Study guide for Exam MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant
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 March 17, 2023 | 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 March 17, 2023 | 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. |
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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. 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 March 17, 2023
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.
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
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 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.
| Skill area prior to March 17, 2023 | Skill area as of March 17, 2023 | Change |
|---|---|---|
| Audience Profile | Minor | |
| Implement product information management | Implement product information management | % decreased |
| Create and manage products | Create and manage products | Major |
| Configure prerequisites for products | Configure prerequisites for products | Major |
| Configure additional product details | Configure additional product details | Minor |
| Manage inventory pricing and costing | Manage inventory pricing and costing | Minor |
| Implement inventory management | Implement inventory and asset management | % increased |
| Configure inventory management | Configure inventory management | Minor |
| Manage and process inventory activities | Manage and process inventory activities | Major |
| Manage quality | Manage quality | Major |
| Configure asset management | New | |
| 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 | New | |
| 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 | Minor |
| Perform warehouse management processes | Perform warehouse management processes | Minor |
| Implement transportation management | Implement transportation management | Minor |
| Implement master planning | Implement master planning | % increased |
| Configure master planning and forecasting | Configure master planning and forecasting | Minor |
| Manage master plans | Manage master plans | Minor |
Skills measured prior to March 17, 2023
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, administrators, 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, and transportation management.
Implement product information management (35–40%)
Implement inventory management (20–25%)
Implement and manage supply chain processes (15–20%)
Implement warehouse management and transportation management (15–20%)
Implement master planning (5–10%)
Implement product information management (35–40%)
Create and manage products
Create and release products and product variants
Create and apply product templates
Differentiate between bills of materials (BOMs) and formulas
Create BOMs
Identify the purpose and capabilities of the product configuration models
Create and configure category hierarchies
Create and manage product states during the life cycle of a product
Create product attributes
Configure prerequisites for products
Create and manage inventory dimensions
Configure storage, tracking, and product dimension groups
Create item model groups
Create and print product labels
Describe use cases for item groups
Configure reservation hierarchies
Configure unit sequence groups
Configure additional product details
Create and print labels, including product, wave, and license plate labels
Create and assign bar codes and Global Trade Item Number (GTIN) codes
Configure product unit conversions
Configure default order settings
Configure product filter codes
Manage inventory pricing and costing
Describe costing versions for standard and planned costs
Describe how price groups constrain pricing
Configure standard costs
Configure default item prices, purchase prices, and discounts in trade agreements
Implement inventory management (20–25%)
Configure inventory management
Configure Inventory management parameters and journals
Configure inventory valuation reports
Configure ABC classifications
Implement inventory breakdowns
Manage and process inventory activities
Create and process journals, including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals
Create and process transfer orders
Configure and perform inventory closings
Perform inventory closings and adjustments
Apply inventory blocking
Manage quality
Configure and process nonconformances
Configure quality associations
Configure components for the quality control process
Process quality orders
Process quarantine orders
Apply inventory blocking
Create batch disposition codes
Implement and manage supply chain processes (15–20%)
Implement procurement and sourcing
Describe use cases for procurement workflows
Create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
Create purchase agreements
Create and process purchase orders that use change management
Configure and apply vendor rebates
Implement and manage consignment inventory
Manage over and under deliveries and delivery schedules
Configure procurement categories and purchasing policies
Configure charges
Configure vendor collaboration features
Create and process vendor returns
Implement common sales and marketing features
Describe how price groups link discounts to system tables
Describe sales order reservations
Configure sales agreements
Configure and process quotations, sales orders, and return orders
Configure quotations, sales orders, and return orders
Configure sales groups, commissions, and workers
Configure and manage discounts and price groups
Configure customer, product, and prospect searches
Implement and manage leads and prospects
Configure and process intercompany orders
Configure trade allowances and 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
Perform warehouse management processes
Describe the replenishment process, including buyers’ push and cross-docking
Describe the capabilities of the load planning workbench
Identify inventory movement processes
Create cycle counting work and perform cycle counting
Process shipments
Update inventory statuses
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
Plan loads by using hub consolidation
Reconcile freight by using manual or automatic processes
Implement master planning (5–10%)
Configure master planning and forecasting
Describe available forecasting types
Configure Planning Optimization Add-in for Microsoft Dynamics 365 Supply Chain Management
Interpret Planning Optimization fit analysis results, and take appropriate actions
Set up coverage groups and item coverage
Configure master planning parameters, master plans, forecast plans, and continuity plans
Define positive and negative days
Define action messages, delay messages, and time fences
Configure period templates
Manage master plans
View and process planned orders
Set up and use the Supply Schedule form
Configure safety margins
Configure and process safety stock journals
Copy, edit, and delete master plans