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Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations updated on August 9, 2021

November 29, 2021 by admin

Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations updated on August 9, 2021

The content of this exam was updated on August 9, 2021. Please download the skills measured document below to see what changed.

Consultants (functional and technical) 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 apps to meet business requirements.

Consultants should be able to implement core components and features of Dynamics 365 Finance and Operations apps. They should also have awareness of how Dynamics 365 Finance and Operations apps integrate with external systems and tools including Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process.

Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.

Part of the requirements for: Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate

Related exams: 4 related exams
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Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
Languages: English, Japanese
Retirement date: none

This exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.

Skills measured
The content of this exam was updated on August 9, 2021. Please download the exam skills outline below to see what changed.

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 (25-30%)
Validate and support solutions (20-25%)

Audience Profile
Candidates for this exam analyze business requirements and translate 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 understand common features and capabilities of Finance and Operations apps and how to configure and use each. They should also have awareness of how Finance and Operations apps integrate with external systems and tools including Power Platform. The candidate actively manages application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.
Candidates for this exam typically specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.

Skills Measured
NOTE: The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. This list is NOT definitive or exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

Use common functionality and implementation tools Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies
(15 20% – 20 25%)

Identify and use common Finance and Operations apps, features, and functionality
 describe apps in the finance and operations portfolio
 describe the main 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 inquiry and report types available in a default installation
 describe use cases for the Business document management and electronic reporting features
 perform common actions including performing searches, saving save queries and views, creating create and use, and using record templates, and creating create filters

Extend app functionality by using Microsoft Power Platform technologiesDescribe use cases for Power Platform apps and services

 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
 differentiate between pinned and embedded Power BI reports

Configure security, processes, and options administrative features and workflows (30-35%)

Implement security
 distinguish between roles, duties, privileges, and permissions
 assign users to security roles to users based on given scenariosrequirements
 describe segregation of duties
 describe and use the security diagnostics tool

Design and create workflows and business events
 describe use cases for workflows
 design and create workflows
 configure workflow properties, tasks, approvals, and elements
 configure queues, workflow assignment hierarchies, and workflow parameters, and troubleshoot workflows
 troubleshoot workflows
 manage workflow versions
 use Trigger Power Automate to extend workflows flows by using business events

Configure organization administration features
 set up and configure legal entities and operating units
 configure and troubleshoot number sequences
 import or create all necessary startup data including postal code data, customers, vendors, and products
 create organization hierarchies
 describe and apply user options including time zones, language, and email settings
 configure document handling for attachments
 configure print management and form setup features

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
 integrate Power BI with Describe use cases for Entity store
 create, export, and import personalization’
 Ps and publish saved views
 set up and monitor batch jobs
 set up alerts

Manage finance and operations data (25-30%)

Manage data
 describe use cases for the data management workspace and templatesframework
 describe use cases for projects, and types of data entities, and templates
 copy configuration data between companies or legal entities by using the data management framework
 describe use cases for the dual-write feature

Plan Describe thea migration strategy process
 identify common migration scenarios and tools in finance and operations apps
 determine the scope for a migration
 identify relevant data entities and elements based on given scenarios
 establish migration strategy processes including migration scope Identify data migration requirements

Prepare data for migration and migrate data to Finance and Operations apps
 Identify types of data including master, transactional, reference, and parametricidentify and extract source
 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 the solutions (15 20% – 20 25%)

Test solutions
 describe types of testing, tools including unit, regression, functional, and end-to-end testing
 describe capabilities of available testing tools
 track work items through a project implementation by using Azure DevOps
 create test cases and test plans by using Azure DevOps
 automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
 create test scripts by using Task recorder and upload scripts to BPM Business process
modeler or Azure DevOps

Implement Describe and use Lifecycle Services (LCS) tools
 differentiate between LCS roles including Owner and Environment Manager
 identify opportunities to re-use existing assets use cases for project asset libraries and shared asset libraries
 analyze Business Process Modeler (BPM) results and identify gaps in functionality
 create an acceptance testing BPM library and analyze results.
 describe environment purposes and topologies
 differentiate between Tier 1 environment and other tiers
 describe use cases for Business Process Modeler libraries
 describe the types of environments, including sandbox, test, and production
 implement the LCS tools including Issue Search and analyze results
 implement performance monitoring
 report production outages
 create and save trace files to troubleshoot performance issues
 describe the impacts of Dynamics 365 One Version service updates on projects
 use LCS tools to identify, report, and resolve issues
 manage Dynamics 365 One Version

QUESTION 1
Your company has recently deployed Dynamics 365 Finance.
You are currently establishing the location of work items.
Which two of the following work items are located in Accounts payable?
NOTE: Each correct selection is worth one point.

A. Purchase order.
B. Vendor invoice.
C. Transfer order.
D. Customer Invoice.
E. Sales Order.

Answer: A,B

QUESTION 2
As part of the company™s effort to regulate business processes, you plan to make use of the Business Process
Modeler (BPM) tool in Lifecycle Services (LCS) to make business process alignment possible.
You are classifying the key capabilities of BPM with regards to integration.
Which of the following is TRUE with regards to the above scenario?

A. You are able to pull master data.
B. You are able to pull reference data.
C. You are able to upload flowcharts from Task recorder.
D. You are able to access external databases.

Answer: C

QUESTION 3
Microsoft releases a new feature for public preview that does not require additional licensing.
You want to enable the new feature.
You enable the feature in Solution management.
Does this action enable the new feature?

A. Yes, it does
B. No, it does not

Answer: B

QUESTION 4
Microsoft releases a new feature for public preview that does not require additional licensing.
You want to enable the new feature.
You enable the feature in Lifecycle Services (LCS).
Does this action enable the new feature?

A. Yes, it does
B. No, it does not

Answer: A

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