End-to-end walkthrough of features

Completed

The exercises in the following units provide an end-to-end walkthrough that show how to work with engineering change management. They go through each of the most important scenarios:

  • Basic feature configuration.
  • How an engineering company creates a new engineering product.
  • How an engineering company releases an engineering product to a local company.
  • How a local company can review and accept a product that has been released to it by an engineering company.
  • How a local company can use an engineering product in standard transactions.
  • How to add an engineering product to a sales order.
  • How to request changes to an engineering product by creating an engineering change request.
  • How to schedule and implement requested changes by creating an engineering change order.
  • How to release a product that has been changed.

All the exercises in this topic use the standard sample data that is provided for Dynamics 365 Supply Chain Management.

Additionally, each exercise builds on the previous exercise. Therefore, we recommend that you work through the exercises in sequence, from beginning to end, especially if you've never used the engineering change management feature before. In this way, you will gain a complete understanding of the feature.