Microsoft Dynamics 365 Training Insights, Session 9: Distribution

May 4 2021

Welcome to Microsoft Dynamics 365 (D365) training insights series. In our ninth session, we will be providing training insights on distribution. 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.

Similar to production in Dynamics 365, distribution is another challenging training area for most customers. Distribution operations are generally spread across multiple locations and are executed by a diverse group of users with different skill sets. While most setup and management is done in the main office by a small group, the majority of the transactions are created by a large group of users spread across several warehouses. Typical roles under this function are logistics managers, warehouse supervisors, shipping and receiving managers, and all warehouse personnel including pickers, packers and shippers, quality assurance, etc.

Distribution covers a vast functional area including warehouse layout, work templates, location directives, inbound operations such as receiving and put away, cycle counting, wave, and load management, and outbound operations such as picking, packing, and shipping.

Given the large functional scope, the core team members need to be trained upfront to make good design decisions for the new solution. The bigger challenge is to train the larger audience spread across multiple distribution locations. These learners need to be trained on the new system and processes prior to go-live. In addition, distribution requires an ongoing training program for the operators due to turnover and warehouse operation changes.

Similar to the production functional area, distribution 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, distribution operations such as receiving, put away, picking, packing, and shipping may be quite unique to each company. In addition, the learners on the warehouse floor require simple, easy to follow, and error-proof solutions. Understanding and applying the right configuration settings are important.

At the beginning of the project, standard online training can be used to train the core team. The team can then establish distribution processes within D365. The bulk of the users can be trained on these tailored warehouse 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 distribution is the two different user interfaces the learners interact with. While the setup and management are conducted using the web client, most daily warehouse operations are conducted using RF devices that have a much simpler user interface. The distribution training should cover both user interfaces and provide easy-to-consume content for the diverse learner base.

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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