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Exam MB-300: Microsoft Dynamics 365 Core Finance and Operations

This preparation guide includes information and tools to assist you in preparation for Exam MB-300: Microsoft Dynamics 365 Core Finance and Operations.

Why get certified in Microsoft Dynamics 365 For Finance and Operations?

Training options for MB-300 Core

Choose from our Live online, On-demand, or classroom training:

Training manual for MB-300

The official Skillpipe training material includes areas

Who should take this exam?

Candidates for this exam are functional consultants who analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best practices. 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.

Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.

Certification

This exam is part of

Please note that this exam is not a prerequisite to sit the exams MB-310, MB-320, MB-330, or MB-500. But if you want to obtain any of the above-mentioned certifications, you must pass one of MB-310, MB-320, MB-330, MB-500 plus this MB-300.

Skills measured

NOTE: The bullets that appear below each of the skills measured are intended to illustrate how Microsoft is are assessing that skill. This list is not definitive or exhaustive.

NOTE: In most cases, exams do NOT cover preview features, and some features will only be added to an exam when they are GA (General Availability).

Use common functionality and implementation tools (15-20%)

Identify and use common Finance and Operations apps features and functionality

  • describe uses cases for and capabilities of workspaces
  • describe case management
  • describe global address book features and their use cases
  • identify inquiry and report types available in a default installation
  • describe use cases for the Business Document Management and electronic reporting features
  • perform common actions including performing searches, saving queries, creating, and using record templates, and creating filters

Describe use cases for Power Platform apps and services

  • identify use cases for Common Data Service
  • identify use cases for Power Apps
  • identify use cases for Power Automate
  • identify use cases for Power BI
  • identify use cases for Power Virtual Agentsdifferentiate between pinned and embedded Power BI reports

Configure security, processes, and options (30-35%)

Implement security

  • distinguish between roles, duties, privileges, and permissions
  • assign users to security roles based on given scenarios
  • describe segregation of duties

Design and create workflows

  • describe use cases for workflows
  • design and create workflows
  • configure workflow properties and elements
  • configure queues, workflow assignment hierarchies, and workflow parameters
  • troubleshoot workflows
  • manage workflow versions
  • use Power Automate to extend workflows

Configure Organization administration features

  • set up and configure legal entities and operating units
  • configure and troubleshoot number sequences
  • import or create all necessary startup data including postal code data, customers, vendors, and products
  • create organization hierarchies
  • describe and apply user options including time zones, language, and email settings
  • configure document handling for attachments
  • configure print management and form setup features

Configure system administration features

  • describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
  • configure email (SMTP/Exchange)
  • create and maintain email templates
  • integrate Power BI with Entity store
  • create, export, and import personalizations and publish saved views
  • set up and monitor batch jobs and alerts

Manage Finance and Operations data (25-30%)

Manage data

  • describe use cases for the Data Management workspace and templates
  • describe use cases for and types of data entities
  • copy configuration data between companies or legal entities by using the Data Management framework
  • describe use cases for the Dual Write feature

Plan a migration strategy

  • identify common migration scenarios and tools in Finance and Operations apps
  • determine the scope for a migration
  • identify relevant data entities and elements based on given scenarios
  • establish migration strategy processes including migration scope

Prepare data for migration and migrate data

  • identify and extract source data
  • generate field mapping between source and target data structures
  • import or export data by using the Data Management framework
  • support the transition between the existing and migrated systems
  • perform a test migration and validate output from the process
  • implement data task automation

Validate and support the solution (15-20%)

Test solutions

  • describe the testing types tools
  • automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
  • create test scripts by using Task Recorder and upload scripts to BPM or Azure DevOps

Implement Lifecycle Services (LCS) tools

  • differentiate between LCS roles including Owner and Environment Manager
  • identify opportunities to re-use existing assets
  • analyze Business Process Modeler (BPM) results and identify gaps in functionality
  • create an acceptance testing BPM library and analyze results.
  • describe the types of environments including sandbox, test, and production
  • implement the LCS tools including Issue Search and analyze results
  • implement performance monitoring
  • use LCS tools to identify, report, and use LCS tools to identify, report, and resolve issues
  • manage Dynamics 365 One Version.

Preparation options for Exam MB-300: Microsoft Dynamics 365 Core Finance and Operations

Training options for MB-300 Core

Choose from our Live online, On-demand, or classroom training:

Training manual for MB-300

Official practice test

Read more about the Official practice test for Microsoft Dynamics 365 MB-300 Core exam

Schedule exam

Schedule the exam at Microsoft

More information about D365FO exams

View the complete list of Microsoft Dynamics 365 FO Certification Exams

Skills measured – older versions

Skills measured – valid until 2020-10-16

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

Use common functionality and implementation tools (20-25%)

Identify common Microsoft Dynamics 365 Finance and Operations features and functionality

  • determine when to use workspaces
  • identify use cases for mobile workspaces, Power Apps, and Flow
  • identify and differentiate between the global address book and other address books
  • determine when and how to use the Data Expansion Tool
  • demonstrate Work Items functionality
  • demonstrate Microsoft Dynamics 365 Finance and Operations navigation techniques
  • identify Inquiry and Report types available in a default installation

Implement Lifecycle Services (LCS) tools

  • identify opportunities to re-use existing assists
  • analyze Business Process Modeler results and identify gaps in functionality
  • use the LCS tools including Issue search and analyze results

Configure security, processes, and options (45-50%)

Implement security

  • identify and distinguish between standard Finance and Operations security roles
  • distinguish between duties, privileges, and permissions
  • assign users to security roles based on given scenarios

Design and create workflows

  • identify opportunities for automation and controls based on customer workflows
  • configure workflow properties and elements
  • troubleshoot workflows

Configure options

  • set up and configure legal entities
  • configure base number sequences
  • import or create postal data
  • configure the calendars and date intervals
  • configure units of measure and conversions
  • configure posting profiles and definitions
  • create organization hierarchies
  • apply purposes and policies
  • describe and apply user options

Implement Microsoft Dynamics 365 Finance and Operations common features

  • synchronize Microsoft Office information with Microsoft Dynamics 365 Finance and Operations
  • configure email (SMTP/Exchange)
  • create and maintain email and record templates
  • set up a Power BI connector
  • create, export, and import personalizations
  • set up network printing

Implement business processes for the solution

  • define use case scenarios
  • participate in phase-based planning processes and the solution design
  • design and create workflows
  • set up batch jobs and alerts
  • use business process workspace

Perform data migration (15-20%)

Plan a migration strategy

  • identify common migration scenarios and tools in Microsoft Dynamics 365 Finance and Operations
  • determine migration scope
  • identify relevant data entities and elements based on given scenarios
  • establish migration strategy processes

Prepare data for migration and migrate data

  • identify and extract source data
  • generate field mapping between source and target data structures
  • support the transition between the existing and migrated systems
  • perform a test migration and validate output from the process

Validate and support the solution (15-20%)

Implement and validate the solution within Microsoft Dynamics 365 Finance and Operations

  • perform user acceptance testing (UAT)
  • build test scripts to test business functionality
  • demonstrate the correlation between test scripts and business requirements
  • monitor validation test progress and make ad hoc changes during validation testing to correct identified issues

Support Application Lifecycle Management (ALM) by using LCS

  • perform a solution gap analysis
  • use LCS tools to identify, report, and resolve issues

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