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MB-300 Exam Topics

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

  • configureMicrosoft 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 printingImplement 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

Dynamics 365 for Finance and Operations Related Certification Exams

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