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Read the Microsoft MB-300 Exam Requirements below
Candidates for this exam have a basic understanding of the concepts of corporate accounting and finance, customer service, field service, manufacturing, retail, and supply chain management.
Applicants for this exam usually train in one or more sets of Microsoft Dynamics 365 Finance functions, including finance, manufacturing, and supply chain management. Applicants must have knowledge of basic accounting principles and practices
- Microsoft Certified: Dynamics 365 Supply Chain Management,
- Manufacturing Functional Consultant Associate
- Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
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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Skills measured
- Use common functionality and implementation tools (15-20%)
- Validate and support the solution (15-20%)
- Configure security, processes, and options (30-35%)
- Manage Finance and Operations data (25-30%)
- 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.
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