Study guide for Exam MB-335: Microsoft Dynamics 365 Supply Chain Management Functional Consultant Expert

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.

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.

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. Although Microsoft makes every effort to update localized versions 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 an expert or senior supply chain functional consultant who implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. You have an advanced knowledge of supply chain management operations including:

• Production

• Logistics

• Master planning and planning optimization

• Mixed reality and use of Microsoft Copilot features for Dynamics 365 Supply Chain Management

• Advanced supply chain management, including rebate and service management

As a candidate, you:

• Analyze business requirements.

• Translate the requirements into fully realized business processes and solutions.

• Apply industry-recommended practices to implementations.

You demonstrate expertise in one or more of the following manufacturing methods:

• Discrete

• Process

• Lean

You implement solutions that meet or exceed the needs of your customers by partnering with:

• Architects

• Developers

• Consultants

• Other stakeholders

Skills at a glance

• Configure products (15–20%)

• Configure production prerequisites (20–25%)

• Implement production methods (15–20%)

• Configure production control (20–25%)

• Implement additional supply chain management features (10–15%)

Configure products (15–20%)

Implement product information for production

• Configure planning items, co-products, and by-products

• Configure catch weight handling policies

• Configure inventory batches, batch attributes, and lot inheritance

• Manage product compliance including regulated and restricted items

• Create and implement configuration groups and routes for dimension-based products

• Manage products with dimension-based, constraint-based, and predefined variants

• Configure advanced export control functionality, excluding Power Fx formulas

• Manage hazardous materials

Implement product configuration features

• Create and manage product configuration model components and subcomponents

• Create calculations for product configuration models, including configuration using tables and/or expressions

• Configure BOM lines and route operations for a product configuration model

• Configure and manage pricing for configuration models

• Validate, approve, and test product configuration models

Implement engineering change management

• Design an engineering product lifecycle

• Configure engineering categories

• Configure product readiness policies and product release policies

• Create an engineering product with engineering attributes

• Review and accept released products to a local company

• Add engineering products to a sales order, purchase orders and production orders

• Schedule and implement engineering change requests and change orders

Configure production prerequisites (20–25%)

Configure resources, routes, and calendars

• Implement and manage work calendars and working time

• Create and configure resource capabilities

• Implement and manage resources and resource groups

• Create and manage operations and routes, including routes to manage scrap

Configure production settings and processes

• Create production units, production groups, production pools, and production journal names

• Manage reservations in production process, including partial reservations and re-reservations

• Configure warehouse processes for raw materials picking and finished goods put away

• Design a unified (mixed mode) manufacturing process

• Configure production control parameters

• Configure and update inventory status

• Process inbound and outbound warehouse transactions by using the mobile app

Implement costing

• Configure costing sheets and indirect costs

• Configure and manage cost groups, costing versions, and cost categories

• Configure cost allocations for co-products and burden allocation for by-products

• Configure and perform BOM/formula calculations

• Activate item prices

• Configure production posting profiles

• Analyze common sources of production variances

• View and analyze production and inventory costs

Implement production methods (15–20%)

Implement discrete manufacturing

• Create and process production orders

• Create and process picking list journals

• Create and process job card and route card journals

• Create and process reports as finished journals

• Reset the status of a production order

• Configure and manage production-related reservations

• Configure bills of material (BOM) and BOM versions

• Manage production order statuses

Implement process manufacturing

• Configure batch reservations and release to warehouse process

• Configure consolidated batch order processes

• Manage batch balancing and batch order sequencing

• Configure formulas features

• Create and process report as finished journals with co-products and by-products

• Create and process batch orders and a rework batch order

• Configure formulas and formula versions

• Manage batch order statuses

Implement lean manufacturing

• Create value streams and production flows

• Configure production flow costing

• Create kanban rules

• Process and manage kanban orders by using kanban boards

• Create and manage fixed, scheduled, and event kanbans

Configure production control (20–25%)

Implement subcontracting

• Implement subcontracting processes

• Implement activity-based subcontracting

• Configure BOM and formula lines, resources, and routes for subcontracting items

• Create service items for subcontracting

• Create and process subcontracting purchase orders

Implement manufacturing execution

• Configure time and attendance prerequisites and activate workers for time registration

• Configure manufacturing execution features

• Process production and batch orders by using manufacturing execution processes

• Configure production floor execution interface and job card terminals

• Calculate and approve time registrations

Implement advanced master planning scenarios

• Evaluate and process planned production and kanban orders

• Configure intercompany master planning

• Configure forecast models, plans, and parameters

• Run demand forecasting and adjust as appropriate

• Execute explosion and validate results

• Configure supply chain calendars

• Configure Demand Driven Material Requirements Planning (DDMRP)

• Configure the Planning Optimization Add-in for Microsoft Dynamics 365 Supply Chain Management

• Analyze Planning Optimization fit analysis results

• Create and manage forecasting

Implement production scheduling and capacity planning

• Configure scheduling parameters

• View, monitor, and update production schedules

• Configure capacity for production resources including machines, labor, and tooling

• Configure infinite and finite scheduling and capacity

• Set up and run operations and job scheduling

Implement additional supply chain management features (10–15%)

Integrate Copilot and mixed reality technologies with Supply Chain Management

• Integrate mixed reality Dynamics 365 Guides with manufacturing processes

• Integrate mixed reality Dynamics 365 Guides with asset management

• Configure Copilot features to confirm purchase orders with changes workspace

Implement Rebate management

• Configure Rebate management parameters

• Manage rebate reduction principles

• Process, review, and post rebates

Implement Service management

• Set up service agreements, tasks, objects, and subscriptions

• Create and manage service orders

• Set up repair management

• Manage customer inquiries and returns

• Manage indexes and subscription accrual

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.

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 documentation
Ask a question	Microsoft Q&A | Microsoft Docs
Get community support	Microsoft Dynamics Community
Follow Microsoft Learn	Microsoft Learn - Microsoft Tech Community

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.

Skill area prior to July 12, 2024	Skill area as of July 12, 2024	Change
Audience profile		Minor
Configure products	Configure products	No % change
Implement product information for production	Implement product information for production	Major
Implement Product Configurator for Dynamics 365	Implement product configuration features	Major
Implement Engineering Change Management	Implement engineering change management	No change
Configure production prerequisites	Configure production prerequisites	No % change
Configure resources, routes, and calendars	Configure resources, routes, and calendars	Minor
Configure production settings and processes	Configure production settings and processes	Major
Implement costing	Implement costing	Minor
Implement production methods	Implement production methods	No % change
Implement discrete manufacturing	Implement discrete manufacturing	Major
Implement process manufacturing	Implement process manufacturing	Minor
Implement lean manufacturing	Implement lean manufacturing	Minor
Configure production control	Configure production control	No % change
Implement subcontracting	Implement subcontracting	Minor
Implement manufacturing execution	Implement manufacturing execution	Minor
Implement advanced master planning scenarios	Implement advanced master planning scenarios	Major
Implement production scheduling and capacity planning	Implement production scheduling and capacity planning	Minor
Describe and implement additional supply chain management features	Implement additional supply chain management features	No % change
Describe cloud and edge scale units		Removed
Describe use cases for integrating mixed reality technologies with Supply Chain Management	Integrate Copilot and mixed reality technologies with Supply Chain Management	Major
Implement Asset Management		Removed
	Implement Rebate management	Added
	Implement Service management	Added

Skills measured prior to July 12, 2024

Audience profile

Candidates for this exam are expert or senior supply chain functional consultants who implement and configure advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. They have an advanced knowledge of supply chain management operations including production, logistics, master planning, and asset management. The candidate will identify use cases for applying mixed reality.

Candidates analyze business requirements and translate those requirements into fully realized business processes and solutions and applies industry-recommended practices to implementations.

Candidates demonstrate expertise in one or more of the following manufacturing methods: discrete, process, and lean. The candidate partners with architects, developers, consultants, and other stakeholders to implement solutions that meet or exceed the needs of their customers.

Skills at a glance

• Configure products (15–20%)

• Configure production prerequisites (20–25%)

• Implement production methods (15–20%)

• Configure production control (20–25%)

• Describe and implement additional supply chain management features (10–15%)

Configure products (15–20%)

Implement product information for production

• Configure planning items, co-products, and by-products for batch orders

• Configure catch weight handling policies

• Configure inventory batches, batch attributes, and lot inheritance

• Manage product compliance including regulated and restricted items

• Define configuration groups and routes for dimension-based products

• Manage products with dimension-based, constraint-based, and pre-defined variants

• Configure bills of materials (BOMs), formulas, and routes to manage scrap

Implement Product Configurator for Dynamics 365

• Create and manage product configuration model components and subcomponents

• Create calculations for product configuration models

• Differentiate between table and expression constraints

• Configure BOM lines and route operations for a product configuration model

• Configure and manage pricing for configuration models

• Describe the purpose and capabilities of the product configurator

• Validate, approve, and test product configuration models

Implement Engineering Change Management

• Design an engineering product lifecycle

• Configure engineering categories

• Configure product readiness policies and product release policies

• Create an engineering product with engineering attributes

• Review and accept released products to a local company

• Add engineering products to a sales order, purchase orders and production orders

• Schedule and implement engineering change requests and change orders

Configure production prerequisites (20–25%)

Configure resources, routes, and calendars

• Implement and manage work calendars and working time

• Create and configure resource capabilities

• Implement and manage resources and resource groups

• Create and manage operations and routes

Configure production settings and processes

• Create production units, production groups, production pools, and production journal names

• Describe integration between general ledger and production control modules

• Manage reservations in production process, including partial reservations and re-reservations

• Configure warehouse processes for raw materials picking and finished goods put away

• Describe unified (mixed mode) manufacturing

• Configure production control parameters

• Describe production and batch order process statuses

Implement costing

• Configure costing sheets and indirect costs

• Configure and manage cost groups, costing versions, and cost categories

• Configure cost allocations for co-products and burden allocation for by-products

• Configure and perform BOM/formula calculations

• Activate item prices

• Describe production posting profiles

• Describe common sources of production variances

• View and analyze production and inventory costs

Implement production methods (15–20%)

Implement discrete manufacturing

• Create BOM and item configurations

• Create and process production orders

• Create and process picking list journals

• Create and process job card and route card journals

• Create and process reports as finished journals

• Reset the status of a production order

• Describe use cases and configure production-related reservations

Implement process manufacturing

• Configure batch reservations and release to warehouse process

• Configure consolidated batch order processes

• Manage batch balancing and batch order sequencing

• Configure formulas features

• Create and process report as finished journals with co-products and by-products

• Create and process batch orders and a rework batch order

• Create formulas and formula versions

Implement lean manufacturing

• Create value streams and production flows

• Configure production flow costing

• Create kanban rules

• Process kanban orders by using kanban boards

• Create and manage fixed, scheduled, and event kanbans

Configure production control (20–25%)

Implement subcontracting

• Describe use cases for subcontracting processes

• Implement activity-based subcontracting

• Configure BOM and formula lines, resources, and routes for subcontracting items

• Create service items for subcontracting

• Create and process subcontracting purchase orders

Implement manufacturing execution

• Configure time and attendance prerequisites and activate workers for time registration

• Identify the capabilities of manufacturing execution

• Process production and batch orders by using manufacturing execution processes

• Configure production floor execution interface and job card terminals

• Calculate and approve time registrations

Implement advanced master planning scenarios

• Process and view planned orders

• Configure intercompany master planning

• Configure forecast models and parameters

• Run demand forecasting and adjust as appropriate

• Execute explosion and validate results

• Describe how supply chain calendars affect master planning

Implement production scheduling and capacity planning

• Define scheduling parameters

• View, monitor, and update production schedules

• Configure capacity for production resources including machines, labor, and tooling

• Describe infinite and finite scheduling and capacity

• Describe differences between operations and job scheduling

Describe and implement additional supply chain management features (10–15%)

Describe cloud and edge scale units

• Describe the value proposition for scale units for warehouse workloads

• Describe warehouse management processes that can run on a scale unit

• Describe manufacturing processes that can run on a scale unit

Describe use cases for integrating mixed reality technologies with Dynamics 365 Supply Chain Management

• Describe use cases for Dynamics 365 Guides

• Describe the process for integrating mixed reality Dynamics 365 Guides with manufacturing processes

• Describe the process for integrating mixed reality Dynamics 365 Guides with asset management

Implement Asset Management

• Configure maintenance plans

• Configure functional locations

• Manage maintenance requests

• Manage work orders consumption

• Manage work order scheduling