Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
1
Study guide for Exam MB-300: Microsoft
Dynamics 365: Core Finance and
Operations
Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of
the topics the exam might cover and links to additional resources. The information and materials in this
document should help you focus your studies as you prepare for the exam.
Useful links
Description
Review the skills measured
as of March 15, 2023
This list represents the skills measured AFTER the date provided.
Study this list if you plan to take the exam AFTER that date.
Review the skills measured
prior to March 15, 2023
Study this list of skills if you take your exam PRIOR to the date
provided.
Change log
You can go directly to the change log if you want to see the
changes that will be made on the date provided.
How to earn the
certification
Passing MB-300 is part of the requirements to earn any of the
following certifications:
Microsoft Certified: Dynamics 365 Finance Functional Consultant
Associate
Microsoft Certified: Dynamics 365 Supply Chain Management,
Manufacturing Functional Consultant Associate
Microsoft Certified: Dynamics 365 Supply Chain Management
Functional Consultant Associate
Microsoft Certified: Dynamics 365 Commerce Functional Consultant
Associate
Microsoft Certified: Dynamics 365: Finance and Operations Apps
Developer Associate
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
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Useful links
Description
Certification renewal
Microsoft associate, expert, and specialty certifications expire
annually. You can renew by passing a free online assessment on
Microsoft Learn.
Your Microsoft Learn
profile
Connecting your certification profile to Learn allows you to schedule
and renew exams and share and print certificates.
Passing score
A score of 700 or greater is required to pass.
Exam sandbox
You can explore the exam environment by visiting our exam
sandbox.
Request accommodations
If you use assistive devices, require extra time, or need modification
to any part of the exam experience, you can request an
accommodation.
Take a practice test
Are you ready to take the exam or do you need to study a bit more?
Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have
included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other
languages, and those are updated approximately eight weeks after the English version is updated.
While Microsoft makes every effort to update localized versions as noted, there may be times when the
localized versions of an exam are not updated on this schedule. Other available languages are listed in
the Schedule Exam section of the Exam Details webpage. If the exam isn't available in your preferred
language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that
skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on
Preview features if those features are commonly used.
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
3
Skills measured as of March 15, 2023
Audience profile
Candidates for this exam gather and analyze business requirements and translate those requirements
into fully realized business processes and solutions that implement industry recommended practices.
They serve as a key resource in implementing and configuring applications to meet business
requirements.
Candidates should be able to implement shared features used by finance and operations apps. The
candidate should be able to use Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and
platforms to manage the application lifecycle management (ALM) process. They should also have
awareness that finance and operations apps integrate with Microsoft Power Platform solutions, external
systems, and tools.
Candidates for this exam typically specialize in one or more feature sets of finance and operations apps
including Microsoft Dynamics 365 Finance, Supply Chain Management (which also contains
manufacturing modules) Commerce, Project Operations, and Human Resources.
• Describe finance and operations apps and extend apps by using Microsoft Power Platform
technologies (20–25%)
• Configure administrative features and workflows (30–35%)
• Manage finance and operations data (20–25%)
• Validate and support solutions (15–20%)
Describe finance and operations apps and extend apps by using
Microsoft Power Platform technologies (20–25%)
Identify common apps, features, and functionality
• Describe apps in the finance and operations portfolio
• Describe core components of Dynamics 365 Commerce
• Describe uses cases for and capabilities of workspaces and mobile workspaces
• Describe case management
• Describe global address book features and their use cases
• Identify available inquiry and report types
• Describe use cases for the Business Document Management and electronic reporting features
• Perform searches, save queries and views, create and use record templates, and implement
filters
Extend app functionality by using Microsoft Power Platform technologies
• Identify use cases for Microsoft Dataverse
• Identify use cases for Microsoft Power Apps
• Identify use cases for Microsoft Power Automate
• Identify use cases for Microsoft Power BI
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
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• Identify use cases for Microsoft Power Virtual Agents
Configure administrative features and workflows (30–35%)
Implement security
• Distinguish between roles, duties, privileges, and permissions
• Manage security roles and users
• Describe segregation of duties
• Describe record-level security
• Describe and use the security diagnostics for task recordings tool
Design and create workflows and describe business events
• Describe use cases for workflows
• Design and create workflows
• Configure workflow properties, tasks, approvals, and elements
• Configure queues and workflow parameters
• Troubleshoot workflows
• Manage workflow versions
• Describe use cases and capabilities for business events
Configure organization administration features
• Set up and configure legal entities and operating units
• Configure number sequences
• Configure organization hierarchies
• Describe and apply user options
• Configure document handling for attachments
• Configure document printing
Configure system administration features
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics
Office add-in
• Configure email (SMTP/Exchange)
• Create and maintain email templates
• Describe use cases for Entity store
• Create, export, and import personalizations
• Publish saved views
• Set up and monitor batch jobs
• Set up alerts
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
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Manage finance and operations data (20–25%)
Manage data
• Describe use cases for the data management framework
• Describe use cases for projects, data entities, and templates
• Copy configuration data between legal entities by using the data management framework
• Describe use cases for the dual-write feature
Describe the data migration process
• Identify common migration scenarios and tools in finance and operations apps
• Identify relevant data entities and elements based on given scenarios
• Identify data migration requirements
Prepare data for migration and migrate data to finance and operations apps
• Identify types of data including master, transactional, reference, parameter, and document data
entities
• Identify and extract source data
• Generate field mapping between source and target data structures
• Import or export data by using the data management framework
• 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 solutions (15–20%)
Test solutions
• Describe types of testing including unit, regression, functional, and end-to-end testing
• Describe capabilities of available testing tools
• Track work items throughout a project implementation by using Azure DevOps
• Create test cases and test plans by using Azure DevOps
• Create test scripts by using Task Recorder and upload scripts to Business Process Modeler (BPM)
or Azure DevOps
• Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
Describe and use Lifecycle Services (LCS) tools
• Identify use cases for project asset libraries and shared asset libraries
• Describe environment purposes and topologies
• Differentiate between Tier 1 environments and other tiers
• Describe use cases for BPM libraries
• Describe the types of environments including sandbox, test, and production
• Identify, report, and resolve issues by using Issue Search and creating support tickets
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
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• Report production outages
• Describe use cases for Trace parser
• Describe the impacts of Dynamics 365 One Version service updates on projects
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-
study options and classroom training as well as links to documentation, community sites, and videos.
Study resources
Links to learning and documentation
Get trained
Choose from self-paced learning paths and modules or take an
instructor led course
Find documentation
Dynamics 365 documentation and learning modules
Finance home page
Ask a question
Microsoft Q&A | Microsoft Docs
Get community support
Microsoft Dynamics Community
Follow Microsoft Learn
Microsoft Learn - Microsoft Tech Community
Find videos
Exam Readiness Zone
Change log
Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface
followed by the objectives within each group. The table is a comparison between the two versions of
the exam skills measured and the third column describes the extent of the changes.
Skill area prior to March 15, 2023
Skill area as of March 15, 2023
Audience profile
Describe finance and operations
apps and extend apps by using
Microsoft Power Platform
technologies
Describe finance and operations
apps and extend apps by using
Microsoft Power Platform
technologies
Identify common apps, features, and
functionality
Identify common apps, features, and
functionality
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
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Skill area prior to March 15, 2023
Skill area as of March 15, 2023
Extend app functionality by using
Microsoft Power Platform technologies
Extend app functionality by using
Microsoft Power Platform technologies
Configure administrative features
and workflows
Configure administrative features
and workflows
Implement security
Implement security
Design and create workflows and
describe business events
Design and create workflows and
describe business events
Configure organization administration
features
Configure organization administration
features
Configure system administration
features
Configure system administration
features
Manage finance and operations data
Manage finance and operations data
Manage data
Manage data
Describe the data migration process
Describe the data migration process
Prepare data for migration and migrate
data to finance and operations apps
Prepare data for migration and migrate
data to finance and operations apps
Validate and support solutions
Validate and support solutions
Test solutions
Test solutions
Describe and use Lifecycle Services
(LCS) tools
Describe and use Lifecycle Services
(LCS) tools
Skills measured prior to March 15, 2023
Audience profile
Candidates for this exam gather and analyze business requirements and translate those requirements
into fully realized business processes and solutions that implement industry recommended practices.
They serve as a key resource in implementing and configuring applications to meet business
requirements.
Candidates should be able to implement shared features used by finance and operations apps. The
candidate should be able to use Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and
platforms to manage the application lifecycle management (ALM) process. They should also have
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
8
awareness that finance and operations apps integrate with Microsoft Power Platform solutions, external
systems, and tools.
Candidates for this exam typically specialize in one or more feature sets of finance and operations apps
including finance, manufacturing, supply chain management, commerce, project operations, and human
resources.
• Describe finance and operations apps, and extend apps by using Microsoft Power Platform
technologies (20–25%)
• Configure administrative features and workflows (30–35%)
• Manage finance and operations data (20–25%)
• Validate and support solutions (15–20%)
Describe finance and operations apps and extend apps by using
Microsoft Power Platform technologies (20–25%)
Identify common apps, features, and functionality
• Describe apps in the finance and operations portfolio
• Describe core components of Dynamics 365 Commerce
• Describe uses cases for and capabilities of workspaces and mobile workspaces
• Describe case management
• Describe global address book features and their use cases
• Identify available inquiry and report types
• Describe use cases for the Business Document Management and electronic reporting features
• Perform searches, save queries and views, create and use record templates, and implement
filters
Extend app functionality by using Microsoft Power Platform technologies
• Identify use cases for Microsoft Dataverse
• Identify use cases for Power Apps
• Identify use cases for Power Automate
• Identify use cases for Power BI
• Identify use cases for Power Virtual Agents
Configure administrative features and workflows (30–35%)
Implement security
• Distinguish between roles, duties, privileges, and permissions
• Manage security roles and users
• Describe segregation of duties
• Describe record-level security
• Describe and use the Security Diagnostics tool
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
9
Design and create workflows and describe business events
• Describe use cases for workflows
• Design and create workflows
• Configure workflow properties, tasks, approvals, and elements
• Configure queues and workflow parameters
• Troubleshoot workflows
• Manage workflow versions
• Describe use cases and capabilities for business events
Configure organization administration features
• Set up and configure legal entities and operating units
• Configure number sequences
• Configure organization hierarchies
• Describe and apply user options
• Configure document handling for attachments
• Configure print management for documents
Configure system administration features
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics
Office add-in
• Configure email (SMTP/Exchange)
• Create and maintain email templates
• Describe use cases for Entity store
• Create, export, and import personalizations
• Publish saved views
• Set up and monitor batch jobs
• Set up alerts
Manage finance and operations data (20–25%)
Manage data
• Describe use cases for the Data Management framework
• Describe use cases for projects, data entities, and templates
• Copy configuration data between legal entities by using the Data Management framework
• Describe use cases for the Dual-write feature
Describe the data migration process
• Identify common migration scenarios and tools in finance and operations apps
• Identify relevant data entities and elements based on given scenarios
• Identify data migration requirements
Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
10
Prepare data for migration and migrate data to finance and operations apps
• Identify types of data including master, transactional, reference, and parametric data
• Identify and extract source data
• Generate field mapping between source and target data structures
• Import or export data by using the Data Management framework
• 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 solutions (15–20%)
Test solutions
• Describe types of testing including unit, regression, functional, and end-to-end testing
• Describe capabilities of available testing tools
• Track work items throughout a project implementation by using Azure DevOps
• Create test cases and test plans by using Azure DevOps
• Create test scripts by using Task Recorder and upload scripts to Business Process Modeler (BPM)
or Azure DevOps
• Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
Describe and use Lifecycle Services (LCS) tools
• Identify use cases for project asset libraries and shared asset libraries
• Describe environment purposes and topologies
• Differentiate between Tier 1 environments and other tiers
• Describe use cases for BPM libraries
• Describe the types of environments including sandbox, test, and production
• Identify, report, and resolve issues by using Issue Search and creating support tickets
• Report production outages
• Describe use cases for Trace Parser
• Describe the impacts of Dynamics 365 One Version service updates on projects