Set up engineering change management for Dynamics 365 Supply Chain Management

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Free Online Course: Set up engineering change management for Dynamics 365 Supply Chain Management provided by Microsoft Learn is a comprehensive online course, which lasts for 4-5 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Learn the basics of the Engineering Change Management Add-in for Dynamics 365 Supply Chain Management.
    • In this module, you will:

      • Learn how to enable the Engineering Change Management Add-in.
      • Understand the features in engineering change management.
      • Learn how the end-to-end engineering change management process works.
    • Module 2: Product data is an important part of any company that uses supply chain management processes.
    • In this module, you will:

      • Set up engineering organizations.
      • Work with product versioning.
      • Create dimension groups by using the version dimensions.
      • Create product life cycle states.
      • Use engineering categories.
    • Module 3: Learn how to set up the Engineering Change Management Add-in for Microsoft Dynamics 365 Supply Chain Management.
    • In this module, you will:

      • Enable the Engineering change management feature and licenses.
      • Set up engineering change severities and severity rules.
      • Set up product owners.
      • Use a workflow with engineering change management.
    • Module 4: Learn how to convert an existing product to an engineering product in Dynamics 365 Supply Chain Management.
    • In this module, you will:

      • Enable change management on existing products.
      • Enable engineering product categories.
      • Run the convert to engineering product wizard.

Syllabus
    • Module 1: Get started with the Engineering Change Management Add-in for Dynamics 365 Supply Chain Management
      • Introduction
      • Overview of features
      • Enable engineering change management
      • End-to-end walkthrough of features
      • Exercise - Set up demo data for the sample scenario
      • Exercise - Create a new engineering product
      • Exercise - Release an engineering product to a local company
      • Exercise - Review and accept the product before you release it in the local company
      • Exercise - Use the product in transactions in the local company
      • Exercise - Add the engineering product to a sales order
      • Exercise - Request changes in the engineering product
      • Exercise - Make changes to the product by using an engineering change order
      • Exercise - Release the changed product
      • Check your knowledge
      • Summary
    • Module 2: Set up versioned products in Dynamics 365 Supply Chain Management
      • Introduction
      • Create an engineering organization
      • Create nomenclature for product versions
      • Create product version number rules
      • Create product dimension groups by using the version dimension
      • Create product life cycle states
      • Engineering attributes
      • Product readiness policies
      • Product release policies
      • Create engineering categories
      • Exercise - Create a product readiness policy
      • Check your knowledge
      • Summary
    • Module 3: Enable engineering change management for Dynamics 365 Supply Chain Management
      • Introduction
      • Set up engineering change severities
      • Set up severity rule sets
      • Set up product owners
      • Engineering workflows
      • Exercise - Create a severity rule
      • Check your knowledge
      • Summary
    • Module 4: Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management
      • Introduction
      • Enable change management on existing products
      • Enable engineering product categories
      • Run the convert to engineering product wizard
      • Check your knowledge
      • Summary