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Exam MB-300: Microsoft Dynamics 365 Unified Operations Core

Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best... practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.

Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts.

Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.

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Part of the requirements for: 3 certifications | See details

Related exams: Exam MB-310, Exam MB-320 and Exam MB-330

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Exam MB-300: Microsoft Dynamics 365 Unified Operations Core

This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution.

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Skills measured

Use common functionality and implementation tools (20-25%)

Identify common Microsoft Dynamics 365 Finance and Operations features and functionality

  • determine when to use workspaces
  • identify use cases for mobile workspaces, Power Apps, and Flow
  • identify and differentiate between the global address book and other address books
  • determine when and how to use the Data Expansion Tool
  • demonstrate Work Items functionality
  • demonstrate Microsoft Dynamics 365 Finance and Operations navigation techniques
  • identify Inquiry and Report types available in a default installation

Implement Lifecycle Services (LCS) tools

  • identify opportunities to re-use existing assists
  • analyze Business Process Modeler results and identify gaps in functionality
  • use the LCS tools including Issue search and analyze results

Configure security, processes, and options (45-50%)

Implement security

  • identify and distinguish between standard Finance and Operations security roles
  • 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

Configure options

  • set up and configure legal entities
  • configure base number sequences
  • import or create postal data
  • 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 Microsoft Dynamics 365 Finance and Operations common features

  • synchronize Microsoft Office information with Microsoft Dynamics 365 Finance and Operations
  • configure email (SMTP/Exchange)
  • create and maintain email and record templates
  • set up a Power BI connector
  • 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
  • use business process workspace

Perform data migration (15-20%)

Plan a migration strategy

  • identify common migration scenarios and tools in Microsoft Dynamics 365 Finance and Operations
  • determine migration scope
  • identify relevant data entities and elements based on given scenarios
  • establish migration strategy processes

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

Validate and support the solution (15-20%)

Implement and validate the solution within Microsoft Dynamics 365 Finance and Operations

  • perform user acceptance testing (UAT)
  • build test scripts to test business functionality
  • 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

Support Application Lifecycle Management (ALM) by using LCS

  • perform a solution gap analysis
  • use LCS tools to identify, report, and resolve issues

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*Pricing does not reflect any promotional offers or reduced pricing for Microsoft Imagine Academy program members, Microsoft Certified Trainers, and Microsoft Partner Network program members. Pricing is subject to change without notice. Pricing does not include applicable taxes. Please confirm exact pricing with the exam provider before registering to take an exam.

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