Job Role Of A Microsoft Dynamics 365 Functional Consultant

Functional Consultant

A Functional Consultant is required to be at home in two core areas;

• Consultancy
• Product Knowledge

They are meant to bridge the gap between business and Information Technology as they know both languages and can interpret both to deliver a product that meets requirements, supports a future vision, and provides true value.

Responsibilities Of A Functional Consultant

To successfully design and build systems to meet business needs, Functional Consultants is required to perform many tasks includes but not limited to the following;

Business Processes Understanding

A functional consultant needs to learn every possible knowledge about the present business processes and the design of current business flows.

Client Needs Determination

A Functional Consultant needs to talk with customer representatives to assess the client requirements, which can then be translated into a logical and technical business model.

Aligning Business needs with Applications

The main job of a Functional Consultant is to customize the business processes in question and assure the new system to act in compliance with the client’s desired model. They are required to liaison coordinated efforts with the technical team.

Ensure Implementation

After completion of the re-development, the Functional Consultant facilitates end-user training and ensures a seamless transition to the client.

Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

Dynamics 365 Supply Chain Management Functional Consultants streamline cost accounting, inventory management, master planning, and warehouse management for their clients.

Job role: Functional Consultant

Required exams: MB-300 MB-330

Skills measured

• Use common functionality and implementation tools
• Configure security, processes, and options
• Manage Finance and Operations data
• Validate and support the solution
• Implement product information management
• Implement inventory management
• Implement and manage Supply Chain processes
• Implement warehouse management and transportation management
• Implement master planning

Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

Candidates for this exam analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best MB-330 Practice Test. 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.

Part of the requirements for: Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

Related exams: 1 related Exam MB-300: Microsoft Dynamics 365 : Core Finance and Operations Languages: English

Skills Measurement

Implement product information management (25-30%)

Create and manage products

• create a product and product variants
• create Bill of Materials (BOMs)
• identify the purpose and capabilities of the Product Configuration models
• create and configure category hierarchies
• create Product attributes
• create and configure hazardous materials
• configure catch weights
• configure country of origin

Configure products for supply chain management

• create and manage inventory dimensions
• create Item groups and Item model groups
• create and print product labels
• create and assign bar codes
• configure Item coverage
• configure product compliance processes

Manage inventory pricing and costing

• configure inventory costing
• configure costing versions
• configure and manage commodity pricing
• create purchase, sales, and trade agreements
• create smart rounding rules

Implement inventory management (20-25%)

Configure inventory management

• identify the purpose of inventory forecasting
• set up inventory and warehouse parameters
• configure and perform quality control and quality management processes
• configure inventory valuation reports
• configure ABC classification
• configure inventory closing components
• implement inventory breakdowns

Manage and process Inventory activities

• create and process inventory and warehouse journals
• create and process transfer orders
• create and process chain orders
• manage direct delivery orders
• process quarantine orders
• process quality orders
• perform inventory closing and adjustments
• apply inventory blocking

Implement and manage supply chain processes (25-30%)

Implement procurement and sourcing

• create and manage Purchase Requisitions, Requests for quotes (RFQs), and Purchase
• orders (POs)
• create and manage vendor catalogs
• configure purchase order change management
• configure and apply vendor rebates
• implement and manage consignment inventory
• configure and test vendor collaboration portal
• manage over and under deliveries and delivery schedules

Implement common sales and marketing features

• configure quotations, sales orders, and return orders
• configure sales groups and commissions
• configure and manage up-sell, cross-sell, discounts, and price groups
• configure customer and prospect searches
• implement and manage leads and prospects
• configure inter-company trade relations

Implement advanced sales and marketing features

• configure brokers and royalties
• configure trade allowances and customer rebates
• implement and process foreign trade
• configure and process Vendor 1099

Implement warehouse management and transportation management and perform business processes (25-30%)

Configure warehouse management

• implement components for warehouse management
• implement location directives
• implement inventory statuses
• implement waves
• implement loads
• implement shipments
• implement work
• implement mobile devices

Perform warehouse management processes

• identify inventory movement processes
• perform cycle counting
• use mobile devices for inbound and outbound processes
• implement containerization and packaging
• process inbound orders
• process outbound orders
• perform cluster picking
• process shipments
• identify and apply the replenishment process

Implement transportation management and perform business processes

• configure container management
• configure and manage transportation management
• perform planning and executing of loads and shipments
• configure and generate freight bills and invoices
• identify and configure route and rate engines
• configure and use dock appointment scheduling
• perform transportation processes by using the load planning workbench

Preparing For The Exam:

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Conclusion:

Microsoft Dynamics 365 is one of the leading and preferred ERP and CRM solution platforms in the enterprise market. The expanding footprint creates a unique niche in the job market. Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate is a great certification to begin your journey as a functional consultant in Microsoft Dynamics 365 platform.