Configure and manage sales and customers in Dynamics 365 Supply Chain Management
- Offered byMicrosoft
Configure and manage sales and customers in Dynamics 365 Supply Chain Management at Microsoft Overview
Duration | 9 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Configure and manage sales and customers in Dynamics 365 Supply Chain Management at Microsoft Course details
- Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
- Configure and use agreements in Dynamics 365 Supply Chain Management
- Configure and use intercompany trade in Dynamics 365 Supply Chain Management
- The process of working with customers, understanding the life cycle of the sales process, and setting up sales agreements are all important factors that impact a company's success
- This learning path helps prepare you for Exam MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant
- Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while all documents are automatically generated for the participating legal entities, thus saving the organization time and money
Configure and manage sales and customers in Dynamics 365 Supply Chain Management at Microsoft Curriculum
Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
Introduction - Order to cash process
Sales and marketing overview
Create and confirm sales quotations
Create and process sales orders
Sales order entry scenarios
Sales order picking processes
Configure order promising
Configure order hold codes
Process customer returns
Sales order reservations
Configure and use commissions
Configure customer and item search
Lab - Create a sales order and work with commissions
Check your knowledge
Summary
Configure and use agreements in Dynamics 365 Supply Chain Management
Introduction
Work with trade agreements
Create sales agreements
Create purchase agreements
Configure trade allowance management
Configure brokerage contract management
Configure royalty contract management
Configure vendor rebates
Rebate management module
Exercise - Create a purchase agreement
Exercise - Generate and process customer rebates
Exercise - Create trade agreements
Check your knowledge
Summary
Configure and use intercompany trade in Dynamics 365 Supply Chain Management
Introduction
Intercompany trading
Set up intercompany trade
Process intercompany chain orders
Set up intercompany agreements and direct deliveries
Lab - Configure intercompany relations
Exercise - Process a purchase order-initiated intercompany chain
Exercise - Process a sales order-initiated intercompany chain
Exercise - Process returns in intercompany
Exercise - Process an intercompany direct delivery
Check your knowledge
Summary
Configure and manage sales and customers in Dynamics 365 Supply Chain Management at Microsoft Entry Requirements
- General understanding of supply chain processes.The ability to use Supply Chain Management for basic processing.Knowledge of sales procedures.Knowledge of inventory management.Knowledge of accounts receivable procedures.
- Not mentioned
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