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

Free course on D365FO WMS basics: terminology, setup, mobile devices, waves, work, location directives, loads, packing, cross docking, cycle counting.

In this free course, learn about

  • Course Introduction and Core Terminology
  • Warehouse Setup and Mobile Device Configuration
  • Outbound Processing: Release to Warehouse, Shipments, and Waves
  • Work Execution Configuration: Location Directives and Work Templates
  • Load, Packing, and Containerization
  • Advanced Warehouse Processes and Inventory Control

Course Description

Advanced Warehouse Management Basics in Microsoft Dynamics 365 Finance and Operations is a free, practical course designed for professionals who want a clear foundation in warehouse management within D365FO. Ideal for logistics and supply chain roles, it helps you understand how core WMS concepts translate into real configuration and day-to-day warehouse execution.

You will build familiarity with essential WMS terminology and learn how key components fit together, from initial setup to operational flows. The course walks through configuration principles and mobile device setup so you can connect system decisions with warehouse floor activities and scanning processes.

As you progress, you explore how work is created and managed, how releases to the warehouse are handled, and how wave processing supports efficient picking and shipping. You also get exposure to location directives, helping you understand how the system determines where items should be picked from or put away to optimize movement and storage.

The course further covers load management concepts, including load planning workbench usage, along with packing workflows and cross docking scenarios. To round out the operational picture, it introduces cycle counting approaches and considerations so you can support inventory accuracy and continuous control in a structured way.

Whether you are new to D365FO WMS or looking to refresh the fundamentals before moving into advanced design and troubleshooting, this training provides a structured path through the key building blocks of warehouse management in Microsoft Dynamics 365 Finance and Operations.

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

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