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