MB-330 Study Guide | Microsoft Dynamics 365 Supply Chain Management Functional Consultant

MB-330 Microsoft Dynamics 365 Supply Chain Management Functional Consultant study guide

MB-330 Preparation Details

Preparing for the MB-330 Microsoft Dynamics 365 Supply Chain Management Functional Consultant certification exam? Start here with a complete, objective-wise MB-330 study guide designed to help you pass faster.

This guide brings together official Microsoft documentation, key concepts, and curated resources for every MB-330 exam objective, making it ideal for both beginners and last-minute revision.

Looking for the best MB-330 preparation resources in one place? This page covers everything you need to get exam-ready with confidence.

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MB-330 Microsoft Dynamics Materials

UdemyDynamics 365 SCM Functional Consultant Practice Test
CourseraIntroduction to Microsoft Dynamics 365

Implement product information management (25–30%)

Create and manage products

Create and release products and product variants

Product information overview – Dynamics 365 Supply Chain Management

Create products and product masters in Dynamics 365 Supply Chain Management – Training

Product dimensions – Dynamics 365 Supply Chain Management

Create and apply product templates

Product information overview – Dynamics 365 Supply Chain Management

Complete basic setup of a released product master – Dynamics 365 Supply Chain Management

Create bills of materials (BOMs) and BOM versions

Bills of materials and formulas – Dynamics 365 Supply Chain Management

BOM and formula lines – Dynamics 365 Supply Chain Management

Create and configure category hierarchies

Create products and product masters in Dynamics 365 Supply Chain Management – Training

Category hierarchies overview – Dynamics 365 Supply Chain Management

Create and manage product states during the lifecycle of a product

Product lifecycle states – Dynamics 365 Supply Chain Management

Product lifecycle states and transactions – Dynamics 365 Supply Chain Management

Create and manage product attributes

Create products and product masters in Dynamics 365 Supply Chain Management – Training

Product attributes overview – Dynamics 365 Supply Chain Management

Configure prerequisites for products

Configure inventory dimensions, including storage, tracking, and product dimension groups

Product dimensions – Dynamics 365 Supply Chain Management

Complete basic setup of a released product master – Dynamics 365 Supply Chain Management

Configure item model groups

Complete basic setup of a released product master – Dynamics 365 Supply Chain Management

Item model groups – Dynamics 365 Supply Chain Management

Configure reservation hierarchies

Flexible warehouse-level dimension reservation policy – Dynamics 365 Supply Chain Management

Set up reservation hierarchies – Dynamics 365

Configure unit sequence groups

Exchange data between systems – Dynamics 365 Supply Chain Management

Upgrade warehouse management from Microsoft Dynamics AX 2012 to Supply Chain Management

Configure additional product details

Create and assign bar codes and Global Trade Item Number (GTIN) codes

Create a bar code for a product – Dynamics 365 Supply Chain Management

Enter the GTIN code for a product – Dynamics 365 Supply Chain Management

Product identifiers – Dynamics 365 Supply Chain Management

Configure product unit conversions

Unit of measure and stocking policies – Dynamics 365 Supply Chain Management

Set up unit of measure conversions – Dynamics 365 Supply Chain Management

Configure default order settings

Default order settings for dimensions and product variants – Dynamics 365 Supply Chain Management

Define default order settings for an item – Dynamics 365 Supply Chain Management

Configure product filter codes for warehouse operations

Configure product filters for warehouse transactions – Dynamics 365 Supply Chain Management

Manage inventory pricing and costing

Configure and maintain costing versions for standard and planned costs

Costing versions overview – Dynamics 365 Supply Chain Management

Tasks for managing costing versions – Dynamics 365 Supply Chain Management

Configure price groups

Trade agreement journal prices and discounts – Dynamics 365 Supply Chain Management

Sales trade agreement prices – Dynamics 365 Supply Chain Management

Configure items with standard costs

Standard cost conversion overview – Dynamics 365 Supply Chain Management

Costing versions overview – Dynamics 365 Supply Chain Management

Configure default item prices, purchase and sales prices, and discounts in trade agreements

Trade agreements – Dynamics 365 Supply Chain Management

Sales trade agreement prices – Dynamics 365 Supply Chain Management

Inventory costing FAQ – Dynamics 365 Supply Chain Management

Implement inventory and asset management (20–25%)

Manage and process inventory activities

Create and process journals, including BOMs, item arrival, output order, transfer, movement, inventory adjustment, and counting journals

Inventory journals – Dynamics 365 Supply Chain Management

Inventory journal approval workflows – Dynamics 365 Supply Chain Management

Work with inventory management operations in Dynamics 365 Supply Chain Management – Training

Create and process transfer orders

Work with inventory management operations in Dynamics 365 Supply Chain Management – Training

Transfer orders and internal orders – Dynamics 365 Supply Chain Management

Configure and manage the inventory closing and adjustment process

Inventory close – Dynamics 365 Supply Chain Management

Inventory costing FAQ – Dynamics 365 Supply Chain Management

Apply and remove inventory blocking manually

Inventory blocking – Dynamics 365 Supply Chain Management

Inventory statuses – Dynamics 365 Supply Chain Management

Create batch disposition codes

Work with inventory management operations in Dynamics 365 Supply Chain Management – Training

Batch disposition codes – Dynamics 365 Supply Chain Management

Configure and run inventory reports including ABC classification

Inventory reports – Dynamics 365 Supply Chain Management

ABC classification – Dynamics 365 Supply Chain Management

Manage quality

Configure and process nonconformances

Create and process nonconformances – Dynamics 365 Supply Chain Management

Quality and nonconformance management overview – Dynamics 365 Supply Chain Management

Configure quality associations

Quality associations – Dynamics 365 Supply Chain Management

Enable quality and nonconformance management – Dynamics 365 Supply Chain Management

Configure components for the quality control process

Enable quality and nonconformance management – Dynamics 365 Supply Chain Management

Advanced quality management overview – Dynamics 365 Supply Chain Management

Process quality orders

Quality orders – Dynamics 365 Supply Chain Management

Quality and nonconformance management overview – Dynamics 365 Supply Chain Management

Process quarantine orders

Quarantine zones for nonconformances – Dynamics 365 Supply Chain Management

Quarantine orders – Dynamics 365 Supply Chain Management

Configure asset management

Create and manage work orders

Introduction to work orders – Dynamics 365 Supply Chain Management

Assets and work orders – Dynamics 365 Supply Chain Management

Create and configure assets and asset types

Work with Asset Management for Dynamics 365 Supply Chain Management – Training

Asset lifecycle states – Dynamics 365 Supply Chain Management

View and manage capacity for work orders

Work with Asset Management for Dynamics 365 Supply Chain Management – Training

Asset management parameters – Dynamics 365 Supply Chain Management

Configure work order settings

Asset management parameters – Dynamics 365 Supply Chain Management

Work order lifecycle states – Dynamics 365 Supply Chain Management

Schedule preventive maintenance and reactive maintenance

Maintenance plans – Dynamics 365 Supply Chain Management

Schedule work orders – Dynamics 365 Supply Chain Management

Manage and configure asset loans

Work with Asset Management for Dynamics 365 Supply Chain Management – Training

Asset loan – Dynamics 365 Supply Chain Management

Create and configure asset lifecycle models and states

Asset lifecycle states – Dynamics 365 Supply Chain Management

Work order lifecycle states – Dynamics 365 Supply Chain Management

Implement asset management

Configure maintenance plans

Maintenance plans – Dynamics 365 Supply Chain Management

Preventive maintenance overview – Dynamics 365 Supply Chain Management

Configure functional locations

Work with Asset Management for Dynamics 365 Supply Chain Management – Training

Introduction to functional locations – Dynamics 365 Supply Chain Management

Manage maintenance requests

Asset loan – Dynamics 365 Supply Chain Management

Maintenance requests – Dynamics 365 Supply Chain Management

Manage work order consumption

Forecasts, work orders, and projects – Dynamics 365 Supply Chain Management

Post work order consumption – Dynamics 365 Supply Chain Management

Manage work order scheduling

Schedule work orders – Dynamics 365 Supply Chain Management

Work order scheduling – Dynamics 365 Supply Chain Management

Implement and manage supply chain processes (15–20%)

Implement procurement and sourcing

Create and maintain vendors

Set up vendor accounts – Dynamics 365 Supply Chain Management

Procurement and sourcing overview – Dynamics 365 Supply Chain Management

Create and manage purchase requisitions, requests for quotation (RFQs), and purchase orders (POs)

Purchase requisition overview – Dynamics 365 Supply Chain Management

Requests for quotation (RFQs) overview – Dynamics 365 Supply Chain Management

Configure the procure-to-purchase process in Dynamics 365 Supply Chain Management – Training

Create purchase agreements and vendor rebates

Purchase agreements – Dynamics 365 Supply Chain Management

Vendor rebates – Dynamics 365 Supply Chain Management

Configure and process consignment inventory

Set up consignment – Dynamics 365 Supply Chain Management

Manage over and under deliveries and delivery schedules

Procurement and sourcing overview – Dynamics 365 Supply Chain Management

Delivery schedules – Dynamics 365 Supply Chain Management

Configure procurement categories, charge codes, and purchasing policies

Purchasing policies overview – Dynamics 365 Supply Chain Management

Set up procurement category hierarchies – Dynamics 365 Supply Chain Management

Configure vendor collaboration features

Set up and maintain vendor collaboration – Dynamics 365 Supply Chain Management

Vendor collaboration with external vendors – Dynamics 365 Supply Chain Management

Create and process vendor returns

Return orders overview – Dynamics 365 Supply Chain Management

Procurement and sourcing overview – Dynamics 365 Supply Chain Management

Manage registration and product receipt

Product receipt against purchase orders – Dynamics 365 Supply Chain Management

Register the receipt of goods on a purchase order – Dynamics 365 Supply Chain Management

Configure procurement workflows

Procurement and sourcing workflows – Dynamics 365 Supply Chain Management

Configure the procure-to-purchase process in Dynamics 365 Supply Chain Management – Training

Implement landed cost

Configure landed cost parameters and voyage statuses

Landed cost parameters setup – Dynamics 365 Supply Chain Management

Voyage status setup – Dynamics 365 Supply Chain Management

Set up landed cost in Dynamics 365 Supply Chain Management – Training

Create and process voyage with purchase orders or transfer orders

Manage voyages – Dynamics 365 Supply Chain Management

Landed cost module overview – Dynamics 365 Supply Chain Management

Configure cost estimations, tracking control center, over/under tolerance setup, and journey templates

Estimate and manage landed costs – Dynamics 365 Supply Chain Management

Delivery information setup – Dynamics 365 Supply Chain Management

Costing parameter values setup – Dynamics 365 Supply Chain Management

Configure cost type codes and auto-costs

Costing parameter values setup – Dynamics 365 Supply Chain Management

Auto costs setup – Dynamics 365 Supply Chain Management

Track inbound voyages and shipping container journeys

Track inbound voyages and shipping container journeys – Dynamics 365 Supply Chain Management

Landed cost vs. Transportation management – Dynamics 365 Supply Chain Management

Implement common sales and marketing features

Create and maintain customers

Configure and manage sales, and customers in Dynamics 365 Supply Chain Management – Training

Create customers – Dynamics 365 Supply Chain Management

Configure sales agreements

Sales agreements overview – Dynamics 365 Supply Chain Management

Configure and process sales quotations, sales orders, reservations, and sales returns

Sales orders overview – Dynamics 365 Supply Chain Management

Configure and manage sales, and customers in Dynamics 365 Supply Chain Management – Training

Configure sales groups and commissions

Set up salesperson commissions – Dynamics 365 Supply Chain Management

Configure and manage sales, and customers in Dynamics 365 Supply Chain Management – Training

Configure and process intercompany orders

Intercompany orders and return orders – Dynamics 365 Supply Chain Management

Intercompany parameters – Dynamics 365 Supply Chain Management

Configure and process customer rebates

Customer rebates – Dynamics 365 Supply Chain Management

Configure and manage sales, and customers in Dynamics 365 Supply Chain Management – Training

Configure and manage delivery schedule, available-to-promise (ATP), and capable-to-promise (CTP)

Order promising – Dynamics 365 Supply Chain Management

Calculate sales order delivery dates using CTP – Dynamics 365 Supply Chain Management

Delivery schedules – Dynamics 365 Supply Chain Management

Configure and use product bundles

Product bundles – Dynamics 365 Supply Chain Management

Set up product bundles – Dynamics 365 Supply Chain Management

Implement warehouse management and transportation management (20–25%)

Configure warehouse management

Create sites, warehouses, locations, location formats, location profiles, location types, and zones

Warehouse configuration overview – Dynamics 365 Supply Chain Management

Warehouse management overview – Dynamics 365 Supply Chain Management

Configure work policies and work breaks

Work policies – Dynamics 365 Supply Chain Management

Control warehouse work by using work templates and location directives – Dynamics 365 Supply Chain Management

Implement location directives

Work with location directives – Dynamics 365 Supply Chain Management

Control warehouse work by using work templates and location directives – Dynamics 365 Supply Chain Management

Configure wave, load, and work templates

Wave templates – Dynamics 365 Supply Chain Management

Control warehouse work by using work templates and location directives – Dynamics 365 Supply Chain Management

Create and print labels, including product, wave, GS1 label segments, and license plate labels

Wave label printing – Dynamics 365 Supply Chain Management

GS1 bar codes – Dynamics 365 Supply Chain Management

Document routing label layouts – Dynamics 365 Supply Chain Management

Configure packing dimensions

Packing dimensions – Dynamics 365 Supply Chain Management

Configure containerization – Dynamics 365 Supply Chain Management

Configure inbound receiving process

Warehouse handling of inbound loads for purchase orders – Dynamics 365 Supply Chain Management

License plate receiving via the Warehouse Management mobile app – Dynamics 365 Supply Chain Management

Configure outbound shipment process

Warehouse handling of outbound loads for sales, transfer, and outbound shipment orders – Dynamics 365 Supply Chain Management

Warehouse configuration overview – Dynamics 365 Supply Chain Management

Configure and update inventory status

Inventory statuses – Dynamics 365 Supply Chain Management

Inventory blocking – Dynamics 365 Supply Chain Management

Perform warehouse management processes

Configure and process replenishment

Replenishment overview – Dynamics 365 Supply Chain Management

Wave demand replenishment – Dynamics 365 Supply Chain Management

Manage inbound and outbound load planning workbench

The load building workbench – Dynamics 365 Supply Chain Management

Warehouse handling of outbound loads for sales, transfer, and outbound shipment orders – Dynamics 365 Supply Chain Management

Configure and process inventory movements via warehouse work

Control warehouse work by using work templates and location directives – Dynamics 365 Supply Chain Management

Work with inventory management operations in Dynamics 365 Supply Chain Management – Training

Create cycle counting work and perform cycle counting

Cycle counting – Dynamics 365 Supply Chain Management

Define cycle counting – Dynamics 365 Supply Chain Management

Process inbound and outbound orders by using the Warehouse Management mobile app

Install the Warehouse Management mobile app – Dynamics 365 Supply Chain Management

Set up mobile devices for warehouse work – Dynamics 365 Supply Chain Management

Configure containerization and packaging options

Configure containerization – Dynamics 365 Supply Chain Management

Pack containers for shipment – Dynamics 365 Supply Chain Management

Configure and process cross docking

Planned cross docking – Dynamics 365 Supply Chain Management

Cross-docking from production orders to outbound docks – Dynamics 365 Supply Chain Management

Implement transportation management

Configure shipping carriers and carrier groups

Set up shipping carriers – Dynamics 365 Supply Chain Management

Transportation management overview – Dynamics 365 Supply Chain Management

Perform planning and executing of loads and shipments

The load building workbench – Dynamics 365 Supply Chain Management

Configure and work with transportation management in Dynamics 365 Supply Chain Management – Training

Configure and generate freight bills and invoices

Freight reconciliation overview – Dynamics 365 Supply Chain Management

Configure and work with transportation management in Dynamics 365 Supply Chain Management – Training

Configure route plans and guides

Plan freight transportation routes – Dynamics 365 Supply Chain Management

Transportation management engines – Dynamics 365 Supply Chain Management

Manage route and rate engines

Transportation management engines – Dynamics 365 Supply Chain Management

Set up a rate engine – Dynamics 365 Supply Chain Management

Configure and use dock appointment scheduling

Dock appointment scheduling – Dynamics 365 Supply Chain Management

Overview of the Manage freight and transportation process area – Dynamics 365

Reconcile freight by using manual or automatic processes

Freight reconciliation overview – Dynamics 365 Supply Chain Management

Configure and work with transportation management in Dynamics 365 Supply Chain Management – Training

Implement the Warehouse Management mobile app

Configure mobile device menus, menu items, and display settings

Set up mobile devices for warehouse work – Dynamics 365 Supply Chain Management

Mobile device menu items – Dynamics 365 Supply Chain Management

Configure detours for mobile device steps

Configure detours for steps in mobile device menu items – Dynamics 365 Supply Chain Management

Query data using Warehouse Management mobile app detours – Dynamics 365 Supply Chain Management

Install and configure the Warehouse Management mobile app

Install the Warehouse Management mobile app – Dynamics 365 Supply Chain Management

Mobile device user accounts – Dynamics 365 Supply Chain Management

Create and manage warehouse workers for the Warehouse Management mobile app

Mobile device user accounts – Dynamics 365 Supply Chain Management

Set up mobile devices for warehouse work – Dynamics 365 Supply Chain Management

Implement master planning (10–15%)

Configure master planning

Set up coverage groups and item coverage

Coverage settings – Dynamics 365 Supply Chain Management

Define coverage rules for items – Dynamics 365 Supply Chain Management

Coverage time fences – Dynamics 365 Supply Chain Management

Configure and maintain master planning parameters and master plans

Master plans overview – Dynamics 365 Supply Chain Management

Set up Master Planning in Dynamics 365 Supply Chain Management – Training

Master planning setup wizard – Dynamics 365 Supply Chain Management

Define positive and negative days

Negative days and dynamic negative days – Dynamics 365 Supply Chain Management

Master plans overview – Dynamics 365 Supply Chain Management

Define action messages, delay, and time fences

Master plans overview – Dynamics 365 Supply Chain Management

Coverage time fences – Dynamics 365 Supply Chain Management

Action messages – Dynamics 365 Supply Chain Management

Configure period templates

Supply schedule – Dynamics 365 Supply Chain Management

Set up Master Planning in Dynamics 365 Supply Chain Management – Training

Manage master plans

Run master planning and analyze the results

Master planning home page – Dynamics 365 Supply Chain Management

Master planning in Dynamics 365 Supply Chain Management – Training

Evaluate and process planned purchase and transfer orders

Set up Master Planning in Dynamics 365 Supply Chain Management – Training

Firm planned orders – Dynamics 365 Supply Chain Management

Set up and use the Supply Schedule form

Supply schedule – Dynamics 365 Supply Chain Management

Configure safety margins

Safety margins – Dynamics 365 Supply Chain Management

Define coverage rules for items – Dynamics 365 Supply Chain Management

Configure and process safety stock journals

Use the safety stock journal to update minimum coverage for items – Dynamics 365 Supply Chain Management

Safety stock fulfillment for items – Dynamics 365 Supply Chain Management

This brings us to the end of the MB-330 Microsoft Dynamics 365 Supply Chain Management Functional Consultant Study Guide.

What do you think? Let me know in the comments section if I have missed out on anything. Also, I love to hear from you about how your preparation is going on!

In case you are preparing for other Microsoft Dynamics 365 certification exams, check out the Microsoft Dynamics 365 section for those exams.

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