Microsoft Dynamics 365 Business Central Supply Chain Management (Business User) — Lesson 3: Sales, Warehousing, and Demand Planning

Learning Objectives

• Process customers, sales orders, shipments, invoices, returns, and reservations
• Use warehouse receiving, picking, movement, shipping, and document workflows
• Interpret forecasts, planning suggestions, shortages, and supply-demand signals

Detailed Topics

• Process customers: Process customers, sales orders, shipments, invoices, returns, and reservations
• Use warehouse receiving: Use warehouse receiving, picking, movement, shipping, and document workflows
• Interpret forecasts: Interpret forecasts, planning suggestions, shortages, and supply-demand signals

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected outcome.
2. Demonstrate the relevant configuration, analysis, code, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, or test evidence.
4. Compare the observed result with the stated acceptance criteria.

Hands-On Activity

Execute an order-fulfilment workflow and resolve a stock or warehouse exception.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, permissions, data, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, and user or business impact.

Validation Checklist

• The requirement and expected outcome are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Sales, Warehousing, and Demand Planning in a realistic scenario and validate the result with documented evidence.