Guides
aka Standard of Care
Official care instructions, direct from Microsoft’s operating room. No mystery symptoms, just clearly labeled docs and trusted methods for surviving your Dynamics 365 rounds.
List of Guides
Certification Paths
aka Prescribed Regimens
Getting certified in Dynamics 365 can feel like a big step, but it doesn’t have to feel overwhelming. Whether you’re just getting started or have been working with D365 for a while, the most important thing is to focus on understanding how the system works in real business scenarios. It’s not as much about memorizing screens or labels—it’s more about knowing how to use the system to solve problems.
Here are a few things I always share with learners preparing for these exams:
🔍 It’s All About Scenarios
If you’re expecting a lot of questions about definitions, you’re going to be surprised. Most questions are framed around real-world situations: “The business needs to do X—what should you configure and why?” So as you study, try to think through business scenarios. What happens when a payment fails? What kind of pricing would you use in this scenario? That kind of thinking will take you further.🧠 Learn in the Way That Works for You
Everyone processes information differently. I tend to take a lot of notes and draw diagrams—it helps me see how different pieces of D365 connect. If you’re more of a hands-on learner, spin up a trial environment and explore. The key is to build connections—between entities, between modules, between business needs and system features.🕰 Take Your Time
You’re learning a platform that supports real business operations, so it’s okay if it takes time. And if you don’t pass the first time? Please don’t let that shake your confidence. It happens to so many people (myself included). Learn from it, adjust your approach, and try again.📚 Use the Docs When You Want to Go Deeper
Microsoft Learn is a great starting point—it gives you structured paths and practice questions. But when something still feels fuzzy, I always turn to the official Docs. That’s where you’ll find real configuration details, examples, and corner cases that help you move from basic knowledge to real-world understanding. 💬 Note: The terms F&O (Finance and Operations) and FSCM (Finance and Supply Chain Management) are used interchangeably throughout this page. They refer to the same suite of apps in Dynamics 365.Certification Diagnosis Map (with Prerequisites)
| Role | Product Focus | Certificate Name | Prerequisites | Link |
| Finance Functional Consultant | D365 Finance | MB-310: Financials Functional Consultant Associate | No formal prereqs; finance knowledge recommended | https://learn.microsoft.com/en-us/credentials/certifications/d365-functional-consultant-financials/ |
| Supply Chain Consultant | D365 Supply Chain | MB-330: Supply Chain Mgmt Functional Consultant Associate | No formal prereqs; SCM knowledge recommended | https://learn.microsoft.com/en-us/credentials/certifications/d365-functional-consultant-supply-chain-management/ |
| Supply Chain Consultant | D365 Supply Chain | MB-335: Supply Chain Mgmt Functional Consultant Expert | MB-330 is required | https://learn.microsoft.com/en-us/credentials/certifications/exams/mb-335/ |
| Developer | D365 F&O | MB-500: F&O Apps Developer Associate | No prereqs; experience with F&O dev recommended | https://learn.microsoft.com/en-us/credentials/certifications/d365-finance-and-operations-apps-developer-associate/renew/ |
| Solution Architect | D365 F&O | MB-700: F&O Apps Solution Architect Expert | Must have MB-310, MB-330, or MB-500 | https://learn.microsoft.com/en-us/credentials/certifications/d365-finance-and-operations-apps-solution-architect-expert/renew/ |
| Sales Consultant | D365 Sales | MB-210: Sales Functional Consultant Associate | No prereqs; sales process familiarity recommended | https://learn.microsoft.com/en-us/credentials/certifications/d365-functional-consultant-sales/ |
| Customer Service Consultant | D365 Customer Service | MB-230: Customer Service Functional Consultant Associate | No prereqs; support ops knowledge recommended | https://learn.microsoft.com/en-us/credentials/certifications/d365-functional-consultant-customer-service/ |
| Beginner (ERP) | D365 ERP | MB-920: D365 Fundamentals (Finance & Operations Apps) | None | https://learn.microsoft.com/en-us/credentials/certifications/d365-fundamentals-finance-and-operations-apps-erp/ |
| Beginner (CRM) | Customer Engagement | MB-910: D365 Fundamentals (CRM) | None | https://learn.microsoft.com/en-us/credentials/certifications/d365-fundamentals-customer-engagement-apps-crm/ |
| Cross-Platform Users | Power Platform | PL-900: Power Platform Fundamentals | None | https://learn.microsoft.com/en-us/credentials/certifications/power-platform-fundamentals/ |
| Cross-Platform Users | Azure AI | AI-900: Microsoft Azure AI Fundamentals | None | https://learn.microsoft.com/en-us/credentials/certifications/azure-ai-fundamentals/ |
Certification Prescriptions by Role
Each role has a primary certification (✅ Required), helpful prep (🟡 Recommended), and bonus certs (⭐ Bonus) for long-term growth.Finance Functional Consultant
| Certification | Code | Type | Why Take It? |
| D365 Fundamentals (ERP) | MB-920 | 🟡 Recommended | Ideal for beginners; builds ERP context |
| Financials Functional Consultant Associate | MB-310 | ✅ Required | Master core Finance: GL, AR, AP, budgeting |
| Power Platform Fundamentals | PL-900 | ⭐ Bonus | Build workflows, apps, and dashboards |
| Azura AI Fundamentals | AI-900 | ⭐ Bonus | Gain foundational knowledge of AI and machine learning concepts |
| F&O Apps Developer Associate | MB-500 | ⭐ Bonus | Strengthen technical understanding and integrations |
| F&O Solution Architect Expert | MB-700 | ⭐ Bonus | Scale your design thinking and solution architecture |
Supply Chain Functional Consultant
| Certification | Code | Type | Why Take It? |
| D365 Fundamentals (ERP) | MB-920 | 🟡 Recommended | Gives context if you’re new to ERP |
| Supply Chain Mgmt Functional Consultant Associate | MB-330 | ✅ Required | Focus on inventory, logistics, procurement |
| Supply Chain Mgmt Functional Consultant Expert | MB-335 | ✅ Required | Advanced SCM capabilities for manufacturing and logistics |
| Power Platform Fundamentals | PL-900 | ⭐ Bonus | Automate and extend supply chain processes |
| Azure AI Fundamentals | AI-900 | ⭐ Bonus | Gain foundational knowledge of AI and machine learning concepts |
| F&O Apps Developer Associate | MB-500 | ⭐ Bonus | Build technical knowledge of SCM setup |
| F&O Solution Architect Expert | MB-700 | ⭐ Bonus | Prepare for large-scale solution planning and delivery |
Sales Functional Consultant
| Certification | Code | Type | Why Take It? |
| Sales Functional Consultant Associate | MB-210 | ✅ Required | Manage sales cycle, quotes, pipeline |
| Customer Service Functional Consultant | MB-230 | ⭐ Bonus | Cross-train across customer lifecycle |
| Power Platform Fundamentals | PL-900 | ⭐ Bonus | Create sales dashboards, apps, and workflows |
| Azure AI Fundamentals | AI-900 | ⭐ Bonus | Gain foundational knowledge of AI and machine learning concepts |
Customer Service Functional Consultant
| Certification | Code | Type | Why Take It? |
| Customer Service Functional Consultant Associate | MB-230 | ✅ Required | Case mgmt, SLA tracking, omnichannel support |
| Sales Consultant | MB-210 | ⭐ Bonus | Understand the handoff between sales and support |
| Power Platform Fundamentals | PL-900 | ⭐ Bonus | Automate ticket routing and build agent tools |
| Azure AI Fundamentals | AI-900 | ⭐ Bonus | Gain foundational knowledge of AI and machine learning concepts |
Sales People
| Certification | Code | Type | Why Take It? |
| D365 Fundamentals (Customer Engagement Apps) | MB-910 | 🟡 Recommended | Learn the basics of Customer Engagement in D365 |
| D365 Fundamentals (Finance & Operations Apps) | MB-920 | 🟡 Recommended | Understand the core Finance & Ops concepts in D365 |
| Power Platform Fundamentals | PL-900 | 🟡 Recommended | Build low-code apps and workflows for business solutions |
| Azure AI Fundamentals | AI-900 | 🟡 Recommended | Gain foundational knowledge of AI and machine learning concepts |
Certification Documentation by Product
Use the table below to access official Microsoft documentation for each Dynamics 365 product area.
| Product | Documentation |
| Finance | https://learn.microsoft.com/en-us/dynamics365/finance/ |
| Supply Chain Management | https://learn.microsoft.com/en-us/dynamics365/supply-chain/ |
| Sales | https://learn.microsoft.com/en-us/dynamics365/sales-enterprise/ |
| Customer Service | https://learn.microsoft.com/en-us/dynamics365/customer-service/ |
| Commerce | https://learn.microsoft.com/en-us/dynamics365/commerce/ |
| Project Operations | https://learn.microsoft.com/en-us/dynamics365/project-operations/ |
| Human Resources | https://learn.microsoft.com/en-us/dynamics365/human-resources/ |
| Field Service | https://learn.microsoft.com/en-us/dynamics365/field-service/ |
| Power Platform | https://learn.microsoft.com/en-us/power-platform/ |