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

Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry... best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.

Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts.

Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.

Candidates must have some knowledge of supply chain management practices, including procurement, trade, logistics, warehouse management, and transportation management.


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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.

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Skills measured

Implement Product information management (25-30%)

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 (20-25%)

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 (25-30%)

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 (25-30%)

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

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Related certifications

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.

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