The Microsoft Dynamics 365 Fundamentals (ERP) – Exam MB-920 is designed to validate a candidate’s foundational understanding of enterprise resource planning (ERP) capabilities within the Microsoft Dynamics 365 ecosystem, particularly focusing on Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This certification serves as an ideal entry point for individuals interested in exploring how Microsoft’s ERP solutions support critical business functions and streamline organizational processes.

What the Exam Covers

The MB-920 exam focuses on introducing candidates to the key functionalities and business applications of Dynamics 365 ERP solutions. Specifically, it examines:

• Core Financial Operations: Understanding how Dynamics 365 Finance supports financial planning, budgeting, accounting, and other financial workflows within an organization.
• Operational Efficiency: Exploring how Dynamics 365 Supply Chain Management enhances operations, including warehousing, inventory control, and manufacturing workflows.
• Business Process Integration: Learning how various departmental processes are unified through a single software solution, enabling cross-functional collaboration and centralized data management.
• Multi-Entity Management: Gaining insights into how businesses can manage multiple legal entities and organizational hierarchies using one integrated application.
• Microsoft Ecosystem Connectivity: Understanding how Dynamics 365 integrates seamlessly with other Microsoft applications like Power Platform, Microsoft 365, and Azure services.

Who Should Take This Exam

This certification is ideal for:

• Individuals who are new to Dynamics 365 and looking to build a strong foundational understanding of Finance and Supply Chain Management solutions.
• Business users, students, or IT professionals considering a career path in ERP or digital transformation projects.
• Professionals preparing for advanced role-based or specialty Microsoft certifications, although the MB-920 exam itself is not a prerequisite for those.

Exam Benefits

Earning the MB-920 certification helps candidates:

• Establish a foundational knowledge of ERP systems within Microsoft Dynamics 365.
• Prepare for more specialized certifications or roles within finance, operations, or business application domains.
• Demonstrate a clear understanding of how Dynamics 365 solutions can enhance operational efficiency and financial visibility across an organization.

Exam Details

• The MB-920: Microsoft Dynamics 365 Fundamentals (ERP) exam is intended for beginners, especially those in business-focused roles such as Business Owners. It assesses a candidate’s foundational knowledge of Microsoft Dynamics 365 Finance and Supply Chain Management, focusing on how these tools support essential business processes.
• This is a proctored exam, not open book, and must be completed within 45 minutes. Some questions may include interactive elements, requiring practical engagement with the system.
• To pass the exam, you need a minimum score of 700. It is offered in various languages including English, Japanese, Simplified and Traditional Chinese, Korean, German, French, Spanish, Portuguese (Brazil), Russian, Arabic (Saudi Arabia), and Italian.
• If you require any exam accommodations such as extra time or assistive tools, you can request modifications to ensure a fair testing experience.

Course Outline

The Microsoft MB-920 Exam covers the following topics:

1. Understand Dynamics 365 Supply Chain Management (35–40%)

Describe Supply Chain Management core capabilities

• Describe use cases of Supply Chain Management (Microsoft Documentation: Dynamics 365 Supply Chain Management capabilities)
• Describe products and release products
• Describe product masters records, product variants, and product dimensions
• Describe pricing and discounts in relation to trade agreements
• Describe intercompany capabilities

Describe manufacturing strategies

• Describe lean, discrete, and process manufacturing
• Describe manufacturing strategies
• Describe bills of materials (BOMs), routes, and operations as they relate to production orders (Microsoft Documentation: Bills of materials and formulas)
• Identify the production lifecycle stages
• Describe shop floor management
• Describe master planning and planning optimization (Microsoft Documentation: Master planning)

Describe inventory and warehousing capabilities

• Describe costing methods
• Describe on-hand inventory capabilities (Microsoft Documentation: On-hand inventory report (InventOnhand))
• Identify types of inventory journals
• Describe quality management capabilities
• Describe use cases for Warehouse Management Systems (WMS)
• Describe use cases for Transportation Management Systems (TMS)
• Describe use cases for landed cost

Describe the sales and procurement processes

• Describe the order-to-cash process
• Describe the sales order creation process
• Describe the fulfillment process, including inventory reservations and picking and packing
• Describe the procure-to-pay process
• Describe purchase requisitions
• Describe the purchase order creation process
• Describe purchase order receipts

2. Overview of Dynamics 365 Finance (30–35%)

Describe Finance core capabilities

• Describe use cases of Finance
• Describe organization and legal entities
• Describe reporting currency and accounting currency
• Describe tax capabilities
• Describe cost accounting concepts

Describe general ledgers

• Describe charts of accounts including main accounts (Microsoft Documentation: Prepare Financial Reporting with Financial Data and Account Categories, Main account types)
• Describe the concept of a fiscal calendar
• Describe financial dimensions and dimension set concepts (Microsoft Documentation: Financial dimensions, Financial dimension sets)
• Describe the accounting structure
• Describe journaling concepts
• Describe periodic financial processes (Microsoft Documentation: Periodic credit management tasks)

Describe accounts payables and accounts receivables

• Describe core accounts payable components including vendors, purchase orders, and vendor invoices (Microsoft Documentation: Vendor invoices overview, Accounts payable home page)
• Describe vendor payments and settlements including three-way matching concepts (Microsoft Documentation: Three-way matching policies, Vendor payment overview)
• Describe core accounts receivable components including customers, customer invoices, and free text invoices (Microsoft Documentation: Accounts receivable home page, Explore accounts payable and accounts receivable in Dynamics 365 Finance)
• Describe credit management processes (Microsoft Documentation: Credit and collections overview)
• Describe the collection process (Microsoft Documentation: Credit and collections overview)
• Describe the concept of subscription billing

Describe expense management, fixed asset management, and budgeting

• Describe cash and bank management concepts (Microsoft Documentation: Cash and bank management home page)
• Describe expense management capabilities (Microsoft Documentation: Expense management overview)
• Describe fixed asset management capabilities (Microsoft Documentation: Fixed assets home page)
• Describe budgeting capabilities (Microsoft Documentation: Budget control overview, Budgeting home page)

3. Explore the core capabilities of the finance and operations apps (25–30%)

Describe the finance and operations apps

• Describe enterprise resource planning (ERP)
• Describe the business value of Commerce
• Describe the business value of Human Resources
• Describe the business value of Project Operations
• Describe finance and operations apps use cases
• Explore the finance and operations user interface

Describe reporting and integration capabilities

• Describe built-in reporting capabilities, including workspaces
• Describe options for analyzing data by using Power BI
• Describe Microsoft Office 365 integration capabilities, including Microsoft Excel, SharePoint, and Teams
• Describe Microsoft Power Platform integration options

Describe common features

• Describe security capabilities
• Describe workflow capabilities
• Describe the concept of batch jobs

Microsoft MB-920 Exam FAQs

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Microsoft Certification Exam Policies

Microsoft maintains a robust set of certification exam policies to uphold the credibility, fairness, and integrity of its globally recognized certification program. These policies are designed to provide a standardized and secure testing environment for all candidates, whether they choose to take the exam online or at an authorized testing center. By adhering to these guidelines, candidates help sustain the professional value and industry recognition associated with Microsoft certifications.

Exam Retake Policy

Candidates who do not pass a Microsoft certification exam on their initial attempt are required to wait 24 hours before retaking it. For subsequent attempts—ranging from the second through the fifth—a 14-day waiting period between each attempt must be observed. To maintain exam integrity and prevent excessive retakes, candidates are limited to five attempts within a 12-month period, beginning from the date of the first exam.

Rescheduling and Cancellation Policy

Microsoft offers flexibility for candidates who need to change or cancel their exam appointments. Modifications made at least six business days before the scheduled exam date can be done at no additional cost. However, any changes made within five business days are subject to rescheduling or cancellation fees. If a candidate fails to appear for the exam or cancels less than 24 hours before the appointment, the exam fee is forfeited. In exceptional cases, such as verified emergencies or accessibility requirements, Microsoft may approve accommodations or exceptions upon review of appropriate documentation.

Microsoft MB-920 Exam Study Guide

Step 1: Explore the Exam Objectives

The first and most crucial step in preparing for the MB-920: Microsoft Dynamics 365 Fundamentals (ERP) exam is gaining a clear understanding of its objectives. Familiarizing yourself with the exam outline helps you identify the key topics and functional areas that Microsoft expects candidates to know. These include core concepts related to Dynamics 365 Finance and Supply Chain Management, as well as how these applications support financial operations, inventory, manufacturing, and business process integration. By reviewing the official skills measured, you can create a targeted study plan that focuses on high-priority areas, ensuring your preparation is both strategic and efficient. This foundational step not only boosts your confidence but also sets the stage for a well-organized and goal-driven learning experience.

Step 2: Assess Your Current Knowledge

Once you’re familiar with the exam objectives, the next step is to evaluate your existing knowledge and skills related to Microsoft Dynamics 365 Finance and Supply Chain Management. This self-assessment helps you identify which topics you’re already comfortable with and which areas require more focus. You can do this by reviewing official documentation, attempting practice questions, or taking mock assessments that reflect the structure of the MB-920 exam. Understanding your strengths and weaknesses early on allows you to tailor your study plan more effectively, ensuring that your time and effort are concentrated where they’re needed most. This step provides a realistic baseline and helps track your progress throughout your exam preparation journey.

Step 3: Follow the Microsoft Learning Path

After assessing your knowledge gaps, it’s essential to engage with the official Microsoft Learn platform, which offers a structured learning path tailored for the MB-920 exam. These modules are designed by Microsoft experts and provide interactive content, real-world scenarios, and guided learning experiences. By following this path, you ensure that your preparation aligns directly with the skills measured in the exam. It also helps reinforce core concepts such as ERP capabilities, financial processes, and supply chain operations within Dynamics 365. The modules are:

• Understand the core capabilities of Microsoft Dynamics 365 finance and operations apps
• Basics of Microsoft Dynamics 365 Finance
• Overview of Microsoft Dynamics 365 Supply Chain Management

Step 4: Join Study Groups or Online Communities

Collaborative learning can significantly enhance your exam preparation. Joining study groups, online forums, or Microsoft tech communities allows you to connect with other candidates, share resources, and gain different perspectives on complex topics. Engaging in discussions, asking questions, and learning from others’ experiences can clarify doubts and introduce you to useful tips and strategies. Platforms like Reddit, LinkedIn, and Microsoft’s own community forums are excellent places to start.

Step 5: Take the MB-920 Practice Exams

Practice tests are a vital component of effective exam preparation. Taking the Microsoft MB-920 practice exams allows you to familiarize yourself with the question format, time constraints, and types of scenarios you’ll encounter. These simulations help reinforce your understanding, reduce test anxiety, and improve time management. Regularly reviewing your results helps track progress and ensures that you’re focusing on the right areas as the exam date approaches. Practice exams also highlight patterns in the exam content, giving you a strategic advantage when it comes time to take the real test.