What You'll Learn

  • Set up and manage product information
  • inventory
  • warehouses
  • and transportation in Dynamics 365 Supply Chain Management.
  • Understand vendor collaboration
  • purchase requisitions
  • and procurement workflows to optimize sourcing strategies.
  • Configure production orders
  • bill of materials (BOMs)
  • and production scheduling for both discrete and process manufacturing.
  • Utilize demand forecasting
  • master planning
  • and inventory insights to improve operational efficiency and reduce costs.

Requirements

  • Candidates should have a basic understanding of supply chain principles
  • and familiarity with Microsoft Dynamics 365 applications is beneficial.

Description

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


Who this course is for:

  • This certification is intended for functional consultants
  • business analysts
  • or supply chain professionals who configure and implement solutions using Microsoft Dynamics 365 Supply Chain Management.
MB-330: Dynamics 365 Supply Chain Consultant - Jun/2025

Course Includes:

  • Price: FREE
  • Enrolled: 535 students
  • Language: English
  • Certificate: Yes
  • Difficulty: Beginner
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