Microsoft Dynamics 365 Commerce Functional Consultant [MB-340]



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....Read more


  • 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
  • Manage e-commerce

Who Should Attend

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.


  • Candidates for this exam should have a knowledge on POS and retail operations
  • Candidates should have an experience of maintaining, using and deploying Microsoft Dynamics 365 for retail

Course Outline

Module 1: 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

Module 2: Configure products, prices, discounts, loyalty, and affiliations
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
    Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

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
    Module 4: Configure and Manage Dynamics 365 Commerce call centers
    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
    Module 5: Manage e-commerce
    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

About the Trainer

A Microsoft Dynamics Certified Trainer.

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