Introduction To Engineering Change Management In D365Fo

Engineering Change Management in Microsoft Dynamics 365

What you'll learn

Understand the ECM Process: Learn the core principles and workflows of Engineering Change Management, including initiating and managing Change Requests/Orders

Implement Version Control: Gain skills to track and manage product versions, ensuring consistency and accuracy across designs, revs, and manufacturing stages

Analyze Impact of Changes: Learn how to assess the potential impact of product changes on processes, inventory, and supply chain to ensure smooth implementation

Design & Automate Workflows: Understand how to create and automate workflows for change requests and approvals in D365, improving efficiency and collaboration.

Requirements

There are no strict prerequisites for this course, making it accessible to both beginners and professionals. Computer and Internet Access: Learners will need a computer with internet access to view course materials, engage with online content, and participate in hands-on exercises. Phones are fine as long as you can download the Udemy app. This course is designed to be beginner-friendly, so even if you're new to ECM or D365FO, you'll be guided step-by-step through the learning process.

No programming experience needed.

Description

This comprehensive course provides an in-depth introduction to the Engineering Change Management (ECM) module in Microsoft Dynamics 365 Finance and Operations (D365FO), a critical tool for organizations looking to effectively manage product changes across multiple stages of the product lifecycle. The course is designed for professionals seeking to streamline their product change processes, ensuring that changes are managed efficiently, with minimal disruption and maximum traceability.In this course, students will gain understanding of the core features and functionalities of the ECM module in D365:Change Requests and Change Orders: Learn the fundamental processes of initiating and managing product changes. Students will discover how and where to create Change Requests for proposing changes and how to convert these requests into Change Orders for formal approval and execution.Version Control: Understand the importance of maintaining product consistency by utilizing version control within the ECM module. Students will understand importance of tracking different product versions, manage revisions, and ensure that the most up-to-date product data is used across the organization, reducing the risk of errors and maintaining product quality.Impact Analysis: One of the most crucial aspects of change management is evaluating the potential impact of a proposed change. Students will understand importance to analyze how a change could affect various elements such as product design, manufacturing processes, supply chain, inventory management, and costs. Through examples, students will learn how to assess these impacts and make informed decisions.Workflows and Workflow Templates: The course delves into the creation and management of workflows that govern how changes are proposed, reviewed, and approved. Students will understand how to design workflows to automate key steps in the change management process, ensuring efficiency, accuracy, and compliance. Additionally, the course talks about workflow templates, allowing for quick implementation of common processes and the standardization of change management procedures across the organization.AI and Copilot: Students will learn about AI and Copilot in ECM and D365 to manage engineering changes, enhance team collaboration, streamline workflows, and make informed decisions seamlessly and efficiently.By the end of this course, students will possess the foundational understanding necessary to fully leverage the Engineering Change Management module within D365FO to streamline product change processes. They will be equipped to handle changes in a structured and controlled way, minimizing risks, ensuring product integrity, and enabling cross-departmental collaboration. This course is ideal for professionals in engineering, manufacturing, supply chain, and IT roles, as well as anyone involved in managing or supporting product change processes in their organization.Students will leave with the practical knowledge and skills to apply Engineering Change Management in real-world scenarios, ensuring that their organizations can manage product changes efficiently and effectively, while maintaining the necessary levels of control, compliance, and traceability.

Overview

Section 1: Introduction to Engineering Change Management in Dynamics 365 FO

Lecture 1 Introduction

Section 2: Change Requests and Change Orders

Lecture 2 Change request and orders

Section 3: Engineering Version/Revision Control

Lecture 3 Engineering Versions

Section 4: Impact Analysis

Lecture 4 Impact Analysis

Section 5: Workflows and Workflow Template

Lecture 5 Workflows and Workflow Templates

Section 6: AI and Copilot within D365 and ECM

Lecture 6 AI and Copilot within D365 and ECM

Section 7: Brief Summary

Lecture 7 Brief Summary

This course is intended for both beginners and professionals looking to implement the Engineering Change Management (ECM) process in their organization. Whether you're new to the concept or aiming to integrate it into your existing workflows, this course will provide you with the foundational knowledge to manage change requests, track product versions, and assess the impact of changes effectively. If you're ready to enhance your ability to implement structured and efficient product change processes, this course is the perfect place to start.