MB-330 Study Guide

Exam Quick Facts

Study Resources

Skills at a Glance

Who is this exam for?

This Dynamics 365 certification covers Microsoft’s business applications platform. It tests your ability to configure, customise, and manage Dynamics 365 solutions for specific business functions. This is an associate-level exam that expects hands-on experience. You should have practical knowledge of the technologies covered.

Skills Measured

Implement product information management (25–30%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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 (20–25%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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 (15–20%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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 (20–25%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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

What to Study Next

Based on this exam, here are related certifications to consider:

• MB-310: Microsoft Dynamics 365 Finance Functional Consultant — Associate
• PL-200: Microsoft Power Platform Functional Consultant — Associate
• MB-500: Microsoft Dynamics 365 Finance and Operations Apps Developer — Associate

Quick Links

• Official Exam Page
• Microsoft Study Guide
• Practice Assessment