MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

Published: October 25, 2017
Languages: English, Japanese
Audiences: IT professionals, Information workers
Technology: Microsoft Dynamics 365 for Finance and Operations
Credit toward certification: MCP, MCSE

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Manage customer and vendor relationships (20 – 25%)
Manage customer relationships
This objective may include but is not limited to: create and maintain customer records in Microsoft Dynamics 365; configure and manage customer trade agreements including agreements with supplementary items; set up customer groups and posting profiles; configure credit limits; configure additional customer parameters including delivery and payment terms; create a customer using default data and financial dimensions
Manage vendor relationships
This objective may include but is not limited to: create and maintain vendor records; configure and manage vendor trade agreements; set up vendor groups and posting profiles; configure vendor collaboration workspaces

Manage the sales process (25 – 30%)
Control and manage sales
This objective may include but is not limited to: create charge codes; create customer charges groups; create item charge groups; create delivery charges groups; create auto charges on items, customers and vendors; create terms of payment
Manage sales commissions
This objective may include but is not limited to: create commission customer groups; create commission item groups; create commission sales groups; set up commission calculations; setup commissions for return items
Create sales quotations
This objective may include but is not limited to: create sales quotations; update sales quotations
Perform the sales process
This objective may include but is not limited to: create sales orders; copy sales orders; create order events; configure order holds; add order notes; create customer sales agreements; update charge; implement items lists; implement full text search
Configure delivery settings
This objective may include but is not limited to: set up enhanced delivery date control; configure coverage calendars and transport times; configure available ship and receipt dates; add order entry deadlines; configure sales orders picking
Process outbound delivery and invoicing
This objective may include but is not limited to: create direct delivery orders; set up warehouses; pack and ship products; post a packing slip; invoice customers; process returns from customers; create replacement orders; configure and process transfer orders; pick items for transfers

Manage the purchase process (25 – 30%)
Control and manage purchases
This objective may include but is not limited to: create charges codes; create vendor charges groups; create item charges groups; create delivery charges groups; create auto charges
Create purchase requisitions
This objective may include but is not limited to: create and submit purchase requisitions for approval; configure purchase requisition workflows; define control parameters and workflow on purchase requisition documents; set up purchasing policies
Create requests for quotations
This objective may include but is not limited to: create requests for quotations; process requests for quotations; accept or reject requests for quotations; manage bills of materials on sales quotations
Perform the procurement process
This objective may include but is not limited to: create purchase orders; create purchase agreements and release lines; configure change management
Receive products and services
This objective may include but is not limited to: perform desktop receiving; create purchase invoices and match receipts; set up quality management on purchase items; create tests and configure item sampling; create test groups; configure automatic and manual quality orders; create and process nonconformance orders; manage quality reports and certificates; inspect product receipts; receive products and return rejections; create a case for undelivered products from a vendor
Configure and manage item reservations
This objective may include but is not limited to: apply automatic and manual reservations; apply explosion reservations; view, lock, and cancel reservations; configure batch reservations; pick reservations

Configure and manage inventory (20 – 25%)
Set up and configure inventory management
This objective may include but is not limited to: create sites; create warehouses; configure warehouse items; set up inventory aisles and locations; configure boxing logic; manage the inventory close process
Manage products and services
This objective may include but is not limited to: create product and service records; create item groups and item model groups; create storage and tracking dimensions; track inventory using serial and batch numbers; create units of measure; create inventory and posting profiles; create released products
Enrich product data
This objective may include but is not limited to: set up product attributes; create attribute groups; create and maintain product hierarchies; set up supplementary items
Configure, run, and review inventory reports
This objective may include but is not limited to: configure ABC classifications; determine physical inventory; run and analyze inventory aging reports; configure and run forecasting reports
Configure and manage inventory journals
This objective may include but is not limited to: set up inventory journals; manage inventory adjustments; create transfer, bills of materials, and counting journals; set up and manage cycle counting operations; process inventory blocking; set up item registration

Question 1:
You are a purchasing agent.
You have agreed on a purchase price with a supplier and create a purchase agreement.
Which two tasks can you perform with the purchase agreement? Each correct answer presents part of the solution.

A. Create a release order when no commitment is defined for quantity of a product.
B. Create purchase agreement lines based on quality or weight.
C. Define a validity period for the purchase agreement.
D. Place purchase agreement on hold during the ordering process.

Answer: C,D

Question 2:
You need to configure email functionality to send customer emails.
Which three options should you choose? Each correct answer is part of the solution.

A. Create an email notification profile.
B. B.Set the account statement value toAlways.
C. Configure an SMTP server.
D. Set up external codes for the customer.
E. Create an email template.

Answer: A,C,E

Question 3:
Which status is required before you can generate a picking list for a sales order?
A. Open Order
B. Printed
C. Charges
D. Confirmed
Answer: A

Question 4:
You have two warehouses that are positioned next to each other on the same city block.
Transfer orders are generated automatically according to a master plan for moving inventory between warehouses.
You need ensure that the system supports the movement of inventoryfrom one warehouse to the other.
What should you configure?

A. Movement journals
B. A quarantine warehouse
C. Inventory adjustment journals
D. A transit warehouse

Answer: A

Question 5:
You use standard costing as the costing methodology for al products.
You need to run a report that shows all inventory that is over 60 days old or over 90 days old.
Which report should you use?

A. Vendor aging
B. Inventory aging
C. Materials in process
D. Standard cost transactions

Answer: B