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

This course is designed to teach you the core knowledge necessary to excel working with common features and capabilities regardless of your role working with Dynamics 365 Finance and Operations apps. This course prepares you for the MB-300 exam which is the prerequisite for any of the associate certifications. After passing the exam MB-300 the candidates typically specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, commerce, Project operations, and supply chain management.
SKU: 20300
*
¥28,610

DEMO: This is a sample video of this course.

Course Length: XX Hours XX Minutes XX Seconds
The paid version of this course contains videos of the following topics: 

As part of this training the Candidates will be prepared to take exam MB-300 and be able to:

  • Analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best practices.
  • Serve as a key resource in implementing and configuring applications to meet business requirements.
  • Understand common features and capabilities of Finance and Operations apps and how to configure and use each.
  • Have awareness of how Finance and Operations apps integrate with external systems and tools including Power Platform.
  • Actively manages application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.

This course is a prerequisite for role-based Microsoft Dynamics 365 associate certifications, such as:

  • Dynamics 365 Finance Functional Consultant Associate
  • Dynamics 365 Supply Chain Management Functional Consultant Associate
  • Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate
  • Dynamics 365 Commerce Functional Consultant Associate
  • Dynamics 365 Project Operations Functional Consultant Associate
  • Dynamics 365 Finance and Operations Apps Developer
  • Dynamics 365 Finance and Operations Apps Solution Architect 

Skills measured

  • Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies (20-25%)
  • Configure administrative features and workflows (30-35%)
  • Manage Finance and Operations data (25-30%)
  • Validate and support solution (20-25%)

Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies (20-25%) Top

Identify and use common apps, features, and functionality

  • Describe apps in the Finance and Operations portfolio
  • Describe the main components of Dynamics 365 Commerce
  • Describe uses cases for and capabilities of workspaces and mobile 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 searches, save queries and views, create and use, record templates, and filters

Extend app functionality by using Microsoft Power Platform technologies

  • Identify use cases for Microsoft Dataverse
  • Identify use cases for Power Apps
  • Identify use cases for Power Automate
  • Identify use cases for Power BI
  • Identify use cases for Power Virtual Agents

Configure administrative features and workflows (30-35%) Top

Implement security

  • Distinguish between roles, duties, privileges, and permissions
  • Assign security roles to users based on requirements
  • Describe segregation of duties
  • Describe and use the Security Diagnostics tool

Design and create workflows and business events

  • Describe use cases for workflows
  • Design and create workflows
  • Configure workflow properties, tasks, approvals, and elements
  • Configure queues, workflow assignment hierarchies, workflow parameters, and troubleshoot workflows
  • Manage workflow versions
  • Trigger Power Automate flows by using business events

Configure Organization administration features

  • Set up and configure legal entities and operating units
  • Configure and troubleshoot number sequences
  • Create organization hierarchies
  • Describe and apply user options
  • 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
  • Describe use cases for Entity store
  • Create, export, and import personalization
  • Publish saved views*
  • Set up and monitor batch jobs
  • Set up and alerts

Manage Finance and Operations data (25-30%) Top

Manage data

  • Describe use cases for the Data Management framework
  • Describe use cases for projects, and types of data entities, and templates
  • Copy configuration data between companies or legal entities by using the Data Management framework
  • Describe use cases for the Dual Write feature
  • Describe the migration strategy process
  • Identify common migration scenarios and tools in Finance and Operations apps
  • Identify relevant data entities and elements based on given scenarios

Prepare data for migration and migrate data to Finance and Operations apps

  • Identify types of data including the master, transactional, reference, and parametric 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 the output from the process
  • Implement data task automation

Validate and support solution (20-25%) Top

Test solutions

  • Describe the type of testing including unit, regression, functional, and end-to-end testing
  • Describe capabilities of available testing tools
  • Track work items through a project implementation by using Azure DevOps
  • Create test cases and test plans by using Azure DevOps
  • Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
  • Create test scripts by using Task Recorder and upload scripts to Business Process Modeler or Azure DevOps

Implement Describe and use Lifecycle Services (LCS) tools

  • Identify use cases for project asset libraries and shared asset libraries
  • Describe environment purposes and topologies
  • Differentiate between Tier 1 environment and other tiers
  • Describe use cases for Business Process Modeler libraries
  • Describe the types of environments including sandbox, test, and production
  • Report production outages
  • Create and save trace files to troubleshoot performance issues
  • Describe the impacts of Dynamics 365 One Version service updates on projects