Skills measured
Implement product information management (35-40%)
Implement inventory management (20-25%)
Implement and manage supply chain processes (15-20%)
Implement warehouse management and transportation management (15-20%)
Implement Master planning (5–10 %)
The content of this exam was updated on December 10,
2021. Please download the exam skills outline below to see what changed.
Audience Profile
Candidates for this exam analyze business requirements and translate those
requirements into fully realized business processes and solutions that implement
industry best practices.
Candidates serve as a key resource in implementing and configuring applications
to meet business requirements.
Candidates for this exam have a fundamental understanding of accounting
principles and financial operations of businesses, customer service, field
service, manufacturing, retail, and supply chain management concepts. They
typically specialize in one or more feature sets of Finance and Operations apps
including finance, manufacturing, and supply chain management. Candidates must
have some knowledge of supply chain management practices, including procurement,
trade, logistics, warehouse management, and transportation management.
Skills Measured
NOTE: The bullets that follow each of the skills measured are intended to
illustrate how we are assessing that skill. This list is NOT definitive or
exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam
may contain questions on Preview features if those features are commonly used.
Implement product information management (25-30
35-40%)
Create and manage products
create and release products and product variants
create and apply product templates
differentiate between bills of materials (BOMs) and
formulas
create bills of materialsBOMs
identify the purpose and capabilities of the product configuration models
create and configure category hierarchies
create and manage product states during the life
cycle of a product
create product attributes
configure catch weights
create direct-delivery products
Configure prerequisites for productsproducts
for supply chain management
create and manage inventory dimensions
configure storage, tracking, and product dimension
groups
create item groups and item
model groups
create and print product labels
describe use cases for item groups
configure reservation hierarchies
configure unit sequence groups
create and assign bar codes and Global Trade Identification Number (GTIN)
codes
create product attributes
configure product unit conversions
configure default order settings
Configure additional product details
create and print labels, including product, wave, and
license plate labels
create and assign bar codes and Global Trade Item Number (GTIN) codes
configure product unit conversions
configure default order settings
configure product filter codes
Manage inventory pricing and costing
describe costing versions for standard and planned
costs
describe how price groups constrain pricing
configure standard costs
describe inventory costing methods
configure Costing versions for standard and planned costs
configure and default
item prices, purchase prices,
default sales prices, andand
discounts in trade agreements
perform an inventory close
Implement Inventory management (15
20-20 25%)
Configure Inventory management
set upConfigure inventory
management parameters and journals
configure and perform quality control and
quality management processes
configure inventory valuation reports
configure ABC classifications
configure inventory closing components
implement inventory breakdowns
Manage and process inventory activities
create and process journals including bill of materials, item arrival,
transfer, movement,
inventory adjustment, counting, and tag counting journals
create and process transfer orders
configure and perform inventory closings
process quarantine orders
process quality orders
perform inventory closings and adjustments
apply inventory blocking
Manage quality
configure and process nonconformances
configure quality associations
configure components for the quality control process
process quality orders
process quarantine orders
apply inventory blocking
create batch disposition codes
Implement and manage Supply Chain processes (15-20%)
Implement Procurement procurement
and sourcing
describe use cases for procurement workflows
create and manage purchase requisitions, requests for quotes (RFQs), and
purchase orders (POs)
create purchase agreements
create and process purchase orders that use change management
configure change management processes
configure and apply vendor rebates
implement and manage consignment inventory
manage over and under deliveries and delivery schedules
configure procurement categories and purchasing policies
configure charges
configure vendor collaboration features
create and process vendor returns
Implement common sales and marketing features
describe how price groups link discounts to system
tables
describe sales order reservations
configure sales agreements
configure and process quotations, sales orders, and return orders
configure quotations, sales orders, and return orders
configure sales groups, and commissions, and workers
configure and manage discounts and price groups
configure customer, product, and prospect searches
implement and manage leads and prospects
configure and process inter-company orders
configure trade allowances and customer rebates
configure and process inter-company trade
relations documents
Implement warehouse management and transportation management (20
15–25 20%)
Configure warehouse management
create sites, warehouses, locations, location formats, location profiles,
location types, and
zones
create and manage warehouse workers
configure work policies and work breaks
implement location directives
configure Inventory inventory
Statusesstatuses, unit sequence groups, and reservation
hierarchies
implement Configure wave,
load, and work templates
configure mobile device menus, menu items, and display settings
Perform warehouse management processes
describe the replenishment process, including
buyers’ push and cross-docking
describe the capabilities of the load planning workbench
identify inventory movement processes
create cycle counting work and pPerform
cycle counting
process inbound and outbound orders
process shipments
describe the replenishment process including
buyers’ push and cross-dockingUpdate
inventory statuses
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
configure route and rate engines
configure and use dock appointment scheduling
plan loads by using hub consolidation
reconcile freight by using manual or automatic processes
Implement Planning OptimizationMaster
Planning (15-20 10%)
Configure master planning and forecasting
describe available forecasting types
configure planning Planning
Optimization Add-in for Microsoft Dynamics 365 Supply Chain Managementoptimization
interpret Planning Optimization Fit Analysis results and take appropriate
actions
set up coverage groups and item coverage
configure master planning parameters, master plans, forecast plans, and
continuity plans
define positive and negative days
define action messages, delay messages, and time fences
configure period templates
Run Manage master plans
and manage planned orders
view and process planned orders
set up and use the Supply Schedule form
configure safety margins
configure and process safety stock journals
copy, edit, and delete master plans
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