Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultant Associate

Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultants integrate digital and physical systems; improve visibility, manufacturing efficiency and flexibility; and lower costs for their clients.

Required exams: Exam MB-300 and Exam MB-320

Optional prerequisite: 1 exam | See details

Skills measured

Use common functionality and implementation tools

Identify common Microsoft Dynamics 365 Finance and Operations features and functionality

  • determine when to use workspaces
  • identify use cases for mobile workspaces, Power Apps, and Flow
  • identify and differentiate between the global address book and other address books
  • determine when and how to use the Data Expansion Tool
  • demonstrate Work Items functionality
  • demonstrate Microsoft Dynamics 365 Finance and Operations navigation techniques
  • identify Inquiry and Report types available in a default installation

Implement Lifecycle Services (LCS) tools

  • identify opportunities to re-use existing assists
  • analyze Business Process Modeler results and identify gaps in functionality
  • use the LCS tools including Issue search and analyze results

Configure security, processes, and options

Implement security

  • identify and distinguish between standard Finance and Operations security roles
  • distinguish between duties, privileges, and permissions
  • assign users to security roles based on given scenarios

Design and create workflows

  • identify opportunities for automation and controls based on customer workflows
  • configure workflow properties and elements
  • troubleshoot workflows

Configure options

  • set up and configure legal entities
  • configure base number sequences
  • import or create postal data
  • configure the calendars and date intervals
  • configure units of measure and conversions
  • configure posting profiles and definitions
  • create organization hierarchies
  • apply purposes and policies
  • describe and apply user options

Implement Microsoft Dynamics 365 Finance and Operations common features

  • synchronize Microsoft Office information with Microsoft Dynamics 365 Finance and Operations
  • configure email (SMTP/Exchange)
  • create and maintain email and record templates
  • set up a Power BI connector
  • create, export, and import personalizations
  • set up network printing

Implement business processes for the solution

  • define use case scenarios
  • participate in phase-based planning processes and the solution design
  • design and create workflows
  • set up batch jobs and alerts
  • use business process workspace

Perform data migration

Plan a migration strategy

  • identify common migration scenarios and tools in Microsoft Dynamics 365 Finance and Operations
  • determine migration scope
  • identify relevant data entities and elements based on given scenarios
  • establish migration strategy processes

Prepare data for migration and migrate data

  • identify and extract source data
  • generate field mapping between source and target data structures
  • support the transition between the existing and migrated systems
  • perform a test migration and validate output from the process

Validate and support the solution

Implement and validate the solution within Microsoft Dynamics 365 Finance and Operations

  • perform user acceptance testing (UAT)
  • build test scripts to test business functionality
  • demonstrate the correlation between test scripts and business requirements
  • monitor validation test progress and make ad hoc changes during validation testing to correct identified issues

Support Application Lifecycle Management (ALM) by using LCS

  • perform a solution gap analysis
  • use LCS tools to identify, report, and resolve issues

Set up and configure manufacturing

Implement and test the production control module

  • identify components of unified manufacturing
  • validate the interconnectivity between General ledger and the Production control modules
  • implement parameters, production orders, and life cycle
  • implement and manage subcontractors
  • configure and manage costing sheets
  • implement and manage work calendars
  • configure inventory dimensions in production
  • implement and manage resources
  • create and manage operations and routes

Configure and manage a product configuration model

  • build a product configuration model
  • create and manage products
  • configure and manage constraints
  • describe the purpose and capabilities of the product configuration models

Create and manage production and lean orders

Create common components of production and lean orders

  • create and configure catch weight items
  • create production flows
  • create and manage Kanbans
  • create and manage formulas
  • create and process batch, production, and lean orders
  • set up and maintain commodity pricing
  • apply product compliance standards
  • identify items and substitute items within a bill of material (BOM) or formula

Manage scheduling and subcontracting

  • perform processes to manage scrap and waste of a discrete order
  • implement production scheduling and subcontracting
  • implement activity-based subcontracting
  • create and maintain project items and item tasks

Create, process, and manage production batch orders

Perform production batch order lifecycle

  • process production batch orders
  • implement containerized packaging
  • implement and configure rebates
  • implement lot and batch control processes
  • create planned production batch orders by using the Master planning module
  • perform processes to manage scrap and waste of a batch order
  • perform a batch rework
  • configure batch reservations and expiration dates
  • identify and configure batch attributes for processes
  • integrate manufacturing processes with warehouse management system (WMS)

Manage and maintain formulas

  • create and manage co-products and by-products
  • create and manage planning items
  • create and manage formulas with scalable and percentage-based calculations
  • create and manage formulas with co-products, by-products, and planning items

Configure and manage manufacturing executions

  • identify the capabilities and limitations of the manufacturing executions module
  • identify the responsibilities of the security role managing the production processes
  • process production orders
  • process lean orders by using Kanban boards
  • identify the process workflows for managing a production environment

Optional prerequisite

A helpful starting point for individuals just starting in technology or thinking about a career change.

Microsoft Certified Dynamics 365 Fundamentals

Prove that you understand the apps available in Microsoft Dynamics 365, deployment and release management, and the fundamentals of Dynamics 365 licensing, onboarding, and support.

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Exam MB-300

Exam MB-300: Microsoft Dynamics 365 Unified Operations Core

This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution. Learn more.

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Exam MB-320

Exam MB-320: Microsoft Dynamics 365 for Finance and Operations, Manufacturing

This exam measures your ability to accomplish the following technical tasks: set up and configure manufacturing; create and manage production and lean orders; and create, process, and manage production batch orders. Learn more.

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*Pricing does not reflect any promotional offers or reduced pricing for Microsoft Imagine Academy program members, Microsoft Certified Trainers, and Microsoft Partner Network program members. Pricing is subject to change without notice. Pricing does not include applicable taxes. Please confirm exact pricing with the exam provider before registering to take an exam.

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