Microsoft Dynamics 365 Commerce Functional Consultant Associate (MB-310)
Overview
The Microsoft Dynamics 365 Commerce Functional Consultant Associate (MB-310) certification validates your ability to configure, deploy, and manage unified commerce solutions using Dynamics 365 Commerce. As modern retail shifts toward omnichannel experiences, organizations rely on certified professionals to bridge physical stores, e-commerce platforms, back-office operations, and customer service operations. By earning this credential, you demonstrate comprehensive expertise in configuring point of sale (POS) operations, managing headquarters data, setting up online channels, integrating call center workflows, and streamlining retail product catalogs and pricing strategies.
Benefits
Achieving the MB-310 certification provides several career and professional advantages:
- Industry Validation: Establishes your authority as a qualified specialist in implementing Microsoft's flagship enterprise commerce platform.
- Enhanced Employability: Distinguishes your profile to Microsoft Partner organizations, enterprise retailers, and global system integrators.
- Omnichannel Mastery: Proves your capability to seamlessly unify in-store, digital, call center, and inventory operations.
- Career Progression: Prepares you for senior functional consulting roles and higher-tier enterprise architecture career paths.
- Practical Expertise: Validates real-world configuration skills covering pricing engines, discounts, loyalty programs, and POS hardware profiles.
Who should take this exam
The MB-310 exam is tailored for:
- Functional Consultants implementing Microsoft Dynamics 365 Commerce solutions for retail and enterprise clients.
- Business Analysts designing and optimizing unified commerce, POS, and merchandise workflows.
- Solution Architects overseeing retail digital transformation projects built on the Microsoft stack.
- IT Professionals & System Administrators responsible for maintaining and configuring retail store servers, POS devices, and omnichannel channels.
- Retail Technology Specialists looking to certify their expertise in Dynamics 365 enterprise applications.
Prerequisites
While there are no mandatory prior certifications required before taking the MB-310 exam, candidates should possess:
- Fundamental understanding of commerce concepts, financial operations, supply chain logistics, and customer service processes.
- Hands-on experience configuring Dynamics 365 Commerce headquarters, POS registers, and e-commerce channel components.
- Familiarity with core Microsoft Dynamics 365 navigation and shared data structures.
- Basic knowledge of retail hardware peripheral integration, payment connector setups, and data synchronization across channels.
Learning outcomes
Preparing for and passing the MB-310 exam demonstrates that you can:
- Design and maintain Commerce Headquarters settings, organization hierarchies, and operating units.
- Configure and deploy Point of Sale (POS) terminals, Modern POS (MPOS), and Cloud POS (CPOS).
- Manage product catalogs, assortments, categories, product attributes, and barcode configurations.
- Set up complex pricing rules, retail discounts, promotions, loyalty schemes, and customer gift cards.
- Build and maintain digital storefronts, e-commerce channels, and rating/review integrations.
- Configure customer service call center channels, order processing, continuity programs, and order holds.
- Implement end-of-day statements, cash management workflows, and inventory replenishment processes.
Career opportunities
Professionals holding the Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate credential are in high demand globally. Potential job roles include:
- Dynamics 365 Commerce Functional Consultant
- Retail Systems Implementation Specialist
- Dynamics 365 ERP Retail Consultant
- Omnichannel Business Analyst
- Enterprise Commerce Support Lead
- Microsoft Dynamics Solutions Consultant
Exam syllabus
Configure Dynamics 365 Commerce Headquarters (25–30%)
- Configure Commerce parameters and organization hierarchies: Define operating units, legal entities, retail channels, and commerce shared parameters.
- Configure retail media, categories, and attributes: Set up category hierarchies, product attributes, attribute groups, and media templates.
- Configure product assortments and catalogs: Build product assortments, assign assortments to physical and online channels, and manage catalog publication.
- Manage pricing, discounts, and promotions: Configure standard price lists, category pricing rules, quantity discounts, mix-and-match promotions, threshold discounts, and coupon codes.
- Set up loyalty and gift card programs: Configure loyalty schemes, reward points, tiers, gift card products, and customer reward redemption.
Configure Commerce Channels (20–25%)
- Configure brick-and-mortar store channels: Define retail stores, registers, devices, screen layouts, button grids, and till layouts.
- Configure Point of Sale (POS) profiles: Set up hardware profiles, visual profiles, functionality profiles, and receipt formats.
- Configure e-commerce channels: Set up online stores, payment connectors, channel ratings and reviews, and e-commerce site settings.
- Configure call center channels: Enable call center features, user channel assignment, customer service workflows, order hold codes, and payment overrides.
- Manage channel synchronization: Configure Commerce Data Exchange (CDX), channel database groups, distribution schedules, and sync monitoring.
Configure Point of Sale (POS) and In-Store Operations (15–20%)
- Perform POS device activation: Deploy Cloud POS and Modern POS, configure activation credentials, and link hardware stations.
- Manage store operations and cash handling: Perform shift opening and closing, declare starting amounts, tender declarations, safe drops, and floating amounts.
- Process customer orders and transactions: Manage cash, credit card, and customer account transactions, gift card sales, returns, exchanges, and price overrides.
- Execute in-store inventory tasks: Manage store inventory lookups, picking, packing, transfer orders, purchase order receipts, and stock count journals.
Manage Order Processing and Customer Engagement (20–25%)
- Process customer orders in call centers: Create sales orders, manage expedited shipping, configure continuity programs, and apply price matching.
- Manage omnichannel order fulfillment: Configure distributed order management (DOM), split shipments, pick-and-pack operations, and customer pickup.
- Handle returns and refunds: Process multi-channel return merchandise authorizations (RMAs), return policies, and restocking rules.
- Manage customer accounts and loyalty profiles: Create customer records, manage affiliations, link customer accounts at POS, and issue loyalty cards.
Manage Store Commerce and Back-Office Operations (10–15%)
- Configure and calculate retail statements: Generate transactional statements, calculate statements, resolve validation errors, and post statements.
- Perform end-of-day financial close: Reconcile register balances, audit transaction logs, and generate financial entries in general ledger.
- Monitor system performance and batch jobs: Schedule data sync jobs, monitor CDX batch status, and troubleshoot data replication discrepancies.