Exam MB-340: Microsoft Dynamics 365 Commerce Functional Consultant

This preparation guide includes information and tools to assist you in preparation for Exam MB-340: Microsoft Dynamics 365 Commerce Functional Consultant (beta)

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

Training options for MB-340

MB-340 Live Online Course

Training manuals for MB-340

Not available yet.

Who should take this exam?

Candidates for this exam set up and use the application functionality in Dynamics 365 Commerce and provide support for the application.

Candidates have a strong understanding of unified commerce business operations. They may have experience configuring, deploying, and maintaining Dynamics 365 Commerce.



Passing MB-300 plus MB-340 leads to the certification Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate

Skills measured

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).

Configure Dynamics 365 Commerce Headquarters (20-25%)

Configure prerequisites and commerce parameters

  • create employee and customer address books
  • configure retail workers
  • retire retail workers
  • assign address books to customers, channels, and workers
  • create email templates and email notification profiles
  • configure organizational hierarchies and hierarchy purposes
  • configure shared commerce parameters
  • configure commerce parameters for individual legal entities

Configure additional options

  • create and configure channel and sales order attributes
  • configure commissions
  • configure payment methods and card types
  • configure data distribution
  • create info codes, sub-codes, and info code groups
  • configure modes of delivery including shipments, pick up, and carry out
  • configure charge codes, charge groups, and automatic charges

Manage statements

  • validate retail transactions by using the transaction consistency checker
  • configure and manage retail statement calculations and posting
  • troubleshoot statement posting issues

Configure Distributed Order Management (DOM)

  • configure DOM fulfillment profiles
  • configure DOM cost components including shipping, handling, and packaging costs
  • configure DOM management rules and parameters
  • monitor DOM fulfillment plans and order exceptions

Configure products, prices, discounts, loyalty, and affiliations (20-25%)

Configure products and merchandising

  • configure the commerce product category hierarchy
  • configure other product category hierarchies
  • configure assortments
  • configure product attributes and attribute groups
  • configure product catalogs
  • manage product labels and shelf labels
  • configure product recommendations
  • configure warranty settings

Manage pricing

  • design a strategy for price groups and create price groups
  • configure product pricing
  • configure catalog pricing
  • configure affiliation pricing
  • configure category pricing rules

Manage discounts and promotions

  • configure discount parameters
  • configure channel or customer-specific discounts
  • configure quantity, shipping, tender-based, and threshold-based discounts
  • configure discount concurrency rules
  • configure pricing priorities
  • manage coupons

Manage customers, loyalty, and affiliations

  • configure client books
  • configure customer attributes
  • configure customer affiliations
  • configure loyalty programs, loyalty schemes, and reward points
  • manage loyalty tier calculations and processing

Manage Point of Sale (POS) in Dynamics 365 Commerce (15-20%)

Configure retail stores

  • create a retail store
  • configure POS registers and devices
  • configure retail profiles
  • configure sales tax overrides
  • configure Task Management lists and parameters
  • define cash management processes
  • define shifts and shift management processes
  • configure channel return policies

Manage store inventory

  • configure availability calculations for products
  • manage inbound and outbound inventory operations
  • process customer pick-up and shipment orders
  • process stock counts in POS
  • lookup product inventory data in POS

Perform POS operations

  • perform sales and order processes
  • perform end of day processes
  • reconcile store cash
  • monitor store productivity by using Task Management and reporting features

Configure and Manage Dynamics 365 Commerce call centers (10-15%)

Configure call centers

  • create a call center
  • configure and publish product catalogs
  • create product catalog scripts
  • configure fraud conditions, rules, and variables to trigger order holds
  • configure fraud alerts

Configure continuity orders and installment billing

  • set up continuity programs and parameters
  • configure continuity order batch jobs
  • manage continuity child orders

Manage call centers

  • create and process call center orders
  • process call center payments
  • manage order holds
  • create return merchandise authorizations (RMAs)
  • process returns, exchanges, and replacements

Manage e-commerce (15-20%)

Configure an e-commerce channel

  • create an online store
  • configure an e-commerce site
  • configure channel assignments for an e-commerce site
  • configure ratings and reviews

Manage e-commerce content

  • configure URLs and aliases for e-commerce sites
  • configure product detail pages and category pages for an e-commerce site
  • manage site themes, page fragments, templates, layouts, and pages
  • upload and manage digital assets including videos and images
  • set focal points and attribute values for media assets
  • configure publish groups

Operate an e-commerce channel

  • create e-commerce orders
  • synchronize e-commerce orders
  • moderate ratings and review


Preparation options for Exam MB-340: Microsoft Dynamics 365 Commerce
Functional Consultant

Training options for MB-340

MB-340 Live Online Course

Training manuals for MB-340

Schedule exam

Schedule the exam at Microsoft

More information about D365FO exams

View the complete list of Microsoft Dynamics 365 FO Certification Exams

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