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

This course prepares you to successfully gain knowledge and prepare for the Core knowledge of Dynamics 365 business applications. The MB-300 exam is the prerequisite for any of the functional consultant and certified associate in Microsoft Dynamics 365 business applications such as Finance, Supply Chain Management, Manufacturing, Supply Chain Management, Finance and Operations Apps Developer, and Commerce. Candidates after passing this this exam typically specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.
SKU: 20300
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$1.00

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Candidates for this exam;

  • 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.
  • Understand the common features and capabilities of Finance and Operations apps and how to configure and use each. They should also have awareness of how Finance and Operations apps integrate with external systems and tools including Power Platform. The candidate 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 certifications, such as Microsoft Certified:

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

Skills measured

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

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 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 Agents
  • Differentiate between pinned and embedded Power BI reports

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

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%) Top

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 the output from the process
  • Implement data task automation

Validate and support the solution (15-20%) Top

Test solutions

  • Describe the testing types of 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

Support Application Lifecycle Management (ALM) by using LCS

  • 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 resolve issues
  • Manage Dynamics 365 One Version