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.

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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 as of June 20, 2025

Audience profile

As a candidate for this exam, you design solutions and configure Dynamics 365 Supply Chain Management to meet the business requirements for a customer. You understand the end-to-end processes of supply chain management and can identify system capabilities and features that can be used to implement system functionality using industry-recommended practices.

You possess knowledge of supply chain management operations and implementing Dynamics 365 Supply Chain Management features, including:

• Product information management

• Sales processes

• Procurement processes

• Vendor collaboration

• Inventory processes

• Quality management

• Warehouse management

• Warehouse Management mobile app

• Master planning and planning optimization

• Asset management

• Transportation management

• Landed cost

• Copilot in Dynamics 365 Supply Chain Management

As a candidate, you:

• 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

• Other stakeholders

Skills at a glance

• Implement product information management (20–25%)

• Implement inventory and asset management (15–20%)

• Implement and manage supply chain processes (20–25%)

• Implement warehouse management and transportation management (25–30%)

• 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 and manage product attributes

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 (15–20%)

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

• Configure and manage the inventory closing and adjustment process

• Apply and remove inventory blocking manually

• Create batch disposition codes

• Configure and run inventory reports including ABC classification

Manage quality

• Configure and process nonconformances

• Configure quality associations

• Configure components for the quality control process

• Process quality orders

• Process quarantine orders

Configure asset management

• Create and manage work orders

• Create and configure assets and asset types

• View and manage capacity for work orders

• Configure work order settings

• Schedule preventive maintenance and reactive maintenance

• Manage and configure asset loans

• Create and configure asset lifecycle models and states

Implement asset management

• Configure maintenance plans

• Configure functional locations

• Manage maintenance requests

• Manage work order consumption

• Manage work order scheduling

Implement and manage supply chain processes (20–25%)

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

• Track inbound voyages and shipping container journeys

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 and process customer rebates

• Configure and manage delivery schedule, available-to-promise (ATP), and capable-to-promise (CTP)

• Configure and use product bundles

Implement warehouse management and transportation management (25–30%)

Configure warehouse management

• 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 packing dimensions

• Configure inbound receiving process

• Configure outbound shipment process

• Configure and update inventory status

Perform warehouse management processes

• Configure and process replenishment

• Manage inbound and outbound load planning workbench

• Configure and process inventory movements via warehouse work

• Create cycle counting work and perform cycle counting

• Process inbound and outbound orders by using the Warehouse Management 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

• Manage route and rate engines

• Configure and use dock appointment scheduling

• Reconcile freight by using manual or automatic processes

Implement the Warehouse Management mobile app

• Configure mobile device menus, menu items, and display settings

• Configure detours for mobile device steps

• Install and configure the Warehouse Management mobile app

• Create and manage warehouse workers for the Warehouse Management mobile app

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, 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.

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

The table below summarizes the changes between the current and previous version of the skills measured. The functional groups are in bold typeface followed by the objectives within each group. The table is a comparison between the previous and current version of the exam skills measured and the third column describes the extent of the changes.

Skill area prior to June 20, 2025	Skill area as of June 20, 2025	Change
Audience profile		Minor
Implement product information management	Implement product information management	No % change
Create and manage products	Create and manage products	Minor
Implement inventory and asset management	Implement inventory and asset management	% of exam decreased
Configure inventory management		Removed
Manage and process inventory activities	Manage and process inventory activities	Major
Manage quality	Manage quality	Minor
Configure asset management	Configure asset management	Minor
Implement asset management	Implement asset management	Minor
Implement and manage supply chain processes	Implement and manage supply chain processes	% of exam increased
Implement landed cost	Implement landed cost	Minor
Implement common sales and marketing features	Implement common sales and marketing features	Minor
Implement warehouse management and transportation management	Implement warehouse management and transportation management	% of exam increased
Configure warehouse management	Configure warehouse management	Major
Perform warehouse management processes	Perform warehouse management processes	Minor
Implement transportation management	Implement transportation management	Minor
	Implement the Warehouse Management mobile app	New
Implement master planning	Implement master planning	No % change
Configure master planning	Configure master planning	Minor