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Certification class MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

June 17 @ 09:00 - June 21 @ 16:00

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(Last Updated On: June 15, 2019)

This Certification training class is not just about you passing the MB6-896 exam – it aims higher: we want you to understand and be able to apply your skills in real life scenarios after the training has ended, not just in an exam situation while at our training center.

After the class, you will understand how to set-up and use Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

And we are confident that you have indeed passed the certification exam at the end of the training, too!

This 5-day Certification class MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations is for anyone who wants to learn the Distribution and Trade functionality in depth and pass the certification exam MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.

Typical participant profiles:
Consultants, project managers, superusers, controllers.

Prerequisites:

It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways has obtained equivalent knowledge.

Level:

200 (Intermediate).

Description

On top of our training methodology, Problem-Principle-Procedure, we apply a proven track to ensure a successful certification exam training:

  • GateQuiz – to align skills level and suggest pre-study
  • Pre-training webinar – meet the instructor and get ready
  • The training class itself – plenty of hands-on in-class and optional homework
  • Last day of the training
    • Recap of the week – important highlights
    • AXcademy certification exam prep quiz
    • Question and answer session – final tips and tricks
    • The certification exam itself: MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

Outline overview

  • Manage customer and vendor relationships
  • Manage the sales process
  • Manage the purchase process
  • Configure and manage inventory

Topics in details

Manage customer and vendor relationships

  • Manage customer relationships
    • Create and maintain customer records
    • 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 sales quotations
    • 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 nonconformance 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 warehouses
    • 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
    • Ccreate 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 analyze 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.

We think that your options should be flexible and cost-efficient. Don't pay for services that you don't really need.

Choose between

  • Standard – the cost-efficient option
    • Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the exam itself, MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.
  • All-Inclusive – the hassle-free option
    • All of the Standard benefits as above plus
      • Transport service from and to the airport, hotel accommodation, other meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)

Standard

Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the exam itself, MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations..

Training manuals
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge. Your training environment is available 24 hours a day even outside the classroom, should you want to study outside normal class hours.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world-class technical instructor and solution architect with loads of real-life technical experience in D365FO, D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Morning break
•Sumptuous lunch buffet of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits throughout the day.

(Actual offerings and vary depending on the actual training location. For special food requirements, please ask well in advance of the class start date)

Exam fee
Participation in the exam itself, MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.

Not included
Travel
Accommodation

All-Inclusive

As above Standard plus

  • Transport service from and to the airport
  • Superior hotel room accommodation within walking distance of the training location
  • Meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)

Certification class MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

This course includes all or part of the topics of below listed Microsoft Courses

81204AE: Configure and Manage Products and Inventory in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
81205AE: Manage Customer and Vendor Relationships in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
81206AE: Manage the Purchase Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
81207AE: Manage the Sales Process in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition