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

Purpose of this Document

This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.

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Updates to the exam

Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.

We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of an exam are not updated on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn’t available in your preferred language, you can request an additional 30 minutes to complete the exam.

Note

The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.

Note

Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

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Skills measured as of October 2, 2023

Audience profile

As a candidate for this exam, you gather and analyze business requirements to build solutions that:

  • Modernize processes.

  • Increase ROI.

  • Conform to industry-recommended practices.

You serve as a key resource in implementing and configuring applications to meet business requirements. You understand application implementation processes

including:

  • System configuration

  • Data migration

  • Testing

  • Support

You implement shared features used by finance and operations apps. You manage the application lifecycle management (ALM) process using:

  • Microsoft Dynamics Lifecycle Services

  • Microsoft Azure DevOps

  • Other Microsoft tools and platforms

You also have awareness that finance and operations apps integrate with Microsoft Power Platform solutions, external systems, and tools.

As a candidate for this exam, you specialize in one or more feature sets of:

  • Microsoft Dynamics 365 Finance

  • Dynamics 365 Supply Chain Management

  • Dynamics 365 Commerce

Skills at a glance

  • 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 (20–25%)

  • Validate and support solutions (15–20%)

Describe finance and operations apps and extend apps by using Microsoft Power Platform technologies (20–25%)

Identify common apps, features, and functionalities

  • Describe uses cases for and capabilities of workspaces and mobile workspaces

  • Describe global address book features and their use cases

  • Identify available inquiry and report types

  • Describe use cases for the Business Document Management and electronic reporting features

  • Perform searches, and filter data

  • Describe the main navigation elements

  • Create, export, and import personalizations

  • Create, manage, and publish saved views

  • Create and maintain record templates

Extend app functionality by using Microsoft Power Platform technologies

  • Identify use cases for Microsoft Dataverse

  • Identify use cases for Microsoft Power Apps

  • Identify use cases for Microsoft Power Automate

  • Identify use cases for Microsoft Power BI

  • Identify use cases for Microsoft Power Virtual Agents

Describe capabilities of finance and operations apps

  • Describe use cases for apps in the finance and operations portfolio

  • Identify capabilities of Dynamics 365 Finance

  • Identify capabilities of Dynamics 365 Supply Chain Management

  • Identify capabilities of Dynamics 365 Commerce

Configure administrative features and workflows (30–35%)

Implement security

  • Distinguish between roles, duties, privileges, and permissions

  • Manage security roles

  • Describe segregation of duties

  • Describe record-level security and Extensible Data Security (XDS) policies

  • Describe and use the security diagnostics for task recordings tool

  • Maintain users

Design and create workflows and describe business events

  • Describe use cases for workflows

  • Design and create workflows

  • Configure workflow properties, tasks, approvals, and elements

  • Configure queues and workflow parameters

  • Troubleshoot workflows

  • Manage workflow versions

  • Describe use cases and capabilities for business events

  • Describe use cases for Data events

Configure organization administration features

  • Set up and configure legal entities and operating units

  • Configure number sequences

  • Configure organization hierarchies

  • Configure document handling for attachments

  • Create and maintain email templates

Configure system administration features

  • Configure email (SMTP/Exchange)

  • Set up and monitor batch jobs

  • Set up alerts

  • Configure document printing

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Manage finance and operations data (20–25%)

Manage data

  • Describe use cases for the data management framework

  • Describe use cases for projects, data entities, and templates

  • Describe use cases for the dual-write feature

  • Describe use cases for Entity store

Describe the data migration process

  • Identify common migration scenarios and tools in finance and operations apps

  • Identify relevant data entities and elements based on given scenarios

  • Identify data migration requirements

  • Copy configuration data between legal entities by using the data management framework

  • Use Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in to maintain data

Prepare data for migration and migrate data to finance and operations apps

  • Identify types of data including master, transactional, reference, parameter, and document data entities

  • 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 solutions (15–20%)

Test solutions

  • Describe types of testing including unit, regression, functional, and end-to-end testing

  • Describe capabilities of available testing tools

  • Track work items throughout a project implementation by using Azure DevOps

  • Create test cases and test plans by using Azure DevOps

  • Create test scripts by using Task Recorder and upload scripts to Business Process Modeler (BPM) or Azure DevOps

  • Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)

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 environments and other tiers

  • Maintain BPM libraries

  • Describe the types of environments including sandbox, test, gold, and production

  • Identify, report, and resolve issues by using Issue Search and creating support tickets

  • Report production outages

  • Describe the Dynamics 365 One Version experience

  • Describe the environment update process

Study resources

We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.

Study resources Links to learning and documentation
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