Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

[Updated with December 10, 2021 changes to exam]

This preparation guide includes information and tools to assist you in preparation for Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

Why get certified in Microsoft Dynamics 365 For Finance and Operations?

Instructor-led training

Live Online Course: MB-330 Supply Chain Management Exam preparation

Exam class MB-330: Microsoft Dynamics 365 Supply Chain Management

On-demand training

MB-330 Supply Chain Management – course on-demand

MB-330 Supply Chain Management | Free trial course on-demand

Training manual for MB-330

• MB-330T00-A Microsoft Dynamics 365 Supply Chain Management

Who should take this exam?

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

Prerequisite

Certification

Passing MB-300 plus MB-330 leads to the certification Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate.

Skills measured

Updates per December 10, 2021

NOTE: The bullets that follow each of the skills measured are intended to illustrate how Microsoft is assessing that skill. This list is NOT definitive or exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

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 inter-company 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 plan

– updated on October 16, 2020

NOTE: The bullets that appear below each of the skills measured are intended to illustrate how Microsoft is assessing that skill. This list is not definitive or exhaustive.

NOTE: In most cases, exams do NOT cover preview features, and some features will only be added to an exam when they are GA (General Availability).

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)
• identify the purpose and capabilities of the product configuration models
• create and configure category hierarchies
• configure catch weights
• create direct-delivery products

Configure products for supply chain management

• create and manage inventory dimensions
• create item groups and item model groups
• create and print product labels
• create and assign bar codes and Global Trade Identification Number (GTIN) codes
• create product attributes
• configure product unit conversions
• configure default order settings

Manage inventory pricing and costing

• describe inventory costing methods
• configure Costing versions for standard and planned costs
• configure and default purchase prices, default sales prices, and trade agreements

Implement Inventory management (15-20%)

Configure Inventory management

• set up inventory management parameters and journals
• configure and perform quality control and quality management processes
• configure inventory valuation reports
• configure ABC classifications
• configure inventory closing components
• 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
• process quarantine orders
• process quality orders
• perform inventory closings and adjustments
• apply inventory blocking

Implement and manage Supply Chain processes (15-20%)

Implement Procurement and sourcing

• create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
• configure change management processes
• 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

Implement common sales and marketing features

• configure quotations, sales orders, and return orders
• configure sales groups and commissions
• configure and manage discounts and price groups
• configure customer, product, and prospect searches
• implement and manage leads and prospects
• configure and process inter-company trade relations documents

Implement warehouse management and transportation management (20-25%)

Configure warehouse management

• create sites, warehouses, locations, location formats, location profiles, location types, and zones
• implement location directives
• configure Inventory Statuses, unit sequence groups, and reservation hierarchies
• implement wave, load, and work templates
• configure mobile device menus, menu items, and display settings

Perform warehouse management processes

• identify inventory movement processes
• perform cycle counting
• process inbound and outbound orders
• process shipments
• describe the replenishment process including buyers’ push and 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 rout plans and guides
• configure route and rate engines
• configure and use dock appointment scheduling

Implement master planning (15-20%)

Configure master planning and forecasting

• differentiate between planning optimization and master planning
• set up coverage groups and item coverage
• configure master planning parameters, master plan, forecast plans, and continuity plans
• differentiate between action messages, delay messages, time fences, and negative days
• configure period templates

Run master plans and manage planned orders

• process and view planned orders
• set up and use the Supply Schedule form
• configure and process safety stock journals

Implement additional master planning features

• implement inter-company master planning
• implement demand-based forecasting
• implement planning optimization

Preparation options for Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

Instructor-led training

Live Online Course: MB-330 Supply Chain Management Exam preparation

Exam class MB-330: Microsoft Dynamics 365 Supply Chain Management

Training manual for MB-330

• MB-330T00-A Microsoft Dynamics 365 Supply Chain Management

Self-paced training

Schedule exam

Schedule the exam at Microsoft

More information about D365FO exams

View the complete list of Microsoft Dynamics 365 FO Certification Exams

Skills measured

– valid until October 16, 2020

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Implement Product information management (25-30%)