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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