Dynamics 365 AX Dist/Trade: 5-Day Workshop

Dynamics Edge

This onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.

This instructor led, hands on lab workshop has seven days of training covered in a five-day format. You will have full use of a Dynamics 365 for Operations lab environment.


Module 1: Introduction to Dynamics 365 for Operations

  • How Dynamics Supply Chain and Distribution is integrated within the Dynamics 365 for Operations cloud based framework
  • New feature and functionality on Dynamics 365 for Operations
  • Similarities/differences with AX 2012 and 2009 versions

Module 2: Inventory Management

  • Configure and manage products and inventory

Module 3: Distribution and Trade

  • Manage customer and vendor relationships
  • Manage the purchase process
  • Manage the sales process

Module 4: Intercompany Order Processing

  • Set up intercompany ordering
  • Process a purchase order-initiated intercompany chain
  • Process a sales order-initiated intercompany chain
  • Configure intercompany agreements
  • Update and synchronize an intercompany order chain
  • Configure direct delivery for intercompany orders
  • Process intercompany return orders
  • Process intercompany orders utilizing serial and batch numbers

Module 5: Procurement

  • Set up and maintain vendors
  • Set up and maintain catalogs
  • Create and manage purchase requisitions
  • Configure purchasing policies and signing limits
  • Configure purchasing workflows
  • Inquiries, reports, and other purchase order tasks

Module 6: Vendor Collaboration

  • Manage users and workflows for vendor collaboration
  • Consignment inventory configuration
  • Managing consignment inventory

Module 7: Product Costing and Inventory Valuation

  • Valuation: FIFO, LIFO, weighted average, moving average
  • Inventory close
  • Standard cost
  • Production costing
  • Ledger integration
  • Inventory insight and reconciliation
  • Non-stock items
  • Cost explorer

Module 8: Course Review

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