Candidates for this exam set up and use the application functionality in Dynamics 365 Commerce and provide support for the application.
Candidates have a strong understanding of unified commerce business operations. They may have experience configuring, deploying, and maintaining Dynamics 365 Commerce.
Part of the requirements for: Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate
Related exams: 1 related exam
Important: See details
Exam MB-340: Microsoft Dynamics 365 Commerce Functional Consultant (beta)
Languages: English
Retirement date: none
This exam measures your ability to accomplish the following technical tasks: configure Dynamics 365 Commerce Headquarters; configure products, prices, discounts, loyalty, and affiliations; manage Point of Sales (POS) in Dynamics 365 Commerce; configure and manage Dynamics 365 Commerce call centers; and manage e-commerce.
Skills measured
Configure Dynamics 365 Commerce Headquarters (20-25%)
Configure products, prices, discounts, loyalty, and affiliations (20-25%)
Manage Point of Sales (POS) in Dynamics 365 Commerce (15-20%)
Configure and manage Dynamics 365 Commerce call centers (10-15%)
Manage e-commerce (15-20%)
Audience Profile
Candidates for this exam design, configure, and manage Dynamics 365 Commerce and provide ongoing support for the app.
Candidates have a strong understanding of unified commerce business operations. They may have experience deploying, using, and maintaining Dynamics 365 Commerce.
Skills Measured
NOTE: The bullets that appear below 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.
Configure Dynamics 365 Commerce Headquarters (25-30%)
Configure prerequisites and commerce parameters
create employee and customer address books
configure and manage retail workers
assign address books to customers, channels, and workers
create email templates and email notification profiles
configure organizational hierarchies and hierarchy purposes
configure Commerce shared parameters
configure company-specific Commerce parameters
Describe and configure additional functionality
create and configure channel and sales order attributes
configure commissions and sales representatives
configure payment methods and card types
configure and manage gift cards
describe Omni-channel capabilities including payments, orders, and returns
configure data distribution
create info codes, sub-codes, and info code groups
describe Dynamics 365 Fraud Protection purchase protection, loss prevention, and account protection
Manage statements
describe advantages of using trickle feed-based posting
validate retail transactions by using the transaction consistency checker
configure and manage retail statement calculations and posting
troubleshoot statement posting issues
Configure Distributed Order Management (DOM)
configure fulfillment profiles
configure cost components including shipping, handling, and packaging costs
configure management rules and parameters
monitor fulfillment plans and order exceptions
Configure order fulfillment
configure modes of delivery including shipments, pick up, and carry out
configure curbside customer order pickup
configure charge codes, charge groups, and automatic charges
configure and assign order fulfillment groups
Configure products, prices, discounts, loyalty, and affiliations (25-30%)
Configure products and merchandising
configure product category hierarchies
configure product attributes and attribute groups
configure assortments and product catalogs
manage product labels and shelf labels
describe uses cases for recommendation types including product, personalized, Shop similar looks, and Shop similar descriptions recommendations
configure recommendations
configure warranty settings
configure inventory buffers and inventory levels
configure products and variants including configuring barcodes
Manage pricing
design and create price groups
configure pricing priorities
configure product pricing including smart rounding
configure catalog pricing
configure affiliation pricing
configure category pricing rules
Manage discounts and promotions
configure discount parameters
configure channel or customer-specific discounts
configure quantity, shipping, tender-based, and threshold-based discounts
configure discount concurrency rules
manage coupons
Manage customers, loyalty, and affiliations
configure client books
configure customer attributes
configure customer affiliations
configure loyalty programs, loyalty schemes, and reward points
manage loyalty tier calculations and processing
Manage Point of Sale (POS) in Dynamics 365 Commerce (15-20%)
Configure retail stores
create a retail store
configure POS registers and devices
configure retail profiles
configure sales tax overrides
configure Task Management lists and parameters
define cash management processes
define shifts and shift management processes
configure channel return policies
describe offline capabilities and limitations
Manage store inventory
configure availability calculations for products
manage inbound and outbound inventory operations
process customer pick-up and shipment orders
manage inventory processes including stock counts
look up product inventory
process serialized items
Perform POS operations
perform sales and order processes
perform end of day processes
reconcile store cash
monitor store productivity by using task management and reporting features
Configure and Manage Dynamics 365 Commerce call centers (10-15%)
Configure call centers
create a call center
configure and publish product catalogs
create product catalog scripts
configure fraud conditions, rules, and variables to trigger order holds
configure fraud alerts
Configure continuity orders and installment billing
set up continuity programs and parameters
configure continuity order batch jobs
manage continuity child orders
Manage call centers
create, modify, and process sales orders
process call center payments
manage order holds
create return merchandise authorizations (RMAs)
process returns, exchanges, and replacements
Manage e-commerce (15-20%)
Configure an e-commerce channel
create an online store
configure an e-commerce site
configure channel assignments for an e-commerce site
configure ratings and reviews
Manage e-commerce content
configure URLs and aliases
configure product detail pages and category pages
manage site themes, page fragments, templates, layouts, and pages
upload and manage digital assets including videos and images
set focal points and attribute values for media assets
configure publish groups
Operate an e-commerce channel
create e-commerce orders
synchronize e-commerce orders
moderate ratings and reviews
Configure business-to-business (B2B) e-commerce
describe differences between B2B and business-to-consumer (B2C) solutions
describe use cases for organizational modeling hierarchies
manage business partners and business partner users
configure product quantity limits
QUESTION 1
A company has recently deployed Microsoft Dynamics 365 Finance. You have been hired as a Systems
Administrator. Your role will include the management of the Dynamics 365 system.
The company has several departments. You need to configure allocations for the departments. The company
has the following requirements for the allocations:
The allocations should be fixed or variable.
Allocation journal entries must be automatically created for review before posting.
You need to configure the system to meet the requirements.
What should you configure?
A. Transfer balance
B. Allocation terms
C. Ledger settlements
D. Ledger allocation rules
Correct Answer: D
QUESTION 2
Your role of Systems Administrator includes the management of your company’s Microsoft Dynamics 365 Finance system.
You need to configure posting definitions and posting profiles. You need to determine under which
circumstance you should configure a posting definition or a posting profile.
Which two of the following statements are true? (Choose two).
A. You should use posting definitions when you need to support encumbrance accounting for purchase orders and pre-encumbrance accounting for purchase requisitions.
B. You should use posting profiles when you need to support encumbrance accounting for purchase orders and pre-encumbrance accounting for purchase requisitions.
C. You should use posting definitions when you need to generate multiple, balanced ledger entries based on attributes such as transaction types and accounts.
D. You should use posting definitions when you need only one offset ledger entry.
Correct Answer: AC
QUESTION 3
A company has recently deployed Microsoft Dynamics 365 Finance. You have been hired as a Systems
Administrator. Your role will include the management of the Dynamics 365 Finance system.
You need to configure fiscal calendars to be used with fixed asset depreciation, financial transactions, and budget cycles.
Which two of the following statements are true? (Choose two)
A. A fiscal calendar can contain multiple fiscal years.
B. A fiscal calendar is limited to a maximum of one year.
C. A fiscal calendar can be used by multiple legal entities.
D. A fiscal period can contain multiple fiscal calendars.
Correct Answer: AC
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