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Skills measured

• Manage Finance and Operations data (25-30%)
• Use common functionality and implementation tools (15-20%)
• The content of this exam will be updated on August 09, 2021. Please download the exam skills outline below to see what will be changing.
• Configure security, processes, and options (30-35%)
• Validate and support the solution (15-20%)

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Training Courses for MB-300

All in all, Microsoft offers you two main ways of revising for your MB-300 exam. You can either use the free online training or take up the course where a trainer will be directing you. Let’s get to know the details for each of them:

• Online Free Training

  The online gratis training comes in five packages to cover most of the areas that will be covered in the main test. Each path has different modules which help you study as best as possible for your evaluation. This option is most ideal for people who require minimal guidance on Finance & Operations.

• Instructor-Led Course

  This plan for a two-day training for MB-300 test is more personalized and is ideal for candidates who would need systematic guidance as they study for their exams. Some of the areas this training looks into include:

  • Automating and modernizing your organization’s global operations targeting finance;
  • Monitoring real-time performance, predicting future outcomes, and making decisions that are driven by data and this assists in driving business growth;
  • Applying AI and IoT in predicting insights across planning, inventory, production, transportation, and warehouse management.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-300.aspx

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Passing the Microsoft MB-300 exam, which is also known as Microsoft Dynamics 365: Core Finance and Operations, along with Microsoft MB-310 is the major requirement for getting the Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate certification. On the other hand, if you take it with Microsoft MB-320, you will be able to obtain the Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate certificate.

Expertise Needed to Conquer MB-300 Exam

The Microsoft MB-300 is divided into some domains which form the main exam topics. They include:

• Usage of Implementation Tools and Common Functionality;
• Management of Operational & Financial Data;
• Configuration of Security, Options, and Processes;
• Validating and Supporting the Solution.

To dive deeper, we will begin with the Usage of Implementation Tools and Common Functionality area. The first instance concerns identifying and using common apps features along with functionality for finance & operation. Candidates must be aware of workspace capabilities, use cases, case management, features and utilization of common address book characteristics, and types of reports and inquiry. The second objective covers various use scenarios for features of electronic reporting and management of Business Document and performing common actions like searches, query saving, creating and utilizing record templates as well as filters. Last, to study and apprehend is use scenarios for applications and services for Power Platform. In this case, candidates must get familiar with use scenarios for common data service, Power Apps, Power Automate, Power BI, and agents of Power Virtual. There is also the part of pinned as well as embedded reports for Power BI.

When it comes to the objective of Configuration of Security, Options, and Processes, MB-300 exam first covers implementing security. This is where features like roles, privileges, duties, permissions, user security roles, and separation of duties are covered. Next is the coverage of designing and creating workflows. Under this part are found use scenarios for workflows, configuring properties and constituents of workflow, configuring queues, hierarchies for workflow assignment, and parameters for workflow. Here, you'll also discover workflow troubleshooting, workflow versions management, and extending workflows using Power Automate. The other core area within this domain to discover regards configuring administration features for organizations. This segment describes legal entities and units of operation, number sequences, startup data, organizational hierarchies, describing and applying user options like time zones, email settings, and language. More tasks are focused on document handling, and configuring features for & form setup features and print management. Configuring features for system administration is the final part of this topic.

The next domain for MB-300 scrutinizes the Management of Operational as well as Financial Data. It begins with managing data by looking at workspace & templates, data entities, copying configuration data, and describing the use scenarios for the feature called Dual Write. Next goes planning a strategy for migration. It features cases and tools for common migrations, migration scope, relevant entities and components of data, and strategy processes for migration. Finally, candidates ought to establish skills in preparing and migrating data. Extracting source data, generating field mapping, importing and exporting data, supporting transition between present and migrated systems, test migration, and implementing task automation for data are part of it.

To close is the objective of Validating and Supporting the Solution. Two key areas are to be analyzed here. The initial one considers the testing of solutions. Learners will be exploring tools for testing, automating, and managing test cases using RSAT (Regression Suite Automation Tool), and creating test scripts. Implementing tools for Lifecycle Service is the last segment included in the aforementioned topic. This touches on LCS roles, reusing existing assets, Business Process Modeler (BPM), environment types, LCS tools, and performance monitoring. The last bit covers managing One Version for Dynamics 365.

Microsoft MB-300 Exam Syllabus Topics: