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Exam
MB6-896

Microsoft Dynamics

  • Published:
    October 25, 2017
  • Languages:
    English, Japanese
  • Audiences:
    IT professionals, Information workers
  • Technology:
    Microsoft Dynamics 365 for Finance and Operations
  • Credit toward certification:
    MCP, MCSE

Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

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Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

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Manage customer and vendor relationships (20 – 25%)
  • Manage customer relationships
    • This objective may include but is not limited to: create and maintain customer records in Microsoft Dynamics 365; configure and manage customer trade agreements including agreements with supplementary items; set up customer groups and posting profiles; configure credit limits; configure additional customer parameters including delivery and payment terms; create a customer using default data and financial dimensions
  • Manage vendor relationships
    • This objective may include but is not limited to: create and maintain vendor records; configure and manage vendor trade agreements; set up vendor groups and posting profiles; configure vendor collaboration workspaces
Manage the sales process (25 – 30%)
  • Control and manage sales
    • This objective may include but is not limited to: create charge codes; create customer charges groups; create item charge groups; create delivery charges groups; create auto charges on items, customers and vendors; create terms of payment
  • Manage sales commissions
    • This objective may include but is not limited to: create commission customer groups; create commission item groups; create commission sales groups; set up commission calculations; setup commissions for return items
  • Create sales quotations
    • This objective may include but is not limited to: create sales quotations; update sales quotations
  • Perform the sales process
    • This objective may include but is not limited to: create sales orders; copy sales orders; create order events; configure order holds; add order notes; create customer sales agreements; update charge; implement items lists; implement full text search
  • Configure delivery settings
    • This objective may include but is not limited to: set up enhanced delivery date control; configure coverage calendars and transport times; configure available ship and receipt dates; add order entry deadlines; configure sales orders picking
  • Process outbound delivery and invoicing
    • This objective may include but is not limited to: create direct delivery orders; set up warehouses; pack and ship products; post a packing slip; invoice customers; process returns from customers; create replacement orders; configure and process transfer orders;  pick items for transfers
Manage the purchase process (25 – 30%)
  • Control and manage purchases
    • This objective may include but is not limited to: create charges codes; create vendor charges groups; create item charges groups; create delivery charges groups; create auto charges
  • Create purchase requisitions
    • This objective may include but is not limited to: create and submit purchase requisitions for approval; configure purchase requisition workflows; define control parameters and workflow on purchase requisition documents; set up purchasing policies
  • Create requests for quotations 
    • This objective may include but is not limited to: create requests for quotations; process requests for quotations; accept or reject requests for quotations; manage bills of materials on sales quotations
  • Perform the procurement process
    • This objective may include but is not limited to: create purchase orders; create purchase agreements and release lines; configure change management
  • Receive products and services
    • This objective may include but is not limited to: perform desktop receiving; create purchase invoices and match receipts; set up quality management on purchase items; create tests and configure item sampling; create test groups; configure automatic and manual quality orders; create and process nonconformance orders; manage quality reports and certificates; inspect product receipts; receive products and return rejections; create a case for undelivered products from a vendor
  • Configure and manage item reservations
    • This objective may include but is not limited to: apply automatic and manual reservations; apply explosion reservations; view, lock, and cancel reservations; configure batch reservations; pick reservations
Configure and manage inventory (20 – 25%)
  • Set up and configure inventory management
    • This objective may include but is not limited to: create sites; create warehouses; configure warehouse items; set up inventory aisles and locations;  configure boxing logic; manage the inventory close process
  • Manage products and services
    • This objective may include but is not limited to: create product and service records; create item groups and item model groups; create storage and tracking dimensions; track inventory using serial and batch numbers; create units of measure; create inventory and posting profiles; create released products
  • Enrich product data
    • This objective may include but is not limited to: set up product attributes; create attribute groups; create and maintain product hierarchies; set up supplementary items
  • Configure, run, and review inventory reports
    • This objective may include but is not limited to: configure ABC classifications; determine physical inventory; run and analyze inventory aging reports; configure and run forecasting reports
  • Configure and manage inventory journals
    • This objective may include but is not limited to: set up inventory journals; manage inventory adjustments; create transfer, bills of materials, and counting journals; set up and manage cycle counting operations; process inventory blocking; set up item registration

Preparation options

Self-paced training

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

These DLP courses cover content for Exam MB6-896

These Digital Learning courses provide students with the necessary tools and resources to use, maintain, and support the supply chain and distribution and trade processes in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

Customers on a service plan can access online learning from CustomerSource. Use the Get Trained with eLearning tile, and search for the course numbers.

Please contact mlxsupp@microsoft.com if you have questions.

From the community

See more posts on the Microsoft Dynamics Community blog

Who should take this exam?

Candidates for this exam implement, use, maintain, or support Microsoft Dynamics 365 for Finance and Operations in their organizations. This audience typically includes Microsoft Dynamics 365 partner staff, such as solution architects, functional consultants, and project managers. This exam is also appropriate for staff who are involved in finance, distribution, or trade and retail, who have a business software solution background and want to demonstrate foundational understanding of the Microsoft Dynamics 365 for Finance and Operations application.

Candidates who take this exam should have a moderate understanding of distribution and trade processes. They also need an understanding of which Microsoft Dynamics 365 for Finance and Operations functionalities apply to the Procure to Pay and Order to Cash processes.

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Note

This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.