MB-330T00: Microsoft Dynamics 365 Supply Chain Management Training

• Learn the benefits of Supply Chain Management
• Get an overview of distribution and trade features in Supply Chain Management
• Lab: Explore Dynamics 365 Supply Chain Management

• Create products as type Item and Service
• Set up product unit conversions
• Set up transfer orders
• Set up default order settings
• Create product masters with predefined variants
• Create and set up category hierarchies
• Create product attributes
• Lab: Create a product and product master

• Understand inbound and outbound inventory operations
• Configure inventory parameters
• Configure tracking number groups
• Configure inventory breakdown
• Configure inventory and warehouse journals
• Configure inventory dimensions
• Configure inventory costing
• Understand inventory closing and adjustments
• Archive inventory transactions
• Use movement journals
• Use inventory adjustment journals
• Use transfer journals
• Use counting and tag counting journals
• Use item arrival journals
• Work with reason codes for inventory counting
• Lab: Work with inventory management

• Create warehouses and locations
• Configure work pools, zones, location format, and location profiles
• Configure catch weight processing for warehouse management
• Create reservation hierarchies
• Configure location directives
• Configure wave templates
• Configure inventory statuses
• Lab: Configure warehouse management

• In this module, you will learn how to create bill of materials and BOM versions by using the BOM designer in Supply Chain Management
• Lab: Create a BOM in the BOM Designer

• Set up engineering organizations
• Work with product versioning
• Create dimension groups by using the version dimensions
• Create product life cycle states
• Use engineering categories
• Lab: Create a product readiness policy

• Options for implementing Warehouse Management on a new legal entity or warehouse
• Warehouse Management setup wizards
• How to create and view location directives

• Configure the costing sheet
• Perform BOM calculation and analyze costs by using the costing sheet
• Lab: Analyze BOM costs by using the costing sheet

• Maintain trade agreements
• Configure smart rounding
• Create sales agreements
• Use procurement policies
• Create purchase agreements
• Configure trade allowance
• Configure brokerage
• Configure royalties
• Configure rebates
• Learn about the Rebate management module
• Lab: Create a purchase agreement
• Lab: Generate and process customer rebates
• Lab: Create trade agreements

• Understand ABC classification
• Use the Physical inventory by inventory dimension report
• Use the Inventory value reports, and Inventory on-hand report storage
• Use the Inventory on-hand mobile workspace
• Lab: Use the ABC classification report
• Lab: Use the Physical inventory by inventory dimension report
• Lab: Export a report to Microsoft Excel

• Configure quality management
• Perform quality control processes
• Apply inventory blocking
• Perform quarantine management
• Lab: Create and process a quality order
• Lab: Create and process a nonconformance order

• Learn how to create, move, remove, and install assets
• Review how to create assets based on purchase orders
• Define how to create asset bills of materials
• Learn how to use the Asset view page and Asset attribute overview page
• Lab: Work with assets

• Understand what preventive maintenance is
• Define maintenance plans and associate to an asset
• Establish maintenance rounds for assets that require maintenance at regular intervals
• Establish maintenance schedules and their associated budgeted costs for preventive maintenance on assets
• Create work orders for preventive maintenance jobs
• Define maintenance downtime activities for scheduled maintenance jobs on related assets for a defined period
• Lab: Create a maintenance plan
• Lab: Update the maintenance schedule

• Learn how to manually create work orders
• Establish maintenance forecasts for maintenance job types
• Create purchase orders from a work order
• Bill customers for maintenance work
• Design counters manually or automatically to track the number of hours an asset has been in operation
• Create maintenance checklists by maintenance job types
• Create maintenance downtime registrations to track downtime in assets
• Add faults to work orders to report faults and reason for the fault
• Produce work order reports and work order maintenance jobs
• Define work order pools to group common work orders
• Lab: Create and manage work orders

• Create worker calendars and scheduling
• Identify and assign preferred maintenance workers
• Schedule and dispatch work orders, including scheduling for a specific date and time
• Review the scheduled work order maintenance jobs to assign resources to maintenance jobs
• Learn how to calculate a capacity load on scheduled work orders by defined periods
• Lab: Set up a preferred worker, and schedule a work order

• Apply the procurement and sourcing processes in a business scenario
• Use purchasing policies
• Create and maintain vendors
• Create and process purchase requisitions
• Create and process a request for quotation
• Lab: Work with procure-to-purchase processes

• Set up purchase order parameters
• Use purchase order change management
• Create a purchase order
• Use item arrivals and arrival overview
• Create vendor returns
• Lab: Create and process a purchase order

• Configure vendor collaborations
• Work with the Vendor collaboration workspace
• Maintain vendor certifications
• Use vendor collaboration as part of a procure-to-pay process
• Lab: Set up an external role for a vendor

• Set up Accounts receivable components
• Create and maintain a customer
• Set up customer payments
• Set up payment calendars and calendar rules
• Set up customer posting profiles
• Set up accounts receivable charges
• Lab: Configure customer posting profiles and create a new customer

• Learn about how to set up mapping in Dynamics 365 Sales and Dynamics 365 Supply Chain Management
• Learn how to sync orders and quotations between Sales and Supply Chain Management

• Order to cash business processes
• Trade agreements and sales quotations
• Order promising concepts
• How to set up order hold codes
• How to set up commissions and analyze various scenarios
• How to set up customer and item search

• Perform the order to cash process
• Create and confirm sales orders
• Create and confirm sales quotations
• Process customer returns
• Work with sales order reservations
• Lab: Create a sales order and work with commissions

• Configure products for intercompany trade relations
• Configure intercompany trade relationships
• Configure intercompany agreements
• Process intercompany orders
• Process intercompany direct deliveries
• Process intercompany charges
• Recognize the intercompany return order chain process
• Lab: Configure intercompany relations
• Lab: Process a purchase order-initiated intercompany chain
• Lab: Process a sales order-initiated intercompany chain
• Lab: Process returns in intercompany
• Lab: Process an intercompany direct delivery

• Enable the Landed cost functionality
• Learn about the Landed cost parameters
• Set up voyages and shipping containers
• Set up delivery information
• Build multi-leg journeys
• Learn about basic shipping setup
• Lab: Create a voyage leg

• Transportation planning
• Routing
• Rating
• Inbound operations
• Load processes
• Outbound operations
• Lab: Explore transportation management

• Production input and output locations
• Staging and order picking
• Releasing BOM and formula lines to the warehouse
• Cross-docking
• Visibility into material exceptions
• Lab: Work with warehouse management in manufacturing

• Set up master planning
• Use the Supply schedule page
• Set up demand and supply forecasts
• Set up calculated delays
• Set up intercompany master planning
• Run plans and firm planned orders
• Lab: Firm a planned order
• Lab: Change a planned order type

• Review the architecture of master planning features
• Identify the benefits of master planning features
• Discover the performance improvements within master planning features
• Learn about priority-based planning
• Lab: Set up purchase trade agreements
• Lab: Approve a planned order

• Describe costing methods, including standard costing, weighted averages, last in, first out (LIFO), and first in, first out (FIFO)
• Describe use cases for Warehouse Management Systems (WMS) and warehouse configuration options, including layout, stocking limits, and location profiles
• Describe purchase orders, item arrival journals, and cross-docking
• Describe inventory concepts, including reservations, picking, and packing, replenishment, shipments, counting, and inventory on-hand
• Describe transportation management

The MB-330 certification is also known as Microsoft Dynamics 365 Supply Chain Management.

One should least score 700 or greater out of 1000 to pass the MB 330 examination.