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Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultant Associate

Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultants streamline cost accounting, inventory management, master planning, and warehouse management for their clients.

Required exams: Exam MB-300 and Exam MB-330

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

Implement product information management

Create and manage products

  • create a product and product variants
  • create Bill of materials (BOMs)
  • identify the purpose and capabilities of the Product Configuration models
  • create and configure category hierarchies
  • create product attributes

Configure products for Supply Chain management

  • create and manage inventory dimensions
  • create Item groups and Item model groups
  • create and print product labels
  • create and assign bar codes
  • configure Item coverage
  • configure product compliance processes

Manage inventory pricing and costing

  • configure inventory costing
  • configure costing versions
  • configure and manage commodity pricing
  • create purchase, sales, and trade agreements
  • create smart rounding rules

Implement inventory management

Configure inventory management

  • identify the purpose of inventory forecasting
  • set up inventory and warehouse parameters
  • configure and perform Quality control and Quality management processes
  • configure inventory valuation reports
  • configure ABC classification
  • configure inventory closing components
  • implement inventory breakdowns

Manage and process inventory activities

  • create and process inventory and warehouse journals
  • create and process transfer orders
  • create and process chain orders
  • manage direct delivery orders
  • process quarantine orders
  • process quality orders
  • perform inventory closing and adjustments
  • apply inventory blocking

Implement and manage supply chain processes

Implement Procurement and sourcing

  • create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
  • create and manage catalogs
  • configure purchase order change management
  • configure and apply Vendor rebates
  • implement and manage consignment inventory
  • configure and test Vendor collaboration portal
  • manage over and under deliveries and delivery schedules

Implement common Sales and marketing features

  • configure quotations, sales orders, and return orders
  • configure sales groups and commissions
  • configure and manage up-sell, cross-sell, discounts, and price groups
  • configure customer and prospect searches
  • implement and manage leads and prospects
  • configure inter-company Trade relations

Implement advanced sales and marketing features

  • configure brokers and royalties
  • configure trade allowances and customer rebates
  • implement and process foreign trade
  • configure and process Vendor 1099

Implement warehouse management and transportation management and perform business processes

Configure Warehouse management

  • implement components for warehouse management
  • implement directives
  • implement inventory statuses
  • implement waves
  • implement loads
  • implement shipments
  • implement works
  • implement mobile devices

Perform warehouse management processes

  • identify inventory movement processes
  • perform cycle counting
  • use mobile devices for inbound and outbound processes
  • implement containerization and packaging
  • process inbound orders
  • process outbound orders
  • perform cluster picking
  • process shipments
  • identify and apply the replenishment process

Implement transportation management and perform business processes

  • configure container management
  • configure and manage transportation management
  • perform planning and executing of loads and shipments
  • configure and generate freight bills and invoices
  • identify and configure route and rate engines
  • configure and use dock appointment scheduling
  • perform transportation processes by using the load planning workbench

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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Guide to training

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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.

Schedule exam

Exam MB-330

Exam MB-330: Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management

This exam measures your ability to accomplish the following technical tasks: implement product information management; implement inventory management; implement and manage supply chain processes; and implement warehouse management and transportation management and perform business processes. Learn more.

Schedule exam

*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.

Additional resources

Guides to Role-based Certifications

Explore all certifications in a concise certification guide or the Role-based Certification Roadmap poster.

Training guide

Discover training resources to become a Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultant Associate.

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