Study guide for Exam MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant
- Article
- 05/22/2024
- 2 contributors
Feedback
In this article
Show 2 more
Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.Expand table
| Useful links | Description |
|---|---|
| Review the skills measured as of July 12, 2024 | This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date. |
| Review the skills measured prior to July 12, 2024 | Study this list of skills if you take your exam PRIOR to the date provided. |
| Change log | You can go directly to the change log if you want to see the changes that will be made on the date provided. |
| How to earn the certification | Some certifications only require passing one exam, while others require passing multiple exams. |
| Certification renewal | Microsoft associate, expert, and specialty certifications expire annually. You can renew by passing a free online assessment on Microsoft Learn. |
| Your Microsoft Learn profile | Connecting your certification profile to Microsoft Learn allows you to schedule and renew exams and share and print certificates. |
| Exam scoring and score reports | A score of 700 or greater is required to pass. |
| Exam sandbox | You can explore the exam environment by visiting our exam sandbox. |
| Request accommodations | If you use assistive devices, require extra time, or need modification to any part of the exam experience, you can request an accommodation. |
| Take a practice test | Are you ready to take the exam or do you need to study a bit more? |
Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions of exams as noted, there may be times when the localized versions of an exam are not updated on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn’t available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of July 12, 2024
Audience profile
As a candidate for this exam, you’re a supply chain management functional consultant who designs and configures Dynamics 365 Supply Chain Management and related tools and technologies to meet the requirements for a customer. You analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices.
You deliver solutions that meet or exceed the needs of your customers by partnering with:
- Architects
- Developers
- Consultants
- Other stakeholders
You are familiar with the concept of supply chain processes and/or implementing Supply Chain Management, including:
- Product information management
- Sales processes
- Procurement processes
- Inventory management
- Warehouse management
- Master planning
- Asset management
- Transportation management
- Landed cost
- Vendor collaboration
Skills at a glance
- Implement product information management (20–25%)
- Implement inventory and asset management (25–30%)
- Implement and manage supply chain processes (15–20%)
- Implement warehouse management and transportation management (15–20%)
- Implement master planning (10–15%)
Implement product information management (20–25%)
Create and manage products
- Create and release products and product variants
- Create and apply product templates
- Create bills of materials (BOMs) and BOM versions
- Create and configure category hierarchies
- Create and manage product states during the lifecycle of a product
- Create product attributes
- Assign variant-specific item sales tax groups for product variants
Configure prerequisites for products
- Configure inventory dimensions, including storage, tracking, and product dimension groups
- Configure item model groups
- Configure reservation hierarchies
- Configure unit sequence groups
Configure additional product details
- Create and assign bar codes and Global Trade Item Number (GTIN) codes
- Configure product unit conversions
- Configure default order settings
- Configure product filter codes for warehouse operations
Manage inventory pricing and costing
- Configure and maintain costing versions for standard and planned costs
- Configure price groups
- Configure items with standard costs
- Configure default item prices, purchase and sales prices, and discounts in trade agreements
Implement inventory and asset management (25–30%)
Configure inventory management
- Configure inventory management parameters
- Configure inventory reports
- Configure ABC classifications
- Configure the cost basis type and pricing template for commodity pricing
Manage and process inventory activities
- Create and process journals, including BOMs, item arrival, output order, transfer, movement, inventory adjustment, and counting journals
- Create and process transfer orders
- Manage the inventory closing and adjustment process
- Configure and perform inventory closings and adjustments
- Apply inventory blocking manually
- Create batch disposition codes
Manage quality
- Configure and process nonconformances
- Configure quality associations
- Configure components for the quality control process
- Process quality orders
- Process quarantine orders
- Configure inventory blocking by using a quality order
Configure asset management
- Create and manage work orders
- Create and configure assets
- View and manage capacity for work orders
- Configure work order settings
- Schedule preventive maintenance and reactive maintenance
- Manage and configure asset loans
Implement asset management
- Configure maintenance plans
- Configure functional locations
- Manage maintenance requests
- Manage work orders consumption
- Manage work order scheduling
Implement and manage supply chain processes (15–20%)
Implement procurement and sourcing
- Create and maintain vendors
- Create and manage purchase requisitions, requests for quotation (RFQs), and purchase orders (POs)
- Create purchase agreements and vendor rebates
- Configure and process consignment inventory
- Manage over and under deliveries and delivery schedules
- Configure procurement categories, charge codes, and purchasing policies
- Configure vendor collaboration features
- Create and process vendor returns
- Manage registration and product receipt
- Configure procurement workflows
Implement landed cost
- Configure landed cost parameters and voyage statuses
- Create and process voyage with purchase orders or transfer orders
- Configure cost estimations, tracking control center, over/under tolerance setup, and journey templates
- Configure cost type codes and auto-costs
Implement common sales and marketing features
- Create and maintain customers
- Configure sales agreements
- Configure and process sales quotations, sales orders, reservations, and sales returns
- Configure sales groups and commissions
- Configure and process intercompany orders
- Configure customer rebates
- Configure and manage delivery schedule, available-to-promise (ATP), and capable-to-promise (CTP)
Implement warehouse management and transportation management (15–20%)
Configure warehouse management
- Create sites, warehouses, locations, location formats, location profiles, location types, and zones
- Create and manage warehouse workers
- Configure work policies and work breaks
- Implement location directives
- Configure wave, load, and work templates
- Configure mobile device menus, menu items, and display settings
- Create and print labels, including product, wave, GS1 label segments, and license plate labels
- Configure packing dimensions
Perform warehouse management processes
- Configure and process replenishment
- Manage load planning workbench
- Configure and process inventory movements for advanced warehousing
- Create cycle counting work and perform cycle counting
- Process inbound and outbound orders by using the mobile app
- Configure containerization and packaging options
- Configure and process cross docking
Implement transportation management
- Configure shipping carriers and carrier groups
- Perform planning and executing of loads and shipments
- Configure and generate freight bills and invoices
- Configure route plans and guides
- Configure route and rate engines
- Configure and use dock appointment scheduling
- Reconcile freight by using manual or automatic processes
Implement master planning (10–15%)
Configure master planning
- Set up coverage groups and item coverage
- Configure and maintain master planning parameters and master plans
- Define positive and negative days
- Define action messages, delay messages, and time fences
- Configure period templates
Manage master plans
- Run master planning and analyze the results
- Evaluate and process planned purchase and transfer orders
- Set up and use the Supply Schedule form
- Configure safety margins
- Configure and process safety stock journals
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.Expand table
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Supply Chain Management home page |
| Ask a question | Microsoft Q&A | Microsoft Docs |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn – Microsoft Tech Community |
| Find a video | Exam Readiness Zone on Learn Shows |
Change log
Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface followed by the objectives within each group. The table is a comparison between the two versions of the exam skills measured and the third column describes the extent of the changes.Expand table
| Skill area prior to July 12, 2024 | Skill area as of July 12, 2024 | Change |
|---|---|---|
| Audience profile | Major | |
| Implement product information management | Implement product information management | No % change |
| Create and manage products | Create and manage products | Minor |
| Configure prerequisites for products | Configure prerequisites for products | Minor |
| Configure additional product details | Configure additional product details | No change |
| Manage inventory pricing and costing | Manage inventory pricing and costing | Minor |
| Implement inventory and asset management | Implement inventory and asset management | No % change |
| Configure inventory management | Configure inventory management | Major |
| Manage and process inventory activities | Manage and process inventory activities | Minor |
| Manage quality | Manage quality | Minor |
| Configure asset management | Configure asset management | Minor |
| Implement asset management | Added | |
| Implement and manage supply chain processes | Implement and manage supply chain processes | No % change |
| Implement procurement and sourcing | Implement procurement and sourcing | Major |
| Implement landed cost | Implement landed cost | Major |
| Implement common sales and marketing features | Implement common sales and marketing features | Major |
| Implement warehouse management and transportation management | Implement warehouse management and transportation management | No % change |
| Configure warehouse management | Configure warehouse management | Major |
| Perform warehouse management processes | Perform warehouse management processes | Major |
| Implement transportation management | Implement transportation management | No change |
| Implement master planning | Implement master planning | No % change |
| Configure master planning and forecasting | Configure master planning | Major |
| Manage master plans | Manage master plans | Minor |
Skills measured prior to July 12, 2024
Audience profile
Candidates for this exam are supply chain management functional consultants who design and configure Dynamics 365 Supply Chain Management and related tools and technologies to meet the requirements for a customer. They analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry-recommended practices. Candidates partner with architects, developers, consultants, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.
Candidates implement product information management, sales and procurement processes, inventory and warehouse management, master planning, asset management, and transportation management.
Skills at a glance
- Implement product information management (20–25%)
- Implement inventory and asset management (25–30%)
- Implement and manage supply chain processes (15–20%)
- Implement warehouse management and transportation management (15–20%)
- Implement master planning (10–15%)
Implement product information management (20–25%)
Create and manage products
- Create and release products and product variants
- Create and apply product templates
- Create BOMs and BOM versions
- Create and configure category hierarchies
- Create and manage product states during the life cycle of a product
- Create product attributes
Configure prerequisites for products
- Configure storage, tracking, and product dimension groups
- Create item model groups
- Describe use cases for item groups
- Configure reservation hierarchies
- Configure unit sequence groups
Configure additional product details
- Create and assign bar codes and Global Trade Item Number (GTIN) codes
- Configure product unit conversions
- Configure default order settings
- Configure product filter codes for warehouse operations
Manage inventory pricing and costing
- Describe costing versions for standard and planned costs
- Describe how price groups constrain pricing
- Configure items with standard costs
- Configure default item prices, purchase prices, and discounts in trade agreements
Implement inventory and asset management (25–30%)
Configure inventory management
- Create and manage inventory dimensions
- Configure Inventory management parameters and journals
- Configure inventory value reports
- Configure ABC classifications
Manage and process inventory activities
- Create and process journals, including bill of materials, item arrival, transfer, movement, inventory adjustment, and counting, journals
- Create and process transfer orders
- Describe the inventory closing and adjustment process
- Configure and perform inventory closings and adjustments
- Apply inventory blocking manually
- Create batch disposition codes
Manage quality
- Configure and process nonconformances
- Configure quality associations
- Configure components for the quality control process
- Process quality orders
- Process quarantine orders
- Describe use cases for inventory blocking using a quality order
Configure asset management
- Create and manage work orders
- Create and configure assets
- View and manage capacity for work orders
- Configure work order settings
- Schedule preventive maintenance and reactive maintenance
Implement and manage supply chain processes (15–20%)
Implement procurement and sourcing
- Create and maintain vendors
- Describe use cases for procurement workflows
- Create and manage purchase requisitions, requests for quotation (RFQs), and purchase orders (POs)
- Create purchase agreements and vendor rebates
- Configure and process consignment inventory
- Manage over and under deliveries and delivery schedules
- Configure procurement categories, charge codes, and purchasing policies
- Configure vendor collaboration features
- Create and process vendor returns
Implement landed cost
- Describe landed cost concepts and terminology
- Identify use cases for transportation management module and landed cost modules
Implement common sales and marketing features
- Create and maintain customers
- Describe sales order reservations and order promising
- Configure sales agreements
- Configure and process sales quotations, sales orders, and sales returns
- Configure sales groups, commissions
- Configure and manage discounts and price groups
- Configure and process intercompany orders
- Configure customer rebates
Implement warehouse management and transportation management (15–20%)
Configure warehouse management
- Create sites, warehouses, locations, location formats, location profiles, location types, and zones
- Create and manage warehouse workers
- Configure work policies and work breaks
- Implement location directives
- Configure inventory statuses
- Configure wave, load, and work templates
- Configure mobile device menus, menu items, and display settings
- Create and print labels, including product, wave, and license plate labels
Perform warehouse management processes
- Describe the replenishment process and cross-docking
- Describe the capabilities of the load planning workbench
- Configure and process inventory movements
- Create cycle counting work and perform cycle counting
- Process inbound and outbound orders
- Update inventory statuses
- Configure containerization and packaging options
Implement transportation management
- Configure shipping carriers and carrier groups
- Perform planning and executing of loads and shipments
- Configure and generate freight bills and invoices
- Configure route plans and guides
- Configure route and rate engines
- Configure and use dock appointment scheduling
- Reconcile freight by using manual or automatic processes
Implement master planning (10–15%)
Configure master planning and forecasting
- Describe the various types of forecasting available
- Configure Planning Optimization Add-in for Microsoft Dynamics 365 Supply Chain Management
- Describe planning optimization fit analysis results
- Set up coverage groups and item coverage
- Configure and maintain master planning parameters, master plans, and forecast plans
- Define positive and negative days
- Define action messages, delay messages, and time fences
- Configure period templates
Manage master plans
- Run master planning
- View and process planned orders
- Set up and use the Supply Schedule form
- Configure safety margins
- Configure and process safety stock journals