementary items

Configure, run, and review inventory reports

• Configure ABC classifications
• Determine physical inventory
• Run and analyse inventory aging reports
• Configure and run forecasting reports

Configure and manage inventory journals

• Set up inventory journals
• Manage inventory adjustments
• Create transfer, bills of materials, and counting journals
• Set up and manage cycle counting operations
• Process inventory blocking
• Set up item registration

You'll sit the following exam during your course, covered by your Certification Guarantee:

Exam MB6-896: Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

• Technology - Microsoft Dynamics 365 for Finance and Operations
• Credit toward - MCSE: Business Applications

You will measured on your ability to accomplish the following technical tasks in exam MB6-896:

• Manage customer and vendor relationships (20 - 25%)
• Manage the sales process (25 - 30%)
• Manage the purchase process (25 - 30%)
• Configure and manage inventory (20 - 25%)

Included in this course:

• Firebrand custom courseware

Before you attend this course, you should have an understanding of

• Distribution and trade processes
• The Microsoft Dynamics 365 for Finance and Operations functionalities which apply to the Procure to Pay and Order to Cash processes

Seven reasons why you should sit your course with Firebrand Training

• Two options of training. Choose between residential classroom-based, or online courses
• You'll be certified fast. With us, you’ll be trained in record time
• Our course is all-inclusive. A one-off fee covers all course materials, exams**, accommodation* and meals*. No hidden extras.
• Pass the first time or train again for free. This is our guarantee. We’re confident you’ll pass your course the first time. But if not, come back within a year and only pay for accommodation, exams and incidental costs
• You’ll learn more. A day with a traditional training provider generally runs from 9 am – 5 pm, with a nice long break for lunch. With Firebrand Training you’ll get at least 12 hours/day of quality learning time, with your instructor
• You’ll learn faster. Chances are, you’ll have a different learning style to those around you. We combine visual, auditory and tactile styles to deliver the material in a way that ensures you will learn faster and more easily
• You’ll be studying with the best. We’ve been named in the Training Industry’s “Top 20 IT Training Companies of the Year” every year since 2010. As well as winning many more awards, we’ve trained and certified over 135,000 professionals

*For residential training only. Doesn't apply for online courses
**Some exceptions apply. Please refer to the Exam Track or speak with our experts

Think you are ready for the course? Take a FREE practice test to assess your knowledge!  Free Practice Test