Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
Candidates for Exam MB-300 Microsoft Dynamics 365: Core Finance and Operations analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best practices. This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; manage Finance and Operation data, and validate and support the solution. Thereby, candidates serve as a key resource in implementing and configuring applications to meet business requirements.
Exam Target Audience
Candidates for this exam typically specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.
MB-300 Exam Details
Exam Name | Microsoft Dynamics 365: Core Finance and Operations |
Exam Code | MB-300 |
Exam Format | Multiple Choice Questions |
Exam Duration | 120 minutes |
Total Number of Questions | 40-60 |
Passing Score | 70% |
Exam Languages | English, Japanese |
Exam Fees | US$165 |
Exam Prerequistes
Candidates for this exam must have a basic understanding of the concepts of corporate accounting and finance, customer service, field service, manufacturing, retail, and supply chain management.
Exam Retake Policy
If a candidate does not make it in the first go, he/she must wait 24 hours before retaking the exam. If a candidate does not get the passing score the 2nd time, he/she must wait 2 days (48 hours) before retaking the 3rd time. 2-day waiting period will be imposed for each subsequent exam retake. There is no limit on the number of attempts on the same exam. If a candidate achieves a passing score on an MOS exam, the candidate may take it again.
How to register for the Exam MB-300?
The registration for the Microsoft MB-300 Microsoft 365 Dynamics Exam follows the steps given below:
- Firstly, visit Microsoft Exam Registration
- Then, Signup/Login to MICROSOFT account
- Now, search for Microsoft MB-300 Exam
- Next, select the date and center of examination and confirm with a payment value of $165
Check out the MB-300 Interview Questions to prepare for your interview.
Microsoft Exam MB-300 FAQ
Get all your doubts resolved with frequently asked questions about the Microsoft Exam MB-300 FAQ !
Course Outline
The Microsoft MB-300 study guide covers the following topics:
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
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
Preparatory Guide for Microsoft Exam MB-300
Review Exam Objectives
Visit Microsoft Official Website to find all the relevant as well as authentic details about the exam. It is primarily one of the most significant steps before you start to prepare for the exam. Starting from the purpose of the exam to the exam pattern to how to prepare for the exam, you must refer to everything that you need to know about the exam beforehand. All objectives of the Microsoft MB-300 certification exam are covered in depth so you’ll be ready for any question on the exam.
- Firstly, use common functionality and implementation tools (15-20%)
- Then, configure security, processes, and options (30-35%)
- Next, manage Finance and Operations data (25-30%)
- Lastly, validate and support the solution (15-20%)
Online Learning Path
Microsoft Learning Path offers free online modules wherein you gain the skills that are needed to become certified. You can get started & watch relevant subject videos and prepare to crack the exam.
- Get started with Finance and Operations apps
- Use Lifecycle Services to design and plan an implementation of Finance and Operations apps
- Configure your organization in Finance and Operations apps
- Migrate data and go live with Finance and Operations apps
- Configure and work with analytics and reporting in Finance and Operations apps
Instructor-led Training
Nevertheless, Microsoft offers instructor-led training too! This is an online learning platform that provide training sessions by certified instructors. Further, this is absolutely the right online classroom where your classes are arranged at your convenience and you learn at your pace.
Course MB-300T00: Microsoft Finance and Operations Core will surely add to your journey to prepare for the exam directly from all the right sources.
Study Resources
Microsoft provides reference books that can be helpful while studying for the exam. These books contain various useful resources that can be used while studying. Refer to MOS Study Guide for Microsoft PowerPoint Exam MO-300 by Joan Lambert to get a deeper insight into the exam objectives, and hence crack the test, and earn your certification. You can also refer to other reference books:
- Exam MB-300: Microsoft Dynamics 365 Unified Operations Core 25 Test Prep Questions by Ger Arevalo
- How I Passed MB-300: Microsoft Dynamics 365: Core Finance and Operations Exam: Sure Shot Certification Tips by Empirical Matt Publications
These books will help you prepare for the examination in a structural way.
Evaluate yourself with Practice Tests
Lastly, make sure you attempt practice tests. This final step will give the candidate the exact insight into the topics in which they’re lacking. So, make sure you’re going through practice tests after you have gone through the entire syllabus. Most importantly, all the Microsoft MB-300 exam practice tests are designed to encounter the real exam environment around you. Remember, the more you test yourself with the Microsoft MB-300 exam questions, the better you’re going to become.