Exam MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant

The MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant certification is designed for professionals responsible for designing and configuring solutions in Dynamics 365 Supply Chain Management that align with specific business requirements. Certified candidates are expected to understand the complete supply chain lifecycle and utilize system capabilities to implement solutions in accordance with industry best practices.

– Core Knowledge Areas

As a functional consultant, you should have hands-on expertise in deploying and managing the following key features and modules within Dynamics 365 Supply Chain Management:

Product Information Management
Sales and Procurement Processes
Vendor Collaboration
Inventory Management
Quality Control Procedures
Warehouse Management and Mobile App Integration
Master Planning and Planning Optimization
Asset Lifecycle Management
Transportation Management
Landed Cost Tracking
Copilot and AI Features in Dynamics 365 Supply Chain

– Responsibilities and Capabilities

Successful candidates are proficient in:

Analyzing cross-functional business requirements
Mapping business needs to system features to create efficient and scalable solutions
Managing interdependencies across processes
Applying best practices in enterprise solution implementation

– Collaboration and Solution Delivery

To ensure successful implementation, you collaborate closely with a variety of stakeholders, including:

Solution Architects
Developers
Functional Consultants
Business Users
Project Managers
Other key stakeholders

Exam Details

Exam MB-330: Microsoft Dynamics 365 Supply Chain Management Functional Consultant is designed for individuals at an intermediate level, specifically targeting the role of a Functional Consultant. The exam assesses a candidate’s ability to implement and configure Dynamics 365 Supply Chain Management in alignment with business requirements.

Candidates are allotted 100 minutes to complete the exam, which is proctored and may include interactive tasks. The exam is available in English and Japanese. To pass, a minimum score of 700 is required. Microsoft provides accommodations for individuals who use assistive technologies, require additional time, or need specific modifications to the exam experience. These accommodations can be requested before taking the assessment.

Course Outline

The exam covers the following topics:

1. Implementing product information management (20-25%)

Creating and managing products

creating and releasing products and product variants (Microsoft Documentation: Create products )
create and apply product templates (Microsoft Documentation: Product templates)
Creating bills of materials (BOMs) and BOM versions
create and configure category hierarchies (Microsoft Documentation: Create and configure category hierarchies and attributes)
Creating and managing product states during the life cycle of a product (Microsoft Documentation: Product lifecycle state overview)
Creating and managing product attributes (Microsoft Documentation: Manage attributes and attribute groups)

Configuring prerequisites for products

Configuring inventory dimensions, including storage, tracking, and product dimension groups (Microsoft Documentation: About inventory dimensions and dimension groups)
Creating item model groups
Configuring reservation hierarchies (Microsoft Documentation: Set up reservation hierarchies)
Configuring unit sequence groups

Configuring additional product details

Creating and assigning bar codes and Global Trade Item Number (GTIN) codes (Microsoft Documentation: GS1 bar codes)
Configuring product unit conversions (Microsoft Documentation: Set up units and unit conversions (Retail essentials))
Configuring default order settings (Microsoft Documentation: Default order settings for dimensions and product variants)
Configuring product filter codes for warehouse operations

Managing inventory pricing and costing

Configuring and maintaining costing versions for standard and planned costs (Microsoft Documentation: Costing versions overview)
Configuring price groups
Configuring items with standard costs (Microsoft Documentation: Prerequisites for standard costs overview)
Configuring default item prices, purchase and sales prices, and discounts in trade agreements Create a new trade agreement)

2. Implementing inventory and asset management (15–20%)

Managing and processing inventory activities

Creating and processing journals, including BOMs, item arrival, output order, transfer, movement, inventory adjustment, and counting journals (Microsoft Documentation: Inventory journals )
creating and processing transfer orders (Microsoft Documentation: Create and process transfer orders from the warehouse app )
Describing the inventory closing and adjustment process (Microsoft Documentation: Inventory close )
Apply and remove inventory blocking manually (Microsoft Documentation: Inventory blocking )
Creating batch disposition codes
Configure and run inventory reports including ABC classification

Managing quality

Configuring and processing nonconformances (Microsoft Documentation: Create and process nonconformances)
Configuring quality associations (Microsoft Documentation: Quality associations)
Configuring components for the quality control process
Processing quality orders (Microsoft Documentation: Quality orders)
Processing quarantine orders (Microsoft Documentation: Quarantine orders)

Configuring asset management

Creating and managing work orders (Microsoft Documentation: Manually created work orders)
Creating and configuring assets and asset types (Microsoft Documentation: Create an asset)
Viewing and managing capacity for work orders
Configuring work order settings
Scheduling preventive maintenance and reactive maintenance (Microsoft Documentation: Schedule maintenance plans)
Managing and configuring asset loans (Microsoft Documentation: Asset loans)
Creating and configuring asset lifecycle models and states

Implementing asset management

Configuring maintenance plans
Configuring functional locations (Microsoft Documentation: Create functional locations)
Managing maintenance requests (Microsoft Documentation: Maintenance requests)
Managing work orders consumption (Microsoft Documentation: Introduction to work orders)
Managing work order scheduling

3. Implementing and managing supply chain processes (20–25%)

Implementing Procurement and sourcing

Creating and maintaining vendors
creating and managing purchase requisitions, requests for quotes (RFQs), and purchase orders (POs) (Microsoft Documentation: Creating purchase requisitions )
Creating purchase agreements and vendor rebates
Configuring and processing consignment inventory (Microsoft Documentation: Inventory management overview )
managing over and under deliveries and delivery schedules (Microsoft Documentation: Delivery schedules )
Configuring procurement categories, charge codes, and purchasing policies (Microsoft Documentation: Purchasing policies overview)
Configuring vendor collaboration features
Create and process vendor returns (Microsoft Documentation: Process sales return orders)
Managing registration and product receipt
Configuring procurement workflows (Microsoft Documentation: Set up Procurement and sourcing workflows)

Implementing landed cost

Configuring landed cost parameters and voyage statuses (Microsoft Documentation: Landed cost parameters setup)
Creating and processing voyage with purchase orders or transfer orders
Configuring cost estimations, tracking control center, over/under tolerance setup, and journey templates (Microsoft Documentation: Work breakdown structures overview)
Configuring cost type codes and auto-costs
Track inbound voyages and shipping container journeys

Implementing common sales and marketing features

Creating and maintaining customers
Configuring sales agreements
Configuring and processing sales quotations, sales orders, and sales returns (Microsoft Documentation: Create a sales quotation)
configuring sales groups, commissions (Microsoft Documentation: Configure and use commissions )
Configuring and processing 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

4. Implementing warehouse management and transportation management (25–30%)

Configuring warehouse management

creating sites, warehouses, locations, location formats, location profiles, location types, and zones (Microsoft Documentation: Warehouse management overview )
Configuring work policies and work breaks
Implementing location directives (Microsoft Documentation: Location directives )
Configuring wave, load, and work templates
Create and print labels, including product, wave, GS1 label segments, and license plate labels
Configuring packing dimensions
Configure inbound receiving process
Configuring outbound shipment process
Configuring and update inventory status

Performing warehouse management processes

Configuring and processing replenishment
Managing load planning workbench
Configure and process inventory movements via warehouse work
Creating cycle counting work and perform cycle counting (Microsoft Documentation: Cycle counting )
Process inbound and outbound orders by using the Warehouse Management mobile app (Microsoft Documentation: Inbound operations, Outbound operations)
Configuring containerization and packaging options
Configuring and processing cross docking

Implementing transportation management

Configuring shipping carriers and carrier groups
perform planning and executing of loads and shipments (Microsoft Documentation: Plan loads and shipments using the Load planning workbench )
configuring and generating freight bills and invoices (Microsoft Documentation: Plan freight transportation routes with multiple stops )
configuring route plans and guides (Microsoft Documentation: Transportation management engines )
configuring route and rate engines (Microsoft Documentation: Transportation management engines)
configuring and use dock appointment scheduling (Microsoft Documentation: Set up an appointment for a load )
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

5. Implement master planning (10–15%)

Configuring master planning

Set up coverage groups and item coverage (Microsoft Documentation: Coverage settings )
configure and maintain master planning parameters and master plan (Microsoft Documentation: Master plans overview )
Define positive and negative days
Define action messages, delay messages, and time fences (Microsoft Documentation: Master plans overview)
configure period templates (Microsoft Documentation: Create working time templates)

Managing master plans

Running master planning and analyze the results (Microsoft Documentation: Master planning system architecture)
Evaluate and process planned purchase and transfer orders (Microsoft Documentation: Master planning with purchase trade agreements)
Set up and use the Supply Schedule form (Microsoft Documentation: Supply schedule)
Configuring safety margins
Configuring and processing safety stock journals

Microsoft MB-330 Exam FAQs

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Microsoft Certification Exam Policies

Microsoft follows a clearly defined and consistent set of certification exam policies aimed at ensuring fairness, transparency, and integrity throughout the certification process. These policies are uniformly enforced across all exam delivery methods, including online proctored exams and those conducted at authorized testing centers.

– Exam Retake Policy

If a candidate does not pass the exam on the first attempt, a minimum waiting period of 24 hours is required before retaking it. For each subsequent attempt, a 14-day waiting period must be observed. Microsoft allows a maximum of five attempts for the same exam within 12 months. Once the exam is successfully passed, additional retakes are not permitted unless the certification has expired and needs renewal. Standard exam fees apply for each retake.

– Rescheduling and Cancellation Policy

Candidates are allowed to reschedule or cancel their exam appointments without incurring any fees, provided the changes are made at least six business days prior to the scheduled exam date. If rescheduling or cancellation occurs within five business days, a fee may be charged. Cancellations made within 24 hours of the exam or failure to attend the exam, will result in the loss of the full exam fee.

Microsoft MB-330 Exam Study Guide

Step 1: Understand the Exam Objectives Thoroughly

The first and most critical step in your MB-330 preparation journey is gaining a clear understanding of the exam objectives. Microsoft publishes a detailed skills outline that breaks down the key functional areas covered in the exam. These include product information management, sales and procurement processes, inventory and warehouse operations, and planning optimization, among others. Carefully review each topic to identify what’s expected and assess your current level of familiarity with each domain. This foundational step ensures that your study plan is aligned with the actual exam content.

Step 2: Use Official Microsoft Learning Resources

Once you have a grasp of the exam topics, leverage Microsoft’s official learning resources. Microsoft Learn offers structured, self-paced learning paths for Microsoft Dynamics 365 Supply Chain Management specifically tailored for MB-330. These modules provide in-depth tutorials, interactive labs, and real-world scenarios that mirror the responsibilities of a supply chain functional consultant. Additionally, you can explore Microsoft’s documentation and technical whitepapers for advanced understanding. Using official content ensures that your preparation is aligned with current product features and certification standards. However, the modules are:

Step 3: Join Online Study Groups and Forums

Engaging with a community of fellow learners can significantly enhance your exam readiness. Look for Microsoft certification-focused forums, LinkedIn groups, Reddit communities, or specialized platforms like Tech Community and Dynamics User Group. These spaces allow you to exchange ideas, ask questions, clarify doubts, and gain insights from individuals who have already passed the MB-330 exam. Peer support can also keep you motivated and expose you to alternative learning strategies.

Step 4: Take the MB-330 Practice Exams

Practice tests are an invaluable part of effective exam preparation. They not only help you assess your knowledge and identify weak areas but also familiarize you with the format and time constraints of the actual exam. Choose reputable practice test providers or use Microsoft’s official practice assessments if available. Aim to simulate real exam conditions to build confidence and improve your time management. After each practice test, review the explanations thoroughly to strengthen your understanding of incorrect answers.

Step 5: Reinforce Learning Through Hands-On Experience

Practical experience with Dynamics 365 Supply Chain Management is essential. Set up a trial environment or use Microsoft’s virtual labs to experiment with key features and processes like inventory tracking, procurement flows, warehouse configurations, and more. Applying theoretical knowledge in a real-world setting enhances retention and prepares you for scenario-based exam questions.

Step 6: Final Review and Exam Strategy

As your exam date approaches, revisit all core topics, review your notes, and retake selected practice questions. Focus on areas where you previously struggled. Make sure you’re also familiar with how the exam will be delivered—whether online or at a test center—and understand the rules and technical requirements. On the exam day, manage your time wisely and read each question carefully before answering.