Exam MB-300: Microsoft Dynamics 365 Unified Operations Core

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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. Less

Part of the requirements for: 3 certifications | See details

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

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.

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

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

Question: 1
Note: This question is part of a series of questions that present the same scenario. Each question in
the series contains a unique solution that might meet the stated goals. Some question sets might
have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these
questions will not appear in the review screen.
You are configuring a Dynamics 365 for Finance and Operations environment.
You must set up Microsoft Excel data exports.
You need to verify that the solution will result in a successful export of data to Excel.
Solution: Use Open in Excel to open an entity form that does not share the same root data source by
implementing the ExportToExcellGeneratedCustomExport interface.
Does the solution meet the goal?

A. Yes
B. No

Answer: B

Question: 2
Note: This question is part of a series of questions that present the same scenario. Each question in
the series contains a unique solution that might meet the stated goals. Some question sets might
have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these
questions will not appear in the review screen.
You are configuring a Dynamics 365 for Finance and Operations environment.
You must set up Microsoft Excel data exports.
You need to verify that the solution will result in a successful export of data to Excel.
Solution: Use Workbook Designer to build an editable custom export of customer data that includes
only postal code, city, and state.
Does the solution meet the goal?

A. Yes
B. No

Answer: A

Question: 3
Note: This question is part of a series of questions that present the same scenario. Each question in
the series contains a unique solution that might meet the stated goals. Some question sets might
have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these
questions will not appear in the review screen.
You are configuring a Dynamics 365 for Finance and Operations environment.
You must set up Microsoft Excel data exports.
You need to verify that the solution will result in a successful export of data to Excel.
Solution: Use OAuth authentication.
Does the solution meet the goal?

A. Yes
B. No

Answer: B

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