Microsoft Dynamics 365 – SCM

Identify and use common apps, features, and functionality

• Describe apps in the finance and operations portfolio
• Describe the main components of Dynamics 365 Commerce
• Describe uses cases for and capabilities of workspaces and mobile workspaces
• Describe case management
• Describe global address book features and their use cases
• Identify inquiry and report types available in a default installation
• Describe use cases for the Business document management and electronic reporting features
• Perform searches, save queries and views, create and use, record templates, and create filters

Extend app functionality by using Microsoft Power Platform technologies

• Identify use cases for Microsoft Dataverse
• Identify use cases for Power Apps
• Identify use cases for Power Automate
• Identify use cases for Power BI
• Identify use cases for Power Virtual Agents

Implement security

• Distinguish between roles, duties, privileges, and permissions
• Assign security roles to users based on requirements
• Describe segregation of duties
• Describe and use the security diagnostics tool

Design and create workflows and business events

• Describe use cases for workflows
• Design and create workflows
• Configure workflow properties, tasks, approvals, and elements
• Configure queues, workflow assignment hierarchies, workflow parameters, and troubleshoot workflows
• Manage workflow versions
• Trigger Power Automate flows by using business events

Configure organization administration features

• Set up and configure legal entities and operating units
• Configure and troubleshoot number sequences
• Create organization hierarchies
• Describe and apply user options
• Configure document handling for attachments
• Configure print management and form setup features

Configure system administration features

• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
• Configure email (SMTP/Exchange)
• Create and maintain email templates
• Describe use cases for Entity store
• Create, export, and import personalization
• Publish saved views
• Set up and monitor batch jobs
• Set up alerts

Manage data

• Describe use cases for the Data Management framework
• Describe use cases for projects, data entities, and templates
• Copy configuration data between companies or legal entities by using the data management framework
• Describe use cases for the dual-write feature

Describe the migration process

• Identify common migration scenarios and tools in finance and operations apps
• Identify relevant data entities and elements based on given scenarios
• Identify data migration requirements

Prepare data for migration and migrate data to finance and operations apps

• Identify types of data including the master, transactional, reference, and parametric
• Generate field mapping between source and target data structures
• Import or export data by using the data management framework
• Support the transition between the existing and migrated systems
• Perform a test migration and validate the output from the process
• Implement data task automation

Test solutions

• Describe types of testing, including unit, regression, functional, and end-to-end
• Describe capabilities of available testing tools
• Track work items through a project implementation by using Azure DevOps
• create test cases and test plans by using Azure DevOps
• Automate and manage test cases by using the Regression Suite Automation Tool(RSAT)
• Create test scripts by using Task recorder and upload scripts to the Business process modeler or Azure DevOps

Describe and use Lifecycle Services tools

• Identify use cases for project asset libraries and shared asset libraries

• Describe environment purposes and topologies

• Differentiate between Tier 1 environment and other tiers

• Describe use cases for Business process modeler libraries

• Describe the types of environments including sandbox, test, and production

• Report production outages

Configure and manage the production control module

• Manage product compliance
• Configure commodity pricing
• Configure scrap and waste
• Differentiate and configure production parameters and statuses
• Configure substitute items
• Implement subcontracting
• Configure production groups, production units, and production pools

Configure and manage resources for production processes

• Implement and manage work calendars and working time
• Configure inventory, product, storage, and tracking dimensions in production
• Create and configure resource capabilities
• Implement and manage resources and resource groups
• Create and manage operations and routes

Configure process manufacturing

• Configure batch reservations and expiration dates
• Identify and configure batch attributes
• Configure batch balancing
• Configure co-products and by-products for batch orders
• Configure planning items
• Configure formulas by using scalable and percentage-based calculations
• Configure formulas by using active ingredient-based calculations
• Configure catch weight items
• Configure discrete manufacturing
• Create a bill of materials (BOM) and item configurations
• Create and release a dimension-based product master
• Define configuration groups and routes for dimension-based product

Configure lean manufacturing

• Create value streams and production flows
• Configure production flow costing
• Create Kanban rules

Manage batch orders

• Create and process batch orders
• Implement lot and batch control processes
• Configure consolidated batch order processes
• Create and process reports as finished co-product journals
• Manage batch order sequencing
• Create and process a rework batch order

Manage production orders

• Creating and processing production orders
• Create and process picking journals
• Create and process job card journals
• Create and process reports as finished journals
• Reset the status of a production order

Manage Kanban orders

• Process Kanban orders by using Kanban boards
• Create and manage fixed, scheduled, and event Kanbans
• Implement activity-based subcontracting

Configure and manage master planning

• Set up coverage groups and item coverage
• Differentiate between action messages, delay messages, time fences, and negative days
• Process and view planned orders

Plan, schedule, and perform production capacity planning

• Define scheduling parameters
• View, monitor, and update production schedules
• Configure capacity for production resources including machines, labor, and tooling

Configure manufacturing execution

• Configure time and attendance prerequisites and parameters
• Identify the capabilities of Manufacturing Execution
• Process production and batch orders by using manufacturing execution processes
• Configure job card devices and terminals
• Register a worker for a job card device or terminal

Configure costing policies

• Configure and manage costing sheets
• Configure and use cost groups
• Configure indirect costs
• Configure and manage costing versions and cost categories
• Configure and perform BOM/formula calculations

Design product configuration models by using Product Configurator

• Create and build a product configuration model that includes components and subcomponents
• Create and manage product configuration model components
• Create calculations for product configuration models
• Differentiate between table and expression constraints
• Describe use cases for BOM lines and route operations
• Configure and manage to price for production configuration models
• Describe the purpose and capabilities of the product configuration models