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

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