Set up engineering change management for Dynamics 365 Supply Chain Management

In this module, you will:

• Learn how to enable the Engineering Change Management Add-in.
• Understand the features in engineering change management.
• Learn how the end-to-end engineering change management process works.

In this module, you will:

• Set up engineering organizations.
• Work with product versioning.
• Create dimension groups by using the version dimensions.
• Create product life cycle states.
• Use engineering categories.

In this module, you will:

• Enable the Engineering change management feature and licenses.
• Set up engineering change severities and severity rules.
• Set up product owners.
• Use a workflow with engineering change management.

In this module, you will:

• Enable change management on existing products.
• Enable engineering product categories.
• Run the convert to engineering product wizard.

• Introduction
• Overview of features
• Enable engineering change management
• End-to-end walkthrough of features
• Exercise - Set up demo data for the sample scenario
• Exercise - Create a new engineering product
• Exercise - Release an engineering product to a local company
• Exercise - Review and accept the product before you release it in the local company
• Exercise - Use the product in transactions in the local company
• Exercise - Add the engineering product to a sales order
• Exercise - Request changes in the engineering product
• Exercise - Make changes to the product by using an engineering change order
• Exercise - Release the changed product
• Check your knowledge
• Summary

• Introduction
• Create an engineering organization
• Create nomenclature for product versions
• Create product version number rules
• Create product dimension groups by using the version dimension
• Create product life cycle states
• Engineering attributes
• Product readiness policies
• Product release policies
• Create engineering categories
• Exercise - Create a product readiness policy
• Check your knowledge
• Summary

• Introduction
• Set up engineering change severities
• Set up severity rule sets
• Set up product owners
• Engineering workflows
• Exercise - Create a severity rule
• Check your knowledge
• Summary

• Introduction
• Enable change management on existing products
• Enable engineering product categories
• Run the convert to engineering product wizard
• Check your knowledge
• Summary