Exam Name: Microsoft Dynamics 365: Core Finance and Operations
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics 365
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Microsoft MB-300 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Use common functionality and implementation tools (20-25%) | |
| Identify common Dynamics 365 Finance features and functionality | - determine when to use workspaces - identify use cases for Power Platform apps including Power Apps, Power BI, and Power Automate - identify and differentiate between the global address book and other address books - demonstrate Work Items functionality - demonstrate Dynamics 365 Finance navigation techniques - identify Inquiry and Report types available in a default installation |
| Implement Lifecycle Services (LCS) tools | - identify opportunities to re-use existing assets - analyze Business Process Modeler results and identify gaps in functionality, including creating an Acceptance Testing BPM library and analyzing the results - use the LCS tools including Issue Search and analyze results - implement performance monitoring |
Configure security, processes, and options (45-50%) | |
| Implement security | - identify and distinguish between the various standard security roles in Finance and Operations - distinguish between duties, privileges, and permissions - assign users to security roles based on given scenarios |
| Design and create workflows | - identify opportunities for automation and controls based on customer workflows - configure workflow properties and elements - troubleshoot workflows - use Power Automate to extend workflows |
| Configure options | - set up and configure legal entities - configure base number sequences - import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products - configure the calendars and date intervals - configure units of measure and conversions - configure posting profiles and definitions - create organization hierarchies - apply purposes and policies - describe and apply user options |
| Implement Dynamics 365 Finance common features | - configure Microsoft Office integration with Dynamics 365 Finance - configure email (SMTP/Exchange) - create and maintain email and record templates - integrate Power BI with Entity store - create, export, and import personalizations - set up network printing |
| Implement business processes for the solution | - define use case scenarios - participate in phase-based planning processes and the solution design - design and create workflows - set up Batch Jobs and Alerts - create and use business process workspaces |
Perform data migration (15-20%) | |
| Plan a migration strategy | - identify common migration scenarios and tools in Dynamics 365 Finance - determine migration scope - 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 - 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 solution (15-20%) | |
| Implement and validate the solution within Dynamics 365 Finance | - perform user acceptance testing (UAT) - prepare and validate to Go Live - build test scripts to test business functionality - automate test case automation by using the Regression Suite Automation Tool (RSAT) - demonstrate the correlation between test scripts and business requirements - monitor validation test progress and make ad hoc changes during validation testing to correct identified issues - create test scripts by using Task Recorder |
| Support Application Lifecycle Management (ALM) by using LCS | - perform a solution gap analysis - use LCS tools to identify, report, and resolve issues - manage Dynamics 365 One Version |
Reference: https://www.microsoft.com/en-us/learning/exam-mb-300.aspx
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