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.

Prepare for certification

Self-paced

Free

Microlearning

Interactive

In-browser access

Start learning

Instructor-led

Paid

Personalized

In-person

On-demand

Explore courses

Guide to training

All self-paced and instructor-led courses in one comprehensive guide.

Download

Exam MB-300

Exam MB-330

*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 Training and Certifications

Explore all certifications in a concise training and certifications guide or the Training and Certifications poster.