Free Course Image Advanced Warehouse Management Basics in Microsoft Dynamics 365 Finance and Operations

Free online courseAdvanced Warehouse Management Basics in Microsoft Dynamics 365 Finance and Operations

Duration of the online course: 7 hours and 35 minutes

New

Boost your logistics career with a free online course on Dynamics 365 warehouse management—waves, work, packing and mobile app basics, plus certificate-ready skills.

In this free course, learn about

  • Overview of the advanced warehouse management (WMS) process in Dynamics 365 F&O
  • Key WMS terminology: shipment, load, wave, work, unit sequence groups, consolidation
  • Core warehouse setup needed to enable advanced WMS (waves, shipments, loads) per warehouse
  • Mobile device setup: menus/menu items and worker assignments to execute warehouse work
  • Release to warehouse: how orders generate shipments/loads/work and trigger warehouse execution
  • Shipment consolidation templates: purpose and how they group orders into shipments
  • Wave processing: why waves exist, what wave templates define, and results after processing
  • Location directives: controlling where picking/put-away selects locations based on rules
  • Work templates & work classes: validity rules, work creation, and execution control
  • Quality check steps in work: required sequencing rules within a work template
  • Load lifecycle: statuses, confirmation effects, and using the outbound load planning workbench
  • Packing & containerization: end-to-end configuration linking pick, pack station, and shipping
  • Cross-docking: concept and setup to move goods directly from receipt to outbound staging
  • Cycle counting: plans vs thresholds and enabling counts at specific warehouse locations

Course Description

Modern warehouses run on speed, accuracy, and tight system control. This free online course builds practical fundamentals of Advanced Warehouse Management in Microsoft Dynamics 365 Finance and Operations so you can support daily execution and smarter outbound planning. You will learn how warehouse processes fit together end to end, and how core configuration choices influence what workers can do, what the system can direct, and how orders move from release to shipping.

You will get comfortable with the key language used in Dynamics 365 WMS and the objects that connect operations, including shipments, loads, and the structure behind units and sequencing. The course guides you through the logic that drives warehouse execution: how release to warehouse turns demand into actionable warehouse tasks, why consolidation rules matter, and how waves are designed to group and optimize work. You will also understand what templates do across the solution and how they control behavior, from directing inventory movement to shaping the warehouse work created for picking, staging, packing, and shipping.

A strong warehouse setup is more than toggling a feature. You will see what must be enabled at the warehouse level to unlock advanced capabilities, and how mobile device access works so warehouse employees can actually perform transactions in the app. This is especially valuable if you collaborate with operations teams, troubleshoot why a process is not generating work, or help translate business requirements into system configuration that the floor can execute.

As you progress, you will connect outbound concepts like load planning and shipment confirmation with operational realities such as packing and containerization flows, cross-docking scenarios, and the controls that prevent shortcuts that break process integrity. Inventory accuracy is covered through cycle counting approaches, helping you understand when planned counts or thresholds make sense and what configuration is needed to target specific locations.

By the end, you will have a clearer mental model of how Advanced Warehouse Management works in Dynamics 365 Finance and Operations, enabling you to communicate confidently with consultants, key users, and warehouse supervisors—and to contribute to smoother implementations, better adoption, and more reliable warehouse execution.

Course content

  • Video class: WMS Series - Episode 1 - Introduction #microsoftdynamics365 #financeandoperations 14m
  • Exercise: Which set of activities best describes the warehouse management process?
  • Video class: WMS Series - Episode 2 - Terminologies Part 1 #microsoftdynamics365 #dynamics365 18m
  • Exercise: In advanced warehouse management, what does a "shipment" represent?
  • Video class: WMS series - Episode 3 - Terminologies Part 2 #microsoftdynamics365 #wms #d365 #warehouse 21m
  • Exercise: In a unit sequence group, what is the correct way to define the sequence of units for warehouse operations?
  • Video class: WMS series - Episode 4 - Configurations #microsoftdynamics365 #financeandoperation #warehouse 34m
  • Exercise: Which setup is essential to use advanced warehouse management features like wave, shipment, and load processing for a warehouse?
  • Video class: WMS series - Episode 5 - Mobile device configuration #microsoftdynamics365 #financeandoperation #ai 20m
  • Exercise: In Advanced Warehouse Management, what must be assigned to a worker so they can see and use functions on the Warehouse Management mobile app?
  • Video class: WMS series - Episode 6 - Release to warehouse part-1 #microsoftdynamics365 #d365talks 33m
  • Exercise: In Dynamics 365 Finance and Operations, what does the Release to warehouse process do when an order is released?
  • Video class: WMS Series - Episode 7 - Release to Warehouse - Part 2 #microsoftdynamics365 #financeandoperations 22m
  • Exercise: What is the primary purpose of a shipment consolidation template in advanced warehouse management?
  • Video class: WMS Series - Episode 8 - Waves - Part 1 #microsoftdynamics365 #financeandoperations #d365fo 22m
  • Exercise: What is the main purpose of processing a wave in advanced warehouse management?
  • Video class: WMS Series - Episode 9 - Waves - Part 2 #microsoftdynamics365 #financeandoperations #d365talks 18m
  • Exercise: What do wave templates define in Advanced Warehouse Management?
  • Video class: WMS Series - Episode 10 - Location Directives #microsoftdynamics365 #financeandoperations #d365talks 32m
  • Exercise: What is the primary purpose of a location directive in Advanced Warehouse Management?
  • Video class: WMS Series - Episode 11 - Work - Part 1 #microsoftdynamics365 #financeandoperations #d365talks 23m
  • Exercise: What makes a work template valid for generating work?
  • Video class: WMS Series - Episode 12 - Work - Part 2 #microsoftdynamics365 #financeandoperations #d365talks 21m
  • Exercise: What is the main purpose of a work class ID in advanced warehouse work execution?
  • Video class: WMS Series - Episode 13 - Work - Part 3 #microsoftdynamics365 #financeandoperations #d365talks 22m
  • Exercise: When configuring a Quality check in a work template, what sequence rule must be followed?
  • Video class: WMS Series - Episode 14 - Load 26m
  • Exercise: Which load status is reached after the shipment is confirmed?
  • Video class: WMS Series - Episode 15 - Load planning workbench - Part 2 #microsoftdynamics365 #d365talks #load 14m
  • Exercise: In the outbound load planning workbench, what is the primary purpose of selecting a Load template ID when creating a new load?
  • Video class: WMS Series - Episode 16 - Pack 15m
  • Exercise: In packing and containerization, which configuration must use the same Packing location type to connect the process end-to-end?
  • Video class: WMS Series - Episode 17 - Pack 24m
  • Exercise: In a packing and containerization flow, what configuration helps ensure picked items can be put only to the packing station (and not directly to shipping)?
  • Video class: WMS Series - Episode 18 - Cross docking #microsoftdynamics365 #d365talks #shriramsivasankaran 30m
  • Exercise: What best describes cross-docking in Dynamics 365 Finance and Operations advanced warehouse management?
  • Video class: WMS series - Episode 19 - Cycle counting plan vs threshold #microsoftdynamics365 #d365talks 21m
  • Exercise: Which setup is required to allow cycle counting at specific warehouse locations?
  • Video class: WMS series - Episode 20 - Conclusion #shriramsivasankaran #microsoftdynamics365 #financeandoperation 14m
  • Exercise: In Advanced Warehouse Management, what happens after a wave is processed for consolidated sales orders?

This free course includes:

7 hours and 35 minutes of online video course

Digital certificate of course completion (Free)

Exercises to train your knowledge

100% free, from content to certificate

Ready to get started?Download the app and get started today.

Install the app now

to access the course
Icon representing technology and business courses

Over 5,000 free courses

Programming, English, Digital Marketing and much more! Learn whatever you want, for free.

Calendar icon with target representing study planning

Study plan with AI

Our app's Artificial Intelligence can create a study schedule for the course you choose.

Professional icon representing career and business

From zero to professional success

Improve your resume with our free Certificate and then use our Artificial Intelligence to find your dream job.

You can also use the QR Code or the links below.

QR Code - Download Cursa - Online Courses

More free courses at Logistics and Supply chain

Free Ebook + Audiobooks! Learn by listening or reading!

Download the App now to have access to + 5000 free courses, exercises, certificates and lots of content without paying anything!

  • 100% free online courses from start to finish

    Thousands of online courses in video, ebooks and audiobooks.

  • More than 60 thousand free exercises

    To test your knowledge during online courses

  • Valid free Digital Certificate with QR Code

    Generated directly from your cell phone's photo gallery and sent to your email

Cursa app on the ebook screen, the video course screen and the course exercises screen, plus the course completion certificate