Exam Name: Microsoft Dynamics 365 Commerce Functional Consultant
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics 365
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Reference: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-340
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Microsoft MB-340 Exam Syllabus Topics:
| Topic | Details |
|---|---|
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 |
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