Microsoft Dynamics 365 Training Insights, Session 8: Production

April 6 2021

Welcome to Microsoft Dynamics 365 (D365) training insights series. In our eighth session, we will be providing training insights on production. We will cover the audience, content, timing, nature, and approach to this training and finish with a quick tip. You can see the full article series here.

Production is one of the most difficult training areas in D365 because of the broad range of learners with varying skill sets spread across several manufacturing locations who need to be trained on complex topics. Companies need to have a well-thought-out training plan to meet the needs of this diverse group. Typical roles under this function are production managers, supervisors, clerks, and all manufacturing personnel including material handlers, machine operators, quality assurance, etc. Even though the management layer may be located in the headquarters, most users reside in manufacturing plants on the shop floor.

This training covers work center management, route, and operations management, Bill of Materials (BOM) management, Work in Process (WIP) management, production order costing, and production order lifecycle management from production order creation to finish, labor, and material postings.

Production is built on several key concepts such as work centers, routes/operations, BOMs, labor/material issues, WIP, and costing. It is important for core team members to understand these concepts before designing the new solution. Thus, core team members need to be trained upfront right after their foundation training. The larger audience is spread across multiple manufacturing locations. They need to be trained on the new system and processes prior to go-live. In addition, production requires an ongoing training program for the operators due to turnover and production changes.

Production is a comprehensive module in D365 with a lot of configuration settings. Standard content can be used the train the core team. On the other hand, manufacturing operations such as how to issue material/labor, how to account for WIP, how to report production, how to cost a work order, are quite unique to each company. In addition, the learners on the production floor require simple, easy to follow, and error-proof solutions. These characteristics generally drive customizations in D365.

At the beginning of the project, standard online training can be used to train the core team. The team can then establish production processes within D365. The bulk of the users can be trained on these tailored production processes. Since the audience is large and spread across multiple locations, online training that combines standard and tailored content can be very effective.

The unique thing about the production is the degree of integration between supply chain and financial operations. Most companies use different systems for production and financials. In the legacy world, supply chain transactions do not automatically generate financial postings. In D365, operational transactions such as labor/material issues, WIP processing, work order closing have financial consequences. A simple error made on the production floor may create financial headaches downstream. Therefore, training the production personnel on the shop floor is important to ensure a successful deployment.

Thank you for your time and I look forward to sharing more with you in our next Microsoft Dynamics 365 training insights session.

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About Elif Item

Elif Item has worked 15+ years in Microsoft Dynamics 365 Finance, Supply Chain and Commerce as a learner, consultant, trainer, project manager, and consulting director before setting out to build Item by Item (IBI) Learning Platform. She is not only an expert in Microsoft Dynamics 365 Finance, Supply Chain and Commerce but also an accomplished instructor in classroom and online as well. She is a Microsoft Certified Trainer, a Certified Technical Trainer and also a Microsoft Certified Professional. She is known in the industry for her ability to understand training needs of learners and organizations and provide appropriate expertise and training to get them ready to implement and use Microsoft Dynamics 365 Finance, Supply Chain and Commerce effectively. Elif has founded Item by Item (IBI) Learning Platform to provide the much needed and state of the art online training tool to teach real "skills" to learners, measure and monitor their progress effectively, and get organizations ready for using Microsoft Dynamics 365 Finance, Supply Chain and Commerce from day one.

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