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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.
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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. 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
Audience profile
As a candidate for this Microsoft Certification, you have hands‑on expertise in implementing and managing end‑to‑end supply chain processes in Dynamics 365 Supply Chain Management and AI-enabled capabilities. You translate customer requirements into practical configurations that align to the business process catalog for Dynamics 365 apps and services.
In this role, you also:
Analyze business requirements across multiple areas.
Map requirements to system capabilities and design reliable, scalable solutions.
Identify and manage dependencies between processes.
Apply industry-recommended practices to implementations.
You deliver effective solutions that meet or exceed the needs of your customers by partnering with solution architects, developers, consultants, business users, project managers, and other stakeholders.
Skills at a glance
Implement the design to retire process (5–10%)
Implement the forecast to plan process (1–5%)
Implement the inventory to deliver process (20–25%)
Implement the order to cash process (20–25%)
Implement the plan to produce process (1–5%)
Implement the source to pay process (30–35%)
Implement the design to retire process (5–10%)
Develop a product strategy
Create and configure category hierarchies
Create and manage product lifecycle states
Create and manage product attributes
Configure inventory dimensions, including storage, tracking, and product dimension groups
Configure item model groups
Configure reservation hierarchies
Configure unit sequence groups
Introduce products
Create and release products and product variants
Create bills of materials (BOMs) and BOM versions
Configure purchase prices, sales prices, and discounts in trade agreements
Configure formulas features
Configure formulas and formula versions
Manage active products
Configure product filter codes for warehouse operations
Configure and maintain costing versions for standard and planned costs
Configure items with standard costs
Calculate and activate item cost prices
Implement the forecast to plan process (1–5%)
Develop business strategy
Configure forecast models, plans, and parameters
Configure supply chain calendars
Conduct sales and operations 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, and time fences
Configure safety margins
Configure intercompany master planning
Execute sales and operations planning
Run master planning, and analyze the results
Evaluate and process planned purchase and transfer orders
Implement the inventory to deliver process (20–25%)
Manage warehouse operations
Create sites, warehouses, locations, location formats, location profiles, location types, and zones
Configure work policies and work breaks
Implement location directives
Configure wave, load, and work templates
Create and print labels, including product, wave, GS1 label segments, and license plate labels
Configure an inbound receiving process
Configure an outbound shipment process
Configure and update inventory status
Configure and process replenishment
Configure and process inventory movements
Maintain inventory levels
Configure and process consignment inventory
Create and process journals, including BOMs, item arrival, output order, transfer, movement, inventory adjustment, and counting journals
Create and process transfer orders
Configure and manage the inventory closing and adjustment process
Apply and remove inventory blocking manually
Configure and process safety stock journals
Create cycle counting work, and perform cycle counting
Process inbound goods
Receive incoming goods by using mobile device, and post product receipt
Manage an inbound load planning workbench
Process outbound goods
Manage outbound load planning workbench
Configure and process cross docking
Perform planning and processing of loads and shipments
Manage inventory quality
Configure and process nonconformances
Configure quality associations
Configure components for the quality control process
Process quality orders
Process quarantine orders
Implement the order to cash process (20–25%)
Develop sales policies
Configure and manage order promising, including available-to-promise (ATP), capable-to-promise (CTP), and sales lead time
Configure unified pricing management
Manage sales orders
Configure sales agreements
Configure and process sales quotations
Configure and process sales orders
Configure and manage sales reservations
Configure and process sales returns
Configure sales groups and commissions
Process intercompany orders
Manage customers for supply chain management
Maintain supply chain information on customer details
Set up customers for intercompany operations
Implement the plan to produce process (1–5%)
Develop production strategies
Configure manufacturing execution features, including production floor execution interface
Configure scheduling and infinite and finite capacity
Manage resource groups, resources, and resource capabilities
Create and manage operations and routes
Create production units, production groups, production pools, and production journal names
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 scrap and production error quantity posting parameters
Plan production operations
View, monitor, and update production schedules
Set up and run operations and job scheduling
Manage reservations in a production process, including partial reservations and re-reservations
Configure and perform BOM and formula calculations
Evaluate and process planned production
Execute explosion and validate results
Manage production order lifecycle stages, including create, estimate, schedule, release, and start
Configure batch reservations and the release to warehouse process
Run production operations
Configure BOM and formula lines, resources, routes, and warehouses for subcontracting items
Process production and batch orders by using the production floor execution interface
Configure warehouse processes for raw materials picking and finished goods put away
Create and process picking list journals
Create and process job card and route card journals
Create and process reports as finished journals
Manage production order lifecycle stages, including report as finished, and end
Manage start, report as finished, and register material consumption in production on the Warehouse Management mobile app
Substitute materials in the manufacturing process
Manage subcontracting for discrete and process manufacturing
Implement the source to pay process (30–35%)
Develop the procurement and sourcing strategy
Configure procurement categories, charge codes, and purchasing policies
Configure procurement workflows
Manage supplier relationships
Maintain supply chain information on vendor details
Configure vendor collaboration features
Source and contract goods and services
Create purchase agreements
Manage over and under deliveries and delivery schedules
Procure goods and services
Create and manage purchase requisitions, requests for quotation (RFQs), and purchase orders (POs)
Create and process vendor returns
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 |