By Exam MB-300: Microsoft Dynamics 365: Core Finance
and Operations updated on August 9, 2021
The content of this exam was updated on August 9, 2021. Please download the
skills measured document below to see what changed.
Consultants (functional and technical) gather and analyze business requirements
and translate those requirements into fully realized business processes and
solutions that implement industry recommended practices. They serve as a key
resource in implementing and configuring apps to meet business requirements.
Consultants should be able to implement core components and features of Dynamics
365 Finance and Operations apps. They should also have awareness of how Dynamics
365 Finance and Operations apps integrate with external systems and tools
including Power Platform. The consultant uses Lifecycle Services (LCS), Azure
DevOps, and other Microsoft tools and platforms to facilitate the application
lifecycle management (ALM) process.
Consultants pursue continuous education by reading the product release notes,
reviewing product roadmaps, participating in conferences, or continue learning
by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and
user communities. They should also pursue role-base certifications and
assessments to ensure their knowledge is recognized.
Part of the requirements for: Microsoft Certified: Dynamics 365 Supply Chain
Management, Manufacturing Functional Consultant Associate Microsoft Certified:
Dynamics 365 Commerce Functional Consultant Associate
Related exams: 4 related exams
Important: See details
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Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
Languages: English, Japanese
Retirement date: none
This exam measures your ability to accomplish the following technical tasks:
describe finance and operations apps, and extend apps by using Microsoft Power
Platform technologies; configure administrative features and workflows; manage
Finance and Operation data; and validate and support the solution.
Skills measured
The content of this exam was updated on August 9, 2021.
Please download the exam skills outline below to see what changed.
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 solutions (20-25%)
Audience Profile
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.
Candidates understand 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.
Candidates for this exam typically specialize in one or more feature sets of
Finance and Operations apps including finance, manufacturing, and supply chain
management.
Skills Measured
NOTE: The bullets that follow each of the skills measured are intended to
illustrate how we are assessing that skill. This list is NOT definitive or
exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam
may contain questions on Preview features if those features are commonly used.
Use common functionality and
implementation tools Describe finance and operations apps, and
extend apps by using Microsoft Power
Platform technologies
(15 20% – 20 25%)
Identify and use common Finance and Operations
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 common actions including performing
searches, saving save
queries and views,
creating create and use, and using
record templates, and creating create
filters
Extend app functionality by using Microsoft Power
Platform technologiesDescribe use cases for Power Platform apps and
services
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
differentiate between pinned and embedded Power
BI reports
Configure security, processes, and options
administrative features and workflows (30-35%)
Implement security
distinguish between roles, duties, privileges, and permissions
assign users to security roles
to users based on
given scenariosrequirements
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,
and workflow parameters, and troubleshoot
workflows
troubleshoot workflows
manage workflow versions
use Trigger Power
Automate to extend workflows
flows by using business events
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 Describe use
cases for Entity store
create, export, and import personalization’
Ps and publish saved
views
set up and monitor batch jobs
set up alerts
Manage finance and operations data (25-30%)
Manage data
describe use cases for the data management
workspace and templatesframework
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
Plan Describe thea
migration strategy process
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 Identify data migration
requirements
Prepare data for migration and migrate data to
Finance and Operations apps
Identify types of data including master,
transactional, reference, and parametricidentify and extract source
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
solutions (15 20% – 20
25%)
Test solutions
describe types
of testing, tools
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
BPM Business
process
modeler or Azure DevOps
Implement
Describe and use Lifecycle Services (LCS) tools
differentiate between LCS roles including Owner
and Environment Manager
identify opportunities to re-use existing assets
use cases for project asset libraries and shared asset
libraries
analyze Business Process Modeler (BPM) results
and identify gaps in functionality
create an acceptance testing BPM library and analyze results.
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
implement the LCS tools including Issue Search
and analyze results
implement performance monitoring
report production outages
create and save trace files to troubleshoot performance issues
describe the impacts of Dynamics 365 One Version service updates on projects
use LCS tools to identify, report, and resolve
issues
manage Dynamics 365 One Version
QUESTION 1
Your company has recently deployed Dynamics 365 Finance.
You are currently establishing the location of work items.
Which two of the following work items are located in Accounts payable?
NOTE: Each correct selection is worth one point.
A. Purchase order.
B. Vendor invoice.
C. Transfer order.
D. Customer Invoice.
E. Sales Order.
Answer: A,B
QUESTION 2
As part of the company™s effort to regulate business processes, you plan to make use of the Business Process
Modeler (BPM) tool in Lifecycle Services (LCS) to make business process alignment possible.
You are classifying the key capabilities of BPM with regards to integration.
Which of the following is TRUE with regards to the above scenario?
A. You are able to pull master data.
B. You are able to pull reference data.
C. You are able to upload flowcharts from Task recorder.
D. You are able to access external databases.
Answer: C
QUESTION 3
Microsoft releases a new feature for public preview that does not require additional licensing.
You want to enable the new feature.
You enable the feature in Solution management.
Does this action enable the new feature?
A. Yes, it does
B. No, it does not
Answer: B
QUESTION 4
Microsoft releases a new feature for public preview that does not require additional licensing.
You want to enable the new feature.
You enable the feature in Lifecycle Services (LCS).
Does this action enable the new feature?
A. Yes, it does
B. No, it does not
Answer: A
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