Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate (MB300-330)

This 7-day certification track training is composed of two parts:

Microsoft Dynamics 365 Core Finance and Operations (MB-300T00)

In this two-day Microsoft Certified course, students will gather and analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry-recommended practices. They serve as a key resource in implementing and configuring applications to meet business requirements.

Microsoft Dynamics 365 Supply Chain Management Functional Consultant (MB-330T00)

In this five-day Microsoft Certified course, participants will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory, supply chain management configuration and processing, the transportation management features and the warehouse management features, quality management and quality control functionalities and mastering planning configuration and processing.  

This training is a comprehensive preparation to the exams MB-300 and MB-330 to earn the Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate.

You can purchase an individual part of this certification track - contact us for the details.


Applicable solutions

Public class

7 jours / 49 heures

Private class

Virtual classroom
Minimum no. of participants: 5
7 days / 49 hours
Price on request
English or French
Training plan: 

Microsoft Dynamics 365 Core Finance and Operations (MB-300T00)

Module 1: Introduction to Microsoft Dynamics 365

  • Digital transformation is business transformation
  • Microsoft business applications
  • Artificial intelligence
  • Mixed reality

Module 2: Navigate finance and operations apps

  • Navigation elements
  • See how workspaces drive productivity
  • Use filtering techniques
  • Search in finance and operations apps
  • Compare views
  • How to use View and Edit modes

Module 3: Get started with Dynamics 365 Finance

  • Benefits of Dynamics 365 Finance
  • Overview
  • General ledger
  • Cash and bank management
  • Tax
  • Accounts payable
  • Accounts receivable
  • Credit and collections
  • Budgeting
  • Fixed assets
  • Cost accounting
  • Electronic invoicing

Module 4: Get started with production control in Dynamics 365 Supply Chain Management

  • Core concepts in production control
  • Understand unified manufacturing
  • Manufacturing principles
  • Overview of the production process and production life cycle
  • Batch orders
  • Discrete manufacturing
  • Process manufacturing
  • Lean manufacturing
  • Configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • IoT intelligence and insights
  • Describe the value proposition for mixed-reality Guides for production floor workers

Module 5: Get help and learn more about finance and operations apps

  • Microsoft Learn site
  • In-product help
  • Customize help topics
  • Protecting the privacy and personal data of your customers

Module 6: Get started with Lifecycle Services for finance and operations apps

  • Understand the functionality and tools of Lifecycle Services
  • Determine licensing requirements
  • Lifecycle Services security
  • Reuse existing assets, copy, and share data
  • Perform actions in the Asset library
  • Work with the Task recorder
  • Business process modeler (BPM)
  • Support options
  • Get product updates from Lifecycle Services

Module 7: Design and plan an implementation of finance and operations apps

  • Use implementation methodologies for a successful implementation
  • Cloud implementation - analysis
  • Cloud implementation - design and develop
  • Cloud implementation - test
  • Cloud implementation - deploy and operate
  • On-premises implementation - analysis
  • On-premises implementation - design and develop
  • On-premises implementation - test, deploy, and operate
  • Gathering and analyzing the requirements
  • Create functional design documents (FDD)

Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system

Module 9: Plan and configure the global address book in finance and operations apps

  • How the global address book works
  • Plan for the global address book and other address books

Module 10: Plan and implement legal entities in finance and operations apps

  • Create a legal entity
  • Create a number sequence
  • Understand organizational hierarchies and operating units
  • Plan your organizational hierarchy
  • Decide whether to model internal organizations as legal entities or operating units
  • Decide whether to model internal organizations as legal entities or operating units (cont.)
  • Best practices for modeling organizations and hierarchies
  • Apply purposes and policies
  • Distributed order management (DOM) policy
  • Configure calendars and date intervals

Module 11: Plan and implement security in finance and operations apps

  • Understand the security architecture
  • Encryption in finance and operations apps
  • Manage users and security
  • Set up and apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Security diagnostics for task recordings
  • Extensible data security policies

Module 12: Set up batch jobs in finance and operations apps

  • ​Batch processing and batch servers
  • Batch processing of reports and setup of alerts
  • Copy a batch job
  • Batch job manager role
  • Unlock a journal

Module 13: Work with workflows in finance and operations apps

  • Workflow types for business processes
  • Create and set up workflows
  • Assign users to workflow elements
  • Use the daily journal workflow

Module 14: Design and build mobile apps for finance and operations apps

  • Demonstration
  • Overview of the Dynamics 365 Unified Operations mobile app
  • Page design guidelines
  • Action design guidelines
  • Form design requirements
  • Design considerations
  • Understand use cases for mobile apps
  • Get the Dynamics 365 Unified Operations mobile app

Module 15: Personalize finance and operations apps

  • Understand the differences between customization and personalization
  • Apply user options
  • Implicit personalization
  • Explicit personalization
  • Administer personalization
  • Saved views
  • The personalization toolbar
  • Personalize a workspace
  • Personalize a dashboard
  • Personalize inventory dimensions
  • Create and maintain record templates

Module 16: Implement common integration features in finance and operations apps

  • Microsoft Office integration
  • Excel workbook designer
  • Document management
  • Configure email (SMTP/Exchange)
  • Create an email template
  • Power BI in finance and operations
  • Print management
  • Integrate data from multiple sources into Microsoft Dataverse for Apps

Module 17: Feature management in finance and operations apps

  • Feature management workspace
  • Feature states
  • Enable a feature
  • Reschedule a feature
  • Disable a feature
  • Features that must be enabled
  • Enable all features
  • Check for updates
  • Assign roles
  • Features that use configuration keys
  • Data entities

Module 18: Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output

Module 19: Work with data management in finance and operations apps

  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Database movement operations
  • Data sharing framework

Module 20: Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation

Module 21: Prepare to go-live with finance and operations apps

  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment

Module 22: Work with analytics and reporting in finance and operations apps

  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform

Module 23: Configure electronic reporting in Dynamics 365 Finance

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images

Microsoft Dynamics 365 Supply Chain Management Functional Consultant (MB-330T00)

Module 1: Get started with Dynamics 365 Supply Chain Management

  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost accounting
  • Cost management
  • Inventory management and Warehouse management
  • Master planning
  • Procurement and sourcing
  • Vendor collaboration
  • Sales and marketing
  • Customer portal
  • Product information management
  • Production control
  • Intercompany trade
  • Warehouse management
  • Transportation management

Module 2: Configure and work with inventory management in Dynamics 365 Supply Chain Management

  • Inbound operations
  • Outbound operations
  • Configure inventory dimensions
  • Configure storage dimensions
  • Configure tracking dimensions
  • Configure serial and batch numbers
  • Allocate batch and serial numbers
  • Configure sites
  • Configure warehouses
  • Transfer orders
  • Set up bar codes
  • Set up default order settings
  • Inventory journals
  • Work with journals
  • Inventory journal approval workflows
  • Work with reason codes
  • Work with consignment inventory
  • Configure item groups and item model groups
  • Inventory cost methodologies
  • Configure inventory policies
  • Inventory closing and adjustment
  • Archive inventory transactions
  • Work with reason codes for inventory counting

Module 3: Use inventory reports in Dynamics 365 Supply Chain Management

  • ABC inventory classification
  • Physical inventory by inventory dimension report
  • Inventory value report
  • Inventory on-hand report storage
  • Inventory on-hand mobile workspace

Module 4: Create products and product masters in Dynamics 365 Supply Chain Management

  • Product information workspace
  • Concept of a product
  • Create products
  • Set up unit conversions
  • Batch disposition codes
  • Default order settings
  • Define products as not stocked
  • Create product masters with variants
  • Gain productivity by using the Variant suggestions page
  • Create and set up category hierarchies and attributes
  • Set up item pricing

Module 5: Create bill of materials in Dynamics 365 Supply Chain Management

  • Work with the BOM designer
  • BOM and formula versions
  • BOM line types
  • BOM levels

Module 6: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

  • Procurement scenario
  • Overview of the procure-to-purchase process
  • Use procurement catalogs
  • Create a purchase requisition
  • Create and process a request for quotation
  • Create purchase orders
  • Vendor categories and catalogs
  • Evaluate a vendor and put a vendor on hold
  • Use purchasing policies

Module 7: Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

  • Purchase order statuses with vendor collaboration
  • Configure vendor collaboration
  • Maintain vendor certification
  • Set up vendor collaboration security roles
  • Use the Vendor collaboration invoicing workspace
  • Define purchase order response information
  • Work with purchase orders when vendor collaboration is used
  • Purchase order statuses and versions
  • Sharing information about consignment inventory
  • Work with request for quotes
  • Purchase order confirmation workspace
  • Accessing vendor master data in the Vendor information workspace

Module 8: Process purchase orders in Dynamics 365 Supply Chain Management

  • Set up purchasing parameters
  • Use purchase order change management
  • Use Item arrivals and Arrival overview
  • Manage over/under delivery for purchase orders
  • Manage charges for purchase orders
  • Create vendor returns

Module 9: Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management

  • Configure quality management
  • Perform quality control and management processes
  • Apply inventory blocking
  • Perform quarantine management

Module 10: Configure and use agreements in Dynamics 365 Supply Chain Management

  • Work with trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance management
  • Configure brokerage contract management
  • Configure royalty contract management
  • Configure vendor rebates
  • Rebate management module

Module 11: Configure and use intercompany trade in Dynamics 365 Supply Chain Management

  • Intercompany trading
  • Set up intercompany trade
  • Process intercompany chain orders
  • Set up intercompany agreements and direct deliveries

Module 12: Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

  • Sales and marketing overview
  • Create and confirm sales quotations
  • Create and process sales orders
  • Sales order entry scenarios
  • Sales order picking processes
  • Configure order promising
  • Configure order hold codes
  • Process customer returns
  • Sales order reservations
  • Configure and use commissions
  • Configure customer and item search

Module 13: Configure warehouse management in Dynamics 365 Supply Chain Management

  • Roles in warehouse management
  • Set up warehouse management
  • Configure the warehouse layout
  • Configure catch weight processing for warehouse management
  • Warehouse processes
  • Reservation hierarchies

Module 14: Work with warehouse management in Dynamics 365 Supply Chain Management

  • Configure mobile device setup
  • Set up and deploy GS1 and QR bar codes
  • Configure work type menu items
  • Configure mobile app step instructions
  • Inbound operations
  • Cycle counting
  • Transfer orders and replenishment
  • Outbound operations
  • Warehouse work
  • Material handling equipment interface
  • Sales order picking and consolidated shipments
  • Cluster picking
  • Packing and containerization

Module 15: Configure and use built-in master planning in Dynamics 365 Supply Chain Management

  • Master planning considerations and setup
  • Master planning parameters page
  • Create a master plan
  • Demand forecasting
  • Coverage settings
  • Action messages
  • Configure intercompany planning
  • Run plans and firm planned orders
  • Set up and use the Supply schedule page

Module 16: Use Planning Optimization in Dynamics 365 Supply Chain Management

  • Install the Planning Optimization Add-in
  • Integration and fit analysis
  • Apply filters to a plan
  • Master planning with demand forecasts
  • Planning optimization support for capability-based resource allocation
  • Priority-based planning
  • Master planning and purchase trade agreements
  • Safety margins
  • Coverage time fences
  • Approved planned orders
  • Generate planned production orders
  • Analyze and approve planned orders
  • Auto-firming
  • Planning with negative on-hand quantities
  • View history and planning logs
  • Cancel a planning job

Module 17: Manage transportation management in Dynamics 365 Supply Chain Management

  • Planning transportation management
  • Configure transportation management
  • Routing and transportation flows
  • Load building strategy
  • Transportation management engines
  • Bill of lading
  • Plan freight transportation routes with multiple stops
  • Reconcile freight in transportation management
  • One FREE attendance to the Microsoft 365 Certified: Fundamentals (MS900) training
  • One year access to the class recording
  • 180 days access to the lab environment after class
  • Two vouchers to take the exams
  • Up to date courseware with Microsoft Learn
  • Microsoft course achievement badge
  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
Certification information: 

Exam characteristics:

  • Exam codes: MB-300 and MB-330 
  • Cost: 0$ (included in your training)
  • Skills measured
    • Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies
    • Configure administrative features and workflows 
    • Manage finance and operations data 
    • Validate and support solutions 
    • Implement product information management
    • Implement inventory and asset management 
    • Implement and manage supply chain processes 
    • Implement warehouse management and transportation management
    • Implement master planning 

Contact us for more information on pricing::

Office: 1-888-718-9732
E-mail: info@eccentrix.ca

130, King Street West, Suite 1800
Toronto, Ontario M5X 1E3